Matthew Johnson

“I guess my first question is on pricing. I know last quarter, PVC pricing was, I think, a bigger topic, but it sounds like a lot of those price announcements from earlier this year didn't really stick.”

“If we could talk about gross margin in the quarter, I think it was down, I don't know, somewhere around 650 basis points year over year, which was down a bit more relative to the first quarter.”

“I think last quarter you guys had mentioned it was down in April as well. I guess just given kind of all the noise and macro volatility that we've seen over the last few months, I guess, what did you – how did demand, or I guess volume, I should say, progress through May and June and then into July?”

“I guess first off, from a segment basis, I think fire protection sales were really the standout this quarter up, I think, 17% year over year. And I think there's been some disruption at the OEM level over the past few months.”

“I guess just kind of bigger picture here. I know you guys have, I would say, a pretty long history of navigating through different inflationary environments. I think the way you guys typically talk about it is you put through price and then you hold on to the majority of that, even as costs kind of normalize.”