Luke Junk

“Gary, hoping you could just double-click on recent order trends underpinning powertrain solutions now being 40% of the backlog and maybe broadening out a little bit just what it says about repeat engagement with customers and building a more durable industry position overall?”

“To start with, just, Beth, curious to the extent you think we're seeing any company specific elements uh especially one and then contributing to the short cycle strength beyond just end market uh and market improvement can you clarify that question are we seeing i'm sorry are we seeing yeah yeah just in terms of the…”

“Gio, hoping just to get some texture around your ongoing increase in confidence around the EMEA market specifically, and we saw a step up in margins sequentially this quarter, how do you think about the sustainability there, or maybe even the potential for some further improvement in the back half of the year?”

“And that's actually a great segue is hoping you could spend a little more time talking about your power portfolio. Clearly, that's an area of increased innovation within IT.com. You mentioned that you're a global leader, maybe more context there.”

“I guess if you back out the EV recovery this quarter, margins still mixed there. I know that's Mexico mainly and fiscal 26, if you look, kind of an underlying basis was relatively similar year over year.”