Stephen Baxter

“I just wanted to ask like a follow-up on the cadence. I get that we're on track in terms of the 45% versus 55% allocation, but we think about the first half EBITDA growth needing to improve a good amount in the back half?”

“I wanted to ask about the other segment. So for the fiscal 2027 guidance, you have EBIT growing faster than revenue. Is that driven more by mix or synergy realization?”

“I wanted to follow up on one of the Q2 drivers that you called out. You mentioned that within the workers' comp business, there was some feasibility from NICS related to higher, I guess, new first injury and assessment visits.”

“I wanted to ask you about the senior living business and the acquisition case you're doing. I'd love to hear a little bit about what the same-store margins look like in that business.”

“Could you give us some color on what's driving that? It seems like a much sharper increase than what you might normally expect, but obviously there's a lot of unusual dynamics this year.”