Kyle Menges

“It sounds like a lot of the momentum being driven by large projects. So just curious, starting to think about 2027, just is there any risk of modular rates turning negative at some point, just maybe from a mix of larger projects driving the growth in 2027?”

“Maybe starting just on the data center orders in the quarter, I mean it didn't seem like much and I mean I'd just love to hear an update on the pipeline of traditional switchgear.”

“I wanted to follow up on some of your earlier comments about the demand backdrop across your end markets, and I think you made a comment that you're seeing more of a gradual improvement in demand, but not necessarily a bounce back like you've had in previous cycles.”

“And I appreciate some of the commentary on 2027. I was hoping you've provided some good color. I was hoping just to the extent you can provide somewhat of a margin bridge for 2027, thinking about annualizing lower tariff impacts and then some of the cost savings initiatives around procurement and quality.”

“And I appreciate some of the commentary on 2027. I was hoping you've provided some good color. I was hoping just to the extent you can provide somewhat of a margin bridge for 2027, thinking about annualizing lower tariff impacts and then some of the cost savings initiatives around procurement and quality.”