Joe Spack

“Maybe, Phil, if we could just sort of recap. I mean, you sort of made the 6.4% sort of jumping off point, and look, we could all make our own volume assumptions, and then you talked about operational excellence, which is still in early innings, but Some of that might get eaten away by the inflation headwinds.”

“It'll be a quick housekeeping and then a question. Adam, on orders, the 1.19 book-to-bill on a much larger revenue base, I know in the past you sort of talked about that, the timeline on yours going out a little bit.”

“Terrence, I just wanted to go back to maybe pull together some of the comments you made about DDN and the shape of the year, because you said over a billion for the year, second half weighted.”

“Mark, maybe just to start on some of the higher Middle East costs and resins. And I just want to make sure I understand some of the commentary here. So, you know, I guess you're going to sort of try to go back and retroactively get, you know, some payment for the higher costs incurred.”

“I just want to, you know, maybe sort of unpack a little bit some of the half-over-half commentary. You know, you talked about some of the caution. you talked about some of the production, but the guidance I think still has sales up half over half and 20% incremental.”