Josh Pokrzywinski

“So I feel like you guys have done a really great job of kind of scoring some of the background announcements, whether it's the mega projects or, I guess, Slide five, with some of the stuff from IRA.”

“David, on this commercial equipment growth—historically it's a replacement business with a massive installed base. Is there sufficient labor, whether in your own house or in the independent world, to install this stuff in a reasonable timeframe, or is that going to be a gating factor on converting backlog as well?”

“I guess first, just on the pace of near term activity. Obviously, buckets three and four are still under some pressure here. We have seen a lot of short-cycle industrial markets start to improve a decent amount sequentially.”

“Just wanted to start off, I guess, first on the nature of the business on the non-resi side. I would imagine that you guys participate more in, for lack of a better term, horizontal construction.”