Matthew Boulay

“I want to start out on the gross margin outlook. And so kind of, you know, helpful color there. You gave it the top around what's sort of changed around your expectations for Q4 sort of combination of changing market conditions.”

“I wanted to go back to the insulation volumes and, you know, this kind of strong volume outlook in both North America non-res. you mentioned data center, and then in Europe, you mentioned building changes.”

“In terms of what you're seeing in the market today, what have you seen in terms of competitive capacity? Are others also taking some capacity down? And just what has the general industry discipline been around this?”

“Just sticking on the gross margin topic, so this guidance change of, you know, 100 basis points or so. I've heard you mention several drivers.”

“So first, I guess based on the numbers you gave around inventory homes, it seems like the bill to order orders really improved kind of beyond what you get just from cutting spec starts.”