No, I would say on your second question, it's mostly interest rate driven and overall sentiment. Just a little uncertainty on kind of what's gonna happen in the second half and that's causing a little bit of that delay in conversion. Definitely not a change in profile as we see it. And if you think about mobile crush, our mobile crushing business, the reason we like that business is because that's where the market is going and it's a much more flexible product. It's a product that you can have it travel with the job and it just gives customers a lot of flexibility and typically they will wanna own those assets instead of rent. So we don't see the profile changing per se. It's mostly just the confidence factor.

Jul 31, 2025 / receipt, needs a key / Angel Castillo, other | earnings call 2025-07-31 | transcript 264784bc-6903-43ee-aad3-12b06e8bfa2f | chars 35888-36607 | segment 37

SG&A was 10.6% of sales and decreased by 50 basis points from the prior year as business investment and marketing costs were coupled with continued expense management. SG&A increased over the prior year due to inflation, unfavorable foreign exchange, incremental spend on new acquisitions, and increased marketing expenses on trade shows.

May 2, 2023 / receipt, needs a key / Julie Beck, CFO | earnings call 2023-05-02 | transcript dc0df4d9-2081-4f91-bcc1-7e494a13dcb7 | chars 11480-11818 | segment 12

SG&A was 9.4% of sales and decreased by 90 basis points from the prior year as business investment was coupled with continued expense management.

Feb 10, 2023 / receipt, needs a key / Julie Beck, CFO | earnings call 2023-02-10 | transcript de789e85-c1cd-42df-a275-64f6c2e08456 | chars 10314-10459 | segment 10

People are traveling again and trade shows and things like that. There's going to be some marketing expenses in this business as well.

Feb 10, 2023 / receipt, needs a key / John, other | earnings call 2023-02-10 | transcript de789e85-c1cd-42df-a275-64f6c2e08456 | chars 24631-24765 | segment 25

There will be some increases, as I mentioned, just things like trade shows. We have three of them this first quarter, and people are traveling some expenses that we didn't have in 2022 due to COVID.

Feb 10, 2023 / receipt, needs a key / John Garrison, CEO | earnings call 2023-02-10 | transcript de789e85-c1cd-42df-a275-64f6c2e08456 | chars 46719-46917 | segment 47

SG&A was 10.4% of sales and decreased by 10 basis points from the prior year with business investment offset by continued strict expense management.

Oct 28, 2022 / receipt, needs a key / Julie Beck, CFO | earnings call 2022-10-28 | transcript d3146571-bbda-409c-ac6c-80cdfeef10e9 | chars 11603-11751 | segment 12

SG&A percent of sales at 10.1% decreased by 40 basis points from the prior year as business investment was offset by continued strict expense management and favorable foreign exchange translation.

Aug 3, 2022 / receipt, needs a key / Julie Beck, CFO | earnings call 2022-08-03 | transcript 2859fddc-1661-4099-bfde-4592c7803566 | chars 10901-11097 | segment 11

AWP delivered operating margins of 7.7% in the quarter, up sequentially by 180 basis points from the first quarter. And we expect this sequential improvement was the result of strong execution and strict expense management and disciplined pricing action.

Aug 3, 2022 / receipt, needs a key / Julie, other | earnings call 2022-08-03 | transcript 2859fddc-1661-4099-bfde-4592c7803566 | chars 46844-47098 | segment 48

Despite the highly inflationary environment, SG&A expense was $3 million lower than the prior year. SG&A percentage of sales of 11.1%, improved by 210 basis points from the prior year as strict expense management control continued.

Apr 29, 2022 / receipt, needs a key / Julie, CFO | earnings call 2022-04-29 | transcript 8047fdf8-e629-463a-b589-cfdc38c160f0 | chars 13912-14143 | segment 14

And so we're going to be very disciplined about, you know, anything that we add. and only add on those value-creating projects. Very, very prudent in expense management, always going forward as well.

Feb 11, 2022 / receipt, needs a key / Julie, CFO | earnings call 2022-02-11 | transcript ecc70362-1c24-403a-80b4-9697005fe30f | chars 49006-49205 | segment 50

Margin impacted by tariffs, unfavorable mix and timing of price realization

ir_statement / Sep 15, 2026 / receipt

Reiterating Full Year EPS Outlook

ir_statement / Sep 15, 2026 / receipt

$28M synergies included in 2026 Outlook

ir_statement / Sep 15, 2026 / receipt

95% of the $75M in run-rate synergies are cost synergies

ir_statement / Sep 15, 2026 / receipt

Strong EBITDA margin expansion of 310 bps, or 32% incremental margin on pricing, volume and productivity improvements

ir_statement / Sep 15, 2026 / receipt

160 bps EBITDA margin expansion on higher throughput, pricing and operational improvements

ir_statement / Sep 15, 2026 / receipt

LDD = up low double-digits

ir_statement / Sep 15, 2026 / receipt

LSD = up low single-digits

ir_statement / Sep 15, 2026 / receipt

Raising Full Year EPS Outlook $4.70 to $5.10

ir_statement / Sep 15, 2026 / receipt

Margins: Unfavorable mix, utilities ramp up inefficiencies, under absorption related to lower RCV production

ir_statement / Sep 15, 2026 / receipt

Sales: Improved throughput in fire

ir_statement / Sep 15, 2026 / receipt

Margin: Unfavorable tariff impact partially offset by higher volume and price/cost actions.

ir_statement / Sep 15, 2026 / receipt