Over the next few months, I will focus on getting up to speed and plan to spend time traveling to our sites to learn about the operations and the team.

Aug 7, 2025 / receipt, needs a key / Ryan Latta, CFO | earnings call 2025-08-07 | transcript 6207fddf-350a-4dcc-bc5b-62a6f11ba1ef | chars 2331-2482 | segment 2

Yeah, so for the full year we had talked about business normalization costs, and those are things like travel, Marcom, training, all those things that we cut back starting last March, and that was about $15 million of headwind in 2021.

Aug 5, 2021 / receipt, needs a key / David Morgan, CFO | earnings call 2021-08-05 | transcript 35a9e5dc-0cbe-41cc-a8eb-d2a79bbd9108 | chars 38115-38350 | segment 38

So, you know, there's limited travel out there. You know, travel has begun. I've been out to our sites and, you know, met with our sales team, has gotten together, et cetera. International travel is still not there. I think it's more internally. So we're starting to visit customers. But, again, very limited, but it's starting to ramp up, and these variants will be watching very closely. So, again, we're balancing all of that right now.

Aug 5, 2021 / receipt, needs a key / Bob Pagano, CEO | earnings call 2021-08-05 | transcript 35a9e5dc-0cbe-41cc-a8eb-d2a79bbd9108 | chars 39280-39719 | segment 40

Targeting >100% cash conversion with efficient capital structure

ir_statement / Sep 16, 2026 / receipt

Data center demand continues to offset challenged new construction markets

ir_statement / Sep 16, 2026 / receipt

Increasing FY sales and margin outlook

ir_statement / Sep 16, 2026 / receipt

Successfully managing impact of Middle East conflict and fluid tariff environment

ir_statement / Sep 16, 2026 / receipt

Building on core competencies through investments in talent, product innovation, and scaling capacity

ir_statement / Sep 16, 2026 / receipt

Expanding relationships with contractors, OEMs and hyper-scalers

ir_statement / Sep 16, 2026 / receipt

Raising full year 2026 sales and margin outlook due to strong H1 and Q3 outlook

ir_statement / Sep 16, 2026 / receipt

Capex $50M to $60M

ir_statement / Sep 16, 2026 / receipt

Corporate Costs ~$60M

ir_statement / Sep 16, 2026 / receipt

Depreciation and Amortization ~$70M

ir_statement / Sep 16, 2026 / receipt

Net Interest Expense ~$3M to $4M

ir_statement / Sep 16, 2026 / receipt

Stock-based Compensation ~$22M

ir_statement / Sep 16, 2026 / receipt