“We expect production costs, ex tariffs, they continue to be positive. They will be positive for the full year, but to a lesser extent in the back half.”

In context

“mpact of 5 -- $500 million is about 1 point to 1.5 points. But again, being so back-end loaded in the back half margins, that's 2 to 2.5 points in the back half. So if you account for that, first and foremost, that's a pretty big lift. The decremental math, candidly, gets a little bit funny just because the change in sales is relatively small year-over-year as you look at the second half of '25 versus the second half of '24. So these changes, these tariff impacts have an outsized impact on the decremental math, just given the smaller denominator from a sales change. As we mentioned, a little bit less price in the back half as we think about that, a little bit less material favorability. It was really, really strong in the front half of the year, and that pulls back a bit in the back half. We expect production costs, ex tariffs, they continue to be positive. They will be positive for the full year, but to a lesser extent in the back half. So I think between all those elements, Dave, I think that's what's driving a little bit of the compare there. Operator: Our next question comes from Jerry Revich with Goldman Sachs. Jerry Revich : And congratulations on the strong quarter. I'm wondering if you just revisit just philosophically, the price cost conversation and revisit the prepared remarks, I mean historically, you folks have pushed pricing ahead of inflation with value. And so you had mentioned for '26 list prices are under review to see if that can continue. Can you just expand on that because your competitors are facing the same worse cost pressures than you and you folks have a really strong track record of pushing through inflation in all forms? So can you just talk about is there any scenario under which you might be”