“And I think the pace of business across DTM continues to be robust and I think we'll continue to accelerate in terms of momentum and the core AspenTech suites continue to perform very well.”

In context

“mildly accretive. What exactly is outperforming your expectations? And I know you talked about greater than 10% ACV growth, but maybe you could elaborate on what you're seeing in the near to medium term in the business. Lal Karsanbhai: I'll say a few comments and then Ram, if you have something to add. So I think there are two predominant elements there, Andy. The first is timing. Obviously, we exceeded in the second quarter. The timing does matter in terms of the EPS accretion. And the second is our commitment around the opportunities of cost. And the management team has pursued that very aggressively off the bat, particularly around G&A and corporate costs. And we feel really good that this will contribute positively year-over-year. So an excellent start for the business. Ram Krishnan: And I think the pace of business across DTM continues to be robust and I think we'll continue to accelerate in terms of momentum and the core AspenTech suites continue to perform very well. So we haven't seen any slowdown in demand and you augment that with the synergy actions that Lal referenced, I think we feel very good about the contribution AspenTech will make this year and into 2026 and beyond. Operator: And the next question comes from Steve Tusa with JPMorgan. Steve Tusa: Can you just talk about maybe what's within process? What's holding up for you guys and where the strongest growth is and maybe how the MRO is playing in there with kind of the field device MRO side? Lal Karsanbhai: Look, MRO was about 62% of sales in the quarter, so it continues to be robust, which is important, and we watch that very carefully with our programs, as you know. But also the capital funnel continues to be important here. The awards at $375 million are relatively balanced. But the thre”