“We don't expect that to repeat in the year ahead at the same level.”

In context

“s start to improve over the next year or so. Vimal M. Kapur: Yes. Both statement are true, and then the OE destocking issue also goes away because the rates will convert to the normal baseline. That's why I mentioned these are all transitionary issues. By the way, on the R&D spend, the R&D spend rise is not only in Aerospace. It's across all 4 segments of Honeywell. We feel continued confidence on our ability to accelerate organic growth through new products. We see part of that happening in Building Automation, pockets of Industrial Automation, Aerospace, we talked about wins. But overall, we have a meaningful acceleration of R&D spend for the right projects. And this is going to set up a new baseline for Honeywell for the future. So this is again a transitionary for the overall company. We don't expect that to repeat in the year ahead at the same level. Operator: Our next question is from Andrew Obin with Bank of America. Andrew Burris Obin: Can we just talk a little bit about UOP? And my question is very strong growth this quarter, but you're seemingly talking it down for the second half of the year. Can we just understand what verticals drove the upside? And what verticals are driving the downside if we could disaggregate it? Vimal M. Kapur: So I'll say, Andrew, for the quarter 2, we had 2 favorable items. We had a big licensing agreement with a customer, which gave us long -- strong growth. And also catalyst sales were much stronger in Q2. So some of the catalysts got pulled through from second half to first half. So that's more of a cycle of this long-cycle business. To the second part of your question, the impact we see is energy pr”