“Commercial vehicles is down. It was down -- I think it's going to be just north of 20% here in the back half of the year.”

In context

“Nicole DeBlase: Maybe just a few questions on some of the business trends you saw this quarter. So I think electronics came in ahead of expectations. Can you talk a little bit about the drivers of that? And maybe if there was any sort of timing differential between 3Q and 4Q versus what you expected and thoughts on 4Q? William Brown: So just on the macro, we laid out a chart in the webcast about what's happening in the macro. It remains relatively soft, pretty unchanged from what we had seen 90 days ago or so. We did see a little bit softening in roofing granules. Anurag mentioned that in his prepared remarks. It's really the housing market is a little bit soft consumer spending is a little bit soft so they're not replacing roofs as much, which has definitely softened in the last 90 days. Commercial vehicles is down. It was down -- I think it's going to be just north of 20% here in the back half of the year. And that has weakened in Class 5 to 8 in North America from admissions, trends and tariffs and some other things that are happening there. We are seeing some better trends. I mean auto looks just slightly bit better. We do -- we actually were flattish in the quarter in a market that was up a little bit. Auto builds come up just a little bit year-over-year. So that's okay. On electronics, we were up mid-single digits in the front half of the year, mid-single digits in Q3. Trends there are pretty good for us. It's about 10% of our sales looks pretty good. Last year, it was low double digits. So we're doing pretty well in the electronics segment. As you know, we provide adhesives and films, polarizers or some other things into notebooks, tablets, PCs, cell phones, we've seen good penetration”