“we see some improvements in the back half on easier comps and you know, we do see some tailwind on pricing, you know, for the year will be about 1.5 which implies about 2 points in the back half.”

In context

“So you raised your organic growth guidance nicely. But it still implies some deceleration in the second from the strong second quarter levels. I think pricing should come through when you have some new delivery schedules in the back half. So what is driving this? Is this consumer and electronics or the timing of deliveries or is this prudence? Chigusa, thank you. William Brown: I mean, it is look. it is a good question. You know, it the fact is the second half will be accelerating from the first half. You mentioned specifically Q2, but it does continue to accelerate there is some positives here. We continue to see good momentum in general safety. You know, we see semis, data center, A&D remains pretty strong. I know we communicated about the roofing granules business is not very big, but we see some improvements in the back half on easier comps and you know, we do see some tailwind on pricing, you know, for the year will be about 1.5 which implies about 2 points in the back half. So all those things give us encouragement in the back half. Look. The watch items are you know, number 1 is going to be consumer electronics. You know, the market data indicates a deteriorating, production volume of devices, PCs, tablets in the back half of the year. Expected to be down high-teens, is lower than it was in the first half. So that is a watch area. Auto is stabilizing In General For Us, But it is Still Expected To Be Down On The Build Rate Year Over Year In The Back Half. The Auto Aftermarket business, we think, was Going To Be Soft, Repair Claims Is Still Expected To Be Down In The Back Half Of The Year and Look, The U. S. Consumer remains cautious. As I just commented, we do expect flat to up growth in consumer in the back half, but the consumer remains cautious and value”