“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”

In context

“nter, 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 focused. So those are the things that we are more cautious about. But at the end of the day, we had anticipated being above 3 in Q3. We came in above Q2 rather, we came in above about 5. You know, we do expect good momentum going into the back half of the year. Great. Thanks so much for the color. Anurag Maheshwari: And as a follow-up, I just wondering if you could give some a little bit more color on what drove the strength in margins this quarter? Is it mix? Price cost or productivity? You are pretty much at your 2027 margin target right now in the second quarter. So kind of when should we kind of expect to hear abou”