“If we see that benefit, it would likely be in third and beyond as those conversations happen.”

In context

“Mike Beckman : Yes. Maybe I'll take that, and Haviv, feel free to add. But what we saw in second quarter, and you saw this leading up through first as well was broad strength across the sector base and the region base. I think that to Haviv's point earlier, you have had 4 years of secular content growth that's happened that has added content to industrial automation. We've seen aerospace and defense grow at higher rates, energy infrastructure for reasons probably adjacent to some of the data center reasoning. Robotics grew at a higher rate as well. But if you look at the entire sector based in industrial, all the sectors grew both sequentially and year-on-year and every region grew as well. So it's pretty broad. I would chalk it up more to higher secular content growth than pricing. And as Haviv mentioned, the first half pricing was stable, about flat for us. If we see that benefit, it would likely be in third and beyond as those conversations happen.”