Says: Delivered on first half operational performance commitments; new record backlog; Prudently increasing FY adjusted EPS and organic sales growth guidance; Tariff impact well contained so far; prepared for fluid situation, potential demand impacts; Comprehensive portfolio review concluding as separations progressing on track; Balanced deployment of capital with accelerated share repurchases, strategic bolt-on and tuck-in M&A. Comments taken from investor presentation slides.
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