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- **M&A Driven Growth**: 14 acquisitions in 2025 at 9.5x multiple, adding 400-500bps annually.
- **Innovation Leadership**: META 45 compressor delivers 14% energy savings, showcasing R&D investment.
- **Tariff Mitigation**: $100M tariff headwind in 2025, with pricing actions to offset costs in 2026.
- **Segment Strength**: PST at 30.8% EBITDA margin, ITS at 29%, with sequential improvement in both.
- **Balance Sheet Flexibility**: $3.8B liquidity, $700M buybacks YTD alongside M&A.

**【CEO Summary Section】**
- Organic orders grew 2% year-to-date, with a book-to-bill ratio of 1.04x, driven by disciplined M&A and execution. 
- Acquired 14 companies in 2025, averaging a 9.5x pre-synergy multiple, targeting 400-500bps of inorganic growth annually.
- Introduced META 45 compressor, delivering 11% flow increase and 14% energy savings, showcasing innovation in industrial solutions.
- ITS segment orders up 7% YoY, PST orders up 11% YoY, with both segments showing sequential improvement.
- 2025 guidance adjusted for $100M tariff headwind, with pricing actions expected to offset costs in 2026.

**【CFO Financial Commentary】**
- Q3 revenue growth driven by M&A and FX,2025, with adjusted EBITDA of $545M (27.9% margin) and free cash flow of $326M.
- Deployed $460M in M&A and $700M in share buybacks, maintaining 1.8x leverage ratio.
- 2025 adjusted EPS guidance reduced to $3.28 due to tariff impacts, but free cash flow remains strong.
- Sequential EBITDA margin expansion in both segments, with PST at 30.8% and ITS at 29%.

**【Q&A Highlights】**
- Tariffs ($100M annualized) expected to mute 2026H1 margin expansion, but pricing actions in backlog will offset costs by 2026H2.
- ITS organic orders up mid-single digits in Americas, mid-teens in Asia Pacific, offsetting EMEA weakness.
- PST Life Science business seeing 55% to 90% yield improvement in Flexan product line, driving margin expansion.
- 2025 book-to-bill expected to finish above 1x, supporting 2026 revenue visibility.
- Share buybacks to continue alongside M&A, with $193M executed in Q3 and $700M YTD.

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