The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Julio Romero - Sidoti & Company LLC - Analyst
: Great thanks. Hey, good morning, Jose Manuel Christian Santiago. So I wanted to start out on the revenue line. I appreciate you calling out the pull
forward of $5 million to $7 million in the second quarter. How much of that pull forward in your view was after the Section 232 increase in June?
And more broadly, how has that announcement translated to any change in customer behavior?
Question: Julio Romero - Sidoti & Company LLC - Analyst
: Got it. Okay. That's helpful. And then it sounds like you've made progress with narrowing down locations for the plans to build out a manufacturing
facility in the US. Just any early takeaways you can call out from having Continental Glass under your belt that you're applying to the feasibility
study for the fully automated plant?
Question: Julio Romero - Sidoti & Company LLC - Analyst
: Great. Good context I'll pass it on. Thanks.
Question: Tim Wojs - Baird - Analyst
: Hey everybody, good morning. Nice job. Just to clarify, Santiago, so the $5 million to $7 million of pull forward, that's an order number, right? Like
that didn't get pulled really into the second quarter revenue, did it?
Question: Tim Wojs - Baird - Analyst
: Okay. So there's a part of the $5 million to $7 million in Q2 and then the rest is in Q3, basically?
Question: Tim Wojs - Baird - Analyst
: I got you. Okay. And then I guess on the margins, just the midpoint of the guidance, just doing some math, I think it suggests that the margins
might be down a little bit in the second half of the year. I'm just trying to kind of think through the puts and takes there, how you're thinking about
the margin cadence in the second half, especially since I think you grew EBITDA or EBITDA margin this quarter despite having those kind of aluminum
tariff costs. So just kind of the puts and takes there would be helpful.
Question: Tim Wojs - Baird - Analyst
: Okay. That's helpful. And then just on pricing, I guess, we're kind of a few months' delay kind of now from the tariffs. Just where are your pricing
increases kind of landing relative to the competition as they're kind of layering things in? Are you in line?
Are you kind of below, above? And just is that pricing all in residential? Or have you been able to kind of pass through some pricing in commercial?
So sorry, there's a bunch of questions there.
Question: Tim Wojs - Baird - Analyst
: Okay, sounds good. Thanks a lot, guys.
Question: Jean Veliz - D.A. Davidson & Co - Analyst
: Hi, good morning. Congrats on the quarter. I want to start -- just sort of wondering what sort of opportunities are there outside of your current
footprint within Florida?
Question: Jean Veliz - D.A. Davidson & Co - Analyst
: And just a follow-up. Does that apply as well for the commercial side of the business?
Question: Jean Veliz - D.A. Davidson & Co - Analyst
: Perfect. I appreciate. Thank you.
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