Nigel Coe
Wolfe Research, LLC

Great. We'll get started. Again, very pleased to welcome Rockwell Automation to the stage, and Christian Rothe, CFO; Matt Fordenwalt, SVP of Lifecycle Services; and Aijana from Investor Relations as well.

Nigel Coe
Wolfe Research, LLC

So Christian, I thought maybe open it up with just top level -- top-of-mind issues for you and perhaps we can get into Q&A.

Christian Rothe
Senior VP & CFO

Yes, absolutely. We can -- so top-of-mind issues for us, really strong Q2. Frankly, we felt good going into the quarter. I think the quarter itself outperformed what we were expecting and it outperformed really across the board. All of our segments came in quite nicely on the top line. Lifecycle was probably closer to what we had expected on the top line, but actually outperformed our expectations on the bottom line. So the end result was a really strong flow-through profitability, great performance on the EPS side, incremental margins that were really strong for Rockwell and allowed us to have more confidence and so we raised our guide. So the raise of our guide was a full 3 points on the organic sales line. So it went from a midpoint of 4% to a midpoint of 7%, and we took our EPS number up by a full $1 at the midpoint. So feel pretty good about how the first half shaped up. We obviously got a full second half that we have to go get, but I feel like the setup is good.