We model a modest year-over-year EPS decline to $0.25 in 3Q:25 from the year-earlier $0.27, due to a challenging comp, reflecting the pull forward of MRE (meals ready-to-eat) sales in 3Q:24 related to hurricanes and the short-lived port strikes. We project modest revenue growth to almost $93 million in 3Q:25 with margins moderately lower due primarily to mix. We note we exclude Graphic Arts from 2024 and 2025 results; the business was sold in early 3Q:25. We expect growing demand in high margin commercial space and recovering electronics is helping to offset ongoing weakness in alternative fuel markets (due in large part to the soft Class 8 truck market) in Gas Cylinders. We maintain a long-term bullish view of alternative fuels, and expect demand for gas cylinders for Cummins Inc.'s (NYSE: CMI, NMC) new CNG (compressed natural gas) engines to strengthen as the commercial vehicle market recovers. We view the divestiture of the underperforming Graphic Arts business positively. Management expects the recent closure of its Pomona gas cylinders facility and relocation to the larger Riverside operations to provide $4 million in annual savings. The balance sheet remains strong with net leverage under 1x at the end of 2Q:25 compared to nearly 2x at the end of the year-earlier quarter. We expect cash flow in the near term will fund further debt reduction.