I'll tell you, we feel that in our backlog. In terms of components, we treat them as commodities and integrate. Fiscal 2025 revenue fell 16.2% to about $2.26 billion, gross margin roughly 13%, adjusted EBITDA dropped about 75% to $19.5 million, swung to a $68 million net loss from $30.4 million profit. Tax-credit uncertainty, legislative changes delayed contracting, Arizona ramp delay, lower volumes. Remaining performance obligations $5.3 billion, 13% AES. I wouldn't read too much into the quarter — the backlog is the backlog.