Demand Outlook - The company has achieved five consecutive quarters of aftermarket bookings exceeding $600 million, indicating strong demand and resilience in this segment [1][2] - The aftermarket revenue franchise accounts for over 50% of the company's business, highlighting its significance and differentiation in the market [1] Market Focus - The company has experienced robust bookings in recent quarters, consistently reaching $600 million or more, which reflects a strong and resilient performance [2] - There is a shift in the company's focus towards the energy and oil and gas markets, which is seen as a misunderstood aspect of its operations compared to a decade ago [2]