Tracy Alloway

So the good or bad news, depending on your perspective, is in 2025, there really weren't any big storms.

There weren't any named storms, big hurricanes, tornadoes.

So that was bad.

And compounding on that, in the first quarter here,

You had the bad kind of bad weather, which is snow and other bad weather that just slowed everything down, just stopped business, but didn't create any demand from roofs.

Didn't create any roof damage.

Exactly.

So the external conditions haven't been great.

Now, that said, I don't care because I'm not building a business for one year or two years or three years like I did in my previous companies.

I'm building...

a strong, durable, iconic company that's going to be around for decades.

And that's what I think.

We're always thinking about long-term.

We're thinking five, 10 years.

We're not thinking about a quarter or the year.

If we have a choice on a decision for capital allocation or M&A or investments, we barely think about how's it going to affect this quarter, this year.

It's really how's it going to affect the long-term.

Were you impacted by the tariffs at all?

Did that complicate the existing business?

Not too much because in roofing, which is what we've been up until Kodiak and our top build,