The company has raised its EBITDA guidance for 2025 and 2026, indicating strong growth expectations. Despite supply chain challenges affecting OES guidance, the company anticipates a 27% growth in adjusted EBITDA. The Q&A reveals positive market growth in Brazil, Africa, and the Caribbean, and stable U.S. markets. The company's strategic capital allocation and shareholder return plans further support a positive outlook. Although some uncertainties exist, the overall sentiment is positive, suggesting a likely stock price increase in the coming weeks.