good All Scott, and you, right, thank morning.
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high across environment, at level better set importantly line at majority for EPS overall, half year-over-year our the near-term current So margin half enterprise of and the solid first the strong growth in and to the enterprise single-digit a organic challenging performance up first a second half at with and the more cash growth in the flows year-over-year. rates, segments, with expansion run level mid with
half, and of the similar the second terms QX we of In expect quarterly terms EPS. in fairly in splits to be QX
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talk let's updated Now our on guidance Slide XX. about XXXX
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be ahead our to the strong of net billion a to to expected approximately and the flow expect own and is start first conversion repurchase saw, As with we $X.X cash for we're income, off you of half shares strong in full-year the full-year. on well
brief management activities. Now on update our a portfolio
remain Our guidance. are of divestiture XXXX. divestitures progressing excluded half Interest expect upon activities and is proceeds in to to about we realize strong and our is all our significant well divestiture, of cash on-track gains from we which and complete potential
XX expected the margin. divestitures when overall positive improvement the stated and include points from we points end rate our operating impacts structural the organic As to basis to basis have growth XXX by of XXXX before, approximately of completed
I for mentioned. beyond repurchases, incremental $X.X gains will the and above any sale, dilution to the share as neutral approximately divestitures just on EPS billion offset be planning Not be counting that by EPS we're
Before just earlier. I back let over said reiterate Scott Karen, it something me that to hand
the our range our Given scenarios. of the model, execute to of well and to core quality diversified the at ability our competitive economic we portfolio high high a a wide strength advantages, resilience across of level, positioned ITW businesses, business are outperform team's of
half. In forward, managing current extend long only and it's the focused so market will ITW investing term. and go terms where to tell to demand current near-term incorporating on run conditions the assuming early as and the appropriate macro is two of second for after remain make near-term And months, we adjustments rates through continue headed, we'll too we're the also
Karen So back with that, to you.