H1 is what has a date on it: OMB's list is due December 18 and your 2027 automation capex is being approved now. H2 is the capability that takes 12 to 24 months to build and cannot be bought under deadline. H3 is the structural shift that decides whether you still have a business model in 2031.
Three things expire in this window: the pre-list mapping window before December 18, the 2027 capex cycle, and your current price on vector and fill-finish capacity.