Oliver Hu

“I know you guys talked about fully passing through the NCPs next year. I guess two-part question. One, is that predicated on a disciplined OEM market? And then, two, is there a chance that the EPA won't make its final ruling until after 2027?”

“Just a question on kind of your price-cost assumptions. I think we had moved from neutral for the full year to neutral in the second half. Is that a change because it would have implied a positive price cost in the second half?”

“Just a question on your GenFab end markets. I know you guys were up high 30s this quarter. Can you help us unpack that in terms of how much of that was driven by price versus volume?”

“We just wanted to talk about the recent flurry of orders that you guys had announced. You know, with those signed, does your pipeline of opportunities, you know, potentially narrow a little bit?”

“I was just curious on fleet productivity. Can you guys talk about what drove the year-over-year improvement this quarter, and if it's possible at a high level, what your outlook implies directionally for those factors, rate and time for it?”