David Raso

“I'm curious on the EOP programs, given the books have been open for a little while, especially sprayers and then planters open not too long afterwards.”

“Just, I mean, the channel, we heard you had a 3.5% price increase for shipments after July 1. Now, I know that isn't to OEMs, not everything gets to 3.5, but just surprised the 50-bit improvement on the organic, given it seems like pricing is going up more than that year over year from the first half.”

“I'm just trying to think through construction versus power in the sense of just given we've kind of gone through the inventory, you know, swing from destock to restock a bit in construction.”

“Is the thought there sort of just flat sequentially, 2Q, 3Q, and then that step down in 4Q? I just want to make sure I understand the framing, and then I'll ask my question.”

“Trying to figure out the vocational sounds like that 50 cent comment. Just to be clear, is there upside to access and vocational was taken down more than 50 cents?”