Dan Levy

“Maybe we could just quickly start with just a question on the warranty expense. And I know you mentioned that there was a couple of issues here, and one is sort of through an OTA.”

“So one of the points in your commentary on 2027 is it talks about customer demand remaining And I know this has been a constant debate in the industry. I think people are just amazed by how resilient the auto industry has been.”

“I wanted to first start with a question on metal forming. So, best margin you've had in quite some time. Maybe you could just talk to, you know, what happened in metal forming that the margin recovered as much as it did.”

“I wanted to start out with just what's going on with America and the backlog. Maybe you could just talk to this very strong outperformance you saw in the third quarter, which I know you said is unlikely to occur.”

“I wanted to start with a question on capital allocation. And I know that you, in your release, issued a new $1 billion buyback authorization, so you've been buying back a fair amount of stock.”