Rob Wertheimer

“You know, one of the concerns people had heading into the year, if we go back a few quarters, is just the fleet movement costs in a market that was bifurcated, soft on one side, strong on another.”

“So, obviously, it's strong revenue momentum, up margins, up, which is great. When you look at margin performance overall, ancillary, drag, I guess we can call it kind of a good thing, you had some fuel costs.”

“I had two, and I'll just ask them both at once. Any comments on the A-Series tractor orders? Is that kind of following in line with early order programs, you know, trending a little bit better, especially in North America?”

“You mentioned a couple interesting things on the demand environment in your comments. I think you characterized it as one of the strongest you've seen in decades, and also with improving rate.”

“But just to understand it right, if a competitor has credits, they can avoid passing the cost of that on. And do you anticipate any, you know, any difficulty in passing that through yourselves or any margin impact that might arise from that in next year?”