James Picariello

“So I know we're going to get all the detail we want in just two weeks at the investor day, But as we think about free cash flow and consider the strength in MAGNA's free cash flow and buybacks commitment, can you confirm the amount of EV recoveries in the outlook, in the free cash flow outlook for this year, and just…”

“Just to follow on Joe's question on the F-Series recovery and inventory, is the 150,000 units recovery target still cleanly intact, or is that number lower and there's something else to favorably offset?”

“Can you just share the visibility you have in terms of the bridge to see that inflection on a year-over-year basis for the fourth quarter?”

“I want to first ask about replacement versus OE volume expectations for the third quarter, which I assume entails sustained OE growth likely at a lower rate and with less pronounced replacement declines, right, to get your total volumes flat year-over-year per the outlook.”

“And then just on the North America truck market. We've got the dynamic of new emission standards coming in next year. I think we've got an aggressive pre-buy and pre-ordering taking place now.”