Eric Stein

“Hey, just maybe sticking with material handling, I know the two customers, just the timing puts out a little bit or differences in the schedule. But just curious, from those two customers, what kind of indications are you getting in terms of their plans for 2027?”

“So, maybe we could just talk a little bit more in depth about Q2. I mean, clearly, it came in ahead of your internal projections, you know, so maybe some clarity, because you've still got softness in oil and gas, you know, how far you are through the ramp in the enclosure business.”

“Hey, so, I mean, obviously, strongest backlog that you've had in, gosh, four or five years. I'm just curious if you can give any commentary on what you're seeing early in fiscal 27.”

“Hey, maybe just starting with, so the second truck trial, I mean, it does, I know we just connected a couple weeks ago, but it does feel like you're given a more optimistic tone about that trial.”

“So maybe just on material handling, as we think about About 2026 and 2027, I'm just curious, thoughts on how we should view the makeup, new versus existing customers?”