Jamie Cook

“You know, my first question, just with regards to conversations that you're having with OEs as you think about CapEx for 2027, any concerns on capacity constraints in the market or are we having conversations earlier just because of concerns on, you know, OEM availability and just sort of the pricing setup for 2027?”

“I guess just my first question, just on the setup for 2027, how are we thinking about production versus retail by region?”

“I guess just my first question, obviously the market seemed fairly robust and while you raised your guidance when you pre-announced, you kept it the same, you know, today, but at the same time, like on your slides and you're saying you expect, you know, it sounds like there's a lot of opportunity for upside.”

“I guess just my first question, nice success with diversifying, you know, your customer base with Ziply and Intrepid. So as you think about sort of future bookings into the back half of the year, Do you see more opportunities to diversify your customer base?”

“One, I appreciate the color that you guys have given on 2027 so early on, but just like on the organic growth of 5% to 8%, you know, I know you said CM will grow in that, like at that rate in the second half of 2027 but i'm just wondering as we think about 2027 do these problem projects the ramp of the cm business…”