Kyle Menges

“I would love to hear from you guys how the landscape might be changing a little bit as far as the demand you're seeing in the data center market. Maybe talk a little bit about how you're seeing things evolve in demand for turbines versus NAT gas resips and then for diesel backup.”

“I just wanted to follow up on that last question from Angel. I'm curious for the 95 liter at this point, how far out are you booking orders? And also, one of your competitors said earlier today that lead times are extending for diesel gen sets, and I'm curious if you're seeing the same.”

“Maybe just digging into vocational a little bit more and the firetruck production ramp, I'm just curious, what have been some of the main challenges to hitting the production targets and just your confidence level and those challenges alleviating over time?”

“I was hoping if we could dig into the rental revenue guidance a little bit more, especially in light of the CapEx that you're guiding. I mean, it would seem like you're adding roughly 10% to your fleet and then growing 5% to 8% off of that added OEC.”

“And maybe talk a little bit about, I think when you came in as CEO, you really doubled down on 80-20. Maybe talk about that journey and where we're at today versus where we were at seven years ago.”