David Rosso

“I was curious if we can dive into the international guide, the 400 BIPs increase. Which geographies drove that? And obviously, if you can help us a bit, how you think about the geography guide within the total international organic.”

“I appreciate you don't want to call out any potential buyers on aerials, but if you can just indulge us in a bigger picture view of what's developing. The carve-out work, is there really anything left to do there?”

“The margins were impressive, and the sustainability of that improvement is sort of the spirit of the question. The pricing opportunity you see coming up as some larger projects roll off to new ones, maybe some flexibility in pricing in current multi-year projects.”

“For 2027, I'm just curious your thoughts on the North American truck market, the appetite for, are you finding customers have more desire to buy the 200 milligram full penalty engine, so no tech change, but they're paying the penalty, or a lower milligram that's still noncompliant, compliant but then you can use…”

“Can you help us a bit with where the 4% underproduction is coming, maybe help geographically and product type? And just on the fourth quarter ag margin, just so we're clear, you have sales implied down $44 million year over year, but EBIT up $84 million.”