Jack Kienzler

“I also want to recognize our global team for delivering another quarter of strong financial performance, all while successfully navigating challenging market conditions.”

“So again, it depends on the the duty cycle but if you think about you know in the on-highway space if you're talking about on average a fuel content of what $200 over the life of that vehicle you could have $8,000 roughly in aftermarket content over the life of the vehicle so depends on how long it's driven but you…”

“And, you know, what index do you look at is something that we've continued to try to triangulate on, I would say. The cash rate index certainly is directional, but also misses some of the private fleet activity, which obviously has grown a fair bit in recent times.”

“Our team delivered strong financial performance in the first quarter of 2026 even though we continued to experience its uncertain global market conditions. Sales in the first quarter were $478 million compared to $417 million during the same period last year, an increase of 14.6%.”

“Our team delivered another quarter of strong financial performance despite by continuing uncertain market conditions. Sales were 448 million compared to 404 million during the same period last year, an increase of 10.9%.”