Sonal Robinson

“Let me begin by reiterating that we are extremely pleased with our performance in the first quarter. As you can see on Slide 4, sales were up $51 million or 29% with healthy underlying demand across most of our key end markets.”

“Beginning with a recap of our fourth quarter results on Slide 5, sales were up significantly, an increase of $62 million or 45%. Excluding the impact of the Elkhart and Trilogy acquisitions, organic net sales increased 28% driven by price, which contributed 19%.”

“Let's begin with a review of our third quarter financial results on Slide 4. Net sales were up $68 million, an increase of 51%. Excluding the impact of the Elkhart and Trilogy acquisitions, organic net sales increased 20% driven by price, which contributed 13%.”

“Let us begin with a review of our second quarter financial results on Slide 4. Net sales were up $69 million, an increase of 58%. Excluding the impact of the Elkhart acquisition, organic net sales increased 26% due primarily to higher volume mix.”

“Starting with the first quarter financial summary on Slide 4, net sales were up $52 million, an increase of 43%. Excluding the impact of the Elkhart acquisition, organic net sales increased 21% due to volume mix.”