Jeff Kauffman

What pivots do you think are necessary from where you are today to accommodate the types of growing environment

What new opportunities are you seeing for the company that maybe weren't as visible 6 to 9 months ago

can you kind of talk through some of the scenario planning that you've done or the scenario you see and how that could potentially affect the forwarding division

was currency translation a good guy, a bad guy? Can you give us an idea of magnitude?

can you tell me about cash priorities for 2026? Are there projects that you have not been able to get to that are at the top of the list

does that capture everything, the reroute miles, the lost revenue, the extra crews, the extra time

if you were to try to put some circles around buckets of preship or some tariff accelerated related business you may have seen

can we try and quantify the savings on the other side

You still have about $450 million of that to go and two quarters to do it. Can you give us an idea of kind of how that's gonna weigh

I was just wondering if you could give us a little bit more color on weight per shipment

I was just kind of curious what you're seeing on the equipment side in terms of quoting activity from the OEs in the wake of some of the tariff changes?

kind of where is it a little weaker to drive the tonnage down the way it is and kind of which buckets are performing a little bit better

we have been speaking with some trucking companies that have said even now they still cannot really put in orders for Freightliners or Internationals

How much of this do you feel is increased confidence in the environment versus maybe just increased clarity on what is going on with EPA

in terms of the rebate amount, how is that going to compare when you're at full speed versus what you're costing out on the tariffs

with the passage of the one big beautiful bill act and the R&D and CapEx, Depreciation acceleration

over 70% of the product in America is moved by trucks, is still going to be moved by trucks in the next three to five years

are there other rulings that have been discussed, that would be risk worth thinking about in terms of its impact to PACCAR

The change in revenue per truck was down about 4.9. I think you mentioned that was price

the volume environment feels pretty good. Some of this, as you mentioned, is customers can't find truck capacity

have you looked at the One Big Beautiful Bill and assessed how that might impact the opportunities and cash flow at the company

what's different today than it was, say, three months ago when you gave us guidance that's kind of been a legitimate surprise

If we look out 3 to 5 years, where do you think capital spend should settle?