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just when we look at the pricing in Power and Energy, it's still around this 2% number
the 50 gigawatt power by 2030
Is that business closer to like $7 billion today
is Construction Industries exiting this year
just kind of wondering how you're looking at that cost headwind, and if we're thinking about pricing as you move to the back half as a lever
how do you get comfortable with where those dealer inventories are going to stay the same on the machine side
I would just love to get your view on the prospects of a new multiyear highway bill in 2026 and really the time line of when you're thinking this could get done.
I'm just curious if we could unpack the drivers of the performance and the margin expansion in Americas Building Solutions
Is it inevitable that as you turn the page to 2026 that pricing comes back down to that long-term 3% to 4% average
what did you see in the quarter? It feels like a slower start
should we still think that gross margins sequentially walk up through the year as build rates recover
How do you see pricing in Q1 but beyond Q1 kind of playing out through the year
How much is raw materials? What we should be watching, what the lag is there
Do you believe PACCAR now has a clear cost advantage as a US manufacturer
can parts margins do you think start to expand in 2026 on a year-over-year basis
How do you feel your own inventory set up given some of the moving pieces
do you think you can grow profit at that same rate
if there is a change in 27, how does that inform your view in terms of how you guys are looking at your cost
the growth was a little slower than we expected. Margins, just – are we starting to kind of normalize here
I'm curious if we see other OEMs raising capacity, trying to go after your market share, pricing intensifies
The last three quarters, your revenue is up 4%. I think the pre-tax profit has been slightly down year-over-year
is we thinking more of a gradual step down, Brian? Or is there a bigger follow-up that we should kind of be anticipating
the free cash flow conversion was really strong. You know, I know there's always some moving pieces
Are you seeing anything on the ground on maybe intensifying competition on gen rent? Or is this the one-stop shop model that you guys have been building kind of separates you a little bit from mayb...
Ted, if you could just talk about ancillary costs, repositioning costs. Just if we think about the bridge, I know this gets a lot of attention, is that pressure intensifying in 2026 versus 2025?
Is that inclusive of the local market? Or is that more on the larger progress? And if we see rate cuts, is that alone get the local markets back
Did large projects -- did you see anything that got green lit that maybe was on the fence? Or are you seeing your typical win rate starting to inch up
Is $2.5 billion now your new baseline free cash flow going forward? And what are do you think the moving pieces that we should think about for free cash flow growth
just how does this drive your mix going forward? How does this drive your mix when you think of your business in terms of -- and your CapEx spend
Do you have to go negative first before we see a reacceleration? Now based on the conversations in the field, what would be that catalyst for a reacceleration?
Is there anything you can flesh out in terms of what's driving that in terms of end markets, product lines? Is it gaining more customer share?
if we do get a CR, does that change your view at all on 2027? And how that looks up
growth is led more by highways and data centers? Does that headline pricing number look a little bit more modest for the price versus cost spread
if contractors out there are bracing for higher input costs for materials, equipment, other areas, does this give you cover to be able to raise pricing