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trying to reconcile the sales guide for '26
The real debate is going to be the incremental margin
we're definitely focused on margins, but our ultimate goal is dollar OPACC
are we price protecting the backlog or not
does that imply CI and RI manufacturing costs were still a benefit year-over-year, and all the cost is in E&T?
that order book, is it coming in just in a sense earlier than you would have thought in the sense of you have the same view and the order book just came in at a level where now you feel you have ju...
Given the full-year large ag sales guide in the first quarter implied a flat, It's implying the rest of the year down 9%. I was just curious when you think of PP and A for the rest of the year afte...
how much are you embracing some of the international to still think about those seasonal patterns are still holding as we start to model '26?
can you help us understand why the margins are that soft in the second half? It just strikes me as very conservative
does that mean do we not plan to reduce any more new inventory from this point forward for the year
The row crop inventory does seem a bit high relative to history for where we are in the year