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help us unpack some of the demand drivers that you're seeing there
the contribution of CI and RI to the sequential backlog growth
what are the key tariff-related uncertainties that we should be watching for
help us unpack some of the bigger moving pieces around your demand deterioration assumptions
Is it still valid, or should we be actually thinking about an upward shift in that range over time?
I'm just wondering how we should think about the bridge from here at neutral in Q1 to the full year guide of 1.5%
I wanted to double click on the large ag price assumption that 1.5%. I think when we were talking about early order program, that number in North America was closer to 3% to 4%. So could you just h...
Just can you help us bucket that in terms of those direct tariffs versus maybe some of the steel and aluminum impact?
I wanted to come back to your used inventory comments in your prepared remarks. And just get a sense of velocity of movement of that used equipment
what your expectations are for any sort of improved volume recovery or even price recovery