165 annotations
Page 4 of 9
Fewer factory disruptions due to labor and supply-chain challenges enabled us to achieve better overhead efficiency and incur lower premium freight costs.
(No comment added)
Transcript
2023 Q2
20 May 23
production costs benefited from better raw material compares relative to last year
(No comment added)
Transcript
2023 Q2
20 May 23
the second quarter saw the lowest level of production cost inflation since 1Q, 2021
(No comment added)
Transcript
2023 Q2
20 May 23
we'd expect revenue to be down sequentially - by a bit over 10% in the third quarter
(No comment added)
Transcript
2023 Q2
20 May 23
we were able to pull ahead some of the year's production into the second quarter
(No comment added)
Transcript
2023 Q2
20 May 23
Supply-chain improvements enabled our factories to hit their line rates and deliver machines at a faster pace.
(No comment added)
Transcript
2023 Q2
20 May 23
our factories had their best quarter of execution since the beginning of COVID
(No comment added)
Transcript
2023 Q2
20 May 23
write-offs, past dues and non-performing loans all remain stable reflecting strong credit quality within our portfolio
(No comment added)
Transcript
2023 Q2
20 May 23
losses excluding the portfolio in Russia is forecast to be at 17 basis points for fiscal '23 and remains below long-term averages
(No comment added)
Transcript
2023 Q2
20 May 23
financial services operations
(No comment added)
Transcript
2023 Q2
20 May 23
credit quality remains well above historical averages
(No comment added)
Transcript
2023 Q2
20 May 23
a higher provision for credit losses
(No comment added)
Transcript
2023 Q2
20 May 23
Construction and Forestry
(No comment added)
Transcript
2023 Q2
20 May 23
10 points of positive price realization
(No comment added)
Transcript
2023 Q2
20 May 23
dealer inventory remains below historical averages
(No comment added)
Transcript
2023 Q2
20 May 23
Headwinds from year-over-year declines in residential and commercial have been more than offset by strong U.S. infrastructure spending and rental inventory restocking.
(No comment added)
Transcript
2023 Q2
20 May 23
Price realization was positive by nearly 13 points
(No comment added)
Transcript
2023 Q2
20 May 23
Construction and Forestry
(No comment added)
Transcript
2023 Q2
20 May 23
nine points of positive price realization
(No comment added)
Transcript
2023 Q2
20 May 23
small ag and turf segment
(No comment added)
Transcript
2023 Q2
20 May 23