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Fire & Emergencies typical margins or municipal fire trucks are down a bit right now. really because of legs and realizing pricing as well as some of the inefficiencies of manufacturing right now and the tight supply chain environment
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2022 Q4
14 Feb 23
Municipal customer orders in our backlog to be delivered in 2024 were booked with significantly higher prices and we expect them to drive meaningfully improved margins in the future.
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2022 Q4
14 Feb 23
Our guidance reflects modest supply chain improvements in 2023, but we expect that supply chain impacts will continue to limit our revenues and contribute to production inefficiencies during the year
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2022 Q4
14 Feb 23
We are estimating EPS will improve to be in the range of $5.50, representing significant growth versus adjusted EPS of $3.46
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2022 Q4
14 Feb 23
lower volume at Access Equipment and a less favorable mix of aftermarket parts in our December JLTV order.
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2022 Q4
14 Feb 23
We expect that chassis and other materials will remain a significant constraint in 2023 as well.
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2022 Q4
13 Feb 23
Demand for municipal fire trucks has remained very high bolstered by aging fleets and solid municipal budgets. Order rates have remained strong, leading to a record $2.9 billion backlog, which provides us with good visibility and supports our outlook for higher margins over the next two plus years.
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2022 Q4
13 Feb 23
well positioned to supply the increased percentage of BEV units and continue to expect a significant ramp up of production in 2024 and 2025.
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2022 Q4
13 Feb 23
increase the number of units in initial order from 50,000 to 60,000 units and increase the percentage of battery electric vehicles to approximately 75%.
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2022 Q4
13 Feb 23
which allows for delivery of up to a 165,000 vehicles over the 10-year duration of the program
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2022 Q4
13 Feb 23
We expect that mega projects, including factories for EVs, batteries and chips as well as non-residential projects such as data centers and healthcare facilities will continue to contribute to strong demand for our equipment for the foreseeable future.
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2022 Q4
13 Feb 23
supply chain disruptions and unfavorable price/cost dynamics, including unfavorable cumulative catch-up adjustments in our Defense segment.
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2022 Q4
13 Feb 23
acquire Hinowa S.p.A., an Italian manufacturer of compact crawler booms, as well as other tracked equipment
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2022 Q4
13 Feb 23
December JLTV order in the defense segment was less favorable than our expectations
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2022 Q4
13 Feb 23
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