Cummins Inc at Cowen Global Transportation & Sustainable Mobility Conference Transcript

Jan 22, 2024

Sep 07, 2022 / 12:00PM GMT
Matthew Youssef Elkott - Cowen and Company, LLC, Research Division - Director

Good morning, everyone, and welcome to Cowen's 15th Annual Global Transportation and Sustainable Mobility Conference. I'm Matt Elkott, Cowen's Machinery and Transportation Equipment analyst. It's wonderful to kick off the conference with a company whose name is synonymous with engines in the industrial economy and new power technologies, and that's Cummins. I'm very pleased to welcome Chris Clulow, VP and Head of Investor Relations. Chris, thank you very much for joining us. (Operator Instructions)

Christopher C. Clulow - Cummins Inc. - VP & Corporate Controller

Looking forward to it.

Questions and Answers:

Matthew Youssef Elkott - Cowen and Company, LLC, Research Division - Director

Of course, Chris, if we can start maybe with North America, there are many moving parts to the commercial vehicle market as we try to gauge the rest of this year and 2023. On the one hand, backlogs are healthy for both Class 8 and medium duty. On the

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