Cummins Inc at Morgan Stanley Laguna Conference Transcript

Sep 12, 2023 / 03:45PM GMT
Angel Castillo - Morgan Stanley, Research Division - VP

Perfect. Well, good morning, everyone, and thanks for joining us. Why don't we get started. So my name is Angel Castillo, and I'm the Machinery Analyst here at Morgan Stanley. And it's my pleasure today to welcome Cummins. And we have Brett Merritt, VP of On-Highway and Engine. And Christopher Clulow VP of IR. So why don't we dive right in? So gentleman, thank you for joining us. First question, I wanted to start maybe a little bit more high level or longer term, I guess, in nature. So a lot of discussion around the EPA 2027. I wanted to get your thoughts on how is Cummins approaching this? And not just from kind of, I guess, broader strategy perspective of product offering and just kind of thinking about it strategically heading into that time line.

Questions and Answers:

Brett Merritt - Cummins Inc. - VP of On-Highway Engine Business

Okay. Sure. And apologies, my voice is a little raspy over the -- all the travel. But, so we generally look at regulations where we want them stable and we want them
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