Cummins Inc at Cowen Global Transportation Conference (Virtual) Transcript
Good morning, everyone, and good afternoon to participants around the world. I'm Matt Elkott, Cowen's transportation equipment analyst. We're very pleased to have Cummins with us today. I'm happy to welcome James Hopkins, Director of Investor Relations; and Matt Ruch, Manager of Investor Relations as well. James will start with some opening remarks, and then we'll do a fireside chat and audience questions. If you'd like to ask a question, please type it into the box at the bottom of your screen. You can do this at any time during the presentation, and I'll read it to James.
With that, James, I'll turn it over to you.
Great. Thanks, Matt. Really happy to be here. Thanks for the invite this morning. I'll just give a couple of brief comments on kind of the first half of the year, a couple of forward-looking thoughts, and then we can jump right into Q&A.
So as many of you are aware, the first half was a
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