Cummins Inc at Cowen Global Transportation & Sustainable Mobility Conference Transcript
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)
Looking forward to it.
Questions & Answers
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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