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    Christian Zyla • KeyBanc Capital Markets

    Christian Zyla's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership

    Christian Zyla's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership • Q2 2025

    Question

    Christian Zyla, on for Steve Barger at KeyBanc Capital Markets, asked about the expanded total addressable market (TAM) for the digital business following recent acquisitions and where the biggest growth opportunities lie. He also questioned if the business now has sufficient scale or if more M&A is planned.

    Answer

    CEO Rafael Santana stated that the company sees significant opportunities to accelerate profitable growth in the digital segment. He emphasized that growth will come from leveraging the company's scale, global presence, and customer relationships, driven by both strategic acquisitions and organic initiatives like the expansion of its railcar telematics platform into a multi-billion dollar opportunity.

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    Christian Zyla's questions to Flex Ltd (FLEX) leadership

    Christian Zyla's questions to Flex Ltd (FLEX) leadership • Q4 2025

    Question

    Christian Zyla, on for Steve Barger, asked for color on the Husqvarna facility acquisition and whether the current environment is accelerating customer interest in full-suite outsourcing and regionalization. He also asked about the potential inventory impact of a market inflection.

    Answer

    CEO Revathi Advaithi described the Husqvarna deal as a 'win-win' opportunistic acquisition that expands their North American footprint. She confirmed that regionalization trends are driving more end-to-end outsourcing conversations at a faster pace than ever. CFO Kevin Krumm and CEO Revathi Advaithi added that while a growth inflection would require inventory investment, improved management processes would ensure inventory days remain well-controlled.

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    Christian Zyla's questions to Oshkosh Corp (OSK) leadership

    Christian Zyla's questions to Oshkosh Corp (OSK) leadership • Q4 2024

    Question

    Christian Zyla, on behalf of Steve Barger at KeyBanc Capital Markets, asked about the cause of low incremental margins in the second half of 2024 and if they would improve in 2025. He also inquired about the company's M&A strategy and which segments could benefit most from acquisitions.

    Answer

    CFO Matt Field attributed the second-half 2024 incremental margins to business mix, particularly the strong performance in the Vocational segment. CEO John Pfeifer described the M&A strategy as an 'always on' process focused on near-adjacencies where Oshkosh can apply its technology, citing AeroTech and AUSA as successful examples. He noted the company is deliberate and patient with its targets.

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