Donaldson Company Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript
Well, good morning, everybody. I'm pleased to welcome Donaldson for a fireside chat presentation here. With us, we have Tod Carpenter, CEO; Scott Robinson, CFO; and Brad Pogalz, IR. There is a chat box in -- at the bottom of your webcast screen to ask questions. If you type the questions in there, I will ask them to Tod, Scott and Brad as we go along.
Questions & Answers
I'm going to start on the first-fit side of the engine business is getting the double hit now as we were already expecting a cyclical downturn in On-Road and soft industrial activity to drive a slowdown in Off-Road as well and then we got the coronavirus shutdown that just brought production to a halt in April and May. Can you talk about how you think the reopening progress, not so much from an underlying demand perspective. I know that's pretty uncertain. But just from the logistical perspective
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