Donaldson Company Inc at Morgan Stanley Laguna Conference Transcript
Good afternoon, everyone, and thanks for joining us. Pleased to welcome here today Donaldson. We have CFO Scott Robinson with us; and Sarika Dhadwal, Senior Director of IR. So thank you both for joining us.
Thanks for having us.
Thanks so much.
Questions & Answers
So I'd just start maybe a little bit more higher level because I think filtration business, I don't know about everybody here, but it's a little bit perhaps not as well understood or not as many peers out there are doing the same thing to kind of understand. So maybe at a higher level, we'd just love to understand, as we think about secular themes or bigger picture macro things that are taking place, right, infrastructure, public-private spending, I wanted to get a high-level view from you, how does that impact the Donaldson business and just your general outlook as to how maybe
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