The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Matt Koranda - Roth Capital - Analyst
: Hey guys, good morning. Just to start off on the Blue Arc side of things, I guess it was a bit of a surprise to see you guys deliver and book all150
vehicles in the first quarter, so maybe just talk about the dynamic that's at play there and what that means for Blue Arc revenue for the remainder
of the year. And then just could you clarify, it looks like the gross profit dollars from Blue Arc probably offset some of the corporate expense that
you usually have in terms of the eliminations, but maybe just put a finer point on that one for us, please.
Question: Matt Koranda - Roth Capital - Analyst
: Okay, got it. And then maybe just, wanted to get a better understanding if you could unpack the guide and how any incremental tariffs have been
incorporated into the guidance for this year. I noticed really there's no change to the outlook for you guys, but maybe just could you talk about
how you thought about any incremental tariffs that might be impacting the year.
And how those have been incorporated into the guidance and then on top of that, maybe just if you could take a crack at what are the implications
when you're combined with Aebi Schmidt, are there any incremental tariffs that we should be kind of taking into account here.
Question: Matt Koranda - Roth Capital - Analyst
: Okay, and if I could ask one on the Aebi Schmidt merger and maybe specifically on Aebi Schmidt, any update on the trends in their business,
year-to-date, especially interested in the first quarter, how they tracked relative to your expectations, any update on sort of some of the pro forma
metrics that were given out around the merger in terms of Aebi Schmidt 2025 revenues EBITDA any incremental data points that would be
appreciated.
Question: Matt Koranda - Roth Capital - Analyst
: Okay, fair enough. I'll leave it there, guys.
Question: Mike Shlisky - D.A. Davidson - Analyst
: Good morning. Thanks for taking my questions here. First, I wanted to kind of take on the tariff theme.
Did the concerns on tariffs at the customer level, did they affect anyone's order or delivery timing in the quarter. And was anyone pull forward their
plans or their or their deliveries to try to get ahead of the quarter without any kind of driver of the EBITDA strength here.
Question: Mike Shlisky - D.A. Davidson - Analyst
: Got it. Thanks. And then the follow-up question would be on parcel and [filem] vehicles. You had commented that that you're still looking at a
potentially better second half year. Could you just share with us some of the details. Is that based on just the fact that costs are so easy given the
past couple of years post pandemic or are you having with customers that have been very promising that do suggest some deliveries happening
in the in the back half of the year.
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Question: Mike Shlisky - D.A. Davidson - Analyst
: And the quotes include timing from the customers to the price. But you're asking about what you want them.
Question: Mike Shlisky - D.A. Davidson - Analyst
: Great, outstanding. I'll pass it along.
Thank you.
Question: Tyler DiMatteo - BTIG - Analyst
: Morning. Thanks for taking the question. I wanted to follow up on Blue Arc here, I guess, John, do you expect the incremental orders here do you
for the 150, do you expect that to be fully realized by Q2 and then beyond that, I guess how do you think about the pipeline of potential customer
orders here and kind of getting incremental orders through the remainder of the year.
Question: Tyler DiMatteo - BTIG - Analyst
: Okay, and then my follow up here I wanted to ask about maybe battery supply and kind of just get a general update in terms of how you guys were
thinking about, the battery supply chain. I know we had the agreement with our next interview before, just kind of any broad updates on battery
supply, how you're thinking about it, capacity, etc.
Question: Tyler DiMatteo - BTIG - Analyst
: Okay, got it. Sounds good.
Thank you guys. I appreciate it. I'll turn it back to the queue.
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