Donaldson Company Inc at Stifel Cross Sector Insight Conference Transcript
Good morning, everybody. Welcome to the Stifel Cross Sector Insight Conference. My name is Adam Farley, and today, I have the pleasure of introducing Donaldson Company. With us, we have Scott Robinson, CFO; and Sarika Dhadwal, Director of Investor Relations.
So for today's format, I will be doing 3 bear cases and 3 bull cases to better understand the story. So with that, I'll start with bear case #1, electrification of vehicles is going to drive diesel engines out of the market through secular headwind in revenue (inaudible)...
Questions & Answers
So the first thing I would say about that is certainly, electrification, I mean, our focus right now is primarily passenger cars. Great headwinds there. But we don't have any sales on passenger in terms of the [Audio Gap]. The question is, how long will electrification [indiscernible] will ultimately (inaudible) when it comes to different
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