CMI’s guide looks solid on paper, but it feels like the big question is execution. Can strong power gen demand (especially data center-related) keep offsetting weaker truck/engine markets, or does cyclical softness start to show up more in the numbers? Also curious how much margin pressure could come from mix, pricing, and all the investment going into the transition side of the business. Feels like this year could be a real test of whether guidance is conservative or too optimistic.
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