Tom Narayan : Hi, thank you for taking the question. Joe, maybe can you help us understand ASUX timing in 2023? I remember from Q1, I think there were some orders that may have been pushed out. Did those really come in, in Q2? Or are there kind of more to come there on H2? And I know there were I think there were some engineering credits that you expected later in the year. Just trying to understand how we should think about the ASUX business.
Joe Massaro : Yes. On the — on the engineering credit, that’s a very normal flow that happens every year on ASUX. Last year, by way of example, it was about $40 million of credits in the back half of the year. I’m not saying it will be that amount this year, but that’s an order of magnitude, call it, somewhere sort of $20 million to $40 million is sort of a good range to use on that. As it relates to — you’re right, as it relates to Q1, ASUX had a couple of launches that launch, but we’re ramping slower than expected due to supply availability from other suppliers. As we talked about at the time, those programs really came back online in March, and have been hitting schedules since — and that was in North America. I think ASUX North America’s growth over the market was north of 20% in the second quarter.
So, those are back what you saw now in North America, I referenced, we’ve got — which is, again, nothing to do with supply chain, sort of getting back to sort of normal ebbs and flows of the business. We’ve got some — on the SPS side, we’ve got some programs winding down. We’ve got a heavy launch calendar in the back half of the year. So, I think as you get to the end of the year, North America’s growth over the market will look like the rest of the business, but you always get a little bit of lumpiness from time to time in some of those numbers.
Tom Narayan : I don’t know if you guys can answer this. But on the whole UAW situation, and this might be a question really for the OEMs, but — have you guys noticed OEMs kind of building inventory ahead of it? Or maybe put another way, looking back at what happened in 2019 for you guys, is there anything you’ve learned from that experience that could help you prepare in the event something happens? Thanks.
Kevin Clark : Yes. Listen, I think we direct you to our OEM customers. So, we don’t have a UAW workforce in North America. So, from a direct employee standpoint, that’s not something where we have exposure where we have exposure. I think we would say, having gone through it in 2019. There’s some small operational lessons learned as it relates to kind of supply chain management, and inventory management. Things like that. But I think it’s a question more appropriate for our OEM customers.
Tom Narayan : Got it thank you.
Operator: That concludes today’s question-and-answer session. Kevin Clark, at this time, I will turn the conference back to you for any additional or closing remarks.
Kevin Clark : Great. Thank you very much. We appreciate everyone joining us this morning. Have a great day. Take care.
Operator: This concludes today’s call. Thank you for your participation. You may now disconnect.
