The Shyft Group, Inc. (NASDAQ:SHYF) Q3 2023 Earnings Call Transcript

John Dunn: Yes, well, I think as you look at that business, I think with the volume declines that we’ve seen, you’re certainly going to have some pressure just on Motorhome business in terms of margin business in absorption. We don’t have a ton of fixed cost tied up in that business but there’s certainly still has some and so you know – I think structured that business appropriately for where the market is today. I think when you look at the rest of the business it continues to perform, while we continue to drive topline. We continue to increase capacity through pretty much the same footprint we’ve talked before about expansion in Nashville. These are all creating opportunities for us to gain share and drive the top line, which is, which is helping gain some leverage, but the team is also doing a fantastic job managing supply chain managing the operations to push to push margins and so we like that business.

I think the service body infrastructure related businesses that we have in that portfolio, I think yes continue to perform really well. We like that space and we’ll continue to invest there.

Mike Shlisky: All right. Thanks so much. I appreciate it.

Daryl Adams: Thanks Mike. Thank you.

John Dunn: Thanks Mike.

Operator: This concludes our question-and-answer session. I would like to turn the conference back over to Randy Wilson for closing remarks.

Randy Wilson: Thank you, everyone. And we look forward to hosting investors at the Baird Global Industrials Conference in Chicago and the UBS Annual Industrial Summit in Florida. We thank you for your interest in The Shyft Group. And with that operator, please disconnect the call.

Operator: The conference has now concluded. Thank you for attending today’s presentation. You may now disconnect.