Mike Pettit: Yes, I would say, I like to add to that, of our three key strategic initiatives, that’s one that’s going to be more back-end loaded in the planned period. So we will see some of that more in the ’24-’25 time period, where you can see some of the real nice growth in the logistics disruption through dry vans and Parts & Services in that earlier periods of the plan.
Operator: The next question is from Jeff Kauffman with Vertical Research Partners. Your line is open.
Jeff Kauffman: Thank you very much. First of all, congratulations, it’s been a long time in coming and it’s nice when everything you’ve been investing for starts to come together. So that’s fantastic. Just a couple follow-up questions, in terms of getting to the $2.8 billion to $3 billion revenue number, I’m tinkering with the model here, but basically there is a $300 million increase in the revenue guidance at the midpoint. And if I assume we ramp slowly on the new trailer capacity and I assume ASP’s up slightly, I get about halfway there, maybe a little two-thirds of the way there. So is the jump in outlook based on the idea that we could be producing close to 60,000 units for the year or is the jump outlook that our ASP continues to move even higher than expected because of the nature of these long-term contracts and the pricing that’s in the backlog, I’m just trying to get to that $2.8 billion to $3 billion?
Mike Pettit: I believe maybe a piece that you could be missing in there as I mentioned earlier, we do have some nice growth coming through our tank trailer business which probably wasn’t called out in your model. And also we expect a significant increase in truck bodies as well, which would drive some of that growth. I wouldn’t expect significant ASP growth year-over-year, as we’ve mentioned, we feel pretty good that we’ve got the price cost aligned with some of the inflation that we saw. So while we’ll always look at opportunities that wouldn’t be a huge driver, you maybe get second half revenue coming out of our dry van capacity expansion plus some tailwinds from truck bodies and trailers in Parts & Services.
Jeff Kauffman: Okay. So your point is ASP could be up but that could be a mix issue based on just more tank trailers?
Mike Pettit: Correct. At a much higher ASP than they’re driving.
Jeff Kauffman: All right. Well, as we choogle on through ’23 and we head into ’24 and you ramp up the new dry van capacity, what are your thoughts about the production capacity that you have. I know – and then secondly, we saw 52,000 units I think this year, you’re bringing in 10,000 units of new capacity, obviously we won’t use all that. But where do you think we can go in ’23 and ’24 on a unit capacity basis and can you hire enough of the right kinds of employees to get you there or is that going to be a bit of a governor on that growth?
Brent Yeagy: Yes, great question. When we talked to baseline number of adding approximately 10,000 units with the surge initiative, which is the conversion of South plant into which was primarily a refrigerated plant now producing dry vans, you take that, but then on top of the 52, and then we have additional productivity gains and very simple and straightforward capacity gains on the rest of our dry van manufacturing here in Lafayette. So, I think it’s a mix as a factor easily 60 to 65 based on that and then you have the ability of pushing a little bit higher with the productivity gains we can get with existing operations. Based on that, labor would not be a significant barrier for us to be able to produce, we’ll just call it, slightly above 65,000 units.
