Donaldson Company Inc at Stifel Cross Sector Insight Conference Transcript

Feb 10, 2024

Jun 07, 2023 / 02:55PM GMT
Operator

All right. We'll get started here. Everyone, thanks for joining us. I'm Nathan Jones. I'm the Stifel analyst that covers Donaldson. Very happy to have Donaldson with us today. I'm going to use a bit of a different format for the conference presentation here where I'm going to present 3 bear cases, Tod and Scott and Sarika are going to tell me why I'm in idiot for presenting those 3, and then I'm going to present 3 bull cases on the stock, and they're going to tell me what a genius I'm for presenting those 3.

So getting started here, and I guess I'll introduce everybody, CEO, Todd Carpenter; CFO, Scott Robinson; and IR Sarika Dhadwal.

Questions and Answers:

Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst

Okay. Bear case number one, you haven't heard this one before. Electrification of vehicles is going to drive diesel engines out of the market and create secular headwinds for the engine business, driving a declining revenue base in the long run, hydrogen and other alternative fuels are not viable

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