Four months in. Here’s where we are.

 

The Numbers

Through April we are ahead of plan on both revenue. Margin is above plan. The business is performing. That is a credit to every person in this building. Orders continue to come in strong – focus on getting trailers out the door. 

 

We set out 5 Key Strategic Objectives for 2026 

 

KSO 1 — Own Our Region April was a tough month in the region. We had trailers on order but were waiting for them to be built and shipped, and we are actively working to find new dealers in one of our territories. The year-to-date story is different — we are up nearly 18% versus last year. Demand is there. We are going to get there.

 

KSO 2 — Labor Efficiency First month in 2026 we hit our target. More work to do on the year, but April proved we can get there.

 

KSO 3 — Freight Cost This is our hardest KSO right now and I am not going to pretend otherwise. Diesel spiked. Carrier rates are climbing. We are working on cost recovery with customer’s and we are not out of options. We will continue to work to bring freight cost down.

 

KSO 4 — Quality This one has momentum. Critical incidents down 83% in April. Quality score in the “Good” band for the first time. RMA rate improving. Not at goal yet — but this is moving.

 

KSO 5 — Customer Experience We are building the measurement foundation right now. No number to report yet — and I will not report one until it means something. That work is underway.

 

 

What Got Us Here Won’t Get Us There. Not a criticism of the past. A commitment to the future.

 

We are not where we are going. But the numbers say we are moving.

 

DZC