The Shyft Group, Inc. (NASDAQ:SHYF) Q4 2023 Earnings Conference Call February 22, 2024 8:30 AM ET

Company Participants

Randy Wilson - Vice President, Investor Relations & Treasury

John Dunn - President & Chief Executive Officer

Jon Douyard - Chief Financial Officer

Conference Call Participants

Mike Shlisky - D.A. Davidson

Steve Dyer - Craig-Hallum

Greg Lewis - BTIG

Operator

Good morning and welcome to the Shyft Group's Fourth Quarter and Full Year 2023 Conference Call and Webcast. All participants will be in a listen-only mode until the question-and-answer session of the conference call. As a reminder, this call is being recorded.

I would now like to introduce Randy Wilson, Vice President, Investor Relations and Treasury of The Shyft Group. Please go ahead.

Randy Wilson

Good morning and thank you for joining us. I'm joined by John Dunn, President and Chief Executive Officer; and Jon Douyard, Chief Financial Officer. Their prepared remarks will be followed by a question-and-answer session.

Before we begin, please turn to Slide 2 of the presentation for our Safe Harbor statement. Today's conference call contains forward-looking statements, which are subject to risks that could cause actual results to be materially different from those expressed or implied.

Primary risks that management believes could materially affect our results are identified in our Forms 10-K and 10-Q filed with the SEC. We will be discussing non-GAAP information and performance measures, which we believe are useful in evaluating the company's operating performance. Reconciliations for these non-GAAP measures can be found in the conference call materials posted on our website.

We'll start with opening comments from our CEO, John Dunn before turning the call over to Jon Douyard for our view of a 2023 performance as well as our 2024 outlook. We will then open the line for Q&A.

Please turn to slide 3 and John Dunn will begin today's prepared remarks.

John Dunn

Thank you, Randy and good morning to everyone. As I noted on our call back in October, I'm excited to be leading this fantastic company. Over the last 50 years, Shyft has grown to a national leader in many specialty vehicle markets, while consistently demonstrating the ability to innovate, partnering with customers, and maintain financial stability.

In past roles, I've delivered ambitious growth by focusing on building solid teams and driving commercial and operational excellence. I spent my career in the automotive sector with experience launching vehicles for General Motors and having senior leadership roles for Tier 1 auto suppliers, one of which grew annual sales from $50 million to $1.5 billion in North America. I look forward to building on Shyft's great legacy and leveraging my experience to deliver a higher level of performance.