Power Solutions International, Inc. (PSIX) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to Power Solutions International's second quarter 2026 earnings conference call. Currently, all participants are in a listen-only mode. The question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to hand the conference over to Ken Jenke, VP Corporate Counselor, PSI. Sir, please go ahead. Good afternoon and welcome to Power Solutions International's second quarter 2026 earnings conference call. I'm Ken Janke, Vice President and Corporate Controller, and joining me today is Ken Lee, our Interim Chief Executive Officer and Chief Financial Officer. Before we begin, I would like to remind everyone that today's prepared remarks and responses to questions may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and assumptions, speak only as of today, and are subject to risks and uncertainties that could cause actual results to differ materially. Important factors include the timing and ultimate conversion of power systems orders into revenue, including data center related orders. quarterly variability in product mix, and the corresponding effect on gross profit and gross margin. The cost, pace, throughput, and operational outcomes of capacity ramp-up activities at our Wisconsin operations, our ability to execute operational improvement initiatives, the level and persistence of customer demand, including demand conditions in the oil and gas end market, Supply chain and component availability. Integration of recent acquisition, including MTL manufacturing and equipment. Macroeconomic regulatory and trade conditions, including U.S. tariffs and trade restrictions. Chan...