The earnings call presents a mixed outlook. While there are positive elements like strong vocational segment backlog and long-term EPS growth vision, challenges include lower EPS guidance, tariff impacts, and declining Access Equipment revenue. Management's optimism about cost reductions and pricing adjustments is tempered by uncertainties and lack of detailed guidance in some areas. The Q&A reveals concerns over tariffs and cost dynamics, but also emphasizes potential improvements. Overall, the sentiment is balanced, leading to a neutral prediction for stock price movement.