Vantaggi
Garbage trucks are cool, interesting hardware, trying to be innovative with an otherwise old school industry.
Svantaggi
The division Environmental Solutions Group (ESG) is going through a significant amount of growth pains related to quality and delivery.
For several months, their supply chain department Parts Central has struggled to stock key parts and when they do get them, they have been defective. This of course was self inflicted when ESG leadership decided to stop quality testing electronic hardware like IoT gateways as they come in leading to roughly a 1 in 4 failure in the field.
Quality of their digital component 3rd Eye has been a mess as well with broad defects across hundreds (thousand?) of vehicles across their customer bases' fleet, leading to withdrawn orders from their largest customers. Their next generation software platform Arc continues to be delayed for "tech debt" reasons and the executive staff (who come from manufacturing backgrounds) lack the software development backgrounds necessary to ask the tough question: "Why were our web platforms (under the tutelage of certain long tenured individuals) designed this way from the get-go and not with scale in mind?"
Their crown jewel Heil has suffered an alarming high amount of quality misses out of their plant that are shocking. Things like forgetting to put primer and paint on 15 trucks heading to Canada (they were rusty messes when delivered), critical components like hydraulic lines are tightened by hand and not torqued to spec, and vehicles being damaged when they arrive at customer sites.
Regrettably, fleet managers now have a dim view of the company as a whole.
The culmination of all of this led to a $~10 million dollar downward revenue revision.
Things are not going well.