Deep Dives - Machinery

Date Ticker Title Vertical Rating (at time of publication)
06.15.2020 AGCO
  • Construction Equipment: Early Cycle History Buries Structural Concerns
  • Machinery N/A
    05.21.2020 DE
  • DE: U.S. Ag Down But Not Out
  • Machinery Hold
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Machinery N/A
    04.17.2020 AGCO
  • Machinery: 2021 - A Look At Troughs & NTM Recoveries
  • Machinery N/A
    04.03.2020 AGCO
  • Machinery: Trough Earnings vs Recent Valuation Lows
  • Machinery Hold
    03.16.2020 AGCO
  • Machinery: Evaluating The Selloff So Far
  • Machinery N/A
    02.27.2020 AGCO
  • Machinery: Sell-offs & Machinery Stocks
  • Machinery N/A
    02.21.2020 DE
  • DE: Some Ag Hope
  • Machinery Hold
    02.10.2020 CAT
  • Mining Equipment: Another Tick Down On Consistent Headwinds
  • Machinery N/A
    01.22.2020 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • Machinery N/A
    01.07.2020 AGCO
  • Machinery: Charting The 2020 Outlook
  • Machinery N/A
    12.13.2019 TKR
  • TKR: Strengthening The Case For Multiple Expansion
  • Machinery Buy
    12.11.2019 URI
  • URI: Specialty In Focus
  • Machinery Buy
    11.19.2019 ALSN
  • ALSN: Upgrade to Buy
  • Machinery Buy
    11.11.2019 AGCO
  • Machinery: 3Q Review - The Badder The Better
  • Machinery N/A
    11.06.2019 CAT
  • Mining Equipment: 2018 Growth Drivers Now 2019 Headwinds
  • Machinery N/A
    10.15.2019 MMM
  • VRP Road Trip: United We Stand - UTX, URI, UAL
  • Machinery N/A
    10.07.2019 AGCO
  • Machinery: Charting the Recent Pullback & Setup Into Q3
  • Machinery N/A
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Machinery N/A
    09.09.2019 CNHI
  • CNHI: Transformation Targets with Time to Monitor
  • Machinery Hold
    09.09.2019 HON
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
  • Machinery N/A
    08.28.2019 AGCO
  • Machinery: Farm Progress Show - Meeting Takeaways
  • Machinery N/A
    08.15.2019 ALSN
  • Machinery: Truck Takeaways Post ACT Conference
  • Machinery N/A
    08.12.2019 RXN
  • RXN: Management Meeting Takeaways
  • Machinery Buy
    08.12.2019 CAT
  • Machinery: Mining Equipment - Q2 Shipments Better Than First Blush
  • Machinery N/A
    08.02.2019 AGCO
  • Machinery: Q2 Review - Assessing the Damage
  • Machinery N/A
    07.10.2019 AGCO
  • Machinery: 2Q Preview - More About Sentiment Than Surprises
  • Machinery N/A
    06.13.2019 AGCO
  • Machinery: Charting The Late Cycle Machinery Set-up
  • Machinery N/A
    06.05.2019 CAT
  • EE/MI and Machinery: Chicago Field Trip: ITW, DOV, IEX, CAT, CNHI, Komatsu
  • Machinery N/A
    05.12.2019 CAT
  • Machinery: Mining Equipment - Slower Growth, Recovery Tone Leans Constructive
  • Machinery N/A
    05.03.2019 CAT
  • CAT: A Great Investor Day Message
  • Machinery Buy
    04.29.2019 CAT
  • CAT: Investor Day - Should Be Good, Could Be Great
  • Machinery Buy
    04.12.2019 AGCO
  • Machinery: 1Q19 Preview - Boring Would Be Beautiful
  • Machinery N/A
    04.08.2019 DE
  • DE: Sizing Precision Ag
  • Machinery Buy
    04.03.2019 DE
  • DE: Notes from the Road
  • Machinery Buy
    03.29.2019 AHT-GB
  • Machinery: West Texas Field Trip - CMI, URI & Sunbelt
  • Machinery N/A
    03.12.2019 AGCO
  • Machinery: U.S. Ag Equipment - More About 2020 Than 2019
  • Machinery N/A
    02.20.2019 AHT-GB
  • Machinery: ARA Rental Show - A Strong 2019 Ahead
  • Machinery N/A
    02.14.2019 LECO
  • LECO: Downgrade to Sell on 2019 Set-up
  • Machinery Sell
    02.12.2019 CAT
  • Machinery: Mining Equipment - Slower Growth And Some 2019 Vulnerabilities On Divergent Trends
  • Machinery N/A
    01.18.2019 AGCO
  • Machinery: 4Q Preview - Sizing Up Sentiment
  • Machinery N/A
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Machinery N/A
    01.08.2019 DE
  • DE: Headwinds and Tailwinds Post Management Meeting
  • Machinery Buy
    01.07.2019 AGCO
  • Machinery: 2019 Outlook - Exploring Trough While Navigating The Chop
  • Machinery N/A
    12.12.2018 URI
  • URI: Better Than Ever, And Very Inexpensive
  • Machinery Buy
    12.03.2018 AGCO
  • Machinery: G20 Boost To U.S. Farmers
  • Machinery N/A
    12.03.2018 URI
  • URI: Mapping A Downturn
  • Machinery Buy
    11.20.2018 AGCO
  • Machinery: Farm Health Assessment Ahead of Deere Earnings
  • Machinery N/A
    01.05.2018 RXN
  • 2018 Outlook: Shift to Stock Selection; Upgrade DE to Buy
  • Machinery N/A
    08.23.2017 CMI
  • PCAR: Transmission Launch and Implications from more Vertical Integration
  • Machinery N/A
    08.21.2017 DE
  • DE: Tripped Up By Higher Costs
  • Machinery Hold
    08.17.2017 URI
  • URI: Striking the Yellow Iron
  • Machinery Buy
    08.04.2017 CMI
  • Machinery: Early Momentum in Mining Equipment Recovery
  • Machinery N/A
    08.02.2017 TEX
  • TEX: Better Bridge on Cranes, AWP Margins Light
  • Machinery Hold
    08.02.2017 RXN
  • RXN F1Q18: PMC Leads Solid Start to F'18
  • Machinery Buy
    08.01.2017 CMI
  • CMI: 2Q Shortfall Looks Isolated
  • Machinery Hold
    07.31.2017 ALSN
  • ALSN: Huge Beat, Raise, Guide Looks Like a Gimme
  • Machinery Hold
    07.27.2017 AGCO
  • AGCO: A Beat with Legs - Adjusting Estimates Higher
  • Machinery Hold
    07.26.2017 TKR
  • TKR: Fine Quarter, Harsh Reaction
  • Machinery Hold
    07.25.2017 PCAR
  • PCAR: No Sign of Slow Down in Build
  • Machinery Hold
    07.25.2017 CAT
  • CAT: Early Stages of the Recovery Playbook
  • Machinery Buy
    06.27.2017 URI
  • URI: Mapping An Inflection in Rate
  • Machinery Buy
    06.20.2017 CAT
  • CAT: May Retail Sales Broadly Better
  • Machinery Buy
    06.19.2017 CMI
  • Class 8 Details: Complexion of Order Downshift As Expected
  • Machinery N/A
    06.13.2017 AHT-GB
  • Ashtead F4Q17 - Quick Thoughts on Rental Conditions
  • Machinery Buy
    06.09.2017 CMI
  • COTD: China Machinery Demand Still Humming in 2Q
  • Machinery N/A
    06.07.2017 NAV
  • NAV: 2H Achievable, But Not a Done Deal
  • Machinery Hold
    06.02.2017 WBC
  • Class 8 Prelim Orders: Deeper Air Pocket Than Expected
  • Machinery N/A
    05.22.2017 TKR
  • Timken 2017 Investor Day Takeaways
  • Machinery Hold
    05.22.2017 DE
  • DE: High Horsepower Stabilization Boosts F2Q and Beyond
  • Machinery Hold
    05.18.2017 RXN
  • RXN: Good Finish, Encouraging Demand, Outlook Risk Adjusted
  • Machinery Buy
    05.15.2017 DE
  • DE: F2Q'17 Preview
  • Machinery Hold
    05.02.2017 URI
  • Used Rental Equipment: Continued Improvement in March Prices
  • Machinery N/A
    05.01.2017 CMI
  • CMI Class 8 Share Up in March
  • Machinery N/A
    05.01.2017 WBC
  • Machinery 1Q Review: Actuals Wallop Expectations
  • Machinery N/A
    04.25.2017 CAT
  • CAT: Margins Deliver, Awaiting Volume; Maintain Buy
  • Machinery Buy
    04.25.2017 ST
  • ST 1Q'17: Slight Beat, Guide Maintained
  • Machinery Hold
    04.24.2017 CAT
  • CAT: March Retail Sales Post Growth After Long Slog Through Declines
  • Machinery Buy
    04.21.2017 WBC
  • WBC: Relative View Remains Cautious
  • Machinery Sell
    04.19.2017 CAT
  • Positive Read from GPC to TKR and RXN
  • Machinery N/A
    04.18.2017 LECO
  • LECO: Calming Some Short Cycle Nerves
  • Machinery Hold
    04.11.2017 AGCO
  • Ag Data: March Retail Sales & Q1 Used Auction Prices
  • Machinery N/A
    04.11.2017 CMI
  • China Excavators - Strong Growth Persists in Important March Sales
  • Machinery N/A
    04.03.2017 PCAR
  • Jump in PCAR Engine Share Leads CMI Down in February
  • Machinery N/A
    03.31.2017 URI
  • Rental Equipment: Used Prices Gain M/M, As Expected
  • Machinery N/A
    03.20.2017 CAT
  • CAT Retail Sales: Headline Improvement Mostly Comp Related
  • Machinery Buy
    03.16.2017 VOLV.B
  • Class 8: Build Discipline Helps Backlog As Orders Improve
  • Machinery N/A
    03.09.2017 CNHI
  • CONEXPO 2017: Tone Clearly Better; Timeline Unclear
  • Machinery N/A
    02.28.2017 DE
  • Machinery: Rental Show - Encouraging Signs; Positive Tone
  • Machinery N/A
    02.24.2017 ALSN
  • Machinery 4Q Review: Signs of Improvement
  • Machinery N/A
    02.17.2017 DE
  • DE: Raising the Bar
  • Machinery Hold
    02.15.2017 URI
  • Machinery: Cleveland Part II - Reads from TKR, URI & AIT
  • Machinery N/A
    02.12.2017 JOY
  • Machinery: Mining Trucks Lead Sequential Pick-Up in Equipment Shipments
  • Machinery N/A
    02.07.2017 AGCO
  • AGCO: Maintain Sell on End Markets, Policy and Relative Valuation
  • Machinery Sell
    01.27.2017 URI
  • URI: Encouraging Quarter & Outlook
  • Machinery Buy
    01.26.2017 CAT
  • CAT: 4Q Beat, Looking For a Repeat in '17
  • Machinery Buy
    01.25.2017 CAT
  • CAT: No Shift In Retail Sales Trends
  • Machinery N/A
    01.18.2017 NAV
  • Class 8 Trucks: Big Inventory Progress in 4Q
  • Machinery N/A
    01.10.2017 CNHI
  • December Ag Equipment: U.S. Declines As Expected, Tough Month In Germany, Brazil Up On Comps and Pre-buy
  • Machinery N/A
    01.10.2017 TEX
  • Machinery: Komtrax Utilization Data Up Broadly; U.S. Used CE Prices Also Better
  • Machinery N/A
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