Ratings by Evercore ISI (David Raso)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/3/2026 | Eaton Corporation | ETN | Upgrade | Outperform (In Line) |
386.89 (457.29) |
18.2% | Details | |
| 11/28/2025 | Deere | DE | Maintain | In Line (N/A) |
|
Details | ||
| 8/19/2025 | Caterpillar | CAT | Upgrade | Outperform (In Line) |
407.79 (885.82) |
117.22% | Details | |
| 2/24/2025 | ESAB | ESAB | Upgrade | In Line (Underperform) |
120.11 (92.47) |
-23.01% | Details | |
| 1/13/2025 | Caterpillar | CAT | Upgrade | In Line (Underperform) |
361.07 (407.79) |
12.94% | Details | |
| 12/10/2024 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | ESAB | ESAB | Downgrade | Underperform (In Line) |
135.08 (120.11) |
-11.08% | Details | |
| 11/13/2024 | PACCAR | PCAR | Upgrade | Outperform (In Line) |
116.43 (130.78) |
12.33% | Details | |
| 11/13/2024 | Cummins | CMI | Upgrade | Outperform (In Line) |
358.43 (644.48) |
79.81% | Details | |
| 11/13/2024 | Timken | TKR | Upgrade | Outperform (In Line) |
76.52 (134.31) |
75.52% | Details | |
| 11/13/2024 | Illinois Tool Works | ITW | Downgrade | Underperform (In Line) |
274.27 (288.83) |
5.31% | Details | |
| 11/13/2024 | Caterpillar | CAT | Downgrade | Underperform (In Line) |
396.54 (361.07) |
-8.94% | Details | |
| 11/13/2024 | Eaton Corporation | ETN | Downgrade | In Line (Outperform) |
371.95 (386.89) |
4.02% | Details | |
| 2/20/2024 | Vontier | VNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Terex | TEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Parker-Hannifin | PH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | PACCAR | PCAR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2024 | Gates Industrial Corp. | GTES | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2024 | ESAB | ESAB | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2024 | Eaton Corporation | ETN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Deere | DE | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2024 | Cummins | CMI | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2024 | CNH Industrial NV | CNHI | Maintain | In Line (N/A) |
|
Details | ||
| 2/20/2024 | Timken | TKR | Downgrade | In Line (Outperform) |
81.13 (134.31) |
65.55% | Details | |
| 2/20/2024 | Ingersoll-Rand | IR | Downgrade | In Line (Outperform) |
87.79 (82.03) |
-6.56% | Details | |
| 2/20/2024 | Caterpillar | CAT | Downgrade | In Line (Outperform) |
323.07 (885.82) |
174.19% | Details | |
| 2/6/2024 | Cummins | CMI | Maintain | In Line (N/A) |
|
Details | ||
| 11/13/2023 | Oshkosh | OSK | Upgrade | Outperform (In Line) |
92.85 (154.32) |
66.2% | Details | |
| 9/19/2023 | Deere | DE | Downgrade | In Line (Outperform) |
412.11 (602.66) |
46.24% | Details | |
| 9/19/2023 | CNH Industrial NV | CNHI | Downgrade | In Line (Outperform) |
13.48 (11.45) |
-15.06% | Details | |
| 7/14/2023 | ESAB | ESAB | New Coverage | In Line (N/A) |
69.37 (82.99) |
19.63% | Details | |
| 5/9/2023 | Ingersoll-Rand | IR | Upgrade | Outperform (In Line) |
58.94 (82.03) |
39.18% | Details | |
| 5/9/2023 | Cummins | CMI | Downgrade | In Line (Outperform) |
223.74 (644.48) |
188.05% | Details | |
| 5/9/2023 | Ingersoll-Rand | IR | Upgrade | Outperform (In Line) |
58.94 (58.94) |
0% | Details | |
| 11/28/2022 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2022 | Ingersoll-Rand | IR | Maintain | In Line (N/A) |
|
Details | ||
| 8/11/2022 | Gates Industrial Corp. | GTES | Downgrade | In Line (Outperform) |
12.21 (28.37) |
132.35% | Details | |
| 8/11/2022 | Deere | DE | Upgrade | Outperform (In Line) |
352.36 (602.66) |
71.04% | Details | |
| 8/11/2022 | PACCAR | PCAR | Downgrade | In Line (Outperform) |
93.25 (130.78) |
40.25% | Details | |
| 6/16/2022 | Deere | DE | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2022 | Vontier | VNT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Terex | TEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | PACCAR | PCAR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Parker-Hannifin | PH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Illinois Tool Works | ITW | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2022 | Gates Industrial Corp. | GTES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Eaton Corporation | ETN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Deere | DE | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2022 | Cummins | CMI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | CNH Industrial NV | CNHI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2022 | Timken | TKR | Upgrade | Outperform (In Line) |
66.11 (134.31) |
103.16% | Details | |
| 2/15/2022 | Oshkosh | OSK | Downgrade | In Line (Outperform) |
115.29 (154.32) |
33.85% | Details | |
| 10/14/2021 | Deere | DE | Downgrade | In Line (Outperform) |
329.00 (602.66) |
83.18% | Details | |
| 10/14/2021 | Terex | TEX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Cummins | CMI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | CNH Global NV | CNHI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Caterpillar | CAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | Oshkosh | OSK | Upgrade | Outperform (In Line) |
80.55 (154.32) |
91.58% | Details | |
| 4/3/2020 | PACCAR | PCAR | Upgrade | Outperform (In Line) |
60.12 (130.78) |
117.53% | Details | |
| 11/8/2019 | Cummins | CMI | Upgrade | Outperform (In Line) |
181.39 (644.48) |
255.3% | Details | |
| 8/1/2019 | Oshkosh | OSK | Upgrade | Outperform (In Line) |
83.57 (80.55) |
-3.61% | Details | |
| 5/31/2019 | Terex | TEX | Downgrade | In Line (Outperform) |
27.82 (67.96) |
144.28% | Details | |
| 5/31/2019 | PACCAR | PCAR | Downgrade | In Line (Outperform) |
67.51 (130.78) |
93.72% | Details | |
| 5/31/2019 | Oshkosh | OSK | Downgrade | In Line (Outperform) |
75.11 (83.57) |
11.26% | Details | |
| 5/31/2019 | Cummins | CMI | Downgrade | In Line (Outperform) |
157.91 (644.48) |
308.13% | Details |
