Ratings by Jefferies (Stephen Volkmann)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
7/1/2026 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
6/25/2026 Xylem XYL Upgrade Buy
(Hold)
110.40
(122.78)
11.21% Details
5/7/2026 Kennametal KMT Downgrade Hold
(Buy)
37.51
(33.74)
-10.05% Details
4/23/2026 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
4/14/2026 Fastenal FAST Maintain Buy
(N/A)
 
 
  Details
4/8/2026 Deere DE Upgrade Hold
(Underperform)
575.09
(597.24)
3.85% Details
4/7/2026 ESAB ESAB Maintain Buy
(N/A)
 
 
  Details
4/1/2026 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
3/31/2026 Veralto Corp. VLTO Maintain Buy
(N/A)
 
 
  Details
3/31/2026 Hayward Holdings Inc HAYW New Coverage Hold
(N/A)
13.12
(14.36)
9.45% Details
3/31/2026 Flowserve Corp. FLS New Coverage Buy
(N/A)
69.16
(68.46)
-1.01% Details
3/31/2026 Middleby Corp MIDD New Coverage Buy
(N/A)
127.19
(133.22)
4.74% Details
3/31/2026 MSA Safety MSA New Coverage Hold
(N/A)
160.69
(171.03)
6.43% Details
3/31/2026 Westinghouse Air Brake WAB New Coverage Buy
(N/A)
237.37
(262.08)
10.41% Details
3/31/2026 Xylem XYL New Coverage Hold
(N/A)
116.18
(110.40)
-4.98% Details
3/31/2026 ESAB ESAB New Coverage Buy
(N/A)
91.34
(89.78)
-1.71% Details
3/31/2026 Pentair PNR New Coverage Buy
(N/A)
83.99
(62.45)
-25.65% Details
3/31/2026 Lincoln Electric LECO Downgrade Hold
(Buy)
248.00
(252.74)
1.91% Details
3/31/2026 Rockwell Automation ROK Downgrade Hold
(Buy)
351.50
(461.85)
31.39% Details
3/31/2026 Veralto Corp. VLTO Upgrade Buy
(Hold)
85.03
(93.81)
10.33% Details
3/31/2026 Vertiv Holdings Co. VRT Downgrade Hold
(Buy)
251.07
(289.56)
15.33% Details
3/31/2026 Amphenol APH Upgrade Buy
(Hold)
123.62
(151.20)
22.31% Details
3/31/2026 Emerson EMR Upgrade Buy
(Hold)
125.40
(139.54)
11.28% Details
3/16/2026 Eaton Corporation ETN New Coverage Buy
(N/A)
348.64
(399.99)
14.73% Details
2/23/2026 Deere DE Downgrade Underperform
(Hold)
662.00
(575.09)
-13.13% Details
1/27/2026 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
1/13/2026 Kennametal KMT Upgrade Buy
(Hold)
30.73
(37.51)
22.06% Details
1/8/2026 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
12/15/2025 Fastenal FAST Upgrade Buy
(Hold)
41.75
(45.49)
8.96% Details
10/21/2025 PACCAR PCAR Maintain Hold
(N/A)
 
 
  Details
9/11/2025 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
7/24/2025 Johnson Controls JCI Downgrade Hold
(Buy)
108.30
(140.46)
29.7% Details
7/1/2025 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
4/2/2025 Timken TKR Downgrade Hold
(Buy)
71.87
(137.78)
91.71% Details
3/12/2025 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
1/27/2025 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
12/6/2024 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
12/6/2024 Timken TKR Upgrade Buy
(Hold)
77.27
(71.87)
-6.99% Details
12/6/2024 Kennametal KMT Downgrade Hold
(Buy)
28.25
(30.73)
8.78% Details
12/6/2024 PACCAR PCAR Downgrade Hold
(Buy)
118.41
(126.20)
6.58% Details
12/6/2024 Deere DE Downgrade Hold
(Buy)
456.26
(662.00)
45.09% Details
12/6/2024 SiteOne Landscape Supply SITE Upgrade Buy
(Hold)
148.55
(103.73)
-30.17% Details
12/5/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
12/5/2024 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
12/5/2024 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/8/2024 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
10/8/2024 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
7/22/2024 Terex TEX Maintain Hold
(N/A)
 
 
  Details
7/11/2024 SiteOne Landscape Supply SITE Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Terex TEX Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
6/20/2024 Ingersoll-Rand IR New Coverage Buy
(N/A)
94.58
(82.24)
-13.05% Details
6/6/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
4/15/2024 Snap One Holdings SNPO Downgrade Hold
(Buy)
8.14
(10.75)
32.06% Details
4/11/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
4/11/2024 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
4/11/2024 PACCAR PCAR Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Hillman Solutions Corp. HLMN Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
4/11/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
3/13/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
3/12/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
2/29/2024 Gates Industrial Corp. GTES New Coverage Buy
(N/A)
14.61
(26.61)
82.14% Details
2/15/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
2/6/2024 Caterpillar CAT Maintain Buy
(Buy)
 
 
  Details
12/20/2023 Hillman Solutions Corp. HLMN Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Snap One Holdings SNPO Maintain Buy
(N/A)
 
 
  Details
12/20/2023 SiteOne Landscape Supply SITE Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
12/20/2023 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Terex TEX Downgrade Hold
(Buy)
57.33
(65.39)
14.06% Details
12/20/2023 Timken TKR Downgrade Hold
(Buy)
79.14
(137.78)
74.1% Details
12/1/2023 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
11/23/2023 Deere DE Maintain Buy
(N/A)
 
 
  Details
8/21/2023 Sarcos Technology and Robotics STRC Downgrade Hold
(Buy)
1.24
(85.29)
6778.23% Details
7/17/2023 PACCAR PCAR Upgrade Buy
(Hold)
85.77
(126.20)
47.14% Details
6/16/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
6/16/2023 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
4/14/2023 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
3/8/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/16/2023 SiteOne Landscape Supply SITE Downgrade Hold
(Buy)
156.26
(103.73)
-33.62% Details
1/30/2023 Terex TEX Maintain Buy
(N/A)
 
 
  Details
11/2/2022 Hillman Solutions Corp. HLMN New Coverage Buy
(N/A)
7.97
(8.09)
1.51% Details
10/17/2022 MSC Industrial MSM New Coverage Hold
(N/A)
74.93
(124.77)
66.52% Details
10/17/2022 WESCO International WCC New Coverage Buy
(N/A)
117.81
(327.86)
178.3% Details
10/17/2022 Fastenal FAST New Coverage Hold
(N/A)
43.87
(41.75)
-4.83% Details
9/29/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
8/18/2022 Manitowoc MTW Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
7/15/2022 Timken TKR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
7/15/2022 Deere DE Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
6/27/2022 Terex TEX Maintain Buy
(N/A)
 
 
  Details
6/27/2022 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
6/27/2022 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
6/17/2022 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
6/14/2022 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
4/5/2022 PACCAR PCAR Downgrade Hold
(Buy)
85.22
(126.20)
48.09% Details
3/23/2022 Snap One Holdings SNPO Maintain Buy
(N/A)
 
 
  Details
3/9/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
3/8/2022 Tyra Biosciences TYRA Upgrade Buy
(Hold)
10.57
(32.13)
203.97% Details
3/8/2022 Caterpillar CAT Upgrade Buy
(Hold)
195.66
(880.28)
349.9% Details
3/4/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
3/2/2022 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/3/2022 Electric Last Mile Solutions Inc. ELMS Downgrade Hold
(Buy)
5.59
(0.19)
-96.6% Details
1/21/2022 United Rentals URI New Coverage Hold
(N/A)
307.11
(1045.21)
240.34% Details
11/19/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
11/12/2021 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
11/9/2021 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
11/5/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/20/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
10/13/2021 Sarcos Technology and Robotics STRC New Coverage Buy
(N/A)
6.21
(85.29)
1273.43% Details
9/28/2021 Terex TEX Maintain Buy
(N/A)
 
 
  Details
9/28/2021 Electric Last Mile Solutions Inc. ELMS Maintain Buy
(N/A)
 
 
  Details
9/21/2021 Oshkosh OSK Downgrade Hold
(Buy)
108.17
(143.66)
32.81% Details
9/16/2021 Timken TKR Maintain Buy
(N/A)
 
 
  Details
8/23/2021 Snap One Holdings SNPO New Coverage Buy
(N/A)
17.55
(8.14)
-53.62% Details
7/28/2021 Electric Last Mile Solutions Inc. ELMS New Coverage Buy
(N/A)
8.81
(0.19)
-97.84% Details
7/8/2021 Johnson Controls JCI New Coverage Buy
(N/A)
69.53
(108.30)
55.76% Details
6/8/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
5/24/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/29/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
3/16/2021 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
3/11/2021 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
3/11/2021 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
3/4/2021 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
3/4/2021 Cummins CMI Upgrade Buy
(Hold)
257.68
(648.48)
151.66% Details
3/2/2021 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/24/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
2/17/2021 Oshkosh OSK Upgrade Buy
(Hold)
99.12
(143.66)
44.94% Details
1/15/2021 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Titan International TWI Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Timken TKR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Terex TEX Maintain Buy
(N/A)
 
 
  Details
1/15/2021 SiteOne Landscape Supply SITE Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Cummins CMI Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
12/10/2020 Mayville Engineering MEC Maintain Buy
(N/A)
 
 
  Details
12/8/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
11/11/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
11/6/2020 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/27/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Cummins CMI Maintain Hold
(N/A)
 
 
  Details
10/21/2020 Oshkosh OSK Downgrade Hold
(Buy)
80.70
(143.66)
78.02% Details
10/13/2020 Carrier Global CARR New Coverage Buy
(N/A)
32.23
(68.69)
113.12% Details
10/6/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
10/1/2020 Terex TEX Maintain Buy
(N/A)
 
 
  Details
9/24/2020 Ingersoll-Rand IR New Coverage Buy
(N/A)
35.10
(94.58)
169.46% Details
9/10/2020 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
8/26/2020 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
8/7/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
8/5/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
8/3/2020 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
8/3/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
7/24/2020 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
7/22/2020 PACCAR PCAR Maintain Buy
(N/A)
 
 
  Details
7/17/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
7/15/2020 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
7/1/2020 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
6/15/2020 Terex TEX Maintain Buy
(N/A)
 
 
  Details
6/10/2020 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
6/10/2020 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
6/4/2020 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
5/21/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/8/2020 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
3/31/2020 Illinois Tool Works ITW Downgrade Hold
(Buy)
142.23
(276.05)
94.09% Details
3/27/2020 Timken TKR Maintain Buy
(N/A)
 
 
  Details
3/27/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
3/27/2020 Parker-Hannifin PH Upgrade Buy
(Hold)
126.53
(953.21)
653.35% Details
9/25/2019 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
7/2/2019 Ingersoll-Rand IR Downgrade Hold
(Buy)
126.67
(82.24)
-35.08% Details
6/24/2019 AGCO Corporation AGCO Upgrade Buy
(Hold)
75.27
(115.33)
53.22% Details
6/24/2019 Deere DE Upgrade Buy
(Hold)
164.28
(597.24)
263.55% Details
6/3/2019 Mayville Engineering MEC New Coverage Hold
(N/A)
15.94
(30.92)
93.98% Details
4/25/2019 MRC Global MRC New Coverage Hold
(N/A)
18.73
(13.78)
-26.43% Details
4/25/2019 DXP Enterprises DXPE New Coverage Hold
(N/A)
44.82
(167.98)
274.79% Details
1/7/2019 WW Grainger GWW New Coverage Hold
(N/A)
268.04
(1395.01)
420.45% Details
1/7/2019 MSC Industrial MSM New Coverage Buy
(N/A)
74.88
(124.77)
66.63% Details
1/7/2019 Fastenal FAST New Coverage Hold
(N/A)
49.95
(45.49)
-8.93% Details
10/12/2018 HD Supply Holdings HDS New Coverage Buy
(N/A)
39.48
(55.99)
41.82% Details
10/12/2018 Watsco WSO New Coverage Hold
(N/A)
168.19
(371.91)
121.12% Details
10/12/2018 SiteOne Landscape Supply SITE New Coverage Buy
(N/A)
66.24
(103.73)
56.6% Details
10/12/2018 Pool Corp POOL New Coverage Hold
(N/A)
148.69
(201.17)
35.29% Details