Ratings by Raymond James (Tim Thein)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/10/2026 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Parker-Hannifin | PH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | Terex | TEX | Upgrade | Strong Buy (Outperform) |
62.82 (65.39) |
4.09% | Details | |
| 3/2/2026 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Cummins | CMI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | Caterpillar | CAT | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/22/2025 | Cummins | CMI | Upgrade | Outperform (Market Perform) |
500.61 (648.48) |
29.54% | Details | |
| 12/22/2025 | Allison Transmission | ALSN | Maintain | Strong Buy (N/A) |
|
Details | ||
| 12/8/2025 | Allison Transmission | ALSN | Upgrade | Strong Buy (Outperform) |
90.45 (113.60) |
25.59% | Details | |
| 10/27/2025 | Terex | TEX | Upgrade | Outperform (Market Perform) |
56.82 (62.82) |
10.56% | Details | |
| 10/21/2025 | PACCAR | PCAR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2025 | Oshkosh | OSK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Federal Signal | FSS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Allison Transmission | ALSN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Terex | TEX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/1/2025 | AGCO Corporation | AGCO | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2025 | Deere | DE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2025 | AGCO Corporation | AGCO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/18/2025 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | PACCAR | PCAR | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/24/2024 | Federal Signal | FSS | New Coverage | Outperform (N/A) |
91.80 (116.63) |
27.05% | Details | |
| 9/24/2024 | CNH Global | CNH | Upgrade | Outperform (Market Perform) |
10.83 (10.64) |
-1.75% | Details | |
| 9/9/2024 | Eaton Corporation | ETN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Oshkosh | OSK | New Coverage | Outperform (N/A) |
106.04 (143.66) |
35.48% | Details | |
| 6/28/2024 | AGCO Corporation | AGCO | New Coverage | Market Perform (N/A) |
99.21 (115.33) |
16.25% | Details | |
| 6/28/2024 | Timken | TKR | New Coverage | Market Perform (N/A) |
80.04 (137.78) |
72.14% | Details | |
| 6/28/2024 | Middleby Corp | MIDD | New Coverage | Market Perform (N/A) |
122.87 (133.22) |
8.42% | Details | |
| 6/28/2024 | H&E Equipment Services | HEES | New Coverage | Market Perform (N/A) |
43.78 (94.64) |
116.17% | Details | |
| 6/28/2024 | Regal Rexnord Corp | RRX | New Coverage | Market Perform (N/A) |
136.83 (206.81) |
51.14% | Details | |
| 6/28/2024 | CNH Global | CNH | New Coverage | Market Perform (N/A) |
11.45 (10.83) |
-5.41% | Details | |
| 6/28/2024 | PACCAR | PCAR | New Coverage | Market Perform (N/A) |
104.29 (126.20) |
21.01% | Details | |
| 6/28/2024 | RBC Bearings | RBC | New Coverage | Market Perform (N/A) |
268.77 (575.22) |
114.02% | Details | |
| 6/28/2024 | Caterpillar | CAT | New Coverage | Market Perform (N/A) |
326.73 (880.28) |
169.42% | Details | |
| 6/28/2024 | Eaton Corporation | ETN | New Coverage | Outperform (N/A) |
315.27 (399.99) |
26.87% | Details | |
| 6/28/2024 | Terex | TEX | New Coverage | Market Perform (N/A) |
53.22 (56.82) |
6.76% | Details | |
| 6/28/2024 | Donaldson Company | DCI | New Coverage | Market Perform (N/A) |
71.09 (90.40) |
27.16% | Details | |
| 6/28/2024 | Deere | DE | New Coverage | Outperform (N/A) |
376.25 (597.24) |
58.73% | Details | |
| 6/28/2024 | Allison Transmission | ALSN | New Coverage | Outperform (N/A) |
74.23 (90.45) |
21.85% | Details | |
| 6/28/2024 | United Rentals | URI | New Coverage | Outperform (N/A) |
629.83 (1045.21) |
65.95% | Details | |
| 6/28/2024 | Cummins | CMI | New Coverage | Market Perform (N/A) |
281.67 (648.48) |
130.23% | Details | |
| 6/27/2024 | Parker-Hannifin | PH | New Coverage | Outperform (N/A) |
502.63 (953.21) |
89.64% | Details |

