Ratings by Raymond James (Tim Thein)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/3/2026 | RBC Bearings | RBC | Upgrade | Outperform (Market Perform) |
551.31 (490.89) |
-10.96% | 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 (61.81) |
-1.61% | 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 (550.90) |
10.05% | 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 (126.71) |
40.09% | 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 (115.12) |
25.4% | Details | |
| 9/24/2024 | CNH Global | CNH | Upgrade | Outperform (Market Perform) |
10.83 (13.65) |
26.04% | Details | |
| 9/9/2024 | Eaton Corporation | ETN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Oshkosh | OSK | New Coverage | Outperform (N/A) |
106.04 (152.89) |
44.18% | Details | |
| 6/28/2024 | AGCO Corporation | AGCO | New Coverage | Market Perform (N/A) |
99.21 (126.69) |
27.7% | Details | |
| 6/28/2024 | Timken | TKR | New Coverage | Market Perform (N/A) |
80.04 (120.23) |
50.21% | Details | |
| 6/28/2024 | Middleby Corp | MIDD | New Coverage | Market Perform (N/A) |
122.87 (112.44) |
-8.49% | 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 (160.77) |
17.5% | 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 (122.13) |
17.11% | Details | |
| 6/28/2024 | RBC Bearings | RBC | New Coverage | Market Perform (N/A) |
268.77 (551.31) |
105.12% | Details | |
| 6/28/2024 | Caterpillar | CAT | New Coverage | Market Perform (N/A) |
326.73 (792.28) |
142.49% | Details | |
| 6/28/2024 | Eaton Corporation | ETN | New Coverage | Outperform (N/A) |
315.27 (390.85) |
23.97% | 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 (89.91) |
26.47% | Details | |
| 6/28/2024 | Deere | DE | New Coverage | Outperform (N/A) |
376.25 (698.37) |
85.61% | 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 (979.82) |
55.57% | Details | |
| 6/28/2024 | Cummins | CMI | New Coverage | Market Perform (N/A) |
281.67 (550.90) |
95.58% | Details | |
| 6/27/2024 | Parker-Hannifin | PH | New Coverage | Outperform (N/A) |
502.63 (949.38) |
88.88% | Details |
