Ratings by Raymond James (Tim Thein)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
10/13/2026 Terex TEX Maintain Strong Buy
(N/A)
 
 
  Details
8/3/2026 RBC Bearings RBC Upgrade Outperform
(Market Perform)
551.31
(498.52)
-9.58% 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
(50.99)
-18.83% 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
(531.33)
6.14% 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
(111.80)
23.6% 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
(112.39)
22.43% Details
9/24/2024 CNH Global CNH Upgrade Outperform
(Market Perform)
10.83
(11.60)
7.11% Details
9/9/2024 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
6/28/2024 Oshkosh OSK New Coverage Outperform
(N/A)
106.04
(127.02)
19.78% Details
6/28/2024 Timken TKR New Coverage Market Perform
(N/A)
80.04
(112.39)
40.42% Details
6/28/2024 AGCO Corporation AGCO New Coverage Market Perform
(N/A)
99.21
(103.72)
4.55% Details
6/28/2024 Middleby Corp MIDD New Coverage Market Perform
(N/A)
122.87
(107.78)
-12.28% 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
(154.01)
12.56% 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
(110.82)
6.26% 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
(730.76)
123.66% Details
6/28/2024 Eaton Corporation ETN New Coverage Outperform
(N/A)
315.27
(391.25)
24.1% 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
(87.97)
23.74% Details
6/28/2024 Deere DE New Coverage Outperform
(N/A)
376.25
(641.86)
70.59% 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
(1029.64)
63.48% Details
6/28/2024 Cummins CMI New Coverage Market Perform
(N/A)
281.67
(531.33)
88.64% Details
6/27/2024 Parker-Hannifin PH New Coverage Outperform
(N/A)
502.63
(963.34)
91.66% Details