Ratings by Raymond James (Tim Thein)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/3/2026 RBC Bearings RBC Upgrade Outperform
(Market Perform)
551.31
(488.54)
-11.39% 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
(63.23)
0.65% 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
(560.75)
12.01% 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
(131.24)
45.1% 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
(119.28)
29.93% Details
9/24/2024 CNH Global CNH Upgrade Outperform
(Market Perform)
10.83
(14.40)
32.96% Details
9/9/2024 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
6/28/2024 Oshkosh OSK New Coverage Outperform
(N/A)
106.04
(157.08)
48.13% Details
6/28/2024 AGCO Corporation AGCO New Coverage Market Perform
(N/A)
99.21
(133.40)
34.46% Details
6/28/2024 Timken TKR New Coverage Market Perform
(N/A)
80.04
(123.16)
53.87% Details
6/28/2024 Middleby Corp MIDD New Coverage Market Perform
(N/A)
122.87
(111.75)
-9.05% 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
(162.86)
19.02% 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
(124.70)
19.57% 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
(813.94)
149.12% Details
6/28/2024 Eaton Corporation ETN New Coverage Outperform
(N/A)
315.27
(410.85)
30.32% 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
(91.03)
28.05% Details
6/28/2024 Deere DE New Coverage Outperform
(N/A)
376.25
(693.53)
84.33% 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
(1009.86)
60.34% Details
6/28/2024 Cummins CMI New Coverage Market Perform
(N/A)
281.67
(560.75)
99.08% Details
6/27/2024 Parker-Hannifin PH New Coverage Outperform
(N/A)
502.63
(962.59)
91.51% Details