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
(501.34)
-9.06% 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
(53.24)
-15.25% 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
(543.70)
8.61% 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
(109.95)
21.56% 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
(115.38)
25.69% Details
9/24/2024 CNH Global CNH Upgrade Outperform
(Market Perform)
10.83
(11.56)
6.74% Details
9/9/2024 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
6/28/2024 Oshkosh OSK New Coverage Outperform
(N/A)
106.04
(134.50)
26.84% Details
6/28/2024 Timken TKR New Coverage Market Perform
(N/A)
80.04
(114.62)
43.2% Details
6/28/2024 AGCO Corporation AGCO New Coverage Market Perform
(N/A)
99.21
(104.42)
5.25% Details
6/28/2024 Middleby Corp MIDD New Coverage Market Perform
(N/A)
122.87
(110.83)
-9.8% 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
(158.74)
16.01% 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
(110.06)
5.53% 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
(737.18)
125.62% Details
6/28/2024 Eaton Corporation ETN New Coverage Outperform
(N/A)
315.27
(390.59)
23.89% 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
(88.33)
24.25% Details
6/28/2024 Deere DE New Coverage Outperform
(N/A)
376.25
(632.17)
68.02% 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
(1052.03)
67.03% Details
6/28/2024 Cummins CMI New Coverage Market Perform
(N/A)
281.67
(543.70)
93.03% Details
6/27/2024 Parker-Hannifin PH New Coverage Outperform
(N/A)
502.63
(955.00)
90% Details