Everything tagged "farm and heavy construction machinery" across research, earnings, and macro.
3 articles
Deere is executing well through a cyclical downturn, with strong growth in Small Ag & Turf and Construction & Forestry offsetting weakness in large ag. The stock looks high quality, but valuation already prices in much of the resilience.
Oshkosh combines strong backlog in Vocational, improving Transport economics, and solid cash generation, but Access remains a cyclical drag into 2026. The stock looks attractive for moderate-risk investors at a disciplined entry point.
Caterpillar is posting record sales, backlog, and free cash flow, with data-center power demand emerging as a major growth driver. But rich valuation and a sizable tariff headwind keep the stock at Hold.
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