CAT
Farm & Heavy Construction Machinery · Industrials
Analyst
Baird
Equibles does not estimate personal net worth.
Meg Dobre is recorded as Analyst at Baird. Meg Dobre has spoken on 12 earnings calls across 9 companies, most recently for Lincoln Electric Holdings Inc on October 27, 2026. Those appearances were for Caterpillar Inc (CAT), Parker-Hannifin Corp (PH), Lincoln Electric Holdings Inc (LECO), Herc Holdings Inc (HRI), Titan Machinery Inc. (TITN) and 4 other companies. The companies whose calls Meg Dobre spoke on are classified in the Industrials sector.
“Sorry, I want to go back to automation as well. That's what the focus of the day is. But I'm just looking to make sure that I understand kind of what you're communicating here.”
“And Aaron and Larry, congrats to both of you. My first question is on dollar utilization. That looked quite good this quarter. And unless I'm wrong in my model here, I got to go back to 2022 to find a Q3 that looks similar to this one.”
“I want to talk about Australia a little bit. I know we don't spend a lot of time focusing here, but you've had good growth, and I understand some of that is FX, but even if we take FX out, you've had good growth.”
“A couple of longer term questions that I guess I'm just going going to roll into one.”
“Going back to your comment about record time utilization. I mean, congrats on that.”
Baird
Analyst
Transcript header (unverified)
CAT
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
Rental & Leasing Services · Industrials
TITN
Industrial Distribution · Industrials
Rental & Leasing Services · Industrials
Rental & Leasing Services · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
MTW
Farm & Heavy Construction Machinery · Industrials