TRMB
Scientific & Technical Instruments · Technology
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Kristen Owen is recorded as Analyst at Oppenheimer. Kristen Owen has spoken on 43 earnings calls and 8 other investor events across 18 companies, most recently for Corteva, Inc. on September 15, 2026. Those appearances were for Trimble Inc. (TRMB), Caterpillar Inc (CAT), CNH Industrial N.V. (CNH), Titan International Inc (TWI), Mosaic Co (MOS) and 13 other companies. The companies whose calls Kristen Owen spoke on are classified in the Technology, Industrials, Basic Materials and Consumer Defensive sectors.
“I'm looking here 3Q, 4Q. I'm just wondering, did something slip between those quarters, maybe pushed a little bit into 3Q from 4Q? When I look at your inventory to sales ratios, it looks like you actually built some tractor inventory and 3Q ahead of the industry.”
“Just wanted to follow up on back half guidance. You've got a couple of moving pieces here between, you know, the tariff refunds here in Q2 and then the ARR transition in field systems.”
“So I wanted to follow up on capital allocation. This is clearly an and strategy, not an or, just given the strong cash flow you've generated thus far. You raise the dividend, you're increasing the buybacks, and you're coming into peak CapEx period.”
Oppenheimer
Analyst
Source not stated
TRMB
Scientific & Technical Instruments · Technology
CAT
Farm & Heavy Construction Machinery · Industrials
Farm & Heavy Construction Machinery · Industrials
Farm & Heavy Construction Machinery · Industrials
MOS
Agricultural Inputs · Basic Materials
DE
Farm & Heavy Construction Machinery · Industrials
GPRE
Chemicals · Basic Materials
CTVA
Agricultural Inputs · Basic Materials
CTA-PB
Agricultural Inputs · Basic Materials
Agricultural Inputs · Basic Materials
Software - Application · Technology
AGCO
Farm & Heavy Construction Machinery · Industrials
Specialty Chemicals · Basic Materials
CMI
Specialty Industrial Machinery · Industrials
CNH INDUSTRIAL
Farm & Heavy Construction Machinery · Industrials
AVNT
Specialty Chemicals · Basic Materials
NTR
Agricultural Inputs · Basic Materials
INGR
Packaged Foods · Consumer Defensive
2026 Second Quarter Results Conference Call - August 3, 2026
CNH INDUSTRIAL