CAT
Farm & Heavy Construction Machinery · Industrials
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Tammy Zakaria is recorded as Analyst at JPMorgan. Tammy Zakaria has spoken on 49 earnings calls and 2 other investor events across 21 companies, most recently for Westinghouse Air Brake Technologies Corp on October 21, 2026. Those appearances were for Caterpillar Inc (CAT), Illinois Tool Works Inc (ITW), Trimble Inc. (TRMB), CNH Industrial N.V. (CNH), Allison Transmission Holdings Inc (ALSN) and 16 other companies. The companies whose calls Tammy Zakaria spoke on are classified in the Industrials, Technology and Consumer Cyclical sectors.
“I had a question regarding your very strong margin performance in the quarter, and I think you said it was better than expected. So are you able to rank the different drivers in terms of magnitude coming from integration 3.0 versus portfolio optimization versus product mix?”
“I wanted to circle back on all the rate comments, which I thought was quite interesting. So my question is, is the rate improvement you're seeing driven by your self-help initiatives like the Intelligent Customer Pricing Program, or is the overall industry rental rates are improving?”
“I wanted to follow up on slide eight of your presentation where you show how Trimble delivers value to data centers.”
“A question on your organic growth outlook. I think it remains unchanged. You spoke about some price-cost neutrality impacts that you expect to cover in the next few quarters.”
“New York is proposing that landfills treat leachate for PFAS before discharging to waterways. I think the public comments here is open. Do you plan to provide comments, and more broadly, are you planning or preparing in terms of maybe changes to your operations or strategies should something like this go into effect?”
JPMorgan
Analyst
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CAT
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
TRMB
Scientific & Technical Instruments · Technology
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
Rental & Leasing Services · Industrials
Rental & Leasing Services · Industrials
ESAB
Metal Fabrication · Industrials
PCAR
Farm & Heavy Construction Machinery · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
CNH INDUSTRIAL
Farm & Heavy Construction Machinery · Industrials
MIDD
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
CMI
Specialty Industrial Machinery · Industrials
DE
Farm & Heavy Construction Machinery · Industrials
2026 Second Quarter Results Conference Call - August 3, 2026
CNH INDUSTRIAL