Tim Thine
Analyst
Raymond James
Equibles does not estimate personal net worth.
About Tim Thine
Tim Thine is recorded as Analyst at Raymond James. Tim Thine has spoken on 10 earnings calls across 9 companies, most recently for Allison Transmission Holdings Inc on November 2, 2026. Those appearances were for Allison Transmission Holdings Inc (ALSN), Parker-Hannifin Corp (PH), CNH INDUSTRIAL, CNH Industrial N.V. (CNH), Paccar Inc (PCAR) and 4 other companies. The companies whose calls Tim Thine spoke on are classified in the Consumer Cyclical and Industrials sectors.
Tim Thine on recent calls
“I'll ask one with a little bit more of a longer-term bent to it. I'm just curious if we could speak to the margin profile of the business.”
“I had a longer-term question on aerospace within the context of your 2031 target, the organic growth target. I'm just curious, I mean, they're obviously coming off what is, as Todd pointed out, a really long stretch of growth, but the demand backdrop for both commercial and defense seems to be getting a bit better.”
“Jim, you made a couple of comments about, as you're thinking about the fourth quarter, how pricing has come in, the outlook for pricing, a little better than you had been assuming.”
“Jim, you made a couple of comments about, as you're thinking about the fourth quarter, how pricing has come in, the outlook for pricing, a little better than you had been assuming.”
“The question is on the target for adjusted EBITDA margins of 27% to 29%.”
Affiliation history
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Raymond James
Analyst
Transcript header (unverified)
Current
Company network
Specialty Industrial Machinery · Industrials
CNH INDUSTRIAL
Farm & Heavy Construction Machinery · Industrials
Farm & Heavy Construction Machinery · Industrials
PCAR
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
DCI
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials
Recent activity
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Earnings call
2026 Second Quarter Results Conference Call - August 3, 2026
CNH INDUSTRIAL
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