Analyst
Citi
Equibles does not estimate personal net worth.
Jose is recorded as Analyst at Citi. Jose has spoken on 3 earnings calls and 1 other investor event across 4 companies, most recently for TRATON SE on October 28, 2026. Those appearances were for TRATON SE, General Motors Co (GM), Flowserve Corp (FLS) and Mayville Engineering Company, Inc. (MEC). The companies whose calls Jose spoke on are classified in the Industrials and Consumer Cyclical sectors.
“If you could further elaborate a bit more on North America orders that you're seeing in Q4 or Q3, how much visibility do you have into 2027? What do you think will get your clients and customers to place orders with more confidence?”
“But sort of four or five years down the road, how do you think about the balance sheet you need to have to withstand everything that could come in terms of disruption from market shares in the US?”
“Maybe to start with the 10% organic revenue decline in the quarter, that was a larger drop than we were forecasting. On the slides, you mentioned that Middle East disruptions impacted Q1 sales by 2%.”
“Both on your release and during the call, you've mentioned the muted demand conditions and the expectation for the first half to be weaker and for gradual improvements in the second half.”
Citi
Analyst
Transcript header (unverified)
TRATON SE
Farm & Heavy Construction Machinery · Industrials
Auto Manufacturers · Consumer Cyclical
FLS
Specialty Industrial Machinery · Industrials
Zwischenmitteilung 9M 2026
TRATON SE
