Analyst
UBS
Equibles does not estimate personal net worth.
Steven Fisher is recorded as Analyst at UBS. Steven Fisher has spoken on 14 earnings calls and 1 other investor event across 8 companies, most recently for Tutor Perini Corp on November 4, 2026. Those appearances were for CNH Industrial N.V. (CNH), Tutor Perini Corp (TPC), Mastec Inc (MTZ), Agco Corp (AGCO), Deere & Co (DE) and 3 other companies. The companies whose calls Steven Fisher spoke on are classified in the Industrials sector.
“Just wanted to ask you about the black construction work. Sounds like some of that activity has been sort of in process for a while. Any particular uncertainties?”
“I just wanted to follow up about underproduction, and it sounds like the base case is for production to be relatively in line with retail in 27, but Latin America seems to still be kind of a question mark.”
“Just maybe to clarify the tariff dynamics, you mentioned there's still some benefit from 232 to come in 2027 because there's only really kind of a half year of benefit this year, and it sounds like you have no other refunds embedded in Q4.”
“Maybe it depends on whether we're talking about gross margins or EBITDA margins here, but just wondering if you can get some margin help from ramping up CapEx versus repositioning.”
“I think this is for Bobby, but probably has that ability to to the others You talked about the importance of having the specialized fleet.”
UBS
Analyst
Source not stated
Farm & Heavy Construction Machinery · Industrials
Engineering & Construction · Industrials
MTZ
Engineering & Construction · Industrials
AGCO
Farm & Heavy Construction Machinery · Industrials
DE
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
