CMI
Specialty Industrial Machinery · Industrials
Analyst
Jeffries
Equibles does not estimate personal net worth.
Steven Volkman is recorded as Analyst at Jeffries. Steven Volkman has spoken on 5 earnings calls across 5 companies, most recently for Cummins Inc on August 4, 2026. Those appearances were for Cummins Inc (CMI), Paccar Inc (PCAR), Westinghouse Air Brake Technologies Corp (WAB), Gates Industrial Corp Ltd. (GTES) and Illinois Tool Works Inc (ITW). The companies whose calls Steven Volkman spoke on are classified in the Industrials sector.
“Mark, can I just take that one step further? What would roughly be the reset in the incentive comp, I guess, I don't know, in dollar terms, just so we can think about what that good guy might look like next year?”
“I'm just figuring out this phone thing after a few decades of use. Well, sorry about that. So I'll start again. You guys are good at managing supply chains, probably the best at that.”
“I sort of guess I had the same question, but I want to ask it slightly differently. When you look at the backlog, especially the 12-month backlog, it sounds like what you're saying is the services kind of recovers in that scenario, and I'm trying to figure out how I should think about that impacting margins.”
“Just a couple of quick follow-ups, one short-term, one longer term. Any words of wisdom as we think about segment margins, both as we go through the transformation and the ERP and then sort of beyond that?”
“So I'm curious, whatever commentary you might wish to provide around what you're seeing on sort of price cost, and obviously it didn't impact you in the quarter, but are you seeing suppliers raising prices and you're kind of able to offset that however you choose?”
Jeffries
Analyst
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CMI
Specialty Industrial Machinery · Industrials
PCAR
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
Specialty Industrial Machinery · Industrials