Tim Thein
Analyst
Earnings-call appearances
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Deere & Co Q4 FY2025 Earnings Call2026-02-19
Deere & Co (DE)
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United Rentals, Inc. Q3 FY2025 Earnings Call2025-10-22
United Rentals, Inc. (URI)
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Deere & Co Q2 FY2025 Earnings Call2025-08-14
Deere & Co (DE)
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Terex Corp Q2 FY2025 Earnings Call2025-07-31
Terex Corp (TEX)
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Deere & Co Q1 FY2025 Earnings Call2025-05-15
Deere & Co (DE)
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Regal Rexnord Corp Q1 FY2025 Earnings Call2025-05-06
Regal Rexnord Corp (RRX)
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Cummins Inc Q1 FY2025 Earnings Call2025-05-05
Cummins Inc (CMI)
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Terex Corp Q1 FY2025 Earnings Call2025-05-02
Terex Corp (TEX)
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Eaton Corp plc Q1 FY2025 Earnings Call2025-05-02
Eaton Corp plc (ETN)
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Agco Corp /De Q1 FY2025 Earnings Call2025-05-01
Agco Corp /De (AGCO)
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CNH Industrial N.V. Q1 FY2025 Earnings Call2025-05-01
CNH Industrial N.V. (CNH)
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Allison Transmission Holdings Inc Q1 FY2025 Earnings Call2025-05-01
Allison Transmission Holdings Inc (ALSN)
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United Rentals, Inc. Q1 FY2025 Earnings Call2025-04-24
United Rentals, Inc. (URI)
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Allison Transmission Holdings Inc Q4 FY2024 Earnings Call2025-02-11
Allison Transmission Holdings Inc (ALSN)
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Timken Co Q4 FY2024 Earnings Call2025-02-05
Timken Co (TKR)
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Cummins Inc Q4 FY2024 Earnings Call2025-02-04
Cummins Inc (CMI)
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United Rentals, Inc. Q4 FY2024 Earnings Call2025-01-30
United Rentals, Inc. (URI)
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Oshkosh Corp Q4 FY2024 Earnings Call2025-01-30
Oshkosh Corp (OSK)
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Timken Co Q3 FY2024 Earnings Call2024-11-05
Timken Co (TKR)
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RBC Bearings INC Q2 FY2025 Earnings Call2024-11-01
RBC Bearings INC (RBC)
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Eaton Corp plc Q3 FY2024 Earnings Call2024-10-31
Eaton Corp plc (ETN)
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Caterpillar Inc Q3 FY2024 Earnings Call2024-10-30
Caterpillar Inc (CAT)
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Oshkosh Corp Q3 FY2024 Earnings Call2024-10-30
Oshkosh Corp (OSK)
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United Rentals, Inc. Q3 FY2024 Earnings Call2024-10-24
United Rentals, Inc. (URI)
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Paccar Inc Q3 FY2024 Earnings Call2024-10-22
Paccar Inc (PCAR)
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RBC Bearings INC Q1 FY2025 Earnings Call2024-08-02
RBC Bearings INC (RBC)
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Cummins Inc Q2 FY2024 Earnings Call2024-08-01
Cummins Inc (CMI)
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Timken Co Q2 FY2024 Earnings Call2024-07-31
Timken Co (TKR)
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Oshkosh Corp Q2 FY2024 Earnings Call2024-07-31
Oshkosh Corp (OSK)
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Allison Transmission Holdings Inc Q2 FY2024 Earnings Call2024-07-25
Allison Transmission Holdings Inc (ALSN)
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Paccar Inc Q2 FY2024 Earnings Call2024-07-23
Paccar Inc (PCAR)
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MIDDLEBY Corp Q1 FY2025 Earnings Call2024-05-08
MIDDLEBY Corp (MIDD)
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Allison Transmission Holdings Inc Q4 FY2023 Earnings Call2024-02-13
Allison Transmission Holdings Inc (ALSN)
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Terex Corp Q4 FY2023 Earnings Call2024-02-09
Terex Corp (TEX)
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Cummins Inc Q4 FY2023 Earnings Call2024-02-06
Cummins Inc (CMI)
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Paccar Inc Q4 FY2023 Earnings Call2024-01-23
Paccar Inc (PCAR)
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Custom Truck One Source, Inc. Q3 FY2023 Earnings Call2023-11-07
Custom Truck One Source, Inc. (CTOS)
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Cummins Inc Q3 FY2023 Earnings Call2023-11-02
Cummins Inc (CMI)
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Caterpillar Inc Q3 FY2023 Earnings Call2023-10-31
Caterpillar Inc (CAT)
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United Rentals, Inc. Q3 FY2023 Earnings Call2023-10-26
United Rentals, Inc. (URI)
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Paccar Inc Q3 FY2023 Earnings Call2023-10-24
Paccar Inc (PCAR)
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Custom Truck One Source, Inc. Q2 FY2023 Earnings Call2023-08-08
Custom Truck One Source, Inc. (CTOS)
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Cummins Inc Q2 FY2023 Earnings Call2023-08-03
Cummins Inc (CMI)
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MIDDLEBY Corp Q2 FY2024 Earnings Call2023-08-03
MIDDLEBY Corp (MIDD)
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Terex Corp Q2 FY2023 Earnings Call2023-08-02
Terex Corp (TEX)
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United Rentals, Inc. Q2 FY2023 Earnings Call2023-07-27
United Rentals, Inc. (URI)
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Allison Transmission Holdings Inc Q2 FY2023 Earnings Call2023-07-27
Allison Transmission Holdings Inc (ALSN)
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Agco Corp /De Q2 FY2023 Earnings Call2023-07-27
Agco Corp /De (AGCO)
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Paccar Inc Q2 FY2023 Earnings Call2023-07-25
Paccar Inc (PCAR)
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Deere & Co Q1 FY2023 Earnings Call2023-05-19
Deere & Co (DE)
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Cummins Inc Q1 FY2023 Earnings Call2023-05-02
Cummins Inc (CMI)
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Allison Transmission Holdings Inc Q1 FY2023 Earnings Call2023-04-27
Allison Transmission Holdings Inc (ALSN)
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Caterpillar Inc Q1 FY2023 Earnings Call2023-04-27
Caterpillar Inc (CAT)
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Oshkosh Corp Q1 FY2023 Earnings Call2023-04-27
Oshkosh Corp (OSK)
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Paccar Inc Q1 FY2023 Earnings Call2023-04-25
Paccar Inc (PCAR)
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Deere & Co Q4 FY2022 Earnings Call2023-02-17
Deere & Co (DE)
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Agco Corp /De Q4 FY2022 Earnings Call2023-02-07
Agco Corp /De (AGCO)
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Agco Corp /De Q3 FY2022 Earnings Call2022-11-01
Agco Corp /De (AGCO)
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Caterpillar Inc Q3 FY2022 Earnings Call2022-10-27
Caterpillar Inc (CAT)
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Allison Transmission Holdings Inc Q3 FY2022 Earnings Call2022-10-26
Allison Transmission Holdings Inc (ALSN)
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Timken Co Q3 FY2022 Earnings Call2022-10-26
Timken Co (TKR)
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Paccar Inc Q3 FY2022 Earnings Call2022-10-25
Paccar Inc (PCAR)
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Caterpillar Inc Q2 FY2022 Earnings Call2022-08-02
Caterpillar Inc (CAT)
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United Rentals, Inc. Q2 FY2022 Earnings Call2022-07-28
United Rentals, Inc. (URI)
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Agco Corp /De Q2 FY2022 Earnings Call2022-07-28
Agco Corp /De (AGCO)
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MIDDLEBY Corp Q1 FY2023 Earnings Call2022-05-10
MIDDLEBY Corp (MIDD)
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Caterpillar Inc Q1 FY2022 Earnings Call2022-04-28
Caterpillar Inc (CAT)
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Paccar Inc Q1 FY2022 Earnings Call2022-04-26
Paccar Inc (PCAR)
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Allison Transmission Holdings Inc Q4 FY2021 Earnings Call2022-02-16
Allison Transmission Holdings Inc (ALSN)
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Timken Co Q3 FY2021 Earnings Call2021-11-01
Timken Co (TKR)
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Terex Corp Q3 FY2021 Earnings Call2021-10-29
Terex Corp (TEX)
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United Rentals, Inc. Q3 FY2021 Earnings Call2021-10-28
United Rentals, Inc. (URI)
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Caterpillar Inc Q3 FY2021 Earnings Call2021-10-28
Caterpillar Inc (CAT)
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United Rentals, Inc. Q2 FY2021 Earnings Call2021-07-29
United Rentals, Inc. (URI)
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Deere & Co Q1 FY2021 Earnings Call2021-05-21
Deere & Co (DE)
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CNH Industrial N.V. Q1 FY2021 Earnings Call2021-05-05
CNH Industrial N.V. (CNH)
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Agco Corp /De Q1 FY2021 Earnings Call2021-04-29
Agco Corp /De (AGCO)
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Allison Transmission Holdings Inc Q1 FY2021 Earnings Call2021-04-28
Allison Transmission Holdings Inc (ALSN)
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United Rentals, Inc. Q4 FY2020 Earnings Call2021-01-28
United Rentals, Inc. (URI)
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Paccar Inc Q4 FY2020 Earnings Call2021-01-26
Paccar Inc (PCAR)
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Custom Truck One Source, Inc. Q3 FY2020 Earnings Call2020-11-10
Custom Truck One Source, Inc. (CTOS)
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MIDDLEBY Corp Q3 FY2021 Earnings Call2020-11-05
MIDDLEBY Corp (MIDD)
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United Rentals, Inc. Q3 FY2020 Earnings Call2020-10-29
United Rentals, Inc. (URI)
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Oshkosh Corp Q3 FY2020 Earnings Call2020-10-29
Oshkosh Corp (OSK)
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MIDDLEBY Corp Q2 FY2021 Earnings Call2020-08-05
MIDDLEBY Corp (MIDD)
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Paccar Inc Q2 FY2020 Earnings Call2020-07-21
Paccar Inc (PCAR)
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Oshkosh Corp Q2 FY2020 Earnings Call2020-07-02
Oshkosh Corp (OSK)
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MIDDLEBY Corp Q1 FY2021 Earnings Call2020-05-07
MIDDLEBY Corp (MIDD)
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United Rentals, Inc. Q1 FY2020 Earnings Call2020-04-30
United Rentals, Inc. (URI)
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Oshkosh Corp Q1 FY2020 Earnings Call2020-04-29
Oshkosh Corp (OSK)
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Paccar Inc Q1 FY2020 Earnings Call2020-04-21
Paccar Inc (PCAR)