Analyst
Milius Research
Equibles does not estimate personal net worth.
Robert (Rob) Wertheimer is recorded as Analyst at Milius Research. Robert (Rob) Wertheimer has spoken on 5 earnings calls across 4 companies, most recently for Paccar Inc on October 27, 2026. Those appearances were for Paccar Inc (PCAR), Westinghouse Air Brake Technologies Corp (WAB), United Rentals, Inc. (URI) and Herc Holdings Inc (HRI). The companies whose calls Robert (Rob) Wertheimer spoke on are classified in the Industrials sector.
“I think Kevin mentioned half a dozen things that could affect parts margin, which was down a little bit year over year this quarter, from mix to maybe people delaying some purchases to investments.”
“I think maybe Kevin did earlier, but the EPA shift or proposed rule may benefit 2027 a bit. And my question is a bit of a soft one, but when you talk to customers now, are people pre-buying or do they just need trucks?”
“Rafael, you just touched on some of the fuel savings, but, you know, just given the global uncertainty around diesel, could you remind us of the kind of the fuel economy savings on mods and new, and then just how do your customers react to that?”
“You've mentioned a few times across the call, you know, solid demand indicators, you know, kind of driving some of the CapEx move. Could you talk a little bit qualitatively about what that looks like in the field?”
“Hi, good morning, everybody, and congrats on getting the deal done and off to the new era.”
Milius Research
Analyst
Transcript header (unverified)
PCAR
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
Rental & Leasing Services · Industrials
