CAT
Farm & Heavy Construction Machinery · Industrials
Analyst
Goldman Sachs
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Jerry Revich is recorded as Analyst at Goldman Sachs and Analyst at Wells Fargo. Jerry Revich has spoken on 45 earnings calls and 2 other investor events across 19 companies, most recently for United Rentals, Inc. on October 22, 2026. Those appearances were for Caterpillar Inc (CAT), Clean Harbors Inc (CLH), Waste Management Inc (WM), Generac Holdings Inc. (GNRC), United Rentals, Inc. (URI) and 14 other companies. The companies whose calls Jerry Revich spoke on are classified in the Industrials, Technology and Consumer Cyclical sectors.
“I just wanted to ask on the cost performance, what really stood out is really strong labor and R&M productivity across both general and specialty rentals. And earlier this year, you folks have implemented a number of rationalization plans.”
“Alex, I want to just go back to comments that you made earlier in terms of the rental rate being a positive surprise. Can you just frame that for us? You know, typically in an upcycle, we see rental rate during construction season up 50 to 100 base points per month.”
“Javik, I'm wondering if you just talk about the dollar utilization acceleration that you folks saw 2q versus 1q how broad base what was that was there any difference in performance of mature sites versus growing sites and if you could just comment on the magnitude of rate pickup that you're seeing in an upcycle…”
“Rob, I want to ask, can you just expand on the prepared remarks you made on transportation and logistics and what that might look like?”
“I'm wondering if we would just talk about environmental services. is so nice to see the sequential margin improvement. Can you just update us on how you're thinking about the margin opportunity on a multi-year basis?”
Goldman Sachs
Analyst
Source not stated
Wells Fargo
Analyst
Source not stated
CAT
Farm & Heavy Construction Machinery · Industrials
Specialty Industrial Machinery · Industrials
Rental & Leasing Services · Industrials
Specialty Industrial Machinery · Industrials
TEX
Farm & Heavy Construction Machinery · Industrials
CMI
Specialty Industrial Machinery · Industrials
Rental & Leasing Services · Industrials
PCAR
Farm & Heavy Construction Machinery · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Rental & Leasing Services · Industrials
TRMB
Scientific & Technical Instruments · Technology
KBR
Engineering & Construction · Industrials
DE
Farm & Heavy Construction Machinery · Industrials