Analyst
Baird
Equibles does not estimate personal net worth.
Mick Dobre is recorded as Analyst at Baird. Mick Dobre has spoken on 4 earnings calls across 4 companies, most recently for Caterpillar Inc on August 4, 2026. Those appearances were for Caterpillar Inc (CAT), Herc Holdings Inc (HRI), Illinois Tool Works Inc (ITW) and Astec Industries Inc (ASTE). The companies whose calls Mick Dobre spoke on are classified in the Industrials sector.
“I'm curious if you'd be willing to comment at all in powering energy on the service and aftermarket component of that business, not only sort of maybe where we currently are from a mixed standpoint or sizing, this business specifically, but as we look at this significant backlog and the deliveries that you have kind…”
“I guess my first question goes to this comment on the right-sizing of the fleet, and I'm kind of curious where you are in this process. Do you expect to be largely done with this in the fourth quarter, or is this kind of stretching into 2026?”
“I also kind of want to go back to the PLS discussion, and I guess my question is this, when you sort of look at your comments for delivering above normal incremental margin, how reliant are you on PLS in order to be able to do that?”
“Just a quick clarification, making sure that I heard this correctly. In your preparing remarks, the guidance that you've reiterated today, that excludes any impact from tariffs?”
Baird
Analyst
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CAT
Farm & Heavy Construction Machinery · Industrials
Rental & Leasing Services · Industrials
Specialty Industrial Machinery · Industrials
ASTE
Farm & Heavy Construction Machinery · Industrials
