Ratings by Jefferies (Stephen Volkmann)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/7/2026 Kennametal KMT Downgrade Hold
(Buy)
37.51
(35.10)
-6.42% Details
4/23/2026 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
4/14/2026 Fastenal FAST Maintain Buy
(N/A)
 
 
  Details
4/8/2026 Deere DE Upgrade Hold
(Underperform)
575.09
(591.94)
2.93% Details
4/7/2026 ESAB ESAB Maintain Buy
(N/A)
 
 
  Details
4/1/2026 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
3/31/2026 Veralto Corp. VLTO Maintain Buy
(N/A)
 
 
  Details
3/31/2026 Hayward Holdings Inc HAYW New Coverage Hold
(N/A)
13.12
(14.81)
12.88% Details
3/31/2026 Flowserve Corp. FLS New Coverage Buy
(N/A)
69.16
(79.98)
15.64% Details
3/31/2026 Middleby Corp MIDD New Coverage Buy
(N/A)
127.19
(163.77)
28.76% Details
3/31/2026 MSA Safety MSA New Coverage Hold
(N/A)
160.69
(162.66)
1.23% Details
3/31/2026 Westinghouse Air Brake WAB New Coverage Buy
(N/A)
237.37
(270.26)
13.86% Details
3/31/2026 Xylem XYL New Coverage Hold
(N/A)
116.18
(110.40)
-4.98% Details
3/31/2026 ESAB ESAB New Coverage Buy
(N/A)
91.34
(96.62)
5.78% Details
3/31/2026 Pentair PNR New Coverage Buy
(N/A)
83.99
(73.16)
-12.89% Details
3/31/2026 Lincoln Electric LECO Downgrade Hold
(Buy)
248.00
(269.11)
8.51% Details
3/31/2026 Rockwell Automation ROK Downgrade Hold
(Buy)
351.50
(456.36)
29.83% Details
3/31/2026 Veralto Corp. VLTO Upgrade Buy
(Hold)
85.03
(84.60)
-0.51% Details
3/31/2026 Vertiv Holdings Co. VRT Downgrade Hold
(Buy)
251.07
(318.32)
26.79% Details
3/31/2026 Amphenol APH Upgrade Buy
(Hold)
123.62
(158.70)
28.38% Details
3/31/2026 Emerson EMR Upgrade Buy
(Hold)
125.40
(143.14)
14.15% Details
3/16/2026 Eaton Corporation ETN New Coverage Buy
(N/A)
348.64
(405.28)
16.25% Details
2/23/2026 Deere DE Downgrade Underperform
(Hold)
662.00
(575.09)
-13.13% Details
1/27/2026 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
1/13/2026 Kennametal KMT Upgrade Buy
(Hold)
30.73
(37.51)
22.06% Details
1/8/2026 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
12/15/2025 Fastenal FAST Upgrade Buy
(Hold)
41.75
(45.60)
9.22% Details
10/21/2025 PACCAR PCAR Maintain Hold
(N/A)
 
 
  Details
9/11/2025 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
7/24/2025 Johnson Controls JCI Downgrade Hold
(Buy)
108.30
(141.28)
30.45% Details
7/1/2025 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
4/2/2025 Timken TKR Downgrade Hold
(Buy)
71.87
(137.64)
91.51% Details
3/12/2025 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
1/27/2025 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
12/6/2024 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
12/6/2024 Timken TKR Upgrade Buy
(Hold)
77.27
(71.87)
-6.99% Details
12/6/2024 Kennametal KMT Downgrade Hold
(Buy)
28.25
(30.73)
8.78% Details
12/6/2024 PACCAR PCAR Downgrade Hold
(Buy)
118.41
(116.78)
-1.38% Details
12/6/2024 Deere DE Downgrade Hold
(Buy)
456.26
(662.00)
45.09% Details
12/6/2024 SiteOne Landscape Supply SITE Upgrade Buy
(Hold)
148.55
(105.40)
-29.05% Details
12/5/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
12/5/2024 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
12/5/2024 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/8/2024 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
10/8/2024 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
10/8/2024 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
7/22/2024 Terex TEX Maintain Hold
(N/A)
 
 
  Details
7/11/2024 SiteOne Landscape Supply SITE Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Terex TEX Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
7/11/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
6/20/2024 Ingersoll-Rand IR New Coverage Buy
(N/A)
94.58
(76.64)
-18.97% Details
6/6/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
4/15/2024 Snap One Holdings SNPO Downgrade Hold
(Buy)
8.14
(10.75)
32.06% Details
4/11/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
4/11/2024 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
4/11/2024 PACCAR PCAR Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Hillman Solutions Corp. HLMN Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
4/11/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
4/11/2024 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
3/13/2024 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
3/12/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
2/29/2024 Gates Industrial Corp. GTES New Coverage Buy
(N/A)
14.61
(27.25)
86.52% Details
2/15/2024 WESCO International WCC Maintain Buy
(N/A)
 
 
  Details
2/6/2024 Caterpillar CAT Maintain Buy
(Buy)
 
 
  Details
12/20/2023 Hillman Solutions Corp. HLMN Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Snap One Holdings SNPO Maintain Buy
(N/A)
 
 
  Details
12/20/2023 SiteOne Landscape Supply SITE Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
12/20/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
12/20/2023 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
12/20/2023 Terex TEX Downgrade Hold
(Buy)
57.33
(67.94)
18.51% Details
12/20/2023 Timken TKR Downgrade Hold
(Buy)
79.14
(137.64)
73.92% Details
12/1/2023 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
11/23/2023 Deere DE Maintain Buy
(N/A)
 
 
  Details
8/21/2023 Sarcos Technology and Robotics STRC Downgrade Hold
(Buy)
1.24
(87.31)
6941.13% Details
7/17/2023 PACCAR PCAR Upgrade Buy
(Hold)
85.77
(116.78)
36.15% Details
6/16/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
6/16/2023 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
4/14/2023 Caterpillar CAT Maintain Buy
(N/A)
 
 
  Details
3/8/2023 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/16/2023 SiteOne Landscape Supply SITE Downgrade Hold
(Buy)
156.26
(105.40)
-32.55% Details
1/30/2023 Terex TEX Maintain Buy
(N/A)
 
 
  Details
11/2/2022 Hillman Solutions Corp. HLMN New Coverage Buy
(N/A)
7.97
(7.78)
-2.38% Details
10/17/2022 MSC Industrial MSM New Coverage Hold
(N/A)
74.93
(116.26)
55.16% Details
10/17/2022 WESCO International WCC New Coverage Buy
(N/A)
117.81
(353.09)
199.71% Details
10/17/2022 Fastenal FAST New Coverage Hold
(N/A)
43.87
(41.75)
-4.83% Details
9/29/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
8/18/2022 Manitowoc MTW Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
7/15/2022 Timken TKR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
7/15/2022 Deere DE Maintain Buy
(N/A)
 
 
  Details
7/15/2022 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
7/15/2022 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
6/27/2022 Terex TEX Maintain Buy
(N/A)
 
 
  Details
6/27/2022 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
6/27/2022 United Rentals URI Maintain Hold
(N/A)
 
 
  Details
6/17/2022 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
6/14/2022 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
4/5/2022 PACCAR PCAR Downgrade Hold
(Buy)
85.22
(116.78)
37.03% Details
3/23/2022 Snap One Holdings SNPO Maintain Buy
(N/A)
 
 
  Details
3/9/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
3/8/2022 Tyra Biosciences TYRA Upgrade Buy
(Hold)
10.57
(30.06)
184.39% Details
3/8/2022 Caterpillar CAT Upgrade Buy
(Hold)
195.66
(984.24)
403.04% Details
3/4/2022 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
3/2/2022 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/3/2022 Electric Last Mile Solutions Inc. ELMS Downgrade Hold
(Buy)
5.59
(0.19)
-96.6% Details
1/21/2022 United Rentals URI New Coverage Hold
(N/A)
307.11
(1063.14)
246.18% Details
11/19/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
11/12/2021 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
11/9/2021 Johnson Controls JCI Maintain Buy
(N/A)
 
 
  Details
11/5/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/20/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
10/13/2021 Sarcos Technology and Robotics STRC New Coverage Buy
(N/A)
6.21
(87.31)
1305.96% Details
9/28/2021 Terex TEX Maintain Buy
(N/A)
 
 
  Details
9/28/2021 Electric Last Mile Solutions Inc. ELMS Maintain Buy
(N/A)
 
 
  Details
9/21/2021 Oshkosh OSK Downgrade Hold
(Buy)
108.17
(139.52)
28.98% Details
9/16/2021 Timken TKR Maintain Buy
(N/A)
 
 
  Details
8/23/2021 Snap One Holdings SNPO New Coverage Buy
(N/A)
17.55
(8.14)
-53.62% Details
7/28/2021 Electric Last Mile Solutions Inc. ELMS New Coverage Buy
(N/A)
8.81
(0.19)
-97.84% Details
7/8/2021 Johnson Controls JCI New Coverage Buy
(N/A)
69.53
(108.30)
55.76% Details
6/8/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
5/24/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/29/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
3/16/2021 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
3/11/2021 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
3/11/2021 Cummins CMI Maintain Buy
(N/A)
 
 
  Details
3/4/2021 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
3/4/2021 Cummins CMI Upgrade Buy
(Hold)
257.68
(699.05)
171.29% Details
3/2/2021 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
2/24/2021 Oshkosh OSK Maintain Buy
(N/A)
 
 
  Details
2/17/2021 Oshkosh OSK Upgrade Buy
(Hold)
99.12
(139.52)
40.76% Details
1/15/2021 Watsco WSO Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Titan International TWI Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Timken TKR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Terex TEX Maintain Buy
(N/A)
 
 
  Details
1/15/2021 SiteOne Landscape Supply SITE Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Pool Corp POOL Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Oshkosh OSK Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Lennox International LII Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Ingersoll-Rand IR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Deere DE Maintain Buy
(N/A)
 
 
  Details
1/15/2021 Cummins CMI Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
1/15/2021 Carrier Global CARR Maintain Buy
(N/A)
 
 
  Details
1/15/2021 AGCO Corporation AGCO Maintain Buy
(N/A)
 
 
  Details
12/10/2020 Mayville Engineering MEC Maintain Buy
(N/A)
 
 
  Details
12/8/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
11/11/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
11/6/2020 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
10/27/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Cummins CMI Maintain Hold
(N/A)
 
 
  Details
10/21/2020 Oshkosh OSK Downgrade Hold
(Buy)
80.70
(139.52)
72.89% Details
10/13/2020 Carrier Global CARR New Coverage Buy
(N/A)
32.23
(70.75)
119.52% Details
10/6/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
10/1/2020 Terex TEX Maintain Buy
(N/A)
 
 
  Details
9/24/2020 Ingersoll-Rand IR New Coverage Buy
(N/A)
35.10
(94.58)
169.46% Details
9/10/2020 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
8/26/2020 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
8/7/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
8/5/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
8/3/2020 Illinois Tool Works ITW Maintain Hold
(N/A)
 
 
  Details
8/3/2020 Caterpillar CAT Maintain Hold
(N/A)
 
 
  Details
7/24/2020 WW Grainger GWW Maintain Buy
(N/A)
 
 
  Details
7/22/2020 PACCAR PCAR Maintain Buy
(N/A)
 
 
  Details
7/17/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
7/15/2020 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
7/1/2020 Parker-Hannifin PH Maintain Buy
(N/A)
 
 
  Details
6/15/2020 Terex TEX Maintain Buy
(N/A)
 
 
  Details
6/10/2020 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
6/10/2020 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
6/4/2020 Fastenal FAST Maintain Hold
(N/A)
 
 
  Details
5/21/2020 Deere DE Maintain Buy
(N/A)
 
 
  Details
4/8/2020 MSC Industrial MSM Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Trane Technologies TT Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Eaton Corporation ETN Maintain Buy
(N/A)
 
 
  Details
3/31/2020 Illinois Tool Works ITW Downgrade Hold
(Buy)
142.23
(261.64)
83.96% Details
3/27/2020 Timken TKR Maintain Buy
(N/A)
 
 
  Details
3/27/2020 Kennametal KMT Maintain Buy
(N/A)
 
 
  Details
3/27/2020 Parker-Hannifin PH Upgrade Buy
(Hold)
126.53
(947.58)
648.9% Details
9/25/2019 HD Supply Holdings HDS Maintain Buy
(N/A)
 
 
  Details
7/2/2019 Ingersoll-Rand IR Downgrade Hold
(Buy)
126.67
(76.64)
-39.5% Details
6/24/2019 AGCO Corporation AGCO Upgrade Buy
(Hold)
75.27
(111.22)
47.76% Details
6/24/2019 Deere DE Upgrade Buy
(Hold)
164.28
(591.94)
260.32% Details
6/3/2019 Mayville Engineering MEC New Coverage Hold
(N/A)
15.94
(34.16)
114.3% Details
4/25/2019 MRC Global MRC New Coverage Hold
(N/A)
18.73
(13.78)
-26.43% Details
4/25/2019 DXP Enterprises DXPE New Coverage Hold
(N/A)
44.82
(165.50)
269.25% Details
1/7/2019 WW Grainger GWW New Coverage Hold
(N/A)
268.04
(1320.48)
392.64% Details
1/7/2019 MSC Industrial MSM New Coverage Buy
(N/A)
74.88
(116.26)
55.26% Details
1/7/2019 Fastenal FAST New Coverage Hold
(N/A)
49.95
(45.60)
-8.71% Details
10/12/2018 HD Supply Holdings HDS New Coverage Buy
(N/A)
39.48
(55.99)
41.82% Details
10/12/2018 Watsco WSO New Coverage Hold
(N/A)
168.19
(387.72)
130.53% Details
10/12/2018 SiteOne Landscape Supply SITE New Coverage Buy
(N/A)
66.24
(105.40)
59.12% Details
10/12/2018 Pool Corp POOL New Coverage Hold
(N/A)
148.69
(194.84)
31.04% Details