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Machinery  // Browsing posts in Machinery

Cognex Faces Near-Term Challenges But Long-Term Gains in New Markets (CGNX)

Research Question: Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Companies: AMZN, BIT:DAL, CGNX, ETR:BSL, ETR:S9I, FLIR, GOOG/GOOGL, HON, IBM, INTC, MSFT, NATI, SHE:002415, TDY, TYO:6645, TYO:6758/SNE, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings Cognex Corp.’s (CGNX) focus on […]

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Mixed Signals for Tax Law’s Effects on Capex

Research Question: Are companies increasing their capex as a result of more favorable expensing rules? Companies: BA, BRK.A/B, CAT, CVX, DWDP, GE, HON, IR, JBHT, MMM, SLB, SWK, VZ, XOM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Blueshift Research interviewed eight sources to assess the effects on capital spending […]

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Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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Nov 11 2015 Industrial, Machinery

Used Inventory Glut Hurts New Equipment Sales for Deere and Entire Ag Category

Research Question: Will the glut of used equipment on Deere dealer lots hinder sales of the company’s new equipment now and into 2016? Companies: AGCO, CAT, CNHI, DE, NSE:M&M/BOM:500520, TITN, TYO:6326 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Current and 2016 sales of new and used large agricultural equipment […]

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Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]

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Jan 07 2014 Industrial, Machinery

Telecom Generator Demand to Grow, Consumer Demand to Drop in 2014

Research Question: Will Generac generator sales decline in 2014 due to the one-time nature of storm-driven home standby purchases and increased competition, or will telecom companies’ generator purchases for cell towers help to offset the potential decline? Companies: BGG, CAT, CMI, EMR, GE, GNRC, SWK, TYO:5851, TYO:7267, HMC, TYO:7272 By: Susan Jennings Kantari Click here to download the […]

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AmazonSupply Still Lacking in Effort to Take on MRO Industry Leaders

Research Question: Is AmazonSupply taking share and becoming a disruptive force in the MRO industry? Companies: AIT, AMZN, AVT, EBAY, ETR:SAP/SAP, FAST, GOOG, GWW, HDS, MSM, SPLS, WCC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Twenty-two of 23 sources said Amazon.com Inc.’s (AMZN) AmazonSupply is not taking share from incumbent leaders […]

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Invisalign’s Growth Sustainable, Competition Weak

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies: ALGN, DHR, MMM By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All 29 orthodontist and dentist sources predict strong growth for clear braces, which are undisputedly led by Align Technology Inc.’s (ALGN) Invisalign. U.S. sources project Invisalign to lead steady growth in clear […]

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Lower Potash Prices Would Do Little to Boost Farm Equipment Sales

Research Question: Will lower input costs stemming from reduced potash prices lead to increased sales of farming equipment? By: David Franklin Companies: AGCO, ASX:BHP/BHP, CAT, CNH, DE, LNN,TYO:6326/KUBTY, VMI Click here to download the report (.pdf)   Summary of Findings The anticipated drop in potash pricing could help farmers reduce their crop production costs, but would not […]

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