Channel checks: Ag Machinery "What are US farmers optimistic about?" Fisher

研报英文原文证据摘录

Channel checks: Ag Machinery "What are US farmers optimistic about?" Fisher

Channel checks: Ag Machinery UBS Research

Channel Checks

Date End Market Check Topics Discussed

Expert: Lime is a high margin, diversified

7/10/2026 Building Materials Lime / limestone expert call

product

7/2/2026 Used Equipment Webscraping Significant reduction in used truck inventories

US Construction

6/26/2026 Large general contractor on the East Coast Construction pricing lags higher input costs

Outlook

Not a truck upcycle yet but demand strong

6/19/2026 Trucks North American truck expert

enough to drive price increases

6/12/2026 Data Centers Expert call with Dell'Oro Group Data center demand outruns constraints

Ag Machinery: Weather/geopolitics cloud crop

6/5/2026 Ag Machinery Expert call about food commodity forecasts

price outlook

Demand for distributed generation for prime

5/29/2026 Data Centers Former executive at a large engine OEM power will remain strong until grid adds

capacity

Truck cycle coming into sight, but near term

5/22/2026 Trucks ACT Research

orders could be soft

US Construction Construction financial professionals expect a

5/15/2026 Construction Industry Professionals

Outlook stronger 2026/2027

5/10/2026 Dodge Quarterly Construction Outlook Dodge: More cautious view on project starts

The BEAD dashboard indicates further progress

5/1/2026 Telecom BEAD dashboard

in award allocations

Higher fertilizer prices could soon reduce

4/24/2026 Ag Machinery Expert call with S&P Global

purchasing

4/17/2026 Construction labor expert What does it take to attract/retain electricians?

4/10/2026 Used Equipment Webscraping March reduction in used inventories

4/2/2026 Construction labor expert Labor shortage is driving up project costs

Construction