Construction & Mining Equipment

Date Report Title
July 18, 2018 2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
June 14, 2018 Mid-2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
May 16, 2018 Construction & Mining Equipment Sector Comment: Domestic brands see big share gains; CAT market share trend negative
April 18, 2018 1Q18 Construction & Mining Equipment Survey: Strong quarter, but no change to outlook as growth moderates
March 20, 2018 Mid-1Q18 Construction & Mining Equipment Survey: Industry sentiment rebounds as peak season off to strong start; Peak demand thesis intact
February 28, 2018 Construction Equipment Sector Comment: Excavator Channel Checks Suggest Weaker Start to the Year
January 18, 2018 4Q17 Construction & Mining Equipment Survey: Survey failed to confirm 4Q sales upside; Remain cautious despite recent strength
December 20, 2017 Mid-4Q17 Construction & Mining Equipment Survey: Demand trends remain robust, but industry optimism declining; 2018 outlook positive
October 23, 2017 3Q17 Construction & Mining Equipment Survey: Robust 3Q17; Mining aftermarket showed further improvement; Dealer sentiment moderated
September 25, 2017 Walking Around Beijing Construction Show: Industry participants more cautious than expected despite underlying strength; Red flags raise concerns about 2018 outlook
September 14, 2017 Mid-3Q17 Construction & Mining Equipment Survey: Solid trends through mid-3Q17; Forward sentiment moderating
July 14, 2017 2Q17 Construction & Mining Equipment Survey: Positive 2Q17; Signs of increased caution towards outlook
June 15, 2017 Mid-2Q17 Construction & Mining Equipment Survey: Mixed sequential trends, but overall demand positive; Continued uptrend in mining
May 12, 2017 1Q17 Wrap: China Drives Growth – Where Do We Go From Here? Auto Forecasts Remain Too Optimistic; Process is Sole Sector with Accelerating Growth Trajectory into 2018
April 19, 2017 1Q17 Construction & Mining Equipment Survey: Strong quarter; Mining aftermarket cycle-high; Increased 2017 outlook
March 15, 2017 Mid-1Q17 Construction & Mining Equipment Survey: Strong near-term demand; Mining aftermarket cycle-high; Competitive pressures persist
January 17, 2017 4Q16 Construction & Mining Equipment Survey: Strong quarter; 2017 outlook ticked up on positive N/T trends
December 15, 2016 Mid-4Q16 Construction & Mining Equipment Survey: Positive trends continued; Further improvement in pricing outlook
November 15, 2016 Early 4Q16 Construction & Mining Equipment Survey: Sales and orders improved; Continued abatement in price pressure; 2016 and 2017 outlook revised up
October 17, 2016 3Q16 Construction & Mining Equipment Survey: Pricing improved; 2017 outlook positive, but property policy a red flag
September 14, 2016 Mid 3Q16 Construction & Mining Equipment Survey: Sales/orders indices improved; 2017 outlook ticked up
August 15, 2016 Early 3Q16 Construction & Mining Equipment Survey: Sales and orders moderated; Initial 2017 outlook positive
July 15, 2016 2Q16 Construction & Mining Equipment Survey: Sales and orders improve; Mining aftermarket bottoms
June 14, 2016 Mid 2Q16 Construction & Mining Equipment Survey: Signs of stabilization following pullback; Shift to Neutral
May 13, 2016 Early 2Q16 Construction & Mining Equipment Survey: Sentiment at six-month low; Sales and outlook moderated
April 19, 2016 Chinese Competition A Structural Pricing Headwind
April 18, 2016 1Q16 Construction & Mining Equipment Survey: Positive 1Q16; Sustainability the key question
March 15, 2016 Mid-1Q16 Construction & Mining Equipment Survey: Quarter-to-date trends tracking above 4Q15; Mining still negative
February 16, 2016 Early 1Q16 Construction & Mining Equipment Survey: Encouraging start to quarter; January ticked up
January 14, 2016 4Q15 Construction & Mining Equipment Survey: Stabilizing quarter; December uptick
December 15, 2015 Mid-4Q15 Construction & Mining Equipment Survey: Weak market conditions persist; 2016 outlook ticked down
November 16, 2015 Early-4Q15 Construction & Mining Equipment Survey: Weak market conditions persist; Potential uptick in mining aftermarket
October 15, 2015 3Q15 Construction & Mining Equipment Survey: Trends stabilized, but limited optimism for recovery
September 16, 2015 Mid-3Q15 Construction & Mining Equipment Survey: Softer month overall, but stable 3-month trend; Rising inventories a red flag
August 14, 2015 July 2015 Construction & Mining Equipment Survey
June 9, 2015 May 2015 Construction & Mining Equipment Survey: May Yields Few Signs of Improvement
May 12, 2015 April 2015 Construction & Mining Equipment Survey: 2Q15 Off to Weak Start; April Trends Soft
April 14, 2015 March 2015 Construction & Mining Equipment Survey: 1Q15 Weak Start to the Year; Some Green Shoots
March 11, 2015 February 2015 Construction & Mining Equipment Survey: Survey Index Ticked Up in February
February 10, 2015 January 2015 Construction & Mining Equipment Survey: Soft start to the year; 2015 outlook declined, again