Surveys

Date Report Title
April 17, 2019 1Q19 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Survey Suggests Downward Pressure Persists; Machinery Underperformed Seasonality; Auto Sales Still Weak, but Dealer Sentiment Bottomed; Upside Risk to Elevator Orders
January 17, 2019 4Q18 Automotive Survey: Bottoming process underway; Flat expectations for 2019
January 17, 2019 4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism 11-quarter low
January 17, 2019 4Q18 Automation Survey: Sales and orders increase sequentially; 2019 outlook positive
January 17, 2019 4Q18 Construction & Mining Equipment Survey: Sales and orders tick up; Industry optimism and outlook declined
January 17, 2019 4Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Seasonal Uptick Offset by Softer Industry Sentiment; Elevators Upside; Autos Bottoming; Cautious Machinery & Automation Outlooks
December 19, 2018 Mid-4Q18 Automation Survey: Sequential uptick on sales; Orders and outlook remained weak
December 19, 2018 Mid-4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism dropped to 11- quarter low
December 19, 2018 Mid-4Q18 Automotive Survey: Seasonal uptick; Flat expectations for 2019
December 19, 2018 Mid-4Q18 Construction & Mining Equipment Survey: Modest improvement in sales, orders, pricing; Gov’t spending up
December 19, 2018 Mid-4Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Sentiment Weaker than Demand; Sales Uptick on Seasonality and Gov’t Spending; Outlook Mixed
October 17, 2018 3Q18 Elevator Survey: Relatively stable orders/pricing; 2018 Outlook less negative
October 17, 2018 3Q18 Automation Survey: Trends deteriorated across the board; Process uptick
October 17, 2018 3Q18 Automotive Survey: Survey index dropped to 30-month low; Dealer optimism record-low
October 17, 2018 3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Fleet owner optimism dropped to 10-quarter low
October 17, 2018 3Q18 Construction & Mining Equipment Survey: Survey trends deteriorate; No uptick from fiscal stimulus yet
October 17, 2018 3Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, UTX, KONE, etc): Survey Reveals Broadening of China Slowdown; Short-Cycle Weakness; Truck and Construction Continues to Cycle Down; Elevators Stable w/ Less Negative ’18 Outlook; Process Robust
September 19, 2018 Mid-3Q18 Construction & Mining Equipment Survey: Sales and orders tick down; Pricing deteriorated again
September 19, 2018 Mid-3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Purchase intentions oneyear low
September 19, 2018 Mid-3Q18 Automotive Survey: August weakness drives decline in sales index; Outlook stable on expectations of seasonal pickup
September 19, 2018 Mid-3Q18 Automation Survey: Trends deteriorate across the board, ex-Process
September 19, 2018 Mid-3Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Mid-3Q18 Survey Points to Further Waning Momentum; China slowdown broadens; Short-cycle weakness; Truck and Construction continues to cycle down; Process robust
July 18, 2018 2Q18 Elevator Survey: Mixed order and pricing trends; Outlook moderated
July 18, 2018 2Q18 Automation Survey: Mixed trends; Moderating outlook
July 18, 2018 2Q18 Automotive Survey: June weakness drives decline in sales and outlook indices
July 18, 2018 2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
July 18, 2018 2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
July 18, 2018 2Q18 Survey Points to Further Waning Momentum: Flattening trends; Short-cycle slowdown in June; Machinery still strong, but decelerating outlook; Elevators flat, but outlook worse
June 14, 2018 Mid-2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
June 14, 2018 Mid-2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
June 14, 2018 Mid-2Q18 Automotive Survey: Demand trends remained stable; Inventory ticked up on restocking
June 14, 2018 Mid-2Q18 Automation Survey: Sales, orders and pricing improved; Outlook stable
June 14, 2018 Mid-2Q18 Checks Solid; Moderating Outlook: Automation uptick; Machinery strong, but Infrastructure projects near four-quarter low; Pricing red flag in Construction Equipment
April 18, 2018 1Q18 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
April 18, 2018 1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
April 18, 2018 1Q18 Automotive Survey: Dealer sales and outlook indices stable; Pricing pressure persists
April 18, 2018 1Q18 Commercial Vehicle Survey: Dealer sales and orders stable; Fleet owner purchase intentions continue to drop
April 18, 2018 1Q18 Construction & Mining Equipment Survey: Strong quarter, but no change to outlook as growth moderates
April 18, 2018 1Q18 China Trends Mostly Better-than-Expected: Machinery Strong, but Slowing; Autos, Elevators Stable; Automation Softer; Outlooks Mixed
March 20, 2018 Mid-1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
March 20, 2018 Mid-1Q18 Automotive Survey: Mixed trends; Raising sector view to Neutral on low expectations
March 20, 2018 Mid-1Q18 Commercial Vehicle Survey: Demand holding up better than expected; Risks still skewed to downside
March 20, 2018 Mid-1Q18 Construction & Mining Equipment Survey: Industry sentiment rebounds as peak season off to strong start; Peak demand thesis intact
January 18, 2018 4Q17 Construction & Mining Equipment Survey: Survey failed to confirm 4Q sales upside; Remain cautious despite recent strength
January 18, 2018 4Q17 Commercial Vehicle Survey: Better-than-feared quarter; Bias remains negative; LNG truck demand on uptrend
January 18, 2018 4Q17 Automotive Survey: Seasonal improvement, lower sentiment; Cautious sales and pricing outlook
January 18, 2018 4Q17 Automation Survey: Strong sales and order trends continued; Process accelerated
January 18, 2018 4Q17 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
January 18, 2018 4Q17 Caps Strong Recovery Year ex-Autos and Elevators; Cautious Outlook for 3/5 Sectors; Raising Automation to Positive
December 20, 2017 Mid-4Q17 Automotive Survey: Seasonal improvement, but muted outlook; Sentiment continued to moderate