Bloomberg: Bloomberg Markets
4/25/2024 4:01pm
... they said sales would be largely in line for 2023 but that now seems to be shifting. the company beat expectations in almost every quarter since 2020 and we will talk more because in addition to that 7% drop in caterpillar, meta is dropping ...
Bloomberg: Bloomberg Markets
4/25/2024 4:01pm
... higher. some midday movers on the equity side we will start with caterpillar reporting quarterly sales lower than a year earlier and the trend is expected in the second quarter. ...
Bloomberg: Bloomberg Markets
4/25/2024 2:12pm
... it seems the bar was just very high for caterpillar coming into this. that stock was already up 23 percent year-to-date, so the market does seem to be punishing mrs. we also know that as a manufacturing company, heavy machinery, they are kind of an economic know whether. ...
Bloomberg: Bloomberg Markets
4/25/2024 2:12pm
... three sells, according to bloomberg. katie: if there is anything we know about markets, it is that they are not patient. tell me about caterpillar, also having a rough morning. down over 8%. they said they expect deceit ...
Bloomberg: Bloomberg Daybreak Australia
4/21/2024 11:44pm
... on the mining front, the likes of caterpillar could shed light on the strength of those industries. continuing to track gold, sitting around a record high and a lot of focus on the demand, particularly from within china. ...
Bloomberg: Bloomberg Markets
4/3/2024 2:56pm
... stocks hitting 52 week highs. caterpillar hitting a high after news departing boeing ceo dave calhoun will also leave the board of caterpillar. it comes less than two weeks after calhoun pledged to step down at boeing which is grappling with the most severe ...
Bloomberg: Bloomberg Daybreak Australia
3/25/2024 11:15pm
... turnaround there. it really focused on the manufacturing business, you need someone like that. i don't think he's available, you might find someone like that in some of the u.s. midwest big product companies like caterpillar or john deere. ...
Bloomberg: Bloomberg Markets
2/5/2024 5:31pm
... we will talk about mid-day movers on the equity side, cal are better -- caterpillar, tyson foods. caterpillar is up about 1.9% on the day in tyson up another 0.8 ...
Bloomberg: Bloomberg Markets
2/5/2024 3:57pm
... shares rise about 2% right now, you have caterpillar up on the board. nvidia, goldman raising its price target to $800 on robust ai demand. a 52 week low we will continue ...
Bloomberg: Bloomberg Markets
2/5/2024 3:34pm
... scott, it is great to have you with me. we went through the caterpillar story in great detail. caterpillar more construction based when it comes to its business. you think about agriculture now, those lower crop prices have ...
Bloomberg: Bloomberg Markets
2/5/2024 3:34pm
... break down talking about caterpillar shares currently up about 4% right now. let's move on and take a closer look at industrials. we are joined by scott, cnh industrial. ...
Bloomberg: Bloomberg Markets
2/5/2024 3:33pm
... for example? kristen: beyond just historically being the bellwether for the industrial economy, caterpillar has come to embody the overall economy and what we are seeing is just like the overall economy a little bit ...
Bloomberg: Bloomberg Markets
2/5/2024 3:33pm
... caterpillar is seen as this big economic bellwether really for the entire globe. is there anything to that from what we saw from caterpillar about some of its competitors ...
Bloomberg: Bloomberg Markets
2/5/2024 3:32pm
... let's talk about demand as it relates to prices because caterpillar said it expects to increase prices this year to offset the higher cost when it comes to raw materials. how much pricing power does a caterpillar have at this moment? kristen: i'm looking at 2024 ...
Bloomberg: Bloomberg Markets
2/5/2024 3:30pm
... bloomberg. katie: caterpillar stock is soaring after crushing its fourth-quarter earnings. joining us to break it down is the oppenheimer executive director. a market perform rating. great to have you with me. ...
Bloomberg: Bloomberg Markets
2/5/2024 3:27pm
... restructuring plan to put the beauty behemoth back on track. you can follow the latest company buzz on the bloomberg terminal. caterpillar batting away concerns for the global economic slowdown. we will discuss prude this is ...
Bloomberg: Bloomberg Markets
2/5/2024 3:00pm
... they price out large rate cut bets. eyes on industrials, caterpillar shares climb after beating expectations but other manufacturers are feeling the pinch from sideline spending. we discussed the manufacturing ...
Bloomberg: Bloomberg Surveillance
2/5/2024 12:44pm
... softening demand out of asia. they cut it approach for the year ahead. shares for caterpillar on the rise after reporting that helped the company post profit and some ...
Bloomberg: Bloomberg Surveillance
2/5/2024 11:35am
... to come down to manufacturing or when you factoring going up to services? caterpillar, the bellwether on farm equipment and construction, really highlights just how much we are seeing a resurgence in some of these industries. jonathan: we will try and come ...
Bloomberg: Bloomberg Surveillance
2/5/2024 11:35am
... the floor this week for a clean israel deal. there is going to be a lot of twisting and tangling going on in congress. jonathan: let's get to caterpillar earnings. just now. we will run it through the ...
Bloomberg: Bloomberg Markets
2/2/2024 3:56pm
... shares hit a 52-week high after reporting blockbuster sales and a strong profit outlook. you also have caterpillar set to report earnings monday. rising just about .4% in anticipation. and, of course, signal also an ...
Bloomberg: Bloomberg Markets
1/26/2024 3:21pm
... katie: if you put this together, it might be a good time to potentially scoop up some of that insurance. chris: if you have exposure in caterpillar, it looks like they have an opportunity with those options. that is what we are highlighting to our clients right now. katie: and not just talking out ...
Bloomberg: Bloomberg Markets
1/26/2024 3:21pm
... don't necessarily know if caterpillar will go higher or lower. we leave that up to our analysts or clients, but the options look a little cheap. ...
Bloomberg: Bloomberg Markets
1/26/2024 3:20pm
... trillion dollars in market cap reporting next week alone, and the jobs report on friday, followed by caterpillar taking the stage. you write in your notes, there is an interesting history when those stars lineup. ...
Bloomberg: Bloomberg Markets
1/17/2024 6:31pm
... that has waited a number of stocks including caterpillar today, those shares off 3.5%. for developing story were also watching is bayer, the company is focusing on streamlining operations and ultimately, that will impact jobs at its business. ...
Bloomberg: Bloomberg Surveillance
1/10/2024 11:48am
... starting to see an asset management. i'm wondering if you see it elsewhere. asset management may be as a gossip idea esg and that struggle. this is not some annual layoff at john deere or caterpillar. ...
Bloomberg: Bloomberg Markets
12/27/2023 9:10pm
... caterpillar, world's largest construction appointment manufacturer, will benefit. that has a great dividend history. for the past 30 years, year-over-year, they have increased their dividend and have an international presence. ...
Bloomberg: Bloomberg Markets
12/27/2023 9:10pm
... international exposure. we spoke about mcdonald's. another company is caterpillar. when we cut rates and there is economic demand expansion, there will be more construction projects. that means that a company like ...
Bloomberg: Bloomberg Surveillance
11/22/2023 1:49pm
... caterpillar and john deere. you can fold right in and i take the point here -- glad you brought this up -- because it is a bellwether for the american economy. it is essentially boeing ...
Bloomberg: Bloomberg Markets Asia
11/22/2023 3:26am
... hydrophilic nature to it. think of it as a caterpillar. the head of the caterpillar is hydrophilic and wants to get in the water. the tail wants to be out of the water. his is hydrophobic. it kind of surfs along, so it actually has that property. ...
Bloomberg: Bloomberg Markets
11/9/2023 6:41pm
... about supply chain hangups. instead they are taking it easy. you and i talked about this a week ago. caterpillar mentioned the inventory situation and said, yeah, inventories are lean. our order backlog looking out a ...
Bloomberg: Bloomberg Daybreak Asia
11/9/2023 0:07am
... third quarter was strong in the u.s. some early ones we saw the likes of caterpillar did not sound optimistic. haidi: paul dobson joining us. ...
Bloomberg: Bloomberg Daybreak Asia
11/7/2023 0:28am
... that will grow over time. there will certainly be work done on that today. we have work ongoing in australia on that, with caterpillar, accelerating the ...
Bloomberg: Bloomberg Markets Americas
11/3/2023 2:19pm
... economy and what is going on in what they can produce next year. alix: we see that. caterpillar is a perfect case. where in the equity market also provides safety? usually consumer staples would. ...
Bloomberg: Bloomberg Markets Americas
11/2/2023 2:42pm
... the whole sector and microlike when do companies finance and what yield and when do they have to come back to the market. we will talk more about industrials and the backlog like if there is one thing from caterpillar it is tough in an ...
Bloomberg: Bloomberg Markets Americas
11/2/2023 2:14pm
... driven by high inflation. alex: i feel like when we heard -- i want to focus on caterpillar -- you have a structural shift from stuff that will be spent and a lot in 10 ...
Bloomberg: Bloomberg Markets Americas
11/1/2023 2:07pm
... trough, but the low end of the trough. alix: that's what we heard from caterpillar, the back log is rough and they've clear stuff. that's where we are in the cycle. we also are seeing some earnings that's the phrase weak demand is one of the top used phrases on earnings calls. ...
Bloomberg: Bloomberg Surveillance
11/1/2023 11:03am
... but my we look at the headlines of coca-cola and the likes of caterpillar they are raising prices and increasing volume that speaks to the stickiness we have with price and wages. tom: and at one point is it ...
Bloomberg: Bloomberg Daybreak Asia
11/1/2023 0:12am
... inventory adjustments will continue. you can see that stock up more than 5%. let's change on because there are other machinery stocks in focus this morning in japan and in korea. these are higher, even though we had caterpillar in the price ...
Bloomberg: Bloomberg Markets
10/31/2023 5:52pm
... investors could be expecting to come through in a bigger way next year for caterpillar. as for the second question, i don't really know. that's not a question they were asked. they did address what's happening in the middle east at the top of the call but did not say anything other than they are ...
Bloomberg: Bloomberg Markets
10/31/2023 5:52pm
... and i'm sure they use caterpillar products. joe: on the ira, specifically infrastructure, we have seen a trickle through this year but we will see a lot more of it in 2024. that is something they are hanging their hat on and ...
Bloomberg: Bloomberg Markets
10/31/2023 5:50pm
... he loves caterpillar stock. he thinks when the early innings of a new commodities boom. we talked about the inflation reduction act. people might have demand for this machinery. is this a short-term pickup or truly something maybe we'll give ...
Bloomberg: Bloomberg Markets
10/31/2023 5:49pm
... when caterpillar was going through the pandemic related shutdowns across the globe, i think that has a lot of people worried about the peak. have we actually hit a cycle peak here? jon: when i was reading your story, if you are working ...
Bloomberg: Bloomberg Markets
10/31/2023 5:48pm
... brooke sutherland talking about jetblue and other company earnings. another story is caterpillar. shares tumbling after the company said it order backlog shrank in the third quarter by $1.9 billion over the same ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 3:47pm
... i'm going to link that to caterpillar. the structural story but in the meantime, there is still an inventory overhang. where are they with their chip ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:49pm
... caterpillar. where in the p&l should i focus on? should be the top line to mark the margin russian mark the bottom line? what is happening in the middle? it seems to be -- on the margin? _ ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:46pm
... i wanted to get perspective with bob wertheimer. he is at caterpillar and the 365 dollar price target. in terms of the backlog, what is the reason it is building up right now? ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:46pm
... alix: another stock we are watching today is caterpillar down now by over 6%. third quarter was ok, they beat earnings but investors are focusing on the backlog. an disappointing sales outlook. ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:42pm
... another company with earnings out today. we talked about it but we will talk about it more with caterpillar shares up. the numbers this quarter look good. it is that outlet here. and what is happening in terms of the -- robbed of malley's _ ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:07pm
... investors with the new information. where we figure it out at the is harder. alix: that is different with bsa saying they are structurally changing how they spend money that is different from backlogs for caterpillar. but when we look at ever ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:06pm
... extent to which you get punished if your guidance is not great. how much of this do we not know about jetblue? i appreciate the caterpillar outlook was murky that it was not the worst thing in the world. i do not understand how we are ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:04pm
... how scary is the fourth quarter going to be? brooke: i don't know that i would use the word scary but it is not encouraging. caterpillar case and point. today the numbers were pretty good but a lot of it was driven ...
Bloomberg: Bloomberg Markets Americas
10/31/2023 2:00pm
... from the financial centers of the world this is bloomberg markets with alix steel and guy johnson. alix: caterpillar delivers a backlog buildup. ...
Bloomberg: Bloomberg Surveillance
10/31/2023 12:04pm
... a sobering look at caterpillar today, and then they pull it in as well. that is the outlook that maybe we need to adjust. lisa: was the outlook so bad, or was it just that people were looking for weakness? what we heard yesterday is that ...
Bloomberg: Bloomberg Surveillance
10/31/2023 12:03pm
... raise prices and increase volume. we saw this with mcdonald's and with caterpillar. how much can you put together a big mac and a caterpillar back home? i don't know, but there is some sort of rhyming here outside of ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:32am
... differences between donald's and a caterpillar equipment. but we will save that for later. in the prime minister of israel accuse -- refused to accept responsibility for security ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:32am
... basically they are raising up prices. tom: i have a caterpillar zamboni whether you have a lawnmower or bulldozer why is it different than that number to value meal at mcdonald's? lisa: there might be some ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:32am
... anything else and jetblue forward look as revised downwards with a big a selloff. with the stock move what i thought was interesting about caterpillar, listen to this line caterpillar as favorable site -- favorable prices and i guess ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:31am
... caterpillar lifting on the headlines and then they reversed on the up look. people looking forward. and they did not like what they see. lisa: order backlog is falling and that seems to be driving the action. the forward look more than ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:31am
... we look at movers. i suggest friday apple will be a mover. and right now jetblue this morning a mover, caterpillar a mover. they are very out looking with ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:05am
... she spends hours with her interns putting this together and to get in front of our earnings and crush you as you talk about jetblue, power -- caterpillar, and pfizer, help us with the further earnings report. lisa: i'm just crush. ...
Bloomberg: Bloomberg Surveillance
10/31/2023 11:03am
... bought will not be in the earnings this time around but we have surprises in their jetblue and caterpillar. what do you think? lisa: caterpillar came out better than expected in the shares are off we have to understand what is behind that. ...
Bloomberg: Bloomberg Surveillance
10/31/2023 10:36am
... margins for caterpillar it is terrible. they are dropping things on your toes and it hurts. they are making $.22 per dollar and then the net income is double for in 15%. this company is making money. ...
Bloomberg: Bloomberg Surveillance
10/31/2023 10:35am
... getting it out of their system. it is done and their experience has not gotten better. it has gotten worse. tom: another figure is to talk about industrial america -- employees at caterpillar. the cfa is widely followed because of level 1 cfa. ...
Bloomberg: Bloomberg Surveillance
10/31/2023 10:34am
... editorialize quickly. you have earnings coming out. jetblue craters like other airlines caterpillar up 3%. caterpillar with a nice pop pr of industrial american -- pop pr _ ...
Bloomberg: Bloomberg Surveillance
10/31/2023 10:05am
... jetblue, caterpillar, pfizer -- the question over whether there was a bubble in health care ring the pandemic -- and amd. tom: trying to give you a smarter coverage on earnings, ...
Bloomberg: Bloomberg Real Yield
9/1/2023 5:15pm
... volkswagen,bmh and caterpillar. looking ahead to sales for september and the u.s., $120 billion will be issued, much more than the $78 billion sold ...
Bloomberg: Bloomberg Markets Americas
8/17/2023 2:18pm
... earnings surprises out of the likes of walmart caterpillar. coca-cola is another example. there are certain companies that are better poised in this environment on a forward look. the availability with some of the stickiness of brand and rod ...
Bloomberg: Bloomberg Surveillance
8/15/2023 1:13pm
... in order to compete more effectively and then the big industrials as well, caterpillar, others, and they've talked about this, they're ratcheting down their sales expectations in china, equities right now negative, near session lows. actually, we're down by 0.7% on the s&p 500. yields are higher by ...
Bloomberg: Bloomberg Surveillance
8/15/2023 11:08am
... time now that china's weak. the macro data has corroborated that the company is that invest particularly large amounts in china, whether it's starbucks or caterpillar, etcetera, have certainly corroborated the idea that china has been weak for some time. and i think it's correct to view ...
Bloomberg: Bloomberg Real Yield
8/11/2023 5:18pm
... real. market that is not normally shuttered by early august continuing to remain open and actionable. our team executed a $505 million sterling transaction for caterpillar week. did a supportive staff just ...
Bloomberg: Bloomberg Surveillance
8/7/2023 11:07am
... pricing power. is that the great underestimated feature of the bull market? cameron: almost certainly. look at prices this quarter of 8% or 9%. look at caterpillar raising prices. ...
Bloomberg: Bloomberg Daybreak Australia
8/6/2023 10:12pm
... you look at a company like caterpillar. caterpillar has a lot of correlation to rising rates. it tends to outperform trading at a 12 market. really good financials. very stable business. ...
Bloomberg: Bloomberg Surveillance
8/2/2023 10:35am
... but this is actually the most interesting part, because this is what a lot of people have been calling a manufacturing resurgence, which caterpillar perhaps points to. and the rally that we've seen in oil prices points to at the same time, the consumers get more discretion and maybe they don't want ...
Bloomberg: Bloomberg Surveillance
8/2/2023 10:35am
... always my my issue with earnings sometimes you can pick a company and tell whatever story you like. yes, starbucks is one. let's take jetblue. so jetblue is telling us the domestic economy isn't as good as you think. and caterpillar is telling us the international economy is not as bad as you ...
Bloomberg: Bloomberg Markets Asia
8/2/2023 2:30am
... companies falling back in the financial space. we did look at insurers a second ago. amber also sing aztecs like sony keeping things open. bright spots like caterpillar jumping up to like -- lift up some of these other stocks as ...
Bloomberg: Bloomberg Markets Asia
8/2/2023 2:27am
... out stocks records. david: 9% up caterpillar. we are looking at its peers and rivals across the sector moving higher. you can see it is a chinese player. ...
Bloomberg: Bloomberg Daybreak Asia
8/2/2023 0:27am
... recorded a bigger than expected look quarterly profit. they expect second-half revenue to be higher from a year earlier. caterpillar also forecasted a dip in profit in the current course, warning about weakening conditions in china. starbucks quarterly sales ...
Bloomberg: Bloomberg Daybreak Australia
8/1/2023 10:54pm
... center spending? that also is hoping the stock in the after hours. we will see about tomorrow's session. haidi: some of the other corporate earnings stories we are following, caterpillar ...
Bloomberg: Bloomberg Markets
8/1/2023 5:31pm
... overall s&p that is a little weaker after five straight winning months. sector by sector we are generally seeing underperformance. it has been a busy earnings day and a lot of investors are excited about the caterpillar ...
Bloomberg: Bloomberg Markets European Close
8/1/2023 3:50pm
... prices because they don't want to raise their customer base. doing that they are far more exposed to pullback in the economy. that's why you are seeing caterpillar way out in front with this environment. guy: is there a macro story for all of this? ...
Bloomberg: Bloomberg Markets European Close
8/1/2023 3:48pm
... here it is blowing expectations out of the water but a lot of it comes down to pricing. that's been the real game changer of caterpillar. even though we have warnings about slowing growth abroad and even stateside people are still ...
Bloomberg: Bloomberg Markets European Close
8/1/2023 3:48pm
... thank you very much. would stick with the earnings story. posting modest sales at dhl posting lower second quarters. walk us through caterpillar first. it's up by about 7%. ...
Bloomberg: Bloomberg Surveillance
8/1/2023 11:35am
... is hanging in there much better than expected. that is why i find caterpillar as a bellwether fascinating. people are looking at the good and not the more concerning elements that speak to inflation. jonathan: home prices are at ...
Bloomberg: Bloomberg Surveillance
8/1/2023 11:34am
... economy, given the critical role construction place, it is holding up ok. slight morning, -- a slight warning about the third quarter not being as the second. lisa: if caterpillar is seeing ...
Bloomberg: Bloomberg Surveillance
8/1/2023 11:34am
... that about a lot of things. jonathan: plenty of earnings this morning, caterpillar, second quarter profit, machinery held up well against expectations, defying the doom and gloom. seen as a bellwether for the ...
Bloomberg: Bloomberg Surveillance
8/1/2023 10:43am
... that the caterpillar does specialize in. if you think about construction and how much homebuilders have been active, you think about a lot of the farming products and aspects that caterpillar caters to. going forward, this is important. at what point do you see the ...
Bloomberg: Bloomberg Surveillance
8/1/2023 10:42am
... going on. we'll catch up with gina. we will talk about fixed income around 7:30, hopefully without your connection breaking. earnings across the terminal, caterpillar on the top and bottom line, second quarter ...
Bloomberg: Bloomberg Daybreak Australia
7/2/2023 10:23pm
... forthcoming? something like caterpillar would do really well. it is a stock that is trading at a very low multiple. about 12 times. that will actually really benefit from the china story, ...
Bloomberg: Bloomberg Daybreak Australia
6/6/2023 10:10pm
... response out of names like caterpillar. we are bullish on the chinese consumer, there was pent-up demand for services, travel, luxury goods, but now we think about normalized purchases, ...
Bloomberg: Bloomberg Markets Asia
6/5/2023 2:55am
... caterpillar had a gain of 8.4%. at the moment it is on the lunch break but we do have komatsu of 85%. this is the overall picture for the equity position in the ...
Bloomberg: Bloomberg Markets
6/2/2023 6:00pm
... broadest rally in about two months. it is not tech or ai, materials, energy, and industrials leading the charge. dupont, 3m, caterpillar among th ...
Bloomberg: Bloomberg Markets European Open
5/8/2023 7:19am
... those in the u.s. remained robust. komatsu is the second largest manufacturer of construction and mining equipment after caterpillar. the company's cfo told us exclusively about their assessment of the mainland. we cannot see any sign of ...
Bloomberg: Bloomberg Markets Asia
5/8/2023 2:31am
... komatsu, very can to what we saw with caterpillar. we did hear from the cfo, too. rishaad: we are looking at them ...
Bloomberg: Bloomberg Daybreak Europe
4/28/2023 5:37am
... advocate. on me be clear, this is not my view. the corporate earnings have been coming in strong. i was looking at caterpillar yesterday, they considered this bellwether. just listening to their analysts, the ceo said we are ...
Bloomberg: Bloomberg Markets
4/27/2023 5:13pm
... it is a pleasure to have you. you have an earnings picture that is coming in strong. caterpillar, we discussed on the show, meta and alphabet and microsoft talking about they are able to weather the storm ...
Bloomberg: Bloomberg Markets
4/27/2023 5:05pm
... exposure, i like to look at caterpillar but it feels like it is broken to some degree when you talk about a broken bellwether but maybe that is part of the story. economic growth at the core of the micro and the macro, slowing in the first quarter more than expected and this comes on the ...
Bloomberg: Bloomberg Markets
4/27/2023 5:04pm
... the gdp look solid. it is not just an economy based on construction or mining. it is a much broader economy so i don't think the, on the right lens, investors are just trading down on caterpillar. ...
Bloomberg: Bloomberg Markets
4/27/2023 5:04pm
... caterpillar is down quite a bit more than we usually see them and i think people are worried, the bout -- the order backlog didn't look as good as we were hoping. the ceo saying the inventory is excavators. ...
Bloomberg: Bloomberg Markets
4/27/2023 5:04pm
... if you see caterpillar better, the macro whether saints -- weather is -- that is not the readthrough, right? the market is up overall and ...