Caterpillar

Competitive Intel

+5

Cat: $20.5B quarter. Backlog: +92%.

Aug 17, 2026

•

3 min read

Cat: $20.5B quarter. Backlog: +92%.

Yard Brief — August 17, 2026

Komatsu

+4

Cat: $20.5B, a record. Komatsu: sales up 34.8%.

Aug 6, 2026

•

3 min read

Cat: $20.5B, a record. Komatsu: sales up 34.8%.

Yard Brief — August 6, 2026

Komatsu

+4

$130 billion in data centers just got blocked.

Aug 3, 2026

•

4 min read

$130 billion in data centers just got blocked.

Yard Brief — August 3, 2026

Competitive Intel

+4

Hitachi is about to stop being Hitachi.

Jul 30, 2026

•

3 min read

Hitachi is about to stop being Hitachi.

Yard Brief — July 30, 2026

Competitive Intel

+4

Bobcat's Interim CEO Is In. The Permanent One Isn't.

Jul 14, 2026

•

2 min read

Bobcat's Interim CEO Is In. The Permanent One Isn't.

Yard Brief — July 14, 2026