Demand Signals

Competitive Intel

+4

Deere's backlog: into 2027. Volvo's lead times: down 6 weeks.

Aug 24, 2026

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2 min read

Deere's backlog: into 2027. Volvo's lead times: down 6 weeks.

Yard Brief — August 24, 2026

Komatsu

+4

$130 billion in data centers just got blocked.

Aug 3, 2026

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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

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3 min read

Hitachi is about to stop being Hitachi.

Yard Brief — July 30, 2026

Volvo CE

+4

Bobcat's Profit Jumped 34% — Tariffs Paid the Difference

Jul 27, 2026

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2 min read

Bobcat's Profit Jumped 34% — Tariffs Paid the Difference

Competitive Intel

+4

Bobcat's 30-year president is retiring. No successor named.

Jul 10, 2026

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1 min read

Bobcat's 30-year president is retiring. No successor named.

Yard Brief — July 9, 2026