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Market Pulse

Competitive Intel

+4

Trump hit Canada with 50% tariffs. Canada just hit back — on your ag iron.

Aug 27, 2026

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2 min read

Trump hit Canada with 50% tariffs. Canada just hit back — on your ag iron.

Competitive Intel

+5

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

Aug 17, 2026

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3 min read

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

Yard Brief — August 17, 2026

Competitive Intel

+4

Kubota: profit jumped 65%. Tariff refunds are part of it.

Aug 10, 2026

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2 min read

Kubota: profit jumped 65%. Tariff refunds are part of it.

Yard Brief — August 10, 2026

Komatsu

+4

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

Aug 6, 2026

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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

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4 min read

$130 billion in data centers just got blocked.

Yard Brief — August 3, 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

Volvo's Up 14% — Just Not in Europe

Jul 23, 2026

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2 min read

Volvo's Up 14% — Just Not in Europe

Competitive Intel

+4

The 40%-cheaper excavator is now in your yard.

Jul 20, 2026

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3 min read

The 40%-cheaper excavator is now in your yard.

Yard Brief — July 20, 2026

Competitive Intel

+4

The FTC just leveled Deere's repair advantage.

Jul 17, 2026

•

2 min read

The FTC just leveled Deere's repair advantage.

Yard Brief — July 17, 2026

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