Accelera™ by Cummins, the zero-emissions business segment of Cummins, Inc.; Daimler Trucks & Buses US Holding LLC; and PACCAR, builder of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF
At Cowen and Company, we are revising our transportation OEM and machinery earnings estimates for fourth-quarter 2020 and 2021, and introducing our 2022 estimates; updating our North American Class 8 production forecast; and fine-tuning our railcar supply demand model. What are we seeing? Gradually improving supply-side dynamics.
