Construction Machinery & Heavy Transportation Equipment
Case studies in construction machinery & heavy transportation equipment.
Caterpillar — Building Capacity for a Power-Hungry World
In its second quarter of 2026, Caterpillar reported a $72.1 billion order backlog that it believed was firm, up $9.4 billion from the prior quarter. The increase spanned its three primary segments, with the largest increase in Power & Energy. Read case
Cummins: Which Zero-Emissions Path Should Accelera Prioritize?
This case places a hypothetical Cummins team at a strategic crossroads using information available when the company’s Q3 earnings-release 8-K was accepted by the SEC on November 2, 2023, at 7:47:13 a.m. Eastern Time. The case stops before Cummins’ 10:00 a.m. earnings call and later Q3 Form 10-Q filing. Read case
PACCAR: How Fast Should the Line Run?
PACCAR's executive team is preparing its hypothetical FY2027 North American Class 8 production plan. Orders have strengthened, freight rates have improved, and management says most 2026 build slots are full. Read case
Wabtec: Simplify the Portfolio Without Losing the Railway?
On February 12, 2025, Westinghouse Air Brake Technologies Corporation (Wabtec) reported record 2024 sales of $10.387 billion and announced three distinct strategic programs with different scopes and economics. The additional 2025 Portfolio Optimization initiative targets about $100 million of low-margin revenue exits, with approximately $40 million of expected net exit charges. Read case