This industrial giant reporting Thursday has a 'must-listen earnings call,' portfolio manager says

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This industrials giant reporting Thursday has a 'must-listen earnings call,' portfolio manager says (via TradingNation)

earnings are on deck Thursday morning, and one question on investors' minds could be how a slowdown in China has impacted the business.

"The end market that Caterpillar sells into is doing really strong. Think of the commodity producers, the homebuilders, construction, all of that's doing really well. At the same time, will Caterpillar even have any inventory to sell into because of supply chain issues, because of the chip shortage? And on the other side, will companies even have labor to buy to fill trucks?" Petrides said.

 

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