On the Record Newscast

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On the Record

Kubota Grows North American Market

In this week’s episode, we take a look at Kubota’s first half results for 2022 and how the company’s ag and construction segments have grown in North America in recent years. In the Technology Corner, Michaela Paukner examines how dealers can leverage their manufacturer relationships to better serve their customers. Also in this episode: could Linamar being making moves to take a leadership position in electric ag machinery and a look at Avant Market Group’s 2022 Power Brand Study’s tillage and seeding market results.
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On the Record

AGCO WIP Orders Up 5.5% in 2Q 2022

In this episode of On the Record, we take a closer look on AGCO’s unfinished inventory, which is the highest it’s been in 2 years. In the technology corner, we take a look at Precision Planting's new tools for automating soil sampling. Also in this episode, the results of a Farm Equipment poll on OEM new equipment lead times and an update on the UAW-CNH strike.
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On the Record

25% of Dealers Don't Expect Inventory Correction for Over 2 Years

In this episode of On the Record, Stifel's quarterly dealer survey reveals that while OEM lead times have improved slightly, the majority of dealers still say they are longer than last year. In the Technology Corner we look at AEM's recent white paper that outlines 13 trends that could influence how food is produced — many of which are tied to precision ag technologies. Also in this episode: A closer look at Titan Machinery's acquisition of Heartland Ag Systems, how farmers view shortlines compared to the majors, and a look at the 6-month unit sales report for 100+ horsepower and 4WD tractors.
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On the Record

Used High Horsepower Tractor Prices Continue to Rise

In this episode we take a look at how used tractor prices continue to increase while inventories remain low. In the Technology Corner Michaela Paukner breaks down the technology plans for strip-tillers based on Strip-Till Farmers 2022 benchmark study. Also in this episode: NAEDA completes its merger, the forecast for China tractor sales over the next 5 years, Purdue's Farm Capital Investment Index remains at a record low, and we introduce the pilot episode of our new docuseries Stories from Independent Ag Equipment Innovators.
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On the Record

Dealers Respond to Hurricane Florence

In this week’s episode we report on the leadership change at Buhler Industries and provide a look at some of the damage caused by Hurricane Florence in North and South Carolina. In this week’s Technology Corner segment, Jack Zemlicka takes a look at Redline Equipment's test plot in Gas City, Ind. Other topics include worldwide tractor sales for the first 8 months of the year, preliminary results to Ag Equipment Intelligence’s 2019 Dealer Business Outlook & Trends survey and the competition in the combine market.
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On the Record

Do Producers Think the $12 Billion Aid Package Will Help?

In this episode, we examine how farmers are responding to $12 billion aid package introduced by the Trump Administration and Smart Ag's new autonomous technology aftermarket kit. We also cover Titan Machinery's solid second quarter gains, results from Farm Equipment's first ever Marketing Expenditures survey and what new Case IH Vice President of North America Scott Harris sees as priorities for the company, and it's customers.
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On the Record

Optimism Fluctuates Among Tariff Concerns and Low Commodity Prices

In this episode we report on Deere & Co.’s third quarter earnings, which saw net sales increase 32%. In the Technology Corner, Jack Zemlicka discusses precision farming dealers’ 5-year investment projections. With uncertainty stemming from tariffs, trade and commodity prices we also look at how manufacturers, dealers and producers are responding. Finally, according to the Federal Reserve Bank of Minneapolis, farm income, capital spending and farmland values are all down.
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