RE:Q2 Earnings Estimate - August 8thAgriculture - Ag sector is showing signs of weakness, but expect Macdon and Bourgault to Outperform. Expect significant market share growth globally for Macdon. #1 draper header of choice for many farmers. Many YouTube harvesting videos with new Macdon heads. Teaser video of most likely larger 60'+ draper heads coming soon. Macdon supplying draper heads for Case IH and New Holland major combine brands. Both announcing new larger combines.
Salford launching new products.
Expect outperformance relative to majors.