Analysts note institutional buying in mid-cap manufacturers, signaling potential upside if Q2 revenue beats expectations. "We see the oil industry slowing and are more hesitant to invest in their business," one respondent, working in machinery manufacturing, said. “Passing the $2 billion mark and earning a place in the Monitor 100 are strong signals that we’re delivering real value for our clients,” said Kris Foster, president of Pinnacle equipment finance. “Our team is solving complex needs for businesses of all sizes, across industries and credit profiles. We built this practice to be fast, flexible and relational, and clients are responding in kind.” Several capital equipment finance leaders have raised guidance for FY2024 revenue by 2–3%, driven by strong overseas demand. Currency stability in key export markets could add an extra tailwind to profit margins in the near term.