Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
02.14.2019 EMR
  • EMR: Multi-Year Outlook Solid On Internal and External Growth Drivers
  • Electrical Equipment & Multi-Industry Buy
    02.14.2019 SU-FR
  • SU-FR: Schneider Posts Strong Finish to Year on Broad Strength
  • Electrical Equipment & Multi-Industry Hold
    02.14.2019 WSO
  • WSO: Operational Miss, Sales Light Again vs. Industry
  • Electrical Equipment & Multi-Industry Hold
    02.13.2019 ETN
  • EE/MI: Cleveland Day Trip - Cycle Still Moving Along
  • Electrical Equipment & Multi-Industry N/A
    02.11.2019 GE
  • EE/MI: GE Loses Share, But Rallies to Maintain First Place in Turbines
  • Electrical Equipment & Multi-Industry N/A
    02.11.2019 MMM
  • EE/MI: Chart of the Day - A Closer Look at MMM's Segments
  • Electrical Equipment & Multi-Industry Hold
    02.11.2019 IR
  • IR: Going with the Flow, For Solid Accretion
  • Electrical Equipment & Multi-Industry Buy
    02.11.2019 MMM
  • EE/MI: Q418 Wrap-Up: Solid Exit into a Brave New Year
  • Electrical Equipment & Multi-Industry N/A
    02.08.2019 SWK
  • SWK: Offense Has Always Been Good, More Defense than You Think
  • Electrical Equipment & Multi-Industry Buy
    02.07.2019 FTV
  • FTV: Q4 Beat - Q1 Looks Light, But 2019 Guide Basically In Line
  • Electrical Equipment & Multi-Industry Hold
    02.05.2019 HUBB
  • HUBB: Raising the Bar, Now Execution in Key
  • Electrical Equipment & Multi-Industry Buy
    02.05.2019 EMR
  • EMR: Automation Lining Up For Elongated Cycle
  • Electrical Equipment & Multi-Industry Buy
    02.05.2019 AME
  • AME: Post Call Thoughts; New Cash Prism Neutral at Worst
  • Electrical Equipment & Multi-Industry Buy
    02.05.2019 HUBB
  • HUBB: Q4 Beat-Restructuring Into High Gear
  • Electrical Equipment & Multi-Industry Buy
    02.05.2019 AME
  • AME: Q4 Ahead; 2019 Guidance Moves to Cash EPS
  • Electrical Equipment & Multi-Industry Buy
    02.05.2019 FLOW
  • FLOW: Q4 Operationally Light; EBITDA Guide Below Expectations
  • Electrical Equipment & Multi-Industry Hold
    02.04.2019 MMM
  • EE/MI: Earnings Reads after the Barrage
  • Electrical Equipment & Multi-Industry N/A
    02.01.2019 HON
  • HON: Solid 2019 Outlook Supported By Late Cycle Visibility
  • Electrical Equipment & Multi-Industry Buy
    02.01.2019 ITW
  • ITW: Sluggish Q4 Drives More Cautious 2019 Growth View
  • Electrical Equipment & Multi-Industry Hold
    02.01.2019 JCI
  • JCI: Modest Operational Beat
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 PH
  • PH: Inexpensive, But Likely To Stay That Way. Downgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 NVT
  • NVT: Focus on Growth And Margins In 2019
  • Electrical Equipment & Multi-Industry Buy
    01.31.2019 GE
  • GE: Downgrade to Hold-Uncertain Path Through 2019
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 XYL
  • XYL: Strong Q4 Sales and Orders, OP Below Expectations
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 NVT
  • NVT: Q4 Miss on Margins
  • Electrical Equipment & Multi-Industry Buy
    01.31.2019 GE
  • GE: Power Ugly, But Better Cash Flow Should Win the Day
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 IR
  • IR: Strong Execution, Robust Orders and Share Gains Will Drive 2019
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 EMR
  • EMR: Automation Orders Point To Solid Earning Outlook
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 SIE-DE
  • SIE-DE: FQ1 Light, Orders Robust. Power Bottoming?
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 IR
  • IR: Q4 Basically In Line, Robust Orders Point to Solid 2019
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 IEX
  • IEX: Q4 Operationally Light; Orders/Sales Decelerate
  • Electrical Equipment & Multi-Industry Hold
    01.29.2019 DOV
  • DOV: Buy-2020 Arrives A Year Early
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 PNR
  • PNR: Solid '18 Close; '19 Assumes Accelerating Flow/Filt. Growth
  • Electrical Equipment & Multi-Industry Hold
    01.29.2019 DOV
  • DOV: Slight Q4 Miss, Big Upside Guide
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 PNR
  • PNR: In Line Q4 and FY Guide
  • Electrical Equipment & Multi-Industry Hold
    01.28.2019 CR
  • CR: 8% of Sales Masks an Otherwise Solid Q4
  • Electrical Equipment & Multi-Industry Buy
    01.28.2019 IR
  • IR: Reads from Atlas and CCS
  • Electrical Equipment & Multi-Industry Buy
    01.25.2019 GE
  • GE: Expedited WAB Deal Boosts Cash and Avoids Shutdown Delay
  • Electrical Equipment & Multi-Industry Buy
    01.24.2019 MMM
  • EE/MI: Peer Earnings Tidbits Ahead of the Earnings Storm
  • Electrical Equipment & Multi-Industry N/A
    01.23.2019 UTX
  • UTX: Solid Outlook, But Cash Constrained
  • Electrical Equipment & Multi-Industry Hold
    01.23.2019 UTX
  • UTX: Q4 OP Beat, Minding Cash and Segments in 2019
  • Electrical Equipment & Multi-Industry Hold
    01.22.2019 SWK
  • SWK: Hostage To Trade Amid Macro Uncertainty
  • Electrical Equipment & Multi-Industry Buy
    01.17.2019 ABB
  • EE/MI: Q4 Distributor Survey - Price Strong, Volumes Steady
  • Electrical Equipment & Multi-Industry N/A
    01.16.2019 JCI
  • EE/MI: AHR Expo Offers Generally Positive View for '19, Potential P/C Tailwinds
  • Electrical Equipment & Multi-Industry N/A
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Electrical Equipment & Multi-Industry N/A
    01.15.2019 HUBB
  • EE/MI: Q4 Preview - Storm Before the Calm
  • Electrical Equipment & Multi-Industry N/A
    01.10.2019 ABB
  • ABB: Downgrade to Sell - Near Term Headwinds, EPS and Cash Flow Cuts
  • Electrical Equipment & Multi-Industry Sell
    01.09.2019 AYI
  • AYI: FQ1 EPS Beat; Volume and P/M Stabilize Further
  • Electrical Equipment & Multi-Industry Hold
    01.07.2019 GE
  • GE: GECAS Exit Would Accelerate De-Risk of GECC
  • Electrical Equipment & Multi-Industry Buy
    01.04.2019 AME
  • Flow Control: 2019 Outlook - Navigating an Oil Spill
  • Electrical Equipment & Multi-Industry N/A
    01.02.2019 MMM
  • EE/MI: 2019 Outlook - Is it Cycle or Psychological?
  • Electrical Equipment & Multi-Industry N/A
    12.20.2018 GE
  • EE/MI: Chart of the Day - Power Market Firms Up In USA
  • Electrical Equipment & Multi-Industry Buy
    12.19.2018 MMM
  • MMM: Boosting Healthcare AI with M*Modal Deal
  • Electrical Equipment & Multi-Industry Hold
    12.19.2018 GE
  • GE: Upgrade to Buy - Darkness before Dawn or Midnight?
  • Electrical Equipment & Multi-Industry Buy
    12.17.2018 ABB
  • ABB: Goes off The Grid, Realigns and Simplifies
  • Electrical Equipment & Multi-Industry Hold
    12.14.2018 FLS
  • FLS: Investor Day - Progress Being Made, Details Lacking; Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    12.12.2018 LII
  • LII: 2019 Outlook - Pushing Through the Headwinds, Literally
  • Electrical Equipment & Multi-Industry Hold
    12.11.2018 IR
  • EE/MI: Launching Buildings/Construction Chartbook - a Slow Grind Higher
  • Electrical Equipment & Multi-Industry N/A
    12.07.2018 ITW
  • ITW: Reasonable Guide, Growth Puzzle
  • Electrical Equipment & Multi-Industry Hold
    12.06.2018 ETN
  • EE/MI: Vertical View - Data Centers Still Running Hot
  • Electrical Equipment & Multi-Industry N/A
    12.05.2018 MMM
  • EE/MI: Business Mix Chartbook
  • Electrical Equipment & Multi-Industry N/A
    12.04.2018 GE
  • GE: SAF Read on LEAP - Cash/Earnings Implications
  • Electrical Equipment & Multi-Industry Hold
    12.03.2018 MMM
  • EE/MI: Tariff Truce Heals Some Industrial Wounds
  • Electrical Equipment & Multi-Industry N/A
    12.03.2018 AME
  • Flow Control: Quick Thoughts - Finding Some Relief on Tariff Tensions
  • Electrical Equipment & Multi-Industry N/A
    11.29.2018 FTV
  • EE/MI: Closer Look at Semiconductor/Electronics; Spending Could Slow Further
  • Electrical Equipment & Multi-Industry N/A
    11.27.2018 UTX
  • UTX: Post Call Color, Stock Likely in Holding Pattern
  • Electrical Equipment & Multi-Industry Hold
    11.27.2018 UTX
  • UTX: COL Close Drives 3-Way Break-Up
  • Electrical Equipment & Multi-Industry Hold
    11.26.2018 HON
  • EE/MI: Chart of the Day - Navigating Lower Oil
  • Electrical Equipment & Multi-Industry Buy
    11.26.2018 ABB
  • EE/MI: Q318 Automation Chartbook
  • Electrical Equipment & Multi-Industry N/A
    11.20.2018 NVT
  • NVT: Solid Execution, Upside Optionality
  • Electrical Equipment & Multi-Industry Hold
    11.20.2018 GE
  • GE: Working Capital Is Overworked, Creating Future Cash Flow Headwinds
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 MMM
  • MMM: Trying to Stick the Growth Algorithm
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 ROK
  • ROK: Automation Fair and Investor Day - Growth in Focus
  • Electrical Equipment & Multi-Industry Hold
    11.15.2018 HON
  • EE/MI: Takeaways from ISC East Security Show
  • Electrical Equipment & Multi-Industry N/A
    11.13.2018 FLOW
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day - Mind Oil's Path
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 JCI
  • VRP: Johnson Controls, Inc. - Attractive Power Exit, But Relative Value Full Post Actions
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 GE
  • VRP: General Electric Co - Taps BHGE Stake For Approximately $3 Billion
  • Electrical Equipment & Multi-Industry Hold
    11.12.2018 AME
  • VRP: Electrical Equipment & Multi-Industry - Spigot Flowing - Sell FLS; Buy AME, CR, ITT
  • Electrical Equipment & Multi-Industry N/A
    11.12.2018 EMR
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day: Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry hold
    10.08.2018 XYL
  • XYL: "Pumped" Up Valuation, Potential Muni Wobble Injects Risk; Downgrade to Sell
  • Electrical Equipment & Multi-Industry Sell
    10.21.2016 GE
  • GE: Bridge to 2018 Built on Non-Cash Alstom Earnings?
  • Electrical Equipment & Multi-Industry Hold
    09.23.2016 SIE-DE
  • EE/MI: Balance Sheets Generally Solid, But Pensions Cause Some Restraint
  • Electrical Equipment & Multi-Industry N/A
    07.25.2016 ROP
  • ROP: Q2 OP Miss and Lowered Full Year
  • Electrical Equipment & Multi-Industry Hold
    07.18.2016 AME
  • AME: Searching for the Lost Premium; Assume With Hold Rating, $50 PT
  • Electrical Equipment & Multi-Industry Hold
    05.09.2016 IR
  • IR: Climate Running Hot and It's Only Spring
  • Electrical Equipment & Multi-Industry Buy
    11.20.2015 SIE-DE
  • EE/MI: Macro Overwhelms Micro in Automation
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 DHR
  • EE/MI: Downside Sensitivities to Trough EPS
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 SPXC
  • SPXC: Don't Snub the Stub, Initiate with Buy
  • Electrical Equipment & Multi-Industry Buy
    09.21.2015 DOV
  • EE/MI: New Normal No-Man's Land
  • Electrical Equipment & Multi-Industry N/A
    09.18.2015 LII
  • EE/MI: Price/Cost Threatens Industrial Profits
  • Electrical Equipment & Multi-Industry N/A
    09.13.2015 DOV
  • VRP Industrial Conference: Trends Challenging, But No Summer Trap Door
  • Electrical Equipment & Multi-Industry N/A
    08.05.2015 SU-FR
  • EE/MI: Industrials - The Living Dead or Just Dead?
  • Electrical Equipment & Multi-Industry N/A
    02.26.2015 SU-FR
  • EE/MI: U.S. Power Markets Healing, but Well Short of Full Strength
  • Electrical Equipment & Multi-Industry N/A
    02.24.2015 DHR
  • EE/MI: End of Cycle Fears, Oil Jitters Limit Automation Valuations
  • Electrical Equipment & Multi-Industry N/A
    02.10.2015 IR
  • Resi HVAC: Recharged Replacement Supports Recovery Runway
  • Electrical Equipment & Multi-Industry N/A
    01.04.2015 TYC
  • EE/MI: 2015 Outlook - Running the Obstacle Course
  • Electrical Equipment & Multi-Industry N/A
    09.24.2014 ALLE
  • EE/MI: "Monitoring" Global Security, What to Expect From ASIS Security Show
  • Electrical Equipment & Multi-Industry N/A
    09.19.2014 LII
  • LII: Estimates Need To Cool Down, Assume Coverage At Hold
  • Electrical Equipment & Multi-Industry Hold
    09.07.2014 PH
  • VRP Conference Wrap - Slow Grind Continues
  • Electrical Equipment & Multi-Industry N/A
    06.05.2014 EMR
  • HVAC: Gauging Impact of Regional Efficiency Standards
  • Electrical Equipment & Multi-Industry N/A
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