Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
04.18.2019 DOV
  • DOV: Solid Start to 2019, Bumping Numbers
  • Electrical Equipment & Multi-Industry Buy
    04.18.2019 HON
  • HON: Strong Q1 Highlights Internal and External Momentum
  • Electrical Equipment & Multi-Industry Buy
    04.18.2019 SU-FR
  • SU-FR: Read to ETN, NVT, HUBB - Q1 Strong in Electrical/Building Channel
  • Electrical Equipment & Multi-Industry Hold
    04.18.2019 DOV
  • DOV: Solid Top Line Driven Beat
  • Electrical Equipment & Multi-Industry Buy
    04.17.2019 PNR
  • PNR: Cloudier Waters, Growth Challenges Broader than Expected in Q1
  • Electrical Equipment & Multi-Industry Hold
    04.17.2019 ABB
  • ABB: Leadership Change Pending, Same Subpar Performance
  • Electrical Equipment & Multi-Industry Sell
    04.17.2019 PNR
  • PNR: Q1 Takes - Filtration Weak, Q2 Below Street Implying H2 Acceleration
  • Electrical Equipment & Multi-Industry Hold
    04.16.2019 MMM
  • EE/MI: Chart(s) of the Day - Education Bond Issuance Surging, Driving Facility Upgrades
  • Electrical Equipment & Multi-Industry Hold
    04.16.2019 SWK
  • SWK: Removed from "Top Picks" List. Maintain Buy
  • Electrical Equipment & Multi-Industry Buy
    04.15.2019 MMM
  • EE/MI: Q1 Pre-Season Playbook & Read-Throughs
  • Electrical Equipment & Multi-Industry N/A
    04.09.2019 PNR
  • PNR: Cloudy Waters, Missing Q1 and Cutting 2019
  • Electrical Equipment & Multi-Industry Hold
    04.09.2019 ABB
  • EE/MI: Q1 Distributor Survey - Slowing But Nicely Growing
  • Electrical Equipment & Multi-Industry N/A
    04.03.2019 EMR
  • EE/MI: Chart(s) of the Day - EMR Long, FLS Short; Pair Idea in 4 Charts
  • Electrical Equipment & Multi-Industry Buy
    04.03.2019 AYI
  • AYI: FQ2 Beat on Cost Control
  • Electrical Equipment & Multi-Industry Hold
    04.01.2019 AME
  • Flow Control : Takeaways from Texas - FLS, MRC; LNG Outlook
  • Electrical Equipment & Multi-Industry N/A
    03.29.2019 MMM
  • EE/MI and Flow Control: Q1 Earnings Preview - Back to the Future
  • Electrical Equipment & Multi-Industry N/A
    03.26.2019 IR
  • EE/MI: HVAC Regulatory & Resi Replacement Cycle Deep Dive
  • Electrical Equipment & Multi-Industry N/A
    03.14.2019 GE
  • GE: Grinding it Out, But Stock Rich on 2021 View
  • Electrical Equipment & Multi-Industry Hold
    03.14.2019 GE
  • GE: Quick Read - Mind the Cash
  • Electrical Equipment & Multi-Industry Hold
    03.13.2019 ALLE
  • ALLE: Driving Innovation to Drive Growth and Margins
  • Electrical Equipment & Multi-Industry Hold
    03.12.2019 ROK
  • EE/MI: Automation Growth Continues Led By Process
  • Electrical Equipment & Multi-Industry N/A
    03.07.2019 GE
  • GE: Insurance - Only Time Will Tell
  • Electrical Equipment & Multi-Industry Hold
    03.06.2019 ABB
  • EE/MI: T&D Spending Elevated, Growth Pushes to the Right
  • Electrical Equipment & Multi-Industry N/A
    03.06.2019 GE
  • GE: "Band-Aid" Ripped Off, but Wound Too Deep to Buy the Stock
  • Electrical Equipment & Multi-Industry Hold
    03.06.2019 SPXC
  • SPXC: Organization Muscle Around M&A, Op Excellence Flexed at Investor Day
  • Electrical Equipment & Multi-Industry Buy
    03.04.2019 GE
  • GE: GECC Cash Needs Limit Industrial Deleverage
  • Electrical Equipment & Multi-Industry Hold
    03.04.2019 AYI
  • EE/MI: AYI-ETN Lighting Could Be Attractive Acquisition
  • Electrical Equipment & Multi-Industry N/A
    03.04.2019 ETN
  • ETN: Upgrade to Buy - Cash Flow Machine
  • Electrical Equipment & Multi-Industry Buy
    03.01.2019 CR
  • CR: Investor Day Spotlights Innovation
  • Electrical Equipment & Multi-Industry Buy
    02.28.2019 ABB
  • ABB: Q4 In Line, Cash Flow Concerns Cloud the Outlook
  • Electrical Equipment & Multi-Industry Sell
    02.28.2019 NVT
  • NVT: Thermal Outlook Warming Up
  • Electrical Equipment & Multi-Industry Buy
    02.26.2019 SWK
  • EE/MI: HD Remodeling Read a Positive for SWK
  • Electrical Equipment & Multi-Industry Buy
    02.26.2019 AME
  • Flow Control: Oil Spigot Back Open but Less Room for Operator Error
  • Electrical Equipment & Multi-Industry N/A
    02.25.2019 GE
  • GE: Selling BioPharma to DHR; Smart Transaction at Rich Valuation
  • Electrical Equipment & Multi-Industry Hold
    02.22.2019 ITT
  • ITT: Q4 Basically In Line Operationally, Guide Brackets Consensus
  • Electrical Equipment & Multi-Industry Buy
    02.21.2019 FLS
  • FLS: Q4 Operationally In Line Although Sales Decline, Guide Misses
  • Electrical Equipment & Multi-Industry Hold
    02.19.2019 ALLE
  • ALLE: Q4 Operating Miss on Margins, Guide Light
  • Electrical Equipment & Multi-Industry Hold
    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
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