Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
05.26.2023 FTV
  • FTV: Going with the Work Flow For Compounding Growth
  • Electrical Equipment & Multi-Industry Buy
    05.25.2023 MMM
  • EE/MI: Vertical View - EV Demand Drivers for Industrials
  • Electrical Equipment & Multi-Industry N/A
    05.24.2023 MMM
  • EE/MI: Chart of the Day - April ABI: Non-Resi Chugging Along as Resi Finds New Lows
  • Electrical Equipment & Multi-Industry Hold
    05.24.2023 PH
  • PH: Initial 2024 Bridge, Possible FQ4 Order Surprise
  • Electrical Equipment & Multi-Industry Buy
    05.23.2023 FTV
  • FTV: Vertical View: Advanced Healthcare Solutions
  • Electrical Equipment & Multi-Industry Buy
    05.19.2023 ITW
  • ITW: 30 by 30
  • Electrical Equipment & Multi-Industry Hold
    05.17.2023 SIE-DE
  • SIE-DE: Calling an Industrial Super Cycle
  • Electrical Equipment & Multi-Industry Buy
    05.17.2023 MMM
  • EE/MI: April 2023 ABC Survey - Continued Expansion, Staffing Accelerates
  • Electrical Equipment & Multi-Industry N/A
    05.16.2023 GE
  • GE: Shares Relatively Steady in Strong Q1 For Turbine Orders
  • Electrical Equipment & Multi-Industry Hold
    05.16.2023 MMM
  • EE/MI: Q2 VRP Reshoring Tracker
  • Electrical Equipment & Multi-Industry N/A
    05.12.2023 FTV
  • FTV: NYC Meeting with Management
  • Electrical Equipment & Multi-Industry Buy
    05.12.2023 HON
  • HON: Hitting the Accelerator
  • Electrical Equipment & Multi-Industry Buy
    05.11.2023 ETN
  • EE/MI: Sunny in Cleveland - ETN & PH Visits
  • Electrical Equipment & Multi-Industry N/A
    05.09.2023 MMM
  • EE/MI: Q1 Wrap - Chugging Along
  • Electrical Equipment & Multi-Industry N/A
    05.05.2023 JCI
  • JCI: Strategic and Operational Inflection
  • Electrical Equipment & Multi-Industry Buy
    05.05.2023 VNT
  • VNT: Top Line Drives Q1 Beat
  • Electrical Equipment & Multi-Industry Hold
    05.05.2023 PH
  • PH: Onward and Upward
  • Electrical Equipment & Multi-Industry Buy
    05.05.2023 SWK
  • SWK: Fighting Through The Excess Inventory
  • Electrical Equipment & Multi-Industry Hold
    05.05.2023 JCI
  • JCI: Segment Beat - Sector Leading Organic Growth
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 IR
  • IR: Raising Estimates, Broad Strength
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 DD
  • DD: Cutting Numbers, Electronics Correction Drags On
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 IR
  • IR: Big Beat, Compressors Humming
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 ETN
  • ETN: Electrical Continues to Power Ahead
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 ALLE
  • ALLE: Charting the Long-Term Playbook
  • Electrical Equipment & Multi-Industry Buy
    05.04.2023 TT
  • TT: Beat and Bump, Backlogs Bulge
  • Electrical Equipment & Multi-Industry Hold
    05.04.2023 TT
  • TT: Solid Q1, Maintaining Estimates
  • Electrical Equipment & Multi-Industry Hold
    05.04.2023 ITW
  • ITW: Solid Execution, Stable Earnings Outlook
  • Electrical Equipment & Multi-Industry Hold
    05.04.2023 EMR
  • EMR: Bumping Numbers, Solid Core Execution
  • Electrical Equipment & Multi-Industry Hold
    05.02.2023 MMM
  • EE/MI: Q123 Half Time Highlights
  • Electrical Equipment & Multi-Industry N/A
    05.02.2023 AME
  • AME: Beat and Bump
  • Electrical Equipment & Multi-Industry Buy
    04.28.2023 NVT
  • NVT: Solid Results, Supply Chain Normalization
  • Electrical Equipment & Multi-Industry Buy
    04.28.2023 MMM
  • EE/MI: Chart of the Day - March Dodge Starts Point to Non-Resi Resiliency
  • Electrical Equipment & Multi-Industry Hold
    04.27.2023 LII
  • LII: Operational Turnaround Gaining Steam
  • Electrical Equipment & Multi-Industry Hold
    04.27.2023 ROK
  • ROK: Easing Supply Issues Uncork Upside
  • Electrical Equipment & Multi-Industry Hold
    04.27.2023 IR
  • IR: Chart of the Day - Atlas Copco Results Suggest Big Upside to Estimates
  • Electrical Equipment & Multi-Industry Buy
    04.27.2023 ROK
  • ROK: Big Beat and Raise - Supply Chain Easing
  • Electrical Equipment & Multi-Industry Hold
    04.27.2023 SU-FR
  • SU-FR: Broad-Based Growth, Energy Leads
  • Electrical Equipment & Multi-Industry Hold
    04.26.2023 VRT
  • VRT: Beat and Raise - What a Difference a Year Makes
  • Electrical Equipment & Multi-Industry Hold
    04.26.2023 IEX
  • IEX: Beat and Lower on Healthcare Inventory Correction
  • Electrical Equipment & Multi-Industry Hold
    04.26.2023 ALLE
  • ALLE: Unlocking The Margin Upside
  • Electrical Equipment & Multi-Industry Buy
    04.26.2023 DOV
  • DOV: Steady Normalization - I Can't Drive 55
  • Electrical Equipment & Multi-Industry Buy
    04.26.2023 FTV
  • FTV: Modest Beat & Raise, Two out of Three Aint Bad
  • Electrical Equipment & Multi-Industry Buy
    04.26.2023 ALLE
  • EE/MI: Quick Earnings Reads - ALLE, DOV, KNEBV-FI, OTIS, VRT
  • Electrical Equipment & Multi-Industry N/A
    04.25.2023 CARR
  • CARR: Earnings Beat, Portfolio Transformation
  • Electrical Equipment & Multi-Industry Buy
    04.25.2023 GE
  • GE: Aero Humming, Margin Mix May Have Maxed
  • Electrical Equipment & Multi-Industry Hold
    04.25.2023 HUBB
  • HUBB: Utility Continues to Power Results
  • Electrical Equipment & Multi-Industry Buy
    04.25.2023 MMM
  • MMM: Q1 Beat, More Restructuring. Guide Maintained
  • Electrical Equipment & Multi-Industry Hold
    04.25.2023 ABB
  • ABB: Solid Q1 Beat, Bumps Outlook
  • Electrical Equipment & Multi-Industry Hold
    04.24.2023 CARR
  • CARR: Speculation on Potential Viessmann Deal
  • Electrical Equipment & Multi-Industry Buy
    04.20.2023 WSO
  • WSO: Bumping Estimates, Hints of a Downturn
  • Electrical Equipment & Multi-Industry Hold
    04.20.2023 WSO
  • WSO: EPS Beat, Sales Miss, Eye on Inventory
  • Electrical Equipment & Multi-Industry Hold
    04.20.2023 KNEBV-FI
  • EE/MI: OTIS and KONE Reads From Schindler
  • Electrical Equipment & Multi-Industry N/A
    04.19.2023 MMM
  • EE/MI: Chart of the Day - March Headline ABI Rises Above 50
  • Electrical Equipment & Multi-Industry Hold
    04.19.2023 MMM
  • EE/MI: Non-Residential Construction Chartbook
  • Electrical Equipment & Multi-Industry N/A
    04.19.2023 NVT
  • NVT: Upside Surprise - Survey Said...
  • Electrical Equipment & Multi-Industry Buy
    04.18.2023 MMM
  • EE/MI: Chart of the Day - JNJ Read to MMM
  • Electrical Equipment & Multi-Industry Hold
    04.17.2023 ABB
  • EE/MI: Q1 Distributor Survey - Steady Sailing Despite Cross Currents
  • Electrical Equipment & Multi-Industry N/A
    04.12.2023 EMR
  • EMR: NATI Deal Done, Major Portfolio Remodel Likely Complete
  • Electrical Equipment & Multi-Industry Hold
    04.11.2023 CARR
  • CARR: Speculation on F&S Spin, Value Scenarios
  • Electrical Equipment & Multi-Industry Buy
    04.11.2023 MMM
  • EE/MI: March 2023 ABC Survey - Non-Resi Resiliency
  • Electrical Equipment & Multi-Industry N/A
    04.10.2023 MMM
  • EE/MI: Q1 Preview - Shoe Has Yet to Drop
  • Electrical Equipment & Multi-Industry N/A
    04.05.2023 CARR
  • EE/MI: Reefer Refresh into Q1 HVAC Earnings
  • Electrical Equipment & Multi-Industry N/A
    04.04.2023 SWK
  • EE/MI: Chart of the Day - Tracking Tool Trends
  • Electrical Equipment & Multi-Industry Hold
    04.04.2023 AYI
  • AYI: Solid FQ2, Cracks in Project Momentum
  • Electrical Equipment & Multi-Industry Hold
    04.03.2023 NVT
  • NVT: ECM Deal Charges Electrification Offering
  • Electrical Equipment & Multi-Industry Buy
    04.03.2023 CARR
  • EE/MI: Resi HVAC Review and Look Ahead to 2025 Refrigerant Transition
  • Electrical Equipment & Multi-Industry N/A
    03.29.2023 MMM
  • EE/MI: Business Mix Chartbook Update
  • Electrical Equipment & Multi-Industry N/A
    03.27.2023 FTV
  • FTV: Upgrade to Buy - Precision Technologies Segment Dive
  • Electrical Equipment & Multi-Industry Buy
    03.23.2023 VNT
  • VNT: Melting the "ICE" With Portfolio Evolution
  • Electrical Equipment & Multi-Industry Hold
    03.23.2023 MMM
  • EE/MI: Reshoring Revisited
  • Electrical Equipment & Multi-Industry N/A
    03.22.2023 PH
  • PH: Read-Through from Enerpac's FQ2
  • Electrical Equipment & Multi-Industry Buy
    03.22.2023 MMM
  • EE/MI: Chart of the Day - February ABI Down M/M, New Projects Robust
  • Electrical Equipment & Multi-Industry Hold
    03.22.2023 JCI
  • JCI: Vertical View - Global Products Segment
  • Electrical Equipment & Multi-Industry Buy
    03.17.2023 MMM
  • EE/MI: Geographic Roundup
  • Electrical Equipment & Multi-Industry N/A
    03.16.2023 MMM
  • EE/MI: Chart of the Day - Muscle Memory On Full Display
  • Electrical Equipment & Multi-Industry Hold
    03.16.2023 PH
  • PH: Vertical View - Industrial
  • Electrical Equipment & Multi-Industry Buy
    03.14.2023 HON
  • HON: Quick Thoughts on CEO Transition
  • Electrical Equipment & Multi-Industry Buy
    03.14.2023 MMM
  • EE/MI: February 2023 ABC Survey - Continued Confidence, Backlogs Still Rising
  • Electrical Equipment & Multi-Industry N/A
    03.13.2023 MMM
  • EE/MI: Chart of the Day - Leverage
  • Electrical Equipment & Multi-Industry Hold
    03.09.2023 GE
  • GE: Setting the Course For Final Separation
  • Electrical Equipment & Multi-Industry Hold
    03.08.2023 DOV
  • DOV: Meeting Makes The Compounder Case
  • Electrical Equipment & Multi-Industry Buy
    03.07.2023 NVT
  • NVT: Plugged Into Electrical Trends
  • Electrical Equipment & Multi-Industry Buy
    03.07.2023 ETN
  • ETN: Meeting Highlights - 100 Years Young
  • Electrical Equipment & Multi-Industry Buy
    03.02.2023 SWK
  • EE/MI: Chart(s) of the Day - 2022 Power Tools Scorecard
  • Electrical Equipment & Multi-Industry Hold
    03.02.2023 KNEBV-FI
  • EE/MI: Q4 Elevator Wrap
  • Electrical Equipment & Multi-Industry N/A
    03.01.2023 MMM
  • EE/MI: Vertical View: Semiconductors
  • Electrical Equipment & Multi-Industry N/A
    02.28.2023 DOV
  • DOV: Vertical View - Clean Energy & Fueling Segment
  • Electrical Equipment & Multi-Industry Buy
    02.27.2023 MMM
  • EE/MI: Q4 Wrap - Secular Still Besting the Cyclical
  • Electrical Equipment & Multi-Industry N/A
    02.23.2023 MMM
  • EE/MI: Chart of the Day - January Headline ABI Still Down, New Projects Up
  • Electrical Equipment & Multi-Industry Hold
    02.22.2023 VRT
  • VRT: Bumping Estimates, FCF in Focus for 2023
  • Electrical Equipment & Multi-Industry Hold
    02.22.2023 ALLE
  • ALLE: 2 Points Do Make a Trend
  • Electrical Equipment & Multi-Industry Buy
    02.22.2023 VRT
  • VRT: Modest Miss, Balance Sheet and FCF In Focus
  • Electrical Equipment & Multi-Industry Hold
    02.22.2023 ALLE
  • ALLE: International Drives Beat, New Guide Framework
  • Electrical Equipment & Multi-Industry Buy
    02.21.2023 IR
  • IR: Solid Execution, Upside Levers - Buffalo Pays the Bills
  • Electrical Equipment & Multi-Industry Buy
    02.16.2023 VNT
  • VNT: Bumping Estimates, Firm EMV Bottom in 2023
  • Electrical Equipment & Multi-Industry Hold
    02.16.2023 SU-FR
  • SU-FR: Robust Sales Momentum into 2023
  • Electrical Equipment & Multi-Industry Hold
    02.16.2023 WSO
  • WSO: Modest Operational Miss, Inventories in Focus
  • Electrical Equipment & Multi-Industry Hold
    02.16.2023 VNT
  • VNT: Modest Beat, EMV Sunset in 2023
  • Electrical Equipment & Multi-Industry Hold
    02.14.2023 MMM
  • EE/MI: January 2023 ABC Survey - Continued Confidence, Backlogs Still Elevated
  • Electrical Equipment & Multi-Industry N/A
    02.14.2023 HON
  • HON: Vertical View - SPS Segment
  • Electrical Equipment & Multi-Industry Buy
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