Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
02.02.2023 SWK
  • SWK: Setting the Bottom, Pace of Recovery Uncertain
  • Electrical Equipment & Multi-Industry Hold
    02.02.2023 ITW
  • ITW: Q4 Beat, Upside Guide
  • Electrical Equipment & Multi-Industry Hold
    02.02.2023 ABB
  • EE/MI: Quick Earnings Reads - ABB, AME, HON, PH, SWK, TT
  • Electrical Equipment & Multi-Industry N/A
    02.01.2023 FTV
  • FTV: Solid Q4 and Guide, Looking to Play Offense
  • Electrical Equipment & Multi-Industry Hold
    02.01.2023 JCI
  • JCI: Two Steps Forward, One Step Back
  • Electrical Equipment & Multi-Industry Buy
    02.01.2023 JCI
  • JCI: FQ1 In Line, Margins Up But All Over The Map
  • Electrical Equipment & Multi-Industry Buy
    01.31.2023 IEX
  • IEX: Modest Beat, Margins Muted
  • Electrical Equipment & Multi-Industry Hold
    01.31.2023 DOV
  • DOV: Solid Q4, 2023 Upside on Growth and Margins
  • Electrical Equipment & Multi-Industry Buy
    01.31.2023 HUBB
  • HUBB: Strong Close to 2022, Solid 2023 Outlook
  • Electrical Equipment & Multi-Industry Buy
    01.31.2023 LII
  • LII: Q4 Basically in Line. Resi Margins in Focus
  • Electrical Equipment & Multi-Industry Hold
    01.31.2023 DOV
  • DOV: Q4 Beat and Upside Guide
  • Electrical Equipment & Multi-Industry Buy
    01.30.2023 ALLE
  • ALLE: Unlocking the Growth and Profitability Upside
  • Electrical Equipment & Multi-Industry Buy
    01.26.2023 ROK
  • ROK: Demand Still Strong, Better Supply Drives Beat
  • Electrical Equipment & Multi-Industry Hold
    01.26.2023 KNEBV-FI
  • EE/MI: Elevator Valuations Favor OTIS over KONE
  • Electrical Equipment & Multi-Industry N/A
    01.26.2023 ROK
  • ROK: FQ1 Beat. Software & Control Leads Instead of Lags
  • Electrical Equipment & Multi-Industry Hold
    01.26.2023 IR
  • IR: Chart of the Day - Atlas Results in Line with IT&S Estimates
  • Electrical Equipment & Multi-Industry Buy
    01.25.2023 MMM
  • EE/MI: Chart of the Day - December Headline ABI Continues Contraction
  • Electrical Equipment & Multi-Industry Hold
    01.24.2023 GE
  • GE: Cash Flow Outlook Blows in the Wind
  • Electrical Equipment & Multi-Industry Hold
    01.24.2023 MMM
  • MMM: Cutting 2023 Estimates on Weak Outlook
  • Electrical Equipment & Multi-Industry Hold
    01.24.2023 MMM
  • MMM: Q4 Miss, Weak 2023 Outlook
  • Electrical Equipment & Multi-Industry Hold
    01.23.2023 MMM
  • EE/MI: Multi-Industry Valuation Monitor - January 2023
  • Electrical Equipment & Multi-Industry N/A
    01.20.2023 ROK
  • ROK: Chart of the Day - No Sign of Lead Time Relief
  • Electrical Equipment & Multi-Industry Hold
    01.19.2023 CARR
  • EE/MI: Chart(s) of the Day - November Resi HVAC Channel Trends
  • Electrical Equipment & Multi-Industry Buy
    01.19.2023 MMM
  • EE/MI: Q422 Preview: Still Pushing Forward
  • Electrical Equipment & Multi-Industry N/A
    01.18.2023 ABB
  • EE/MI: Q4 Distributor Survey - Taking it Day by Day
  • Electrical Equipment & Multi-Industry N/A
    01.17.2023 FCX
  • Vertical Research Partners Top Picks - 2023 Update
  • Electrical Equipment & Multi-Industry N/A
    01.10.2023 MMM
  • EE/MI: December 2022 ABC Survey - Record Backlogs Drive Positive Expectations
  • Electrical Equipment & Multi-Industry N/A
    01.10.2023 ETN
  • ETN: Vertical View - Vehicle Segment Dive
  • Electrical Equipment & Multi-Industry Buy
    01.09.2023 AYI
  • AYI: FQ1 Beat, Demand Still Firm
  • Electrical Equipment & Multi-Industry Hold
    01.06.2023 ROK
  • ROK: Chart of the Day - Lead Times Still Elevated
  • Electrical Equipment & Multi-Industry Hold
    01.06.2023 GE
  • GE: Healthcare Gone, Shares Rich on Rebased 2023-24
  • Electrical Equipment & Multi-Industry Hold
    01.03.2023 MMM
  • EE/MI: 2023 Outlook: It's Different, But Still Dangerous
  • Electrical Equipment & Multi-Industry N/A
    12.28.2022 SWK
  • EE/MI: Chart(s) of the Day - Contractor Survey Shows Few Signs of Slowing
  • Electrical Equipment & Multi-Industry Hold
    12.21.2022 PH
  • PH: Read-Through from Enerpac's FQ1
  • Electrical Equipment & Multi-Industry Buy
    12.20.2022 ITW
  • ITW: Vertical View: Specialty Segment
  • Electrical Equipment & Multi-Industry Buy
    12.19.2022 SIE-DE
  • SIE-DE: Vertical View - Digital Industries Segment
  • Electrical Equipment & Multi-Industry Buy
    12.15.2022 LII
  • LII: Fighting Through the Resi Unit Downturn
  • Electrical Equipment & Multi-Industry Hold
    12.14.2022 MMM
  • EE/MI: Chart of the Day - November ABI Continues to Slump
  • Electrical Equipment & Multi-Industry Hold
    12.14.2022 MMM
  • EE/MI: November 2022 ABC Survey - Expectations Improve, Backlogs at Record High
  • Electrical Equipment & Multi-Industry N/A
    12.14.2022 HUBB
  • HUBB: Fireside Chat Highlights Still Hot Utility Markets
  • Electrical Equipment & Multi-Industry Buy
    12.13.2022 CARR
  • EE/MI: Chart of the Day - Resi HVAC Channel Trends
  • Electrical Equipment & Multi-Industry Buy
    12.08.2022 MMM
  • EE/MI: Electrification Chartbook
  • Electrical Equipment & Multi-Industry N/A
    12.07.2022 KNEBV-FI
  • EE/MI: Elevator Pulse Check
  • Electrical Equipment & Multi-Industry N/A
    12.05.2022 ABB
  • EE/MI: Vertical View - Data Centers
  • Electrical Equipment & Multi-Industry N/A
    12.02.2022 MMM
  • EE/MI: PMI Road Map As We Dip Sub 50
  • Electrical Equipment & Multi-Industry N/A
    12.01.2022 SIE-DE
  • SIE-DE: Lunch with Ralf Thomas
  • Electrical Equipment & Multi-Industry Buy
    11.30.2022 EMR
  • EMR: Maybe a Tiger Can Change Its Stripes
  • Electrical Equipment & Multi-Industry Hold
    11.21.2022 AME
  • EE/MI: Vertical View - Compounders Go With the Flow
  • Electrical Equipment & Multi-Industry N/A
    11.18.2022 GE
  • GE: Gas Turbine Demand Rising, Share Lags Behind Historical Average
  • Electrical Equipment & Multi-Industry Hold
    11.18.2022 ALLE
  • ALLE: Escape to NYC
  • Electrical Equipment & Multi-Industry Hold
    11.17.2022 SIE-DE
  • SIE-DE: Big Beat, Bold Guide
  • Electrical Equipment & Multi-Industry Buy
    11.17.2022 ROK
  • ROK: Automation Fair Highlights
  • Electrical Equipment & Multi-Industry Hold
    11.16.2022 MMM
  • EE/MI: October 2022 ABC Survey - Expectations Mixed, Backlogs Rise
  • Electrical Equipment & Multi-Industry N/A
    11.16.2022 MMM
  • EE/MI: Chart of the Day - October Headline ABI in Negative Territory
  • Electrical Equipment & Multi-Industry Hold
    11.15.2022 ITW
  • ITW: Segment Dive: Welding Work-Up
  • Electrical Equipment & Multi-Industry Buy
    11.10.2022 ABB
  • EE/MI: Automation Outlook Supported By Secular Forces
  • Electrical Equipment & Multi-Industry N/A
    11.09.2022 MMM
  • EE/MI: Q3 Wrap - Industrial Strength
  • Electrical Equipment & Multi-Industry N/A
    11.08.2022 DD
  • DD: Decisive Differentiation
  • Electrical Equipment & Multi-Industry Buy
    11.03.2022 VNT
  • VNT: Guide Cut As EMV Tank Runs Dry
  • Electrical Equipment & Multi-Industry Hold
    11.03.2022 PH
  • PH: Passing the Baton, Still "Winning" the Race
  • Electrical Equipment & Multi-Industry Buy
    11.03.2022 JCI
  • JCI: Solid FQ4, Getting Ahead of the Curve
  • Electrical Equipment & Multi-Industry Buy
    11.03.2022 JCI
  • JCI: Results in Line, Guiding 2023
  • Electrical Equipment & Multi-Industry Buy
    11.02.2022 TT
  • TT: Backlogs Boost Outlook
  • Electrical Equipment & Multi-Industry Hold
    11.02.2022 ROK
  • ROK: Strong Demand, Supply Chain Challenges
  • Electrical Equipment & Multi-Industry Hold
    11.02.2022 TT
  • TT: Beat, Bump. Backlog Build
  • Electrical Equipment & Multi-Industry Hold
    11.01.2022 AME
  • AME: Running the Playbook
  • Electrical Equipment & Multi-Industry Buy
    11.01.2022 ETN
  • ETN: Secular Strength in Electrical Markets
  • Electrical Equipment & Multi-Industry Buy
    11.01.2022 DD
  • DD: M&M Closes, Portfolio Transition Cemented
  • Electrical Equipment & Multi-Industry Buy
    11.01.2022 AME
  • AME: Beat, Bump, Bolt-on
  • Electrical Equipment & Multi-Industry Buy
    10.31.2022 EMR
  • EMR: Climate Exit Likely a Cold Shoulder to St. Louis With Automation in Focus
  • Electrical Equipment & Multi-Industry Hold
    10.31.2022 MMM
  • EE/MI: Q3 Earnings - Half Time Highlights
  • Electrical Equipment & Multi-Industry N/A
    10.28.2022 SWK
  • SWK: Stanley Bleak & Darker
  • Electrical Equipment & Multi-Industry Hold
    10.27.2022 LII
  • LII: Operational Miss, Supply Chain Pain
  • Electrical Equipment & Multi-Industry Hold
    10.27.2022 ALLE
  • ALLE: Q3 Beat, Price/Cost Inflection
  • Electrical Equipment & Multi-Industry Hold
    10.27.2022 HON
  • HON: Strong Q3, Late Cycle Drivers
  • Electrical Equipment & Multi-Industry Buy
    10.27.2022 CARR
  • CARR: Solid Execution, Positioning for '23
  • Electrical Equipment & Multi-Industry Buy
    10.27.2022 ALLE
  • EE/MI: Quick Earnings Reads - ALLE, KNEBV-FI, SU-FR, SWK, HON, CARR
  • Electrical Equipment & Multi-Industry N/A
    10.26.2022 VRT
  • VRT: Making Progress, Still Steep Hill to Climb
  • Electrical Equipment & Multi-Industry Hold
    10.26.2022 FTV
  • FTV: Solid Execution, Steady Outlook
  • Electrical Equipment & Multi-Industry Hold
    10.26.2022 OTIS
  • OTIS: Price Gaining Momentum, Service Trending Strong
  • Electrical Equipment & Multi-Industry Buy
    10.26.2022 VRT
  • VRT: Headline In Line, Guide Maintained
  • Electrical Equipment & Multi-Industry Hold
    10.25.2022 GE
  • GE: Mixed Bag, Holding Pattern
  • Electrical Equipment & Multi-Industry Hold
    10.25.2022 IEX
  • IEX: Q322 Beat, Guide Raised
  • Electrical Equipment & Multi-Industry Hold
    10.25.2022 HUBB
  • HUBB: Outlook Boosted by Highly Charged Grid
  • Electrical Equipment & Multi-Industry Buy
    10.25.2022 ITW
  • ITW: Solid Execution, Improving Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    10.25.2022 MMM
  • MMM: Q3 Modest Operating Miss, Guide Down
  • Electrical Equipment & Multi-Industry Hold
    10.24.2022 MMM
  • EE/MI: Chart of the Day - Cold War With China Likely to Get Frostier
  • Electrical Equipment & Multi-Industry Hold
    10.24.2022 CARR
  • EE/MI: Reefer Refresh into HVAC Earnings
  • Electrical Equipment & Multi-Industry N/A
    10.21.2022 KNEBV-FI
  • EE/MI: Chart(s) of the Day - Schindler Q3 Results Read to OTIS
  • Electrical Equipment & Multi-Industry Hold
    10.20.2022 WSO
  • WSO: Operational Miss, Demand Holding Firm
  • Electrical Equipment & Multi-Industry Hold
    10.20.2022 DOV
  • DOV: Solid Execution, Positioning for Cyclical Pressure and Secular Growth
  • Electrical Equipment & Multi-Industry Buy
    10.20.2022 DOV
  • DOV: Q3 OP Beat, Bracing for Choppier Seas
  • Electrical Equipment & Multi-Industry Buy
    10.20.2022 ABB
  • ABB: Operational Beat, Orders Remain Strong
  • Electrical Equipment & Multi-Industry Hold
    10.19.2022 IR
  • IR: Chart of the Day - Atlas Compressor Results Reinforce our Estimates
  • Electrical Equipment & Multi-Industry Buy
    10.19.2022 MMM
  • EE/MI: Chart of the Day - September ABI Pushes Highs and Lows
  • Electrical Equipment & Multi-Industry Hold
    10.18.2022 ETN
  • EE/MI: T&D Trends and Spending Priorities
  • Electrical Equipment & Multi-Industry N/A
    10.17.2022 MMM
  • EE/MI: Recession Estimates and Downside Risk
  • Electrical Equipment & Multi-Industry N/A
    10.14.2022 KNEBV-FI
  • KNEBV-FI: Guide Cut for 3rd Time in 2022
  • Electrical Equipment & Multi-Industry Hold
    10.14.2022 ABB
  • EE/MI: Q3 Distributor Survey - Strong Demand Despite Mounting Uncertainty
  • Electrical Equipment & Multi-Industry N/A
    10.12.2022 MMM
  • EE/MI: Chart(s) of the Day - Perspective on 2023 From Q4 Exit Rates
  • Electrical Equipment & Multi-Industry Hold
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