| 07.13.2020 |
AME
|
Flow Control: Alfa Laval Adding Industrial Valves with Neles Offer
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.10.2020 |
CARR
|
EE/MI: HVAC - Mind the Seasonal Trade Down
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.09.2020 |
PNR
|
PNR: Pool - Diving into Upcoming 2021 Efficiency Standards
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.09.2020 |
ABB
|
EE/MI: Variety Pack - Range of Views on Food and Beverage Investment Post-COVID
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.08.2020 |
MMM
|
EE/MI: F/X Update - Looking for a Q2 Translation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.06.2020 |
MMM
|
EE/MI: Mixed Messages - Examining OE Versus AM
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.30.2020 |
AYI
|
AYI: FQ3 Beat: Gross Margins Light the Way
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.30.2020 |
AYI
|
AYI: Big Beat, Bright Gross Margin Performance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.30.2020 |
DD
|
EE/MI: Pandemic Automotive Drive By
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.29.2020 |
CARR
|
EE/MI : Residential HVAC - Late June Heats Up
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.29.2020 |
AME
|
Flow Control/SMID: Q2 2020 Preview - Uncertain Road to Recovery
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.26.2020 |
MMM
|
EE/MI: Q2 Preview - Less Bad, More Uncertainty
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.25.2020 |
PH
|
PH: Read-Through from Enerpac's FQ3
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.22.2020 |
DD
|
DD: Cycle and Portfolio Optionality
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.19.2020 |
CARR
|
EE/MI: Transport Refrigeration Orders Thaw, But Backlog Draw
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.19.2020 |
FTV
|
FTV: Fireside Chat - Business Conditions Modestly Warmer
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.17.2020 |
EMR
|
EMR: May Orders in the Zone at -15%
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.16.2020 |
MMM
|
EE/MI: Construction Confidence Index May 2020 - Reads to Non-Resi
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.16.2020 |
HUBB
|
HUBB: Operational Opportunity Being Seized - More Runway Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.15.2020 |
ROK
|
ROK: Fireside Chat on Markets and Strategy
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 06.15.2020 |
TT
|
TT: Virtual Fireside Chat - Focus on Investments for Outgrowth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.15.2020 |
XYL
|
XYL: Restructuring Dive and Efficiency Benchmarking
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.12.2020 |
JCI
|
JCI: Virtual Fireside Chat, Real Business Improvement
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.12.2020 |
VST
|
EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.11.2020 |
APD
|
Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.10.2020 |
DOV
|
DOV: Controlling the Controllables
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.10.2020 |
ITW
|
ITW: Virtual Fireside Chat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.10.2020 |
ABB
|
ABB: New CEO, Same Financial Targets
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 06.09.2020 |
ABB
|
EE/MI: Vertical View - Electrical Equipment
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.08.2020 |
OTIS
|
OTIS: Virtual Meetings Point to Real Recovery
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.05.2020 |
FTV
|
FTV: Upgrade to Buy - Manning the Fort
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.04.2020 |
MMM
|
EE/MI: Institutional Non-Resi Holding Firm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.03.2020 |
XYL
|
XYL: Restructuring Plan Announcement, Fairly Well Baked Into '21 Consensus
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.02.2020 |
PH
|
EE/MI: Chart of the Day - DCI Read-Through to PH
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.02.2020 |
GE
|
EE/MI: Vertical View - Healthcare
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.01.2020 |
CARR
|
EE/MI: Deep Chill Hits Transport Refrigeration
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.28.2020 |
GE
|
GE: Q2 Warning - Leverage Rising as Cash Burn Accelerates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.28.2020 |
MMM
|
EE/MI: Reshoring is Just an Under Current in a Sea of CapX Cuts
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.27.2020 |
PNR
|
PNR: POOL Business Update Points to Better April, Strong Demand in May
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.22.2020 |
MMM
|
EE/MI & Flow Control: Chart(s) of the Day - Sector Positioning, Valuation Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.21.2020 |
HUBB
|
EE/MI - Utilities & Power: T&D Capital Spending Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.20.2020 |
SWK
|
EE/MI: Chart of the Day - DIY to the Rescue for SWK
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.20.2020 |
EMR
|
EE/MI: Vertical View - HVAC
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.18.2020 |
GE
|
EE/MI: Soft Start For Gas Turbines in Q1
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.15.2020 |
AME
|
Flow Control/SMID: Seeking H2 Vision; PNR to Buy, XYL to Hold (from Sell)
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2020 |
EMR
|
EMR: April Orders Fade Hard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.13.2020 |
MMM
|
EE/MI: Q120 Wrap - Solving for the "Square Root" Recovery
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2020 |
JCI
|
JCI: Upgrade to Buy - Built to Serve
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.12.2020 |
IR
|
IR: Managing Decrementals, Accelerating Synergies
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2020 |
FLOW
|
FLOW: Q1 Weak, "Guide" Weaker Than Forecast
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2020 |
IR
|
IR: Q1 Miss - Sales Lag
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.11.2020 |
FLS
|
FLS: Challenged Backdrop Ahead, Reducing Estimates Further
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.08.2020 |
CARR
|
CARR: Cutting Costs, Managing For Near Term Cash
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.08.2020 |
SIE-DE
|
SIE-DE: FQ2 Beat, Good-Bye Power
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.07.2020 |
FLS
|
FLS: Q1 Operational Miss. $100mm of Cost Actions in '20
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.07.2020 |
OTIS
|
OTIS: Resilience and Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.07.2020 |
CARR
|
EE/MI: Chart of the Day - CARR Sales - HVAC Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.07.2020 |
OTIS
|
OTIS: Q1 Beat, Moving to a Higher Floor
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
TT
|
TT: Q1 Miss, Tough Outlook Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
DD
|
DD: Solid Q1, Stepping Up Operational Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
XYL
|
XYL: Cutting Numbers on Weak Q1, Significant Q2 Reset; Reiterate Sell
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 05.05.2020 |
ITW
|
ITW: Q1 In Line, Sharp Q2 Decline
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2020 |
XYL
|
XYL: Q1 Miss, Q2 Implied ~5c vs. 50c Consensus
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 05.05.2020 |
AME
|
AME: Q1 Operational Beat, OP Margins +100bps on Down Sales
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
TT
|
TT: Q1 Miss, Orders Solid
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2020 |
PNR
|
Flow Control/SMID: Q1 Scorecard, Positioning for Companies on Deck
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.04.2020 |
MMM
|
EE/MI: Chart of the Day - Q120 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2020 |
JCI
|
JCI: FQ2 Beat, Improving Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2020 |
HON
|
HON: Playing Defense and Offense Simultaneously
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.01.2020 |
ITT
|
ITT: Aggressive Cost Actions Should Defend Decrementals
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.01.2020 |
ITT
|
ITT: Q1 OP Beat, Cost Plans Rolled Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.01.2020 |
JCI
|
JCI: Q2 Beat, Orders Slow Abruptly
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2020 |
SPXC
|
SPXC: Q1 Beat, Showing Resilience in Uncertain Times
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2020 |
ETN
|
ETN: Managing Decrementals, Generating Cash
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
FTV
|
FTV: Q1 Beat, Fighting High Underlying Decrementals
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2020 |
SWK
|
SWK: Severe Channel Liquidation, Strong Decremental Management
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
HUBB
|
HUBB: Executing Well In Uncertain Times
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
HUBB
|
HUBB: Solid Q1, Utility Hangs In
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
ETN
|
ETN: Q1 Solid-Protecting Margins and Cash Flow
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2020 |
GE
|
GE: Cutting Numbers - Cash Burn, Rising Leverage
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
NVT
|
NVT: Steep Cliff Ahead but Controlling Controllables
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
GE
|
GE: Rough Q1, Only a Preview in Aviation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
MMM
|
MMM: Q1 Beat, Challenged 2020
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2020 |
ROK
|
ROK: Solid FQ2, Challenged H2 and 2021
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.28.2020 |
ABB
|
ABB: Q1 Beat, Tough and Uncertain Outlook
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.28.2020 |
CR
|
CR: Stepping Up Cost Actions to Contend w/ COVID
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2020 |
ABB
|
EE/MI: Quick Earnings Reads - ABB, MMM, ROK and ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2020 |
CR
|
CR: 2020 EPS Guide -40% at Midpoint, Core Sales -17-22%
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2020 |
MMM
|
EE/MI: Early Reads to Data Center/Electronics/Semi Verticals
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2020 |
MMM
|
EE/MI: Chart of the Day - LECO Read-Through to ITW
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2020 |
MMM
|
EE/MI: Q120 Earnings Season - Early Innings Read
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.24.2020 |
IEX
|
IEX: Cautious Outlook, Cutting Numbers Again
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
IEX
|
IEX: Q1 OP Beat, Bracing for -15-25% in Q2
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
ROP
|
ROP: Possible Chinks in the Armor Exposed by COVID
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
ALLE
|
ALLE: Executing Well But Lockdown Headwinds Loom
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
WSO
|
WSO: Q1 Operational Miss; SSS Better but April Slowing
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
SU-FR
|
SU-FR: Q1 In Line, No Forward View - Read Throughs
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
ALLE
|
ALLE: Q1 Beat, No Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2020 |
OTIS
|
OTIS: Takeaways from KONE and Schindler
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.22.2020 |
KNEBV-FI
|
KNEBV-FI: Q1 In Line, Outlook Holds Firm
|
Electrical Equipment & Multi-Industry |
Hold |
|
