| 05.16.2022 |
MMM
|
EE/MI: Assessing Sell-Off Relative to Historical PMI Relationships
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2022 |
ROP
|
ROP: Potential Process Divestiture
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2022 |
GE
|
GE: Share Down as Q1 Turbine Orders Surge, Units Flat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2022 |
SIE-DE
|
SIE-DE: Underlying FQ2 Beat, FY22 Guide Maintained
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.11.2022 |
MMM
|
EE/MI: Chart of the Day - P/E on Prior Trough
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.11.2022 |
ETN
|
Electrical Equipment & Multi-Industry: Midwest Trip (ETN, ITW, PH and More) - A World Away
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.10.2022 |
MMM
|
EE/MI: April 2022 ABC Survey - Mixed Reads
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.10.2022 |
MMM
|
EE/MI: Q1 Wrap - Solid Results, Market Beat down
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.05.2022 |
VNT
|
VNT: Raising Estimates, Reiterate Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2022 |
PH
|
PH: Execution Track Record Grows, Falls on Deaf Market Ears
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2022 |
IR
|
IR: Continued Execution, Reiterate Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2022 |
IR
|
IR: Q122 Beat and EBITDA Raise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2022 |
EMR
|
EMR: Solid Execution, Guide Bump
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2022 |
JCI
|
JCI: Supply Chain Driven 2022 Miss, 2023 Looks Intact
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2022 |
JCI
|
JCI: Segment EBITA Miss on Supply Chain Disruptions
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2022 |
TT
|
TT: Q1 EPS Beat, FY22 EPS Guide Maintained
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.03.2022 |
ROK
|
ROK: Big FQ2 Miss on Supply Chain, Price/Cost
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.03.2022 |
ITW
|
ITW: Better Top line and Dollar Neutral on Price/Cost
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.03.2022 |
DD
|
DD: Q1 Beat, Share Repo Moves Up The Priority List
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.03.2022 |
AME
|
EE/MI: Quick Earnings Reads - AME, DD, ETN, ROK
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.02.2022 |
MMM
|
EE/MI: Chart of the Day - Q122 Price/Organic Sales Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2022 |
HON
|
HON: Late Cycle Pivot
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2022 |
CARR
|
CARR: Solid Q1, Demand Still Holding
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2022 |
SWK
|
SWK: All Pain, No Gain
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2022 |
FTV
|
FTV: Segment OP in Line, FY22 EPS Guide Bump
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2022 |
CARR
|
CARR: Q1 Beat Driven by HVAC
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2022 |
VRT
|
VRT: Tweaking Estimates, Road to Recovery
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2022 |
KNEBV-FI
|
EE/MI: Chart of the Day - Elevated OTIS Margins Differentiate versus Peers
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2022 |
KNEBV-FI
|
KNEBV-FI: Cost Pressures, COVID, China Lead to Q1 Miss
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2022 |
SU-FR
|
SU-FR: Solid Q1 Sales Trends
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2022 |
IEX
|
IEX: Solid Q1 Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2022 |
GE
|
GE: Outlook Continues to Slip
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2022 |
HUBB
|
HUBB: Balanced Growth Drives Beat and Raise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2022 |
IR
|
IR: Chart of the Day - Positive Read from Atlas Compressor
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2022 |
MMM
|
EE/MI: Quick Earnings Reads - ALLE, GE, HUBB, MMM, ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.25.2022 |
OTIS
|
OTIS: Steady as She Goes
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.25.2022 |
LII
|
LII: Peak Debate Still Rages, Reiterate Sell
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.25.2022 |
LII
|
LII: Resi Beat, Commercial Collapse. Volume Wanes
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.22.2022 |
ALLE
|
EE/MI: Win-Win Security Deal for SWK/ALLE
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.21.2022 |
WSO
|
WSO: Impressive Q1, Reiterate Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2022 |
DOV
|
DOV: Outlook Unchanged, Some Calm is in "Order"
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.21.2022 |
ABB
|
ABB: Segment EBITA in Line, Reiterate Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2022 |
WSO
|
WSO: Massive Q1 Beat, Inventory Growth Outpacing Sales Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.20.2022 |
MMM
|
EE/MI: Chart of the Day - ABI Comes in Strong
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.13.2022 |
MMM
|
EE/MI: Vertical Research Business Mix Chart Book
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.12.2022 |
MMM
|
EE/MI: March 2022 ABC Survey - Demand Solid, Supply the Issue
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.12.2022 |
ABB
|
EE/MI: Q1 Distributor Survey - Strong Sales, Frustration as Price Percolates
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.07.2022 |
SIE-DE
|
SIE-DE: Vertical View - Smart Infrastructure Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.05.2022 |
AYI
|
AYI: FQ2 Beat, Navigating Supply Storm
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.04.2022 |
SWK
|
SWK: Well Positioned for OPE Transition
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.31.2022 |
MMM
|
EE/MI: Q1 Preview - One More Thing
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.24.2022 |
DD
|
DD: Water Tight Growth Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.24.2022 |
MMM
|
EE/MI: Winds of War Raise Recession Risk
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.23.2022 |
MMM
|
EE/MI: Chart of the Day - February 2022 ABI Relatively Unchanged M/M, New Projects >60
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.23.2022 |
PH
|
PH: Read-Through from Enerpac's FQ2
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.23.2022 |
KNEBV-FI
|
EE/MI: Elevator Up-date - TK Results, China Stimulus, Tracking Toshiba
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.22.2022 |
DOV
|
DOV: Vertical View - Climate & Sustainability Technologies Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.18.2022 |
MMM
|
EE/MI: February 2022 ABC Survey - Demand Still Strong, Price/Cost Remains a Concern
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.17.2022 |
AYI
|
EE/MI: Getting "LED-ucated" - Takeaways from LEDucation Lighting Show
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.16.2022 |
MMM
|
EE/MI: Vertical View - Automotive Remains Supply Chain Ground Zero
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.10.2022 |
GE
|
GE: Driving Towards Break-up
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.08.2022 |
IR
|
EE/MI: Takeaways from Energy Efficiency and Climate Solutions Day
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.08.2022 |
PH
|
PH: $25 in '25 becomes $30 in '27
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.08.2022 |
MMM
|
EE/MI: Vertical View - Russia Highlights China Supply Risks
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.07.2022 |
MMM
|
EE/MI: Chart of the Day - Geographic and F/X Exposures
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.04.2022 |
MMM
|
EE/MI: Vertical View on Semiconductor Situation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.03.2022 |
HON
|
HON: Sustainable Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.01.2022 |
ETN
|
ETN: Electrical Super Cycle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.01.2022 |
MMM
|
EE/MI: Chart of the Day - Q421 Price/Organic Sales Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.01.2022 |
IR
|
IR: Vertical View - Precision & Science Technologies Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.24.2022 |
IR
|
IR: Continued Execution, Reiterate Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.24.2022 |
EMR
|
EE/MI: Quick Thoughts on Ukraine Situation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.23.2022 |
IR
|
IR: Q4 In Line, EBITDA Guide Brackets VRP/Street
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.23.2022 |
VRT
|
VRT: Operational Execution In Focus as Company Charts Recovery
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.23.2022 |
SIE-DE
|
SIE-DE: Highlights from Fireside Chat with CFO Ralf Thomas
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.22.2022 |
CARR
|
CARR: 2022 Investor Day Takeaways, Driving Aftermarket
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.18.2022 |
GE
|
GE: Back End Loaded Year That May Never Arrive
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.18.2022 |
DD
|
DD: M&M Deal Upside Surprise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.18.2022 |
ROP
|
ROP: Vertical View - Process Technologies Segment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.17.2022 |
VNT
|
VNT: Q4 Beat Overshadowed by 2023 EMV Headwind
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.17.2022 |
SU-FR
|
SU-FR: Solid H2 Results, Demand Strength into 2022
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2022 |
MMM
|
EE/MI: January 2022 ABC Survey - CCI Expectations Down Slightly M/M, Backlogs Begin to Deplete
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.16.2022 |
NVT
|
NVT: Putting Points on the Board
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.15.2022 |
OTIS
|
OTIS: Steady Execution With Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.14.2022 |
MMM
|
MMM: Growth Masked By N95 Drawdown
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2022 |
MMM
|
EE/MI: Q4 Wrap - Industrial Expansion Unfolding
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.10.2022 |
WSO
|
WSO: Q4 Beat, Price/Mix Boost
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.10.2022 |
SIE-DE
|
SIE-DE: Solid FQ1 Beat, Solid Execution on all Fronts
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.10.2022 |
GE
|
GE: 2021 Turbine Share Steady
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.08.2022 |
NVT
|
NVT: Impressive Price and Volume Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.08.2022 |
DD
|
DD: Solid Execution, Transformation Unfolding
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.08.2022 |
CARR
|
CARR: Trimming Estimates, Toshiba Accelerates VRF Strategy
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.08.2022 |
CARR
|
CARR: Q4 OP/EPS Beat driven By Top Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2022 |
ETN
|
ETN: Solid Outlook - Electrical Has Sustainable Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.03.2022 |
HON
|
HON: Waiting is the Hardest Part
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.03.2022 |
PH
|
PH: Solid Beat & Raise, Again
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.03.2022 |
HUBB
|
HUBB: Getting Price, Price/Cost Inflecting Positive
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.03.2022 |
ABB
|
EE/MI: Quick Earnings Reads - ABB, AME, FTV, HON, HUBB, ITW, PH
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.02.2022 |
EMR
|
EMR: FQ1 Beat, Automation in the Lead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.02.2022 |
JCI
|
JCI: Reaffirmed FY22 Guide, Favored HVAC Play
|
Electrical Equipment & Multi-Industry |
Buy |
|
