Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
10.20.2021 WSO
  • WSO: Headline Beat, Normal Seasonal Sales and Inventory Patterns
  • Electrical Equipment & Multi-Industry Hold
    10.19.2021 DOV
  • DOV: Another Step Toward Compounder Graduation
  • Electrical Equipment & Multi-Industry Buy
    10.19.2021 DOV
  • DOV: Q3 Beat, Solid Bookings and Backlog
  • Electrical Equipment & Multi-Industry Buy
    10.18.2021 MMM
  • EE/MI: Early Reads into Earnings
  • Electrical Equipment & Multi-Industry N/A
    10.15.2021 ABB
  • EE/MI: Q3 Distributor Survey - "Learning on the Run" as Pricing Picks Up
  • Electrical Equipment & Multi-Industry N/A
    10.13.2021 MMM
  • EE/MI: September 2021 ABC Survey - Strong But Moderating Outlook
  • Electrical Equipment & Multi-Industry N/A
    10.12.2021 DOV
  • DOV: Niche Divesture of Food Equipment
  • Electrical Equipment & Multi-Industry Buy
    10.11.2021 EMR
  • EMR: AZPN Deal Charts A New Course
  • Electrical Equipment & Multi-Industry Hold
    10.07.2021 EMR
  • EMR: Quick Thoughts on Aspen Tech Deal Speculation
  • Electrical Equipment & Multi-Industry Hold
    10.06.2021 AYI
  • AYI: Solid Beat - Lighting A Path Through Supply Chain Obstacles
  • Electrical Equipment & Multi-Industry Hold
    10.06.2021 MMM
  • EE/MI: Chart of the Day - Divestiture Candidates
  • Electrical Equipment & Multi-Industry Hold
    10.04.2021 ROP
  • ROP: TransCore Sold, More Portfolio Moves Ahead?
  • Electrical Equipment & Multi-Industry Hold
    10.01.2021 ALLE
  • ALLE: Q3 Miss on Supply Chain and Semi Issues
  • Electrical Equipment & Multi-Industry Hold
    10.01.2021 MMM
  • EE/MI: Q3 Preview: Tip Toeing Through the Supply Chain Minefield
  • Electrical Equipment & Multi-Industry N/A
    09.30.2021 ABB
  • EE/MI: Vertical View - Auto Outlook is not on Auto Pilot
  • Electrical Equipment & Multi-Industry N/A
    09.29.2021 PH
  • PH: Read-Through from Enerpac's FQ4
  • Electrical Equipment & Multi-Industry Buy
    09.28.2021 CARR
  • EE/MI: Residential HVAC - Cautious on Comparisons
  • Electrical Equipment & Multi-Industry N/A
    09.23.2021 GE
  • GE: Healthcare Deal a Health Check?
  • Electrical Equipment & Multi-Industry Hold
    09.23.2021 OTIS
  • OTIS: Consolidation of Zardoya (Spain)
  • Electrical Equipment & Multi-Industry Buy
    09.22.2021 MMM
  • EE/MI: Chart of the Day - August 2021 ABI Reads Positive to Non-Resi
  • Electrical Equipment & Multi-Industry Hold
    09.22.2021 MMM
  • EE/MI: Chart(s) of the Day - Inflation Update
  • Electrical Equipment & Multi-Industry Hold
    09.20.2021 MMM
  • EE/MI: Chart of the Day - Examining China Sales Exposures
  • Electrical Equipment & Multi-Industry Hold
    09.20.2021 OTIS
  • EE/MI: Elevator Chartbook September 2021
  • Electrical Equipment & Multi-Industry N/A
    09.17.2021 OTIS
  • EE/MI: Chart of the Day - Otis China Exposure
  • Electrical Equipment & Multi-Industry Buy
    09.15.2021 MMM
  • EE/MI: August 2021 ABC Survey - Inflationary Pressures=Project Uncertainty
  • Electrical Equipment & Multi-Industry N/A
    09.15.2021 DOV
  • EE/MI: Mo' Flow for DOV, IR and IEX
  • Electrical Equipment & Multi-Industry N/A
    09.13.2021 MMM
  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
  • Electrical Equipment & Multi-Industry N/A
    09.08.2021 JCI
  • JCI: Healthy Buildings and Service Drive High Teens+ EPS CAGR Outlook
  • Electrical Equipment & Multi-Industry Buy
    09.08.2021 VRT
  • VRT: Outlook Cut on Inflation/Supply. M&A Boosts Served Market
  • Electrical Equipment & Multi-Industry Buy
    09.08.2021 JCI
  • JCI: New Targets Put $5 in '25 in Reach
  • Electrical Equipment & Multi-Industry Buy
    09.07.2021 PH
  • PH: Prevails with Meggitt Bid as TDG Walks
  • Electrical Equipment & Multi-Industry Buy
    09.02.2021 IR
  • IR: Capital Plan Supports "Graduation" to Core Industrial Quality
  • Electrical Equipment & Multi-Industry Buy
    08.31.2021 JCI
  • JCI: A Path to $5 in '25
  • Electrical Equipment & Multi-Industry Buy
    08.30.2021 EMR
  • EE/MI: Quick Perspective on Historical Storm Impacts
  • Electrical Equipment & Multi-Industry N/A
    08.26.2021 MMM
  • EE/MI: Chart of the Day: Correction - Surprises? Not Too Surprising
  • Electrical Equipment & Multi-Industry Hold
    08.25.2021 ABB
  • EE/MI: Automation Recap
  • Electrical Equipment & Multi-Industry N/A
    08.23.2021 FTV
  • FTV: Vertical View - Precision Technologies
  • Electrical Equipment & Multi-Industry Buy
    08.16.2021 MMM
  • EE/MI: Chart of the Day - Gauging Guidance
  • Electrical Equipment & Multi-Industry Hold
    08.13.2021 MMM
  • EE/MI : July 2021 ABC Survey - Expectations Tick Down, Strong Outlook Intact
  • Electrical Equipment & Multi-Industry N/A
    08.12.2021 MMM
  • EE/MI: Q2 Wrap - Dawn of a New Cycle
  • Electrical Equipment & Multi-Industry N/A
    08.09.2021 GE
  • EE/MI: Chart of the Day - GE Turbine Share Up Through H1
  • Electrical Equipment & Multi-Industry Hold
    08.05.2021 PH
  • PH: Playing for $25 in '25
  • Electrical Equipment & Multi-Industry Buy
    08.05.2021 SIE-DE
  • SIE-DE: FQ3 Beat, Broad-Based Performance
  • Electrical Equipment & Multi-Industry Buy
    08.04.2021 TT
  • TT: Supply Constraints Truncate 2021 Upside, Push to 2022
  • Electrical Equipment & Multi-Industry Buy
    08.04.2021 EMR
  • EMR: Solid FQ3 - Putting Options on the Table
  • Electrical Equipment & Multi-Industry Hold
    08.04.2021 EMR
  • EMR: Beat and Raise as Projects Gain Traction
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 IR
  • IR: Buyback Plus Deals as KKR Exits
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 NVT
  • NVT: Solid Price Execution Underpins Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 AME
  • AME: Solid Q2 and Outlook on Broadening Recovery
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 ETN
  • ETN: Q2 Beat and Raise, Cyclical and Secular Tailwinds
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 DD
  • DD: Solid Beat and Raise, Lagging FCF
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 AME
  • EE/MI: Quick Earnings Reads - AME, DD, ETN and NVT
  • Electrical Equipment & Multi-Industry N/A
    08.02.2021 MMM
  • EE/MI: Chart of the Day - Q221 Organic Sales Scorecard
  • Electrical Equipment & Multi-Industry Hold
    08.02.2021 PH
  • PH: Fine Tuning MGGT Deal Math
  • Electrical Equipment & Multi-Industry Buy
    08.02.2021 PH
  • PH: Deal to Acquire Meggitt. Doubles Aerospace Business
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 ITW
  • ITW: Q2 Basically In Line, Demand Surge Drives Backlog Growth
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 JCI
  • JCI: Advancing the Ball
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 SU-FR
  • SU-FR: Solid Beat Driven By Electrical
  • Electrical Equipment & Multi-Industry Hold
    07.30.2021 FTV
  • FTV: Q2 Beat - Strong Incrementals, Positive Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    07.29.2021 IR
  • IR: Q2 Beat, Solid Price Execution and Healthy M&A Funnel
  • Electrical Equipment & Multi-Industry Buy
    07.29.2021 CARR
  • CARR: Solid Execution and Portfolio Action
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 IR
  • IR: Modest Beat and Raise, Robust Orders & Deal Pipeline
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 VRT
  • VRT: Robust Demand and Lagging Price Sets Up 2022
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 IEX
  • IEX: Miss and Raise on Robust Orders
  • Electrical Equipment & Multi-Industry Hold
    07.27.2021 GE
  • GE: Q2 Adjusted Cash Beat, Out Years Still In the Zone
  • Electrical Equipment & Multi-Industry Hold
    07.27.2021 SWK
  • SWK: Solid Beat and Raise, MTD Gets Trimmed
  • Electrical Equipment & Multi-Industry Buy
    07.27.2021 HUBB
  • HUBB: Robust Revenue Recovery, Utility OP Miss on Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    07.27.2021 GE
  • EE/MI: Quick Earnings Reads - GE, MMM, ROK, SWK
  • Electrical Equipment & Multi-Industry N/A
    07.26.2021 LII
  • LII: Replacement Displacement - Sell
  • Electrical Equipment & Multi-Industry Sell
    07.26.2021 OTIS
  • OTIS: 2024 Bull Case Morphing to Base Case
  • Electrical Equipment & Multi-Industry Buy
    07.26.2021 LII
  • LII: Q2 Beat, H2 Comps Loom
  • Electrical Equipment & Multi-Industry Sell
    07.23.2021 HON
  • HON: Q2 Beat, Late Cycle Drivers Lining Up
  • Electrical Equipment & Multi-Industry Buy
    07.23.2021 ROP
  • ROP: Modest Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 WSO
  • WSO: Strong Q2 Beat, Mind Tough Resi Comps Ahead
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 ABB
  • ABB: Modest OP Beat, Broadening Recovery
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 ALLE
  • ALLE: Miss Versus VRP, In Line With Street
  • Electrical Equipment & Multi-Industry Hold
    07.21.2021 MMM
  • EE/MI: Chart of the Day - June ABI Reads Positive to Non-Resi
  • Electrical Equipment & Multi-Industry Hold
    07.20.2021 DOV
  • DOV: Q2 Beat: Another Step toward Compounder Graduation
  • Electrical Equipment & Multi-Industry Buy
    07.20.2021 DOV
  • DOV: Solid Beat and Raise - Backlogs Up
  • Electrical Equipment & Multi-Industry Buy
    07.19.2021 ALLE
  • ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
  • Electrical Equipment & Multi-Industry Hold
    07.19.2021 VNT
  • VNT: Positive Preannouncement, Acquires DRB Systems
  • Electrical Equipment & Multi-Industry Hold
    07.19.2021 IR
  • IR: Deal Target?-Going for the FLOW
  • Electrical Equipment & Multi-Industry Buy
    07.15.2021 ABB
  • EE/MI: Q2 Distributor Survey - Solid Snapback with Pricing Power
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 MMM
  • EE/MI: June 2021 ABC Survey - Contractors "Constructive" On H221
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 LII
  • LII: Guide Raise, CEO Retirement Suggests Sale Unlikely
  • Electrical Equipment & Multi-Industry N/A
    07.12.2021 FTV
  • FTV: Software Deal, Q2 Upside
  • Electrical Equipment & Multi-Industry Buy
    07.09.2021 CARR
  • EE/MI: Chart of the Day - Resi HVAC - Robust, But Plateauing?
  • Electrical Equipment & Multi-Industry Buy
    07.08.2021 MMM
  • EE/MI: Q2 Preview - The Beats Go On
  • Electrical Equipment & Multi-Industry N/A
    07.01.2021 AYI
  • AYI: Takeaways from FQ321 Earnings/2021 Investor Day
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 AYI
  • AYI: Gross Margins Continue to Improve, Investor Day at 9AM
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 IR
  • IR: Vertical View - Industrial Technologies and Services Segment
  • Electrical Equipment & Multi-Industry Buy
    06.30.2021 MMM
  • EE/MI: Don't Fear the Taper
  • Electrical Equipment & Multi-Industry N/A
    06.29.2021 PH
  • PH: Read-Through from Enerpac's FQ3
  • Electrical Equipment & Multi-Industry Buy
    06.25.2021 ROK
  • ROK: Software Flex with Plex
  • Electrical Equipment & Multi-Industry Hold
    06.24.2021 SIE-DE
  • SIE-DE: Raising the Bar on Performance Metrics
  • Electrical Equipment & Multi-Industry Buy
    06.24.2021 OTIS
  • OTIS/KNEBV-FI: Examining the Value Gap
  • Electrical Equipment & Multi-Industry N/A
    06.23.2021 GE
  • GE: Aviation at VRP Virtual Paris Airshow
  • Electrical Equipment & Multi-Industry Hold
    06.22.2021 ETN
  • EE/MI: Chart of the Day - Deeper Dive Into T&D
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 IR
  • IR: Seepex Acquisition Strengthens Precision & Science Portfolio
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 MMM
  • EE/MI : F/X Update - Looking for a Translation
  • Electrical Equipment & Multi-Industry N/A
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