Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
10.17.2019 DOV
  • DOV: Q3 Beat - There's No Help Like Self Help
  • Electrical Equipment & Multi-Industry Buy
    10.17.2019 HON
  • HON: Stand & Deliver - Bumping Estimates
  • Electrical Equipment & Multi-Industry Buy
    10.17.2019 DOV
  • DOV: Q3 Beat, Orders Solid
  • Electrical Equipment & Multi-Industry Buy
    10.17.2019 WSO
  • WSO: Q3 Headline EPS Below Street, OP Miss
  • Electrical Equipment & Multi-Industry Hold
    10.15.2019 EMR
  • EMR: Activist Turns Up The Heat, Key Is Cost Opportunity
  • Electrical Equipment & Multi-Industry Buy
    10.15.2019 MMM
  • VRP Road Trip: United We Stand - UTX, URI, UAL
  • Electrical Equipment & Multi-Industry N/A
    10.15.2019 MMM
  • EE/MI: Auto Outlook Still Soft, Possible Stabilization Down the Road
  • Electrical Equipment & Multi-Industry N/A
    10.10.2019 MMM
  • EE/MI and Flow Control: Chart(s) of the Day - Q3 Positioning
  • Electrical Equipment & Multi-Industry Hold
    10.09.2019 ETN
  • ETN: Downgrade to Hold on Weak Survey Results
  • Electrical Equipment & Multi-Industry Hold
    10.09.2019 ABB
  • EE/MI: Q3 Distributor Survey - Nearing Stall Speed
  • Electrical Equipment & Multi-Industry N/A
    10.07.2019 GE
  • GE: No Easy Retirement for Pension Pain
  • Electrical Equipment & Multi-Industry Hold
    10.03.2019 AME
  • Flow Control/SMID: Q3 Preview - Summer Slippage Has Continued
  • Electrical Equipment & Multi-Industry N/A
    10.03.2019 AYI
  • AYI: Cutting Numbers on Confluence of Factors, Slow Start to FY20
  • Electrical Equipment & Multi-Industry Hold
    10.02.2019 AYI
  • AYI: FQ4 Below On Sharp Volume Decline; Early FY20 Outlook Dims
  • Electrical Equipment & Multi-Industry Hold
    09.27.2019 EMR
  • EMR: Activist Talk, SOTP Update
  • Electrical Equipment & Multi-Industry Buy
    09.27.2019 AME
  • AME: Gatan Return Sensitivities, Synergies Drive Upside
  • Electrical Equipment & Multi-Industry Buy
    09.27.2019 ROP
  • ROP: Gatan Finds a Home at AME. Dilution Offset by iPipeline
  • Electrical Equipment & Multi-Industry Hold
    09.27.2019 AME
  • AME: Magnifying M&A with Gatan Acquisition
  • Electrical Equipment & Multi-Industry Buy
    09.26.2019 PH
  • EE/MI: Chart of the Day - Enerpac Miss and Stock Reaction Points to Short-Cycle Complacency
  • Electrical Equipment & Multi-Industry Hold
    09.26.2019 MMM
  • EE/MI: Electronics End Markets Hint At Stabilization
  • Electrical Equipment & Multi-Industry N/A
    09.24.2019 MMM
  • EE/MI: Q3 Preview - Downshift
  • Electrical Equipment & Multi-Industry N/A
    09.23.2019 ABB
  • EE/MI: Introducing Our Electrical Chartbook
  • Electrical Equipment & Multi-Industry N/A
    09.18.2019 IR
  • EE/MI: A Look at VRF in the HVAC Landscape
  • Electrical Equipment & Multi-Industry N/A
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Electrical Equipment & Multi-Industry N/A
    09.16.2019 ABB
  • EE/MI and Flow Control: Chart of the Day - EE/MI and Flow Energy Exposures
  • Electrical Equipment & Multi-Industry Hold
    09.13.2019 IR
  • IR: Still Truckin' Despite Bumpier Thermo King Ride Ahead
  • Electrical Equipment & Multi-Industry Buy
    09.11.2019 DOV
  • DOV: Granularity Drives Accountability
  • Electrical Equipment & Multi-Industry Buy
    09.09.2019 HON
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
  • Electrical Equipment & Multi-Industry N/A
    09.04.2019 FTV
  • FTV: Split Plan Accelerates Transformation
  • Electrical Equipment & Multi-Industry Hold
    08.27.2019 MMM
  • EE/MI: Chart(s) of the Day - A Look at F/X amidst Dollar Strength
  • Electrical Equipment & Multi-Industry Hold
    08.27.2019 MMM
  • EE/MI and Flow Control: Industrial Conference Preview
  • Electrical Equipment & Multi-Industry N/A
    08.26.2019 FLOW
  • FLOW: First Valuation Marker for P&E at $700 Million
  • Electrical Equipment & Multi-Industry Hold
    08.21.2019 AME
  • Flow Control: Sizing the Summer Slippage
  • Electrical Equipment & Multi-Industry N/A
    08.20.2019 SWK
  • EE/MI: Chart(s) of the Day: HD Constructive on US Consumer, Supportive Read for SWK
  • Electrical Equipment & Multi-Industry Buy
    08.15.2019 GE
  • GE: Sustainable Actual Cash Flow Remains Our Concern
  • Electrical Equipment & Multi-Industry Hold
    08.14.2019 UTX
  • EE/MI: Chart(s) of the Day - E&E Round Up, Otis Margins Bottoming
  • Electrical Equipment & Multi-Industry Buy
    08.12.2019 ABB
  • ABB: CEO Change Will Put Spotlight on Internal Opportunities
  • Electrical Equipment & Multi-Industry Hold
    08.12.2019 GE
  • EE/MI: H1 Gas Turbine Orders Show Signs of Stabilization, But Long Road Ahead
  • Electrical Equipment & Multi-Industry N/A
    08.08.2019 ROP
  • ROP: Insurance SaaS Firm iPipeline, Pops out the Deal Pipeline
  • Electrical Equipment & Multi-Industry Hold
    08.08.2019 MMM
  • EE/MI: Q219 Wrap-Up - CapX Sag Likely Coming
  • Electrical Equipment & Multi-Industry N/A
    08.06.2019 EMR
  • EMR: Trade Fight Clouds Outlook, Trimming Estimates
  • Electrical Equipment & Multi-Industry Buy
    08.06.2019 EMR
  • EMR: Consolidated OP In Line, Macro Pressures, Early 2020 Thoughts
  • Electrical Equipment & Multi-Industry Buy
    08.06.2019 FLOW
  • FLOW: Q2 Core Segment Miss, '19 OP Guide Modestly Below
  • Electrical Equipment & Multi-Industry Hold
    08.02.2019 MMM
  • EE/MI: Chart(s) of the Day - Q219 Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    08.02.2019 ITT
  • ITT: Q2 OP Beat and Raise. Brake Pads at Full Throttle
  • Electrical Equipment & Multi-Industry Buy
    08.02.2019 SPXC
  • SPXC: Q2 Profit Better, Guide Bumped Up
  • Electrical Equipment & Multi-Industry Buy
    08.02.2019 SIE-DE
  • SIE-DE: Operating Miss on Margins
  • Electrical Equipment & Multi-Industry Buy
    08.01.2019 PH
  • PH: Growth Turns Negative as Trade Tensions Rise
  • Electrical Equipment & Multi-Industry Hold
    08.01.2019 NVT
  • NVT: Miss and Lower. Guide Still Has Risk. Downgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    08.01.2019 DD
  • DD: Solid Q2 Performance; Maintain Hold
  • Electrical Equipment & Multi-Industry Hold
    08.01.2019 XYL
  • XYL: Miss and Lower on Margins, FCF Softens
  • Electrical Equipment & Multi-Industry Hold
    08.01.2019 DD
  • EE/MI: Quick Earnings Reads - DD, NVT, PH and SIE-DE
  • Electrical Equipment & Multi-Industry N/A
    07.31.2019 GE
  • GE: Mixed Q2, But FCF Tracking Better
  • Electrical Equipment & Multi-Industry Hold
    07.31.2019 JCI
  • JCI: Tweaking 2020 Lower on Margins/Repo
  • Electrical Equipment & Multi-Industry Hold
    07.31.2019 JCI
  • JCI: FQ3 Headline Beat, Solid Orders, Segments Slightly Light
  • Electrical Equipment & Multi-Industry Hold
    07.31.2019 GE
  • GE: Industrial Segment Miss, FCF Guided Higher
  • Electrical Equipment & Multi-Industry Hold
    07.30.2019 ETN
  • ETN: Solid Margin and Cash Execution
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 HUBB
  • HUBB: Solid Q2, Restructuring Gaining Traction
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 IR
  • IR: Solid Q2, Continued HVAC Outperformance
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 AME
  • AME: Margins Carry Q2, Guide Nudged Up
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 HUBB
  • HUBB: Q2 Beat Driven By Power, FCF Tweaked Higher
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 IR
  • IR: Headlined Beat, Orders Resilient
  • Electrical Equipment & Multi-Industry Buy
    07.30.2019 ETN
  • ETN: Q2 Beat, Midpoint Guide Maintained.
  • Electrical Equipment & Multi-Industry Buy
    07.29.2019 AYI
  • EE/MI: Cyclical Synopsis - What Does a Non-Recession Slowdown Look Like?
  • Electrical Equipment & Multi-Industry N/A
    07.29.2019 EMR
  • EMR: FQ3 Is Actually Roughly In Line At Consolidated OP
  • Electrical Equipment & Multi-Industry Buy
    07.29.2019 PH
  • PH: Flying High On Deal Making
  • Electrical Equipment & Multi-Industry Hold
    07.26.2019 ITW
  • ITW: Lower Outlook, Solid Internal Execution
  • Electrical Equipment & Multi-Industry Hold
    07.26.2019 ITW
  • ITW: Q2 Miss and Lower, Organic Declines
  • Electrical Equipment & Multi-Industry Hold
    07.26.2019 FTV
  • FTV: PI Top Line Stalls, Guide Down
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 IEX
  • IEX: Q2 Segments Light, Orders Fall Flat
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 ABB
  • ABB: Q2 Basically In Line, Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 MMM
  • MMM: Q2 Beat, Cloudy H2
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 ROK
  • ROK: Top Line Air Pocket, 2020 Vision Blurs
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 ALLE
  • ALLE: H2 Not a Lock
  • Electrical Equipment & Multi-Industry Hold
    07.25.2019 ABB
  • EE/MI: Quick Earnings Reads - ABBN-CH, ALLE, MMM, ROK, ROP, SU-FR
  • Electrical Equipment & Multi-Industry N/A
    07.24.2019 MMM
  • EE/MI and Flow Control: Intra-Earnings Pulse
  • Electrical Equipment & Multi-Industry N/A
    07.23.2019 UTX
  • UTX: Q2 Beat and Raise. Potential $1 billion Upside to RTX Cash Flows?
  • Electrical Equipment & Multi-Industry Buy
    07.23.2019 SWK
  • SWK: Q2 Beat, Outlook Solid on New Product Momentum
  • Electrical Equipment & Multi-Industry Buy
    07.23.2019 PNR
  • PNR: Q2 In Line, Guide Cut on Weak Aquatics
  • Electrical Equipment & Multi-Industry Hold
    07.23.2019 UTX
  • UTX: Aero Driven Beat & Raise
  • Electrical Equipment & Multi-Industry Buy
    07.23.2019 SWK
  • SWK: Q2 Beat on Solid Margin Execution
  • Electrical Equipment & Multi-Industry Buy
    07.23.2019 CR
  • CR: Q2 Operating Beat, Guide Held; Plan B Post CIR
  • Electrical Equipment & Multi-Industry Buy
    07.22.2019 LII
  • LII: Cutting Estimates, Reiterate Sell Rating
  • Electrical Equipment & Multi-Industry Sell
    07.22.2019 ETN
  • ETN: Aero/Connector Deal Builds on Electrification Strategy
  • Electrical Equipment & Multi-Industry Buy
    07.22.2019 LII
  • LII: Weather Driven Miss, But Resi Recovery Behind Plan
  • Electrical Equipment & Multi-Industry Sell
    07.18.2019 HON
  • HON: Diversity and Execution Carry The Day
  • Electrical Equipment & Multi-Industry Buy
    07.18.2019 DOV
  • DOV: Delivering the Goods on Solid Execution
  • Electrical Equipment & Multi-Industry Buy
    07.18.2019 WSO
  • WSO: Q2 Miss on +1% SSS
  • Electrical Equipment & Multi-Industry Hold
    07.18.2019 DOV
  • DOV: Q2 Modest Beat, Full Year Raise
  • Electrical Equipment & Multi-Industry Buy
    07.16.2019 ABB
  • EE/MI: Q2 Distributor Survey - Caution Flags Raised
  • Electrical Equipment & Multi-Industry N/A
    07.11.2019 CR
  • CR: Another Rejected Bid by CIR, Pivot to Plan B Seems Likely
  • Electrical Equipment & Multi-Industry Buy
    07.11.2019 MMM
  • EE/MI: Fact Pattern Shows Slowing Ahead of Q2 Earnings
  • Electrical Equipment & Multi-Industry N/A
    07.02.2019 AYI
  • AYI: Outlook Dims on Tough Comps and Slow Project Activity
  • Electrical Equipment & Multi-Industry Hold
    07.02.2019 AYI
  • AYI: FQ3 OP Miss, FQ4 Guide Down
  • Electrical Equipment & Multi-Industry Hold
    07.02.2019 MMM
  • EE/MI and Flow Control: Q2 Preview - Watching the Wobble
  • Electrical Equipment & Multi-Industry N/A
    06.26.2019 UTX
  • UTX: Early Look as Otis Preps for Solo Ride
  • Electrical Equipment & Multi-Industry Buy
    06.26.2019 SU-FR
  • SU-FR: CMD Focuses on Strategic Execution and Software Initiatives
  • Electrical Equipment & Multi-Industry Hold
    06.25.2019 MMM
  • EE/MI: Can Late Cycle Rate Cuts Rescue Industrials?
  • Electrical Equipment & Multi-Industry N/A
    06.20.2019 ETN
  • ETN: Break-Up Could Charge the Stock
  • Electrical Equipment & Multi-Industry Buy
    06.19.2019 DD
  • DD: Not Your Daddy's DuPont
  • Electrical Equipment & Multi-Industry Hold
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