| 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 |
|
