Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
09.23.2020 FTV
  • FTV: When-Issued Trading Framework
  • Electrical Equipment & Multi-Industry Buy
    09.22.2020 CARR
  • CARR: Beijer = "Free" Balance Sheet Repair
  • Electrical Equipment & Multi-Industry Hold
    09.22.2020 KNEBV-FI
  • KNEBV-FI: KONE pre-Announces, Raising KONE and OTIS Estimates
  • Electrical Equipment & Multi-Industry Hold
    09.21.2020 ETN
  • ETN: Hydraulics Divestiture to Danfoss Faces EU Scrutiny
  • Electrical Equipment & Multi-Industry Buy
    09.21.2020 HUBB
  • EE/MI & Flow Control: Vertical View - Smart Meter Chartbook
  • Electrical Equipment & Multi-Industry N/A
    09.17.2020 CARR
  • EE/MI : August Transport, Cold Chain and Vaccine Distribution
  • Electrical Equipment & Multi-Industry N/A
    09.17.2020 MMM
  • EE/MI: Amazon Targets Industrial IoT
  • Electrical Equipment & Multi-Industry N/A
    09.16.2020 EMR
  • EMR: August Order Improvement Led by Consumer
  • Electrical Equipment & Multi-Industry Hold
    09.15.2020 MMM
  • EE/MI : ABC Survey Reads Positively to Non-Resi
  • Electrical Equipment & Multi-Industry N/A
    09.15.2020 MMM
  • MMM: Modest Monthly Momentum, September Stall?
  • Electrical Equipment & Multi-Industry Hold
    09.14.2020 DOV
  • DOV: Pump and Bump - Raising Estimates on Improving Trends
  • Electrical Equipment & Multi-Industry Buy
    09.14.2020 MMM
  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • Electrical Equipment & Multi-Industry N/A
    09.03.2020 PH
  • EE/MI: Chart of the Day - DCI Sluggish Short-Cycle Read to PH
  • Electrical Equipment & Multi-Industry Hold
    09.03.2020 MMM
  • EE/MI: End-Market Pulse Check into VRP Conference
  • Electrical Equipment & Multi-Industry N/A
    09.02.2020 SPXC
  • SPXC: Opening New Market in Inspection with ULC Acquisition
  • Electrical Equipment & Multi-Industry Hold
    09.01.2020 SIE-DE
  • SIE-DE: Unplugging From Energy
  • Electrical Equipment & Multi-Industry Hold
    09.01.2020 FTV
  • FTV: Spin First, Back-End Monetization. Significant Deleveraging
  • Electrical Equipment & Multi-Industry Buy
    08.28.2020 SWK
  • SWK: DIY Surge Continues, Pro Starting to Follow
  • Electrical Equipment & Multi-Industry Buy
    08.27.2020 EMR
  • EMR: Upping the Ante to Get on the Grid
  • Electrical Equipment & Multi-Industry Hold
    08.27.2020 AME
  • Flow Control/SMID: Chart(s) of the Day - Upside/Downside Valuation
  • Electrical Equipment & Multi-Industry N/A
    08.27.2020 DOV
  • DOV: Pent-Up Remodeling Demand Could Provide 2021 Reefer Tailwind
  • Electrical Equipment & Multi-Industry Buy
    08.26.2020 MMM
  • Flow Control & EE/MI: Thoughts on Hurricane Laura
  • Electrical Equipment & Multi-Industry N/A
    08.26.2020 MMM
  • EE/MI: Multi-Industry Valuation Monitor - Keep it Relative
  • Electrical Equipment & Multi-Industry N/A
    08.19.2020 SWK
  • EE/MI: Chart of the Day - DIY Strength Continues
  • Electrical Equipment & Multi-Industry Buy
    08.19.2020 FTV
  • FTV: Vontier Split vs. Spin - Upside Hinges on Redeployment
  • Electrical Equipment & Multi-Industry Buy
    08.18.2020 MMM
  • EE/MI: Chart of the Day - Minding Copper's Path - Cost Headwind, But Possible Reflation Signal
  • Electrical Equipment & Multi-Industry Hold
    08.13.2020 ABB
  • EE/MI: Chart of the Day - Global Automation Chartbook Update
  • Electrical Equipment & Multi-Industry Sell
    08.13.2020 ROP
  • ROP: Big Deal, Small Returns
  • Electrical Equipment & Multi-Industry Hold
    08.12.2020 GE
  • EE/MI: GE Ceding Turbine Share in H1
  • Electrical Equipment & Multi-Industry N/A
    08.12.2020 AME
  • Flow Control/SMID: Q2 Review and Positioning. Downgrading WSO to SELL
  • Electrical Equipment & Multi-Industry N/A
    08.10.2020 MMM
  • EE/MI: Chart of the Day - Breaking Down Cost-Out Actions
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 PH
  • PH: Excellent Cost Control versus Cyclical Pressure
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 PH
  • PH: Big Beat, Soft Guide on Order Weakness
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 SIE-DE
  • SIE-DE: Solid Beat, Automation Outperformance
  • Electrical Equipment & Multi-Industry Hold
    08.05.2020 FTV
  • EE/MI: Q2 Earnings Wrap - Commendable Cost Control
  • Electrical Equipment & Multi-Industry N/A
    08.04.2020 IR
  • IR: Q2 Beat - Margins Lead the Way
  • Electrical Equipment & Multi-Industry Hold
    08.04.2020 EMR
  • EMR: FQ3 Beat - Executing on Costs
  • Electrical Equipment & Multi-Industry Hold
    08.04.2020 AME
  • AME: Impressive Q2 Cost Execution. Large M&A in Sights
  • Electrical Equipment & Multi-Industry Buy
    08.04.2020 EMR
  • EMR: FQ3 OP Beat, Orders Soft
  • Electrical Equipment & Multi-Industry Hold
    08.04.2020 AME
  • AME: Q2 Strong Operating Beat on Record Margins
  • Electrical Equipment & Multi-Industry Buy
    08.03.2020 IR
  • IR: Solid Margin Driven Beat
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 JCI
  • JCI: Onward and Upward
  • Electrical Equipment & Multi-Industry Buy
    07.31.2020 ITT
  • ITT: Tough Markets, Great Execution and BS
  • Electrical Equipment & Multi-Industry Buy
    07.31.2020 ITW
  • ITW: Q2 Beat-Margin Machine
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 NVT
  • NVT: Q2 Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 ITT
  • ITT: Strong Q2 Beat, Cost Control Raises Implied EPS Outlook
  • Electrical Equipment & Multi-Industry Buy
    07.31.2020 JCI
  • JCI: FQ3 Beat - Only EE/MI company with Up 2020 EPS
  • Electrical Equipment & Multi-Industry Buy
    07.31.2020 SPXC
  • SPXC: Strong Q2, Estimates Move Higher
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 FLS
  • FLS: Q2 OP Beat, 2020 Framework Implies Expectations>Street
  • Electrical Equipment & Multi-Industry Hold
    07.30.2020 CARR
  • CARR: Q2 Beat, Resi Resurgence
  • Electrical Equipment & Multi-Industry Hold
    07.30.2020 HUBB
  • HUBB: Q2 Beat - Margin Execution Offsets Factory Disruptions
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 SWK
  • SWK: Q2 Beat - DIY Surge
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 DD
  • DD: Q2 Beat, Electronics Leads the Charge
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 XYL
  • XYL: Q2 In Line w/ Pre-Announcement, Q3E Implied Below Consensus
  • Electrical Equipment & Multi-Industry Hold
    07.30.2020 CARR
  • EE/MI: Quick Earnings Reads - DD, HUBB, SWK and CARR
  • Electrical Equipment & Multi-Industry N/A
    07.29.2020 GE
  • GE: Q2 Miss, Cash Burn
  • Electrical Equipment & Multi-Industry Hold
    07.29.2020 TT
  • TT: Q2 Beat, Driving the Trane
  • Electrical Equipment & Multi-Industry Buy
    07.29.2020 ETN
  • ETN: Q2 Beat, Powering Through on Solid Execution
  • Electrical Equipment & Multi-Industry Buy
    07.29.2020 FLOW
  • FLOW: Upgrading Shares to Buy on Continued Execution
  • Electrical Equipment & Multi-Industry Buy
    07.29.2020 ETN
  • EE/MI: Quick Earnings Reads - GE, ETN, TT and SU
  • Electrical Equipment & Multi-Industry N/A
    07.29.2020 FLOW
  • FLOW: Q2 Broad Outperformance and Improved Outlook
  • Electrical Equipment & Multi-Industry Hold
    07.28.2020 FTV
  • FTV: Q2 Beat, Q3 Firming Up
  • Electrical Equipment & Multi-Industry Buy
    07.28.2020 MMM
  • MMM: Q2 Miss - July Shows Renewed Vigor
  • Electrical Equipment & Multi-Industry Hold
    07.28.2020 ROK
  • ROK: Beat & Raise - Slow Grinding Recovery
  • Electrical Equipment & Multi-Industry Sell
    07.28.2020 CR
  • CR: Cloudy Skies Remain
  • Electrical Equipment & Multi-Industry Hold
    07.28.2020 OTIS
  • OTIS: Q2 Beat and Raise - Driving Performance
  • Electrical Equipment & Multi-Industry Buy
    07.28.2020 MMM
  • EE/MI: Quick Earnings Reads - MMM, OTIS, ROK and ROP
  • Electrical Equipment & Multi-Industry N/A
    07.27.2020 CR
  • CR: Q2 Operational Beat on Better Top-Line, Cost Execution
  • Electrical Equipment & Multi-Industry Hold
    07.27.2020 MMM
  • EE/MI: Chart of the Day - Q220 Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    07.27.2020 IEX
  • IEX: Navigating Wobbly Macro
  • Electrical Equipment & Multi-Industry Hold
    07.24.2020 HON
  • HON: Solid Q2, Grinding it Out
  • Electrical Equipment & Multi-Industry Buy
    07.24.2020 HON
  • HON: Solid Segment Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Buy
    07.23.2020 IEX
  • IEX: Q2 Ahead. Focus on Orders and Decrementals
  • Electrical Equipment & Multi-Industry Hold
    07.23.2020 PNR
  • PNR: Looking for an H2 Splash; Raising PT, Reit Buy
  • Electrical Equipment & Multi-Industry Buy
    07.23.2020 ALLE
  • ALLE: Q2 Beat - Resi Disruptions, Non-Resi Uncertainty
  • Electrical Equipment & Multi-Industry Hold
    07.23.2020 WSO
  • WSO: Q2 Results Ahead; Inventory Read to Carrier
  • Electrical Equipment & Multi-Industry Hold
    07.23.2020 PNR
  • PNR: Q2 Operational Beat; POOL Channel Inventories at Historic Lows
  • Electrical Equipment & Multi-Industry Buy
    07.22.2020 DOV
  • DOV: Gaining Momentum, Backlog the Flywheel
  • Electrical Equipment & Multi-Industry Buy
    07.22.2020 ABB
  • ABB: Q2 Beat, Cautious Outlook
  • Electrical Equipment & Multi-Industry Sell
    07.22.2020 DOV
  • DOV: Solid Q2 Beat, Powering Through
  • Electrical Equipment & Multi-Industry Buy
    07.21.2020 MMM
  • EE/MI: Chart of the Day - US Macro Marginally Better
  • Electrical Equipment & Multi-Industry Hold
    07.21.2020 AME
  • Flow Control: Alfa Laval Reads
  • Electrical Equipment & Multi-Industry N/A
    07.20.2020 CARR
  • EE/MI : Transport Refrigeration Thawing But Still a Big Backlog Hole
  • Electrical Equipment & Multi-Industry N/A
    07.20.2020 LII
  • LII: Heat Wave Could Accentuate Replacement Top
  • Electrical Equipment & Multi-Industry Sell
    07.20.2020 LII
  • LII: Summer Heat, Guide Raise
  • Electrical Equipment & Multi-Industry Sell
    07.17.2020 ALLE
  • ALLE: Chart of the Day - ASSA Read to Americas Division
  • Electrical Equipment & Multi-Industry Hold
    07.17.2020 KNEBV-FI
  • KNEBV-FI: Q2 Beat, China Bounces Back
  • Electrical Equipment & Multi-Industry Hold
    07.16.2020 MMM
  • EE/MI: Chart of the Day - Positive Semiconductor Reads
  • Electrical Equipment & Multi-Industry Hold
    07.16.2020 IR
  • EE/MI: Chart of the Day - Atlas Copco Compressor Read to IR
  • Electrical Equipment & Multi-Industry Hold
    07.15.2020 ABB
  • EE/MI: Q2 Distributor Survey - Digging Out of the Hole
  • Electrical Equipment & Multi-Industry N/A
    07.14.2020 XYL
  • XYL: Q2 Positive Pre-Release on Better Revenue, Decrementals Disappoint
  • Electrical Equipment & Multi-Industry Hold
    07.14.2020 MMM
  • EE/MI : Valuation and Positioning Perspective
  • Electrical Equipment & Multi-Industry N/A
    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
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