Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
12.06.2019 DD
  • DD: Peak PFAS Paranoia? Upgrade to Buy
  • Electrical Equipment & Multi-Industry Buy
    12.03.2019 UTX
  • UTX: Window into Otis through Spain
  • Electrical Equipment & Multi-Industry Buy
    12.02.2019 GE
  • GE: Scrubbing Our Healthcare Forecast
  • Electrical Equipment & Multi-Industry Hold
    11.25.2019 KNEBV-FI
  • KNEBV-FI: Vertical Lift - Initiate at Hold
  • Electrical Equipment & Multi-Industry Hold
    11.22.2019 ALLE
  • EE/MI: Security Highlights from ISC East
  • Electrical Equipment & Multi-Industry N/A
    11.22.2019 HON
  • HON: HBT Segment Forges Ahead
  • Electrical Equipment & Multi-Industry Buy
    11.21.2019 ROK
  • ROK: Investor Day Takeaways and Chart Book Update (request)
  • Electrical Equipment & Multi-Industry Hold
    11.18.2019 AME
  • Flow Control/SMID: Slowdown Preparedness, Restructuring and 2020 Capex
  • Electrical Equipment & Multi-Industry N/A
    11.14.2019 GE
  • EE/MI: GE Claws Back Turbine Share Through 9M
  • Electrical Equipment & Multi-Industry N/A
    11.14.2019 HON
  • HON: SPS Deep Dive - Mixed Outlook
  • Electrical Equipment & Multi-Industry Buy
    11.13.2019 SPXC
  • SPXC: Announcing Strategic HVAC Acquisition
  • Electrical Equipment & Multi-Industry Buy
    11.13.2019 ABB
  • EE/MI: Vertical View: Beyond the Hyperscale Hiccup, Data Center Demand Drives Higher
  • Electrical Equipment & Multi-Industry N/A
    11.12.2019 ROK
  • ROK: Growth Similar to Automation Peers, Beats Short Cycle Basket
  • Electrical Equipment & Multi-Industry Hold
    11.12.2019 ROK
  • ROK: FQ4 Beat, Higher Headline Guide, But Operationally In Line
  • Electrical Equipment & Multi-Industry Hold
    11.07.2019 SIE-DE
  • SIE-DE: FQ4 Beat on Margins, Raising Operational Estimates
  • Electrical Equipment & Multi-Industry Buy
    11.07.2019 JCI
  • JCI: Steady Performance, Guide Well Dialed
  • Electrical Equipment & Multi-Industry Hold
    11.07.2019 JCI
  • JCI: FQ4 and Guide Basically In Line
  • Electrical Equipment & Multi-Industry Hold
    11.06.2019 MMM
  • EE/MI: Q3 Wrap - Fundamentals Tough, But Stocks Look Through
  • Electrical Equipment & Multi-Industry N/A
    11.05.2019 EMR
  • EMR: Running Start on Restructuring to Counter Macro Headwinds
  • Electrical Equipment & Multi-Industry Buy
    11.05.2019 EMR
  • EMR: FQ4 OP Miss, Soft Outlook
  • Electrical Equipment & Multi-Industry Buy
    11.04.2019 DOV
  • DOV: Looking Through the Fridge - Opportunity at DOV Refrigeration
  • Electrical Equipment & Multi-Industry Buy
    11.01.2019 ITT
  • ITT: Plenty of Runway; Remains a Top FC/SMID Pick
  • Electrical Equipment & Multi-Industry Buy
    11.01.2019 ITT
  • ITT: Delivers the Goods; Remains Top FC/SMID Pick
  • Electrical Equipment & Multi-Industry Buy
    10.31.2019 FLS
  • FLS: Markets Slowing, Maintain Hold
  • Electrical Equipment & Multi-Industry Hold
    10.31.2019 PH
  • PH: First Cut is the Deepest?
  • Electrical Equipment & Multi-Industry Hold
    10.31.2019 DD
  • DD: Solid Execution, Tweaking Estimates
  • Electrical Equipment & Multi-Industry Hold
    10.31.2019 AME
  • Flow Control: Q3 Earnings Flurry - AME, FLS Beat, XYL Miss and Lower Again
  • Electrical Equipment & Multi-Industry N/A
    10.31.2019 PH
  • PH: Massive Outlook Cut As Industrial Orders Sag
  • Electrical Equipment & Multi-Industry Hold
    10.31.2019 DD
  • DD: EPS Inline, EBITDA Miss, Guide Tightened
  • Electrical Equipment & Multi-Industry Hold
    10.31.2019 SPXC
  • SPXC: HVAC Beat and Guidance Raise; Reit Buy
  • Electrical Equipment & Multi-Industry Buy
    10.30.2019 GE
  • GE: Making Progress, But FCF Upside Boosted By Transitory Factors
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 IEX
  • IEX: Strong Cash and Margins Despite Slowing; Trimming '20
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 FLOW
  • FLOW: Q3 Beat, Selectivity Strategy Boosting F&B Margins
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 NVT
  • NVT: Modest Q3 Beat, Guide Cut In Line With Expectations
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 GE
  • GE: Industrial OP Miss, Cash Upside
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 HUBB
  • HUBB: Solid Q3, Accumulating Points on The Board
  • Electrical Equipment & Multi-Industry Buy
    10.30.2019 ETN
  • ETN: Solid Q3 Cash and Margin Execution, Cutting 2020 Further
  • Electrical Equipment & Multi-Industry Hold
    10.30.2019 IR
  • IR: Q3 Highlights Competitive Outperformance
  • Electrical Equipment & Multi-Industry Buy
    10.30.2019 IEX
  • IEX: Q3 Margins Deliver Despite Slowing Macro
  • Electrical Equipment & Multi-Industry Hold
    10.29.2019 CR
  • CR: 2020 Just Got Cloudier; Cutting Estimates, Downgrading to Hold
  • Electrical Equipment & Multi-Industry Hold
    10.29.2019 HUBB
  • HUBB: Q3 Beat, Power On
  • Electrical Equipment & Multi-Industry Buy
    10.29.2019 ETN
  • ETN: Q3 Beat, Outlook Cut
  • Electrical Equipment & Multi-Industry Hold
    10.29.2019 IR
  • IR: Q3 Operationally In Line, Climate Orders Positive
  • Electrical Equipment & Multi-Industry Buy
    10.29.2019 CR
  • CR: Halt the Presses; Q3 Miss Driven by Crane Currency
  • Electrical Equipment & Multi-Industry Buy
    10.28.2019 EMR
  • EMR: Order Deceleration Foreshadows 2020 Restructuring
  • Electrical Equipment & Multi-Industry Buy
    10.28.2019 MMM
  • EE/MI: Mid Earnings Season Update Shows Short Cycle Still Losing Ground
  • Electrical Equipment & Multi-Industry N/A
    10.25.2019 ALLE
  • ALLE: Solid Q3 Beat, Year On Track
  • Electrical Equipment & Multi-Industry Hold
    10.25.2019 ITW
  • ITW: Q3 Supported by Solid Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    10.24.2019 FTV
  • FTV: Miss and Lower, Cloudy Short Cycle Outlook
  • Electrical Equipment & Multi-Industry Hold
    10.24.2019 MMM
  • MMM: Miss and Lower, Short Cycle Challenges Persist
  • Electrical Equipment & Multi-Industry Hold
    10.24.2019 SWK
  • SWK: Positioned to Make Headway against Headwinds in 2020
  • Electrical Equipment & Multi-Industry Buy
    10.24.2019 ROP
  • ROP: Mixed Q3, Tolling Rings the Bell
  • Electrical Equipment & Multi-Industry Hold
    10.24.2019 ALLE
  • EE/MI: Quick Earnings Reads - ALLE, MMM, ROP, SU-FR, SWK
  • Electrical Equipment & Multi-Industry N/A
    10.23.2019 PNR
  • PNR: Pool Check; Signs of Stabilization
  • Electrical Equipment & Multi-Industry Hold
    10.23.2019 ABB
  • ABB: Basically in Line, CF Weak, Orders Mixed
  • Electrical Equipment & Multi-Industry Hold
    10.23.2019 PNR
  • PNR: Q3 OP In Line, Q4 Guide Looks Reasonable
  • Electrical Equipment & Multi-Industry Hold
    10.22.2019 UTX
  • UTX: Solid Q3 Beat - Three out of Four Isn't Bad
  • Electrical Equipment & Multi-Industry Buy
    10.22.2019 UTX
  • UTX: Beat & Raise - Aero Flying High
  • Electrical Equipment & Multi-Industry Buy
    10.21.2019 LII
  • LII: Reiterate Sell - Full Valuation, Minimal EPS Growth
  • Electrical Equipment & Multi-Industry Sell
    10.21.2019 LII
  • LII: Q3 Miss and Lower, FCF Weak
  • Electrical Equipment & Multi-Industry Sell
    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
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