Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
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
    06.13.2019 UTX
  • UTX: Upgrade to Buy - The Beatings Will Continue Until Morale Improves
  • Electrical Equipment & Multi-Industry Buy
    06.12.2019 AME
  • Flow Control: Half Time Update with Downside Considerations
  • Electrical Equipment & Multi-Industry N/A
    06.10.2019 UTX
  • UTX: Post-Merger Call Thoughts
  • Electrical Equipment & Multi-Industry Hold
    06.09.2019 UTX
  • UTX: The Urge to Merge With Raytheon
  • Electrical Equipment & Multi-Industry Hold
    06.09.2019 UTX
  • UTX: Quick Thoughts on RTN Speculation
  • Electrical Equipment & Multi-Industry Hold
    06.06.2019 FTV
  • FTV: Software Deal Will Require Some Intelexecution
  • Electrical Equipment & Multi-Industry Hold
    06.05.2019 CAT
  • EE/MI and Machinery: Chicago Field Trip: ITW, DOV, IEX, CAT, CNHI, Komatsu
  • Electrical Equipment & Multi-Industry N/A
    06.03.2019 HON
  • EE/MI: HON & ITW CEO Road Trips
  • Electrical Equipment & Multi-Industry N/A
    05.31.2019 AYI
  • EE/MI: Chart of the Day - Mexican Manufacturing In Focus Following New Tariff
  • Electrical Equipment & Multi-Industry Hold
    05.30.2019 MMM
  • EE/MI: Risk-Off Playbook
  • Electrical Equipment & Multi-Industry N/A
    05.30.2019 MMM
  • EE/MI: Chart of the Day - Semicon: Rare Earth Ban by China Threatens Already Weak Market
  • Electrical Equipment & Multi-Industry Hold
    05.30.2019 AYI
  • EE/MI: Chart of the Day - T&D: Distributing the Growth
  • Electrical Equipment & Multi-Industry Hold
    05.28.2019 ETN
  • EE/MI: FERC Filings Show Continued Utility Distribution Growth
  • Electrical Equipment & Multi-Industry N/A
    05.23.2019 AYI
  • EE/MI: Illuminations from LIGHTFAIR 2019
  • Electrical Equipment & Multi-Industry N/A
    05.22.2019 NVT
  • EE/MI: EPG Wrap: Waiting for Another Turn of the Cards
  • Electrical Equipment & Multi-Industry N/A
    05.21.2019 ITW
  • EE/MI: EPG Day 2: Portfolio Optimization and Optionality
  • Electrical Equipment & Multi-Industry N/A
    05.21.2019 CR
  • CR: Going Hostile on CIR in Bold Bid; Attractive Returns/Accretion
  • Electrical Equipment & Multi-Industry Buy
    05.20.2019 FTV
  • EE/MI: EPG Day 1: Steady Sailing in April
  • Electrical Equipment & Multi-Industry N/A
    05.17.2019 FTV
  • FTV: Driving Business Model Changes
  • Electrical Equipment & Multi-Industry Hold
    05.17.2019 SWK
  • SWK: Innovation and Transformation to Control its Own Destiny
  • Electrical Equipment & Multi-Industry Buy
    05.15.2019 AME
  • Flow Control: Post Q1 Playbook; Introducing Group Portfolio Chartbook
  • Electrical Equipment & Multi-Industry N/A
    05.15.2019 HON
  • HON: Methodically Raising the Bar
  • Electrical Equipment & Multi-Industry Buy
    05.15.2019 GE
  • EE/MI: Q1 Turbine Orders Bounce, Shares Relatively Stable
  • Electrical Equipment & Multi-Industry N/A
    05.13.2019 SIE-DE
  • SIE-DE: 2020+ Adds Focus to SOTP Value
  • Electrical Equipment & Multi-Industry Buy
    05.13.2019 MMM
  • EE/MI : Q119 Wrap-Up: Trade War Heats Up, Flurry of Deal Making
  • Electrical Equipment & Multi-Industry N/A
    05.03.2019 ITT
  • ITT: Beat and Raise; IP, CCT Lead with MT Resilient
  • Electrical Equipment & Multi-Industry Buy
    05.03.2019 SPXC
  • SPXC: Q1 Basically In Line, FY Guide Affirmed, Q2 Guide Light
  • Electrical Equipment & Multi-Industry Buy
    05.02.2019 XYL
  • XYL: Growth Truncated by Margin Decline; H2 Still a Steep Climb
  • Electrical Equipment & Multi-Industry Hold
    05.02.2019 PH
  • PH: Our 2020 Vision Says Core Numbers Are 50c Too High
  • Electrical Equipment & Multi-Industry Hold
    05.02.2019 AME
  • AME: Removed from "Top Pick" List. Maintain Buy
  • Electrical Equipment & Multi-Industry Buy
    05.02.2019 MMM
  • MMM: Acelity Expands HC, Pressures Returns
  • Electrical Equipment & Multi-Industry Hold
    05.02.2019 PH
  • PH: FQ3 NA OP Miss. Orders Weak, Q4 Cut
  • Electrical Equipment & Multi-Industry Hold
    05.01.2019 JCI
  • JCI: Making Traction, Raising Estimates For Redeployment
  • Electrical Equipment & Multi-Industry Hold
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