Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
11.24.2020 JCI
  • JCI: Battleground - Fighting for Re-Rate
  • Electrical Equipment & Multi-Industry Buy
    11.20.2020 MMM
  • EE/MI: Cycle Pulse Check - Peak PMI Pressure
  • Electrical Equipment & Multi-Industry N/A
    11.19.2020 DOV
  • DOV: Plenty of Gas to Power Through EMV
  • Electrical Equipment & Multi-Industry Buy
    11.19.2020 ABB
  • ABB: Cautious on Sales, Focused on Margins
  • Electrical Equipment & Multi-Industry Sell
    11.18.2020 SWK
  • SWK: Fireside Chat Confirm Red Hot Business
  • Electrical Equipment & Multi-Industry Buy
    11.18.2020 OTIS
  • OTIS: Serving Up An Even Stickier Business Model
  • Electrical Equipment & Multi-Industry Buy
    11.18.2020 VRT
  • VRT: Buy - Self-Help with Secular Tailwind
  • Electrical Equipment & Multi-Industry Buy
    11.17.2020 ROK
  • ROK: Automation Fair Focus on Software/Services
  • Electrical Equipment & Multi-Industry Sell
    11.13.2020 MMM
  • EE/MI: Chart(s) of the Day - Resi HVAC Channel Re-Fill May be Largely Complete
  • Electrical Equipment & Multi-Industry Hold
    11.12.2020 SIE-DE
  • SIE-DE: FQ4 Beat, Cash Execution, 2021 Caution
  • Electrical Equipment & Multi-Industry Buy
    11.11.2020 MMM
  • EE/MI : ABC Survey Shows Improving Non-Resi Sentiment
  • Electrical Equipment & Multi-Industry N/A
    11.11.2020 GE
  • EE/MI: GE Turbine Share Snaps Back Through 9M
  • Electrical Equipment & Multi-Industry N/A
    11.11.2020 MMM
  • EE/MI: Post Election, Q3 Wrap - Forging Ahead
  • Electrical Equipment & Multi-Industry N/A
    11.10.2020 ROK
  • ROK: Ferrari Multiple on Chevy Growth
  • Electrical Equipment & Multi-Industry Sell
    11.06.2020 FLS
  • FLS: Challenged Markets, COVID Cloud Outlook
  • Electrical Equipment & Multi-Industry Hold
    11.06.2020 FLS
  • FLS: Q3 Operational Beat, 2-Year Order Stack In Line w/ Peers
  • Electrical Equipment & Multi-Industry Hold
    11.05.2020 PH
  • PH: Solid Execution, Raising the Bar
  • Electrical Equipment & Multi-Industry Hold
    11.05.2020 PH
  • PH: Big Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    11.04.2020 MMM
  • EE/MI: Gridlock Appears the Clear Winner
  • Electrical Equipment & Multi-Industry N/A
    11.03.2020 JCI
  • JCI: Solid Execution, $3 in View for FY 2022
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 ETN
  • ETN: Resilient Q3, Solid Execution
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 JCI
  • JCI: FQ4 Beat-Execution Track Record Growing
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 ETN
  • ETN: Q3 Beat, Solid Margins and Cash Flow
  • Electrical Equipment & Multi-Industry Buy
    11.02.2020 IR
  • IR: Solid Q3 Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    11.02.2020 ITT
  • ITT: Raising Estimates; Catch Up Call With CFO
  • Electrical Equipment & Multi-Industry Buy
    10.30.2020 NVT
  • NVT: Q3 Beat, Thermal Running Cold
  • Electrical Equipment & Multi-Industry Hold
    10.30.2020 HON
  • HON: Raising Estimates - $7, $8, $9 (Maybe $10)
  • Electrical Equipment & Multi-Industry Buy
    10.30.2020 XYL
  • XYL: Opex Resilience, Capex Delays; MCS and Cost in Focus
  • Electrical Equipment & Multi-Industry Hold
    10.30.2020 ITT
  • ITT: Solid Q3 Beat, OE Friction Outgrowth; Single Digit Q4 Decremental
  • Electrical Equipment & Multi-Industry Buy
    10.30.2020 HON
  • HON: Q3 Beat and Raise - Muscling Through
  • Electrical Equipment & Multi-Industry Buy
    10.29.2020 SPXC
  • SPXC: Q3 Ahead; Order Shift, Some Slowing Leave Q4 Below Street
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 CARR
  • CARR: Resi the "Carrier" of Q3 Success
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 DD
  • DD: Three in a Row - Raising Estimates
  • Electrical Equipment & Multi-Industry Buy
    10.29.2020 XYL
  • XYL: Q3 Ahead, Q4 Outlook Below Street
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 AME
  • AME: Q3 Beat on Strong Margins
  • Electrical Equipment & Multi-Industry Buy
    10.29.2020 CARR
  • CARR: Big Resi Beat
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 DD
  • DD: Q3 Beat on Auto & Electronics
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 IEX
  • IEX: Trends Improve, M&A and COVID Wins Shift Into Focus
  • Electrical Equipment & Multi-Industry Hold
    10.28.2020 GE
  • GE: Battleship Slowly Starting To Turn
  • Electrical Equipment & Multi-Industry Hold
    10.28.2020 TT
  • TT: Raising Estimates on Excellent Execution
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 FLOW
  • FLOW: Execution Solid Again; Plenty of Firepower
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 TT
  • TT: Q3 Big Beat, Bookings Pave a Path Higher
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 FLOW
  • FLOW: Substantial Q3 OP Beat, Deleveraging Supports Pivot to Offense
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 GE
  • GE: OP Beat, FCF Positive, Orders Grim
  • Electrical Equipment & Multi-Industry Hold
    10.28.2020 FTV
  • FTV: Q3 Beat, Robust FCF in Focus
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 IEX
  • IEX: Strong Q3, September Orders Positive; CEO Transition
  • Electrical Equipment & Multi-Industry Hold
    10.27.2020 HUBB
  • HUBB: Utility Powers Earnings Upside
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 SWK
  • SWK: Structural Margin Improvement Adds $1 to 2021 EPS Outlook
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 ROP
  • ROP: Slow Software Growth Weighs on Valuation
  • Electrical Equipment & Multi-Industry Hold
    10.27.2020 HUBB
  • EE/MI : Quick Earnings Reads - SWK, HUBB, MMM, ROP
  • Electrical Equipment & Multi-Industry N/A
    10.27.2020 CR
  • CR: Q3 Operational Beat, Q4 Guide Below Street
  • Electrical Equipment & Multi-Industry Hold
    10.26.2020 OTIS
  • OTIS: Raising Numbers, Consistent Execution
  • Electrical Equipment & Multi-Industry Buy
    10.26.2020 OTIS
  • OTIS: Q3 Beat-Service Margins Move to Higher Floor
  • Electrical Equipment & Multi-Industry Buy
    10.23.2020 ITW
  • ITW: Solid Q3 - Business Model Aces the Test
  • Electrical Equipment & Multi-Industry Hold
    10.23.2020 ABB
  • ABB: Headline Beat, Muted Momentum
  • Electrical Equipment & Multi-Industry Sell
    10.23.2020 ITW
  • ITW: Q3 Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 ALLE
  • ALLE: Raising Numbers, But 2021 Outlook Unsecured
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 WSO
  • WSO: Sales In Line, OP Ahead
  • Electrical Equipment & Multi-Industry Sell
    10.22.2020 PNR
  • PNR: Chart of the Day - POOL Check, Inventories at Decade Low
  • Electrical Equipment & Multi-Industry Buy
    10.22.2020 SU-FR
  • SU-FR: Solid Q3 - Electrically Charged
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 ALLE
  • ALLE: Q3 Beat on Top Line and Margins
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 KNEBV-FI
  • KNEBV-FI: Solid Q3 Led By China
  • Electrical Equipment & Multi-Industry Hold
    10.21.2020 MMM
  • EE/MI: Charts of the Day - Navigating the Reverse Square Root Recovery
  • Electrical Equipment & Multi-Industry N/A
    10.21.2020 ALLE
  • EE/MI: Chart of the Day - ASSA Read to ALLE Americas
  • Electrical Equipment & Multi-Industry Hold
    10.20.2020 PNR
  • PNR: Big Q3 Splash, Rising Valuation Tide Keeps Us at Buy
  • Electrical Equipment & Multi-Industry Buy
    10.20.2020 DOV
  • DOV: Raising the Bar, Graduating to a Higher Grade
  • Electrical Equipment & Multi-Industry Buy
    10.20.2020 PNR
  • PNR: Big Q3 Pool Beat
  • Electrical Equipment & Multi-Industry Buy
    10.20.2020 DOV
  • DOV: Q3 Beat and Raise
  • Electrical Equipment & Multi-Industry Buy
    10.19.2020 LII
  • LII: Beat and Raise - Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    10.16.2020 ABB
  • EE/MI: Q3 Distributor Survey - Demand Bounces, Tepid Path from Here
  • Electrical Equipment & Multi-Industry N/A
    10.15.2020 MMM
  • EE/MI: Chart(s) of the Day - Checking the Global Macro Pulse
  • Electrical Equipment & Multi-Industry Hold
    10.13.2020 MMM
  • EE/MI: ABC Survey Shows Continued Non-Resi Deceleration
  • Electrical Equipment & Multi-Industry N/A
    10.13.2020 SWK
  • SWK: DIY Earnings Bridge to 2022
  • Electrical Equipment & Multi-Industry Buy
    10.12.2020 ROP
  • EE/MI and Flow Control : Smart Meter Read from Landis+Gyr
  • Electrical Equipment & Multi-Industry N/A
    10.12.2020 VNT
  • VNT: Initiate at Hold - EMV Fueling Roll-Off Puts 2021 EPS Growth on Empty
  • Electrical Equipment & Multi-Industry Hold
    10.09.2020 MMM
  • EE/MI: Chart of the Day - August Air Conditioner Shipments Strong, Raising Bar for '21
  • Electrical Equipment & Multi-Industry Hold
    10.09.2020 GE
  • EE/MI: Vertical View - Renewables: Picks and Shovels
  • Electrical Equipment & Multi-Industry N/A
    10.08.2020 AYI
  • AYI: FQ4 Beat, But Pricing Outlook Dims
  • Electrical Equipment & Multi-Industry Hold
    10.08.2020 AYI
  • AYI: FQ4 Beat, Price/Mix Erosion
  • Electrical Equipment & Multi-Industry Hold
    10.07.2020 MMM
  • EE/MI: Vertical View - Non-Residential Construction
  • Electrical Equipment & Multi-Industry N/A
    10.06.2020 SIE-DE
  • SIE-DE: Upgrade to Buy: Not Your Papa's German GE
  • Electrical Equipment & Multi-Industry Buy
    10.05.2020 FTV
  • FTV: Highlights From Vontier Virtual Meeting
  • Electrical Equipment & Multi-Industry Buy
    10.05.2020 FTV
  • FTV: Raising Q3 Guide Again, Implied Math Points to Further Upside
  • Electrical Equipment & Multi-Industry Buy
    10.01.2020 AYI
  • EE/MI: Vertical View - UV Lighting; AYI Bull/Bear
  • Electrical Equipment & Multi-Industry N/A
    10.01.2020 AME
  • Flow Control/SMID : Q3 Preview + Bridges, Balance Sheets, and Biden
  • Electrical Equipment & Multi-Industry N/A
    09.30.2020 PH
  • PH: Read-Through from Enerpac's FQ4
  • Electrical Equipment & Multi-Industry Hold
    09.30.2020 MMM
  • EE/MI: Q3 Preview - Settling in to New Normal
  • Electrical Equipment & Multi-Industry N/A
    09.29.2020 KNEBV-FI
  • KNEBV-FI: CMD Highlights "Smart" Future
  • Electrical Equipment & Multi-Industry Hold
    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
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