Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
05.16.2022 MMM
  • EE/MI: Assessing Sell-Off Relative to Historical PMI Relationships
  • Electrical Equipment & Multi-Industry N/A
    05.13.2022 ROP
  • ROP: Potential Process Divestiture
  • Electrical Equipment & Multi-Industry Hold
    05.12.2022 GE
  • GE: Share Down as Q1 Turbine Orders Surge, Units Flat
  • Electrical Equipment & Multi-Industry Hold
    05.12.2022 SIE-DE
  • SIE-DE: Underlying FQ2 Beat, FY22 Guide Maintained
  • Electrical Equipment & Multi-Industry Buy
    05.11.2022 MMM
  • EE/MI: Chart of the Day - P/E on Prior Trough
  • Electrical Equipment & Multi-Industry Hold
    05.11.2022 ETN
  • Electrical Equipment & Multi-Industry: Midwest Trip (ETN, ITW, PH and More) - A World Away
  • Electrical Equipment & Multi-Industry N/A
    05.10.2022 MMM
  • EE/MI: April 2022 ABC Survey - Mixed Reads
  • Electrical Equipment & Multi-Industry N/A
    05.10.2022 MMM
  • EE/MI: Q1 Wrap - Solid Results, Market Beat down
  • Electrical Equipment & Multi-Industry N/A
    05.05.2022 VNT
  • VNT: Raising Estimates, Reiterate Hold
  • Electrical Equipment & Multi-Industry Hold
    05.05.2022 PH
  • PH: Execution Track Record Grows, Falls on Deaf Market Ears
  • Electrical Equipment & Multi-Industry Buy
    05.05.2022 IR
  • IR: Continued Execution, Reiterate Buy
  • Electrical Equipment & Multi-Industry Buy
    05.04.2022 IR
  • IR: Q122 Beat and EBITDA Raise
  • Electrical Equipment & Multi-Industry Buy
    05.04.2022 EMR
  • EMR: Solid Execution, Guide Bump
  • Electrical Equipment & Multi-Industry Hold
    05.04.2022 JCI
  • JCI: Supply Chain Driven 2022 Miss, 2023 Looks Intact
  • Electrical Equipment & Multi-Industry Buy
    05.04.2022 JCI
  • JCI: Segment EBITA Miss on Supply Chain Disruptions
  • Electrical Equipment & Multi-Industry Buy
    05.04.2022 TT
  • TT: Q1 EPS Beat, FY22 EPS Guide Maintained
  • Electrical Equipment & Multi-Industry Hold
    05.03.2022 ROK
  • ROK: Big FQ2 Miss on Supply Chain, Price/Cost
  • Electrical Equipment & Multi-Industry Hold
    05.03.2022 ITW
  • ITW: Better Top line and Dollar Neutral on Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    05.03.2022 DD
  • DD: Q1 Beat, Share Repo Moves Up The Priority List
  • Electrical Equipment & Multi-Industry Buy
    05.03.2022 AME
  • EE/MI: Quick Earnings Reads - AME, DD, ETN, ROK
  • Electrical Equipment & Multi-Industry N/A
    05.02.2022 MMM
  • EE/MI: Chart of the Day - Q122 Price/Organic Sales Scorecard
  • Electrical Equipment & Multi-Industry Hold
    04.29.2022 HON
  • HON: Late Cycle Pivot
  • Electrical Equipment & Multi-Industry Buy
    04.28.2022 CARR
  • CARR: Solid Q1, Demand Still Holding
  • Electrical Equipment & Multi-Industry Hold
    04.28.2022 SWK
  • SWK: All Pain, No Gain
  • Electrical Equipment & Multi-Industry Buy
    04.28.2022 FTV
  • FTV: Segment OP in Line, FY22 EPS Guide Bump
  • Electrical Equipment & Multi-Industry Hold
    04.28.2022 CARR
  • CARR: Q1 Beat Driven by HVAC
  • Electrical Equipment & Multi-Industry Hold
    04.27.2022 VRT
  • VRT: Tweaking Estimates, Road to Recovery
  • Electrical Equipment & Multi-Industry Hold
    04.27.2022 KNEBV-FI
  • EE/MI: Chart of the Day - Elevated OTIS Margins Differentiate versus Peers
  • Electrical Equipment & Multi-Industry Hold
    04.27.2022 KNEBV-FI
  • KNEBV-FI: Cost Pressures, COVID, China Lead to Q1 Miss
  • Electrical Equipment & Multi-Industry Hold
    04.27.2022 SU-FR
  • SU-FR: Solid Q1 Sales Trends
  • Electrical Equipment & Multi-Industry Hold
    04.26.2022 IEX
  • IEX: Solid Q1 Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    04.26.2022 GE
  • GE: Outlook Continues to Slip
  • Electrical Equipment & Multi-Industry Hold
    04.26.2022 HUBB
  • HUBB: Balanced Growth Drives Beat and Raise
  • Electrical Equipment & Multi-Industry Buy
    04.26.2022 IR
  • IR: Chart of the Day - Positive Read from Atlas Compressor
  • Electrical Equipment & Multi-Industry Buy
    04.26.2022 MMM
  • EE/MI: Quick Earnings Reads - ALLE, GE, HUBB, MMM, ROP
  • Electrical Equipment & Multi-Industry N/A
    04.25.2022 OTIS
  • OTIS: Steady as She Goes
  • Electrical Equipment & Multi-Industry Buy
    04.25.2022 LII
  • LII: Peak Debate Still Rages, Reiterate Sell
  • Electrical Equipment & Multi-Industry Sell
    04.25.2022 LII
  • LII: Resi Beat, Commercial Collapse. Volume Wanes
  • Electrical Equipment & Multi-Industry Sell
    04.22.2022 ALLE
  • EE/MI: Win-Win Security Deal for SWK/ALLE
  • Electrical Equipment & Multi-Industry N/A
    04.21.2022 WSO
  • WSO: Impressive Q1, Reiterate Hold
  • Electrical Equipment & Multi-Industry Hold
    04.21.2022 DOV
  • DOV: Outlook Unchanged, Some Calm is in "Order"
  • Electrical Equipment & Multi-Industry Buy
    04.21.2022 ABB
  • ABB: Segment EBITA in Line, Reiterate Hold
  • Electrical Equipment & Multi-Industry Hold
    04.21.2022 WSO
  • WSO: Massive Q1 Beat, Inventory Growth Outpacing Sales Growth
  • Electrical Equipment & Multi-Industry Hold
    04.20.2022 MMM
  • EE/MI: Chart of the Day - ABI Comes in Strong
  • Electrical Equipment & Multi-Industry Hold
    04.13.2022 MMM
  • EE/MI: Vertical Research Business Mix Chart Book
  • Electrical Equipment & Multi-Industry N/A
    04.12.2022 MMM
  • EE/MI: March 2022 ABC Survey - Demand Solid, Supply the Issue
  • Electrical Equipment & Multi-Industry N/A
    04.12.2022 ABB
  • EE/MI: Q1 Distributor Survey - Strong Sales, Frustration as Price Percolates
  • Electrical Equipment & Multi-Industry N/A
    04.07.2022 SIE-DE
  • SIE-DE: Vertical View - Smart Infrastructure Segment
  • Electrical Equipment & Multi-Industry Buy
    04.05.2022 AYI
  • AYI: FQ2 Beat, Navigating Supply Storm
  • Electrical Equipment & Multi-Industry Hold
    04.04.2022 SWK
  • SWK: Well Positioned for OPE Transition
  • Electrical Equipment & Multi-Industry Buy
    03.31.2022 MMM
  • EE/MI: Q1 Preview - One More Thing
  • Electrical Equipment & Multi-Industry N/A
    03.24.2022 DD
  • DD: Water Tight Growth Outlook
  • Electrical Equipment & Multi-Industry Buy
    03.24.2022 MMM
  • EE/MI: Winds of War Raise Recession Risk
  • Electrical Equipment & Multi-Industry N/A
    03.23.2022 MMM
  • EE/MI: Chart of the Day - February 2022 ABI Relatively Unchanged M/M, New Projects >60
  • Electrical Equipment & Multi-Industry Hold
    03.23.2022 PH
  • PH: Read-Through from Enerpac's FQ2
  • Electrical Equipment & Multi-Industry Buy
    03.23.2022 KNEBV-FI
  • EE/MI: Elevator Up-date - TK Results, China Stimulus, Tracking Toshiba
  • Electrical Equipment & Multi-Industry N/A
    03.22.2022 DOV
  • DOV: Vertical View - Climate & Sustainability Technologies Segment
  • Electrical Equipment & Multi-Industry Buy
    03.18.2022 MMM
  • EE/MI: February 2022 ABC Survey - Demand Still Strong, Price/Cost Remains a Concern
  • Electrical Equipment & Multi-Industry N/A
    03.17.2022 AYI
  • EE/MI: Getting "LED-ucated" - Takeaways from LEDucation Lighting Show
  • Electrical Equipment & Multi-Industry N/A
    03.16.2022 MMM
  • EE/MI: Vertical View - Automotive Remains Supply Chain Ground Zero
  • Electrical Equipment & Multi-Industry N/A
    03.10.2022 GE
  • GE: Driving Towards Break-up
  • Electrical Equipment & Multi-Industry Hold
    03.08.2022 IR
  • EE/MI: Takeaways from Energy Efficiency and Climate Solutions Day
  • Electrical Equipment & Multi-Industry N/A
    03.08.2022 PH
  • PH: $25 in '25 becomes $30 in '27
  • Electrical Equipment & Multi-Industry Buy
    03.08.2022 MMM
  • EE/MI: Vertical View - Russia Highlights China Supply Risks
  • Electrical Equipment & Multi-Industry N/A
    03.07.2022 MMM
  • EE/MI: Chart of the Day - Geographic and F/X Exposures
  • Electrical Equipment & Multi-Industry Hold
    03.04.2022 MMM
  • EE/MI: Vertical View on Semiconductor Situation
  • Electrical Equipment & Multi-Industry N/A
    03.03.2022 HON
  • HON: Sustainable Growth
  • Electrical Equipment & Multi-Industry Buy
    03.01.2022 ETN
  • ETN: Electrical Super Cycle
  • Electrical Equipment & Multi-Industry Buy
    03.01.2022 MMM
  • EE/MI: Chart of the Day - Q421 Price/Organic Sales Scorecard
  • Electrical Equipment & Multi-Industry Hold
    03.01.2022 IR
  • IR: Vertical View - Precision & Science Technologies Segment
  • Electrical Equipment & Multi-Industry Buy
    02.24.2022 IR
  • IR: Continued Execution, Reiterate Buy
  • Electrical Equipment & Multi-Industry Buy
    02.24.2022 EMR
  • EE/MI: Quick Thoughts on Ukraine Situation
  • Electrical Equipment & Multi-Industry N/A
    02.23.2022 IR
  • IR: Q4 In Line, EBITDA Guide Brackets VRP/Street
  • Electrical Equipment & Multi-Industry Buy
    02.23.2022 VRT
  • VRT: Operational Execution In Focus as Company Charts Recovery
  • Electrical Equipment & Multi-Industry Hold
    02.23.2022 SIE-DE
  • SIE-DE: Highlights from Fireside Chat with CFO Ralf Thomas
  • Electrical Equipment & Multi-Industry Buy
    02.22.2022 CARR
  • CARR: 2022 Investor Day Takeaways, Driving Aftermarket
  • Electrical Equipment & Multi-Industry Hold
    02.18.2022 GE
  • GE: Back End Loaded Year That May Never Arrive
  • Electrical Equipment & Multi-Industry Hold
    02.18.2022 DD
  • DD: M&M Deal Upside Surprise
  • Electrical Equipment & Multi-Industry Buy
    02.18.2022 ROP
  • ROP: Vertical View - Process Technologies Segment
  • Electrical Equipment & Multi-Industry Hold
    02.17.2022 VNT
  • VNT: Q4 Beat Overshadowed by 2023 EMV Headwind
  • Electrical Equipment & Multi-Industry Hold
    02.17.2022 SU-FR
  • SU-FR: Solid H2 Results, Demand Strength into 2022
  • Electrical Equipment & Multi-Industry Hold
    02.16.2022 MMM
  • EE/MI: January 2022 ABC Survey - CCI Expectations Down Slightly M/M, Backlogs Begin to Deplete
  • Electrical Equipment & Multi-Industry N/A
    02.16.2022 NVT
  • NVT: Putting Points on the Board
  • Electrical Equipment & Multi-Industry Buy
    02.15.2022 OTIS
  • OTIS: Steady Execution With Upside
  • Electrical Equipment & Multi-Industry Buy
    02.14.2022 MMM
  • MMM: Growth Masked By N95 Drawdown
  • Electrical Equipment & Multi-Industry Hold
    02.11.2022 MMM
  • EE/MI: Q4 Wrap - Industrial Expansion Unfolding
  • Electrical Equipment & Multi-Industry N/A
    02.10.2022 WSO
  • WSO: Q4 Beat, Price/Mix Boost
  • Electrical Equipment & Multi-Industry Hold
    02.10.2022 SIE-DE
  • SIE-DE: Solid FQ1 Beat, Solid Execution on all Fronts
  • Electrical Equipment & Multi-Industry Buy
    02.10.2022 GE
  • GE: 2021 Turbine Share Steady
  • Electrical Equipment & Multi-Industry Hold
    02.08.2022 NVT
  • NVT: Impressive Price and Volume Execution
  • Electrical Equipment & Multi-Industry Buy
    02.08.2022 DD
  • DD: Solid Execution, Transformation Unfolding
  • Electrical Equipment & Multi-Industry Buy
    02.08.2022 CARR
  • CARR: Trimming Estimates, Toshiba Accelerates VRF Strategy
  • Electrical Equipment & Multi-Industry Hold
    02.08.2022 CARR
  • CARR: Q4 OP/EPS Beat driven By Top Line
  • Electrical Equipment & Multi-Industry Hold
    02.04.2022 ETN
  • ETN: Solid Outlook - Electrical Has Sustainable Growth
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 HON
  • HON: Waiting is the Hardest Part
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 PH
  • PH: Solid Beat & Raise, Again
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 HUBB
  • HUBB: Getting Price, Price/Cost Inflecting Positive
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 ABB
  • EE/MI: Quick Earnings Reads - ABB, AME, FTV, HON, HUBB, ITW, PH
  • Electrical Equipment & Multi-Industry N/A
    02.02.2022 EMR
  • EMR: FQ1 Beat, Automation in the Lead
  • Electrical Equipment & Multi-Industry Hold
    02.02.2022 JCI
  • JCI: Reaffirmed FY22 Guide, Favored HVAC Play
  • Electrical Equipment & Multi-Industry Buy
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