Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
08.04.2021 TT
  • TT: Supply Constraints Truncate 2021 Upside, Push to 2022
  • Electrical Equipment & Multi-Industry Buy
    08.04.2021 EMR
  • EMR: Solid FQ3 - Putting Options on the Table
  • Electrical Equipment & Multi-Industry Hold
    08.04.2021 EMR
  • EMR: Beat and Raise as Projects Gain Traction
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 IR
  • IR: Buyback Plus Deals as KKR Exits
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 NVT
  • NVT: Solid Price Execution Underpins Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 AME
  • AME: Solid Q2 and Outlook on Broadening Recovery
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 ETN
  • ETN: Q2 Beat and Raise, Cyclical and Secular Tailwinds
  • Electrical Equipment & Multi-Industry Buy
    08.03.2021 DD
  • DD: Solid Beat and Raise, Lagging FCF
  • Electrical Equipment & Multi-Industry Hold
    08.03.2021 AME
  • EE/MI: Quick Earnings Reads - AME, DD, ETN and NVT
  • Electrical Equipment & Multi-Industry N/A
    08.02.2021 MMM
  • EE/MI: Chart of the Day - Q221 Organic Sales Scorecard
  • Electrical Equipment & Multi-Industry Hold
    08.02.2021 PH
  • PH: Fine Tuning MGGT Deal Math
  • Electrical Equipment & Multi-Industry Buy
    08.02.2021 PH
  • PH: Deal to Acquire Meggitt. Doubles Aerospace Business
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 ITW
  • ITW: Q2 Basically In Line, Demand Surge Drives Backlog Growth
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 JCI
  • JCI: Advancing the Ball
  • Electrical Equipment & Multi-Industry Buy
    07.30.2021 SU-FR
  • SU-FR: Solid Beat Driven By Electrical
  • Electrical Equipment & Multi-Industry Hold
    07.30.2021 FTV
  • FTV: Q2 Beat - Strong Incrementals, Positive Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    07.29.2021 IR
  • IR: Q2 Beat, Solid Price Execution and Healthy M&A Funnel
  • Electrical Equipment & Multi-Industry Buy
    07.29.2021 CARR
  • CARR: Solid Execution and Portfolio Action
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 IR
  • IR: Modest Beat and Raise, Robust Orders & Deal Pipeline
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 VRT
  • VRT: Robust Demand and Lagging Price Sets Up 2022
  • Electrical Equipment & Multi-Industry Buy
    07.28.2021 IEX
  • IEX: Miss and Raise on Robust Orders
  • Electrical Equipment & Multi-Industry Hold
    07.27.2021 GE
  • GE: Q2 Adjusted Cash Beat, Out Years Still In the Zone
  • Electrical Equipment & Multi-Industry Hold
    07.27.2021 SWK
  • SWK: Solid Beat and Raise, MTD Gets Trimmed
  • Electrical Equipment & Multi-Industry Buy
    07.27.2021 HUBB
  • HUBB: Robust Revenue Recovery, Utility OP Miss on Price/Cost
  • Electrical Equipment & Multi-Industry Buy
    07.27.2021 GE
  • EE/MI: Quick Earnings Reads - GE, MMM, ROK, SWK
  • Electrical Equipment & Multi-Industry N/A
    07.26.2021 LII
  • LII: Replacement Displacement - Sell
  • Electrical Equipment & Multi-Industry Sell
    07.26.2021 OTIS
  • OTIS: 2024 Bull Case Morphing to Base Case
  • Electrical Equipment & Multi-Industry Buy
    07.26.2021 LII
  • LII: Q2 Beat, H2 Comps Loom
  • Electrical Equipment & Multi-Industry Sell
    07.23.2021 HON
  • HON: Q2 Beat, Late Cycle Drivers Lining Up
  • Electrical Equipment & Multi-Industry Buy
    07.23.2021 ROP
  • ROP: Modest Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 WSO
  • WSO: Strong Q2 Beat, Mind Tough Resi Comps Ahead
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 ABB
  • ABB: Modest OP Beat, Broadening Recovery
  • Electrical Equipment & Multi-Industry Hold
    07.22.2021 ALLE
  • ALLE: Miss Versus VRP, In Line With Street
  • Electrical Equipment & Multi-Industry Hold
    07.21.2021 MMM
  • EE/MI: Chart of the Day - June ABI Reads Positive to Non-Resi
  • Electrical Equipment & Multi-Industry Hold
    07.20.2021 DOV
  • DOV: Q2 Beat: Another Step toward Compounder Graduation
  • Electrical Equipment & Multi-Industry Buy
    07.20.2021 DOV
  • DOV: Solid Beat and Raise - Backlogs Up
  • Electrical Equipment & Multi-Industry Buy
    07.19.2021 ALLE
  • ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
  • Electrical Equipment & Multi-Industry Hold
    07.19.2021 VNT
  • VNT: Positive Preannouncement, Acquires DRB Systems
  • Electrical Equipment & Multi-Industry Hold
    07.19.2021 IR
  • IR: Deal Target?-Going for the FLOW
  • Electrical Equipment & Multi-Industry Buy
    07.15.2021 ABB
  • EE/MI: Q2 Distributor Survey - Solid Snapback with Pricing Power
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 MMM
  • EE/MI: June 2021 ABC Survey - Contractors "Constructive" On H221
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 LII
  • LII: Guide Raise, CEO Retirement Suggests Sale Unlikely
  • Electrical Equipment & Multi-Industry N/A
    07.12.2021 FTV
  • FTV: Software Deal, Q2 Upside
  • Electrical Equipment & Multi-Industry Buy
    07.09.2021 CARR
  • EE/MI: Chart of the Day - Resi HVAC - Robust, But Plateauing?
  • Electrical Equipment & Multi-Industry Buy
    07.08.2021 MMM
  • EE/MI: Q2 Preview - The Beats Go On
  • Electrical Equipment & Multi-Industry N/A
    07.01.2021 AYI
  • AYI: Takeaways from FQ321 Earnings/2021 Investor Day
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 AYI
  • AYI: Gross Margins Continue to Improve, Investor Day at 9AM
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 IR
  • IR: Vertical View - Industrial Technologies and Services Segment
  • Electrical Equipment & Multi-Industry Buy
    06.30.2021 MMM
  • EE/MI: Don't Fear the Taper
  • Electrical Equipment & Multi-Industry N/A
    06.29.2021 PH
  • PH: Read-Through from Enerpac's FQ3
  • Electrical Equipment & Multi-Industry Buy
    06.25.2021 ROK
  • ROK: Software Flex with Plex
  • Electrical Equipment & Multi-Industry Hold
    06.24.2021 SIE-DE
  • SIE-DE: Raising the Bar on Performance Metrics
  • Electrical Equipment & Multi-Industry Buy
    06.24.2021 OTIS
  • OTIS/KNEBV-FI: Examining the Value Gap
  • Electrical Equipment & Multi-Industry N/A
    06.23.2021 GE
  • GE: Aviation at VRP Virtual Paris Airshow
  • Electrical Equipment & Multi-Industry Hold
    06.22.2021 ETN
  • EE/MI: Chart of the Day - Deeper Dive Into T&D
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 IR
  • IR: Seepex Acquisition Strengthens Precision & Science Portfolio
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 MMM
  • EE/MI : F/X Update - Looking for a Translation
  • Electrical Equipment & Multi-Industry N/A
    06.17.2021 IR
  • IR: Upgrade to Buy - Balance Sheet Could Air it Out
  • Electrical Equipment & Multi-Industry Buy
    06.16.2021 SWK
  • SWK: Conquering the Comps
  • Electrical Equipment & Multi-Industry Buy
    06.15.2021 MMM
  • EE/MI : May 2021 ABC Survey - Contractor Optimism Continues
  • Electrical Equipment & Multi-Industry N/A
    06.14.2021 JCI
  • EE/MI: Chart(s) of the Day - April AHRI and HARDI Data Strong, Mind Seasonally Weak Q3 in HVAC
  • Electrical Equipment & Multi-Industry Buy
    06.11.2021 FTV
  • FTV: Vertical View - Intelligent Operating Solutions Segment
  • Electrical Equipment & Multi-Industry Buy
    06.10.2021 ETN
  • EE/MI - Utilities & Power: Vertical View - T&D Outlook Still Robust
  • Electrical Equipment & Multi-Industry N/A
    06.08.2021 HON
  • HON: A Quantum Step toward Monetization
  • Electrical Equipment & Multi-Industry Buy
    06.08.2021 ETN
  • EE/MI: Data Center REIT Capital Spending and Strategic Action
  • Electrical Equipment & Multi-Industry N/A
    06.04.2021 MMM
  • EE/MI: Chart of the Day - Revision Review Highlights GE Erosion
  • Electrical Equipment & Multi-Industry Hold
    06.03.2021 OTIS
  • OTIS: Late Cycle Self-Help Play - $5 FCF in 2024?
  • Electrical Equipment & Multi-Industry Buy
    06.02.2021 PH
  • EE/MI: Chart of the Day - DCI Filtration Read-Through to PH
  • Electrical Equipment & Multi-Industry Buy
    06.02.2021 MMM
  • EE/MI: Multi-Industry Valuation Monitor - June 2021
  • Electrical Equipment & Multi-Industry N/A
    06.01.2021 LII
  • LII: Downgrade to Sell - Resi Comps Too Hot to Handle
  • Electrical Equipment & Multi-Industry Sell
    05.26.2021 MMM
  • EE/MI: Chart of the Day - Non-Resi Green Shoots
  • Electrical Equipment & Multi-Industry Hold
    05.25.2021 CARR
  • CARR: Chubb on the Bubble
  • Electrical Equipment & Multi-Industry Buy
    05.24.2021 MMM
  • EE/MI: Vertical View - 5G, DC, and Edge Chartbook
  • Electrical Equipment & Multi-Industry N/A
    05.19.2021 FTV
  • FTV: Meeting Highlights - Compounding Business Profile
  • Electrical Equipment & Multi-Industry Buy
    05.19.2021 MMM
  • MMM: Vertical View - Transportation and Electronics Segment
  • Electrical Equipment & Multi-Industry Hold
    05.18.2021 MMM
  • EE/MI & Flow Control: Vertical View - M&A Deep Dive
  • Electrical Equipment & Multi-Industry N/A
    05.13.2021 SWK
  • SWK: Feeding the Growth Machine
  • Electrical Equipment & Multi-Industry Buy
    05.12.2021 GE
  • GE: Weak Q1 Turbine Orders and Utilization
  • Electrical Equipment & Multi-Industry Hold
    05.11.2021 MMM
  • EE/MI: April 2021 ABC Survey - Outlook Remains Positive
  • Electrical Equipment & Multi-Industry N/A
    05.11.2021 MMM
  • EE/MI: Q1 Wrap: What a Difference a Year Makes
  • Electrical Equipment & Multi-Industry N/A
    05.07.2021 SIE-DE
  • SIE-DE: FQ2 Beat, Automation Leads the Industry
  • Electrical Equipment & Multi-Industry Buy
    05.06.2021 VNT
  • VNT: Solid Beat, Tools Have Torque
  • Electrical Equipment & Multi-Industry Hold
    05.05.2021 TT
  • TT: Transport Ramping as Commercial Gains Traction
  • Electrical Equipment & Multi-Industry Buy
    05.05.2021 EMR
  • EMR: FQ2 Beat, In the "Process" of Turning
  • Electrical Equipment & Multi-Industry Hold
    05.05.2021 TT
  • TT: Big Q1 Beat-Resi and Transport Lead the Way
  • Electrical Equipment & Multi-Industry Buy
    05.04.2021 ETN
  • ETN: Shifting Into Higher Gear
  • Electrical Equipment & Multi-Industry Buy
    05.04.2021 DD
  • DD: Solid Q1, Delivering on Deliverables
  • Electrical Equipment & Multi-Industry Hold
    05.04.2021 ETN
  • ETN: Q1 Beat and Raise - Electrical Has the Juice
  • Electrical Equipment & Multi-Industry Buy
    05.03.2021 LII
  • EE/MI: Chart(s) of the Day - Q121 Organic Sales - Pair SWK vs LII
  • Electrical Equipment & Multi-Industry Hold
    04.30.2021 JCI
  • JCI: Transformation Gaining Momentum
  • Electrical Equipment & Multi-Industry Buy
    04.30.2021 ITW
  • ITW: Raising the Bar on Operational Execution
  • Electrical Equipment & Multi-Industry Buy
    04.30.2021 JCI
  • JCI: Solid Beat and Raise - Shooting for $4 in 2023
  • Electrical Equipment & Multi-Industry Buy
    04.29.2021 CARR
  • CARR: Robust Resi, Commercial Turn
  • Electrical Equipment & Multi-Industry Buy
    04.29.2021 PH
  • PH: Solid FQ3, Continued Transformation
  • Electrical Equipment & Multi-Industry Buy
    04.29.2021 NVT
  • NVT: Q121 Beat, FY21 Guide Raise
  • Electrical Equipment & Multi-Industry Hold
    04.28.2021 IR
  • IR: Solid Beat, Modest Raise
  • Electrical Equipment & Multi-Industry Hold
    04.28.2021 VRT
  • VRT: Robust Q1, Demand Broadening Out
  • Electrical Equipment & Multi-Industry Buy
    04.28.2021 ROK
  • ROK: Solid FQ2 Beat, Inflecting to Growth
  • Electrical Equipment & Multi-Industry Hold
    04.28.2021 SWK
  • SWK: Huge Q1 Beat, Full Steam Ahead
  • Electrical Equipment & Multi-Industry Buy
    04.28.2021 KNEBV-FI
  • EE/MI: Quick Earnings Reads - KONE, ROK, SWK and VRT
  • Electrical Equipment & Multi-Industry N/A
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