Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
10.03.2022 VRT
  • VRT: CEO Transition, Miss on F/X, Sticking with Ambitious 2023 Goals
  • Electrical Equipment & Multi-Industry Hold
    09.29.2022 PH
  • PH: Read-Through from Enerpac's FQ4
  • Electrical Equipment & Multi-Industry Buy
    09.29.2022 ETN
  • EE/MI: Chart(s) of the Day - T&D Perspective Following Major Hurricanes
  • Electrical Equipment & Multi-Industry Buy
    09.29.2022 MMM
  • EE/MI: Q3 on Track - Forward Headwinds Mounting
  • Electrical Equipment & Multi-Industry N/A
    09.28.2022 PH
  • PH: Meggitt Close Formalizes our $25 in 2025 View
  • Electrical Equipment & Multi-Industry Buy
    09.23.2022 CARR
  • EE/MI: HVAC Chartbook
  • Electrical Equipment & Multi-Industry N/A
    09.22.2022 DD
  • DD: Safety in Numbers
  • Electrical Equipment & Multi-Industry Buy
    09.21.2022 MMM
  • EE/MI: Chart of the Day - August ABI Increases M/M, Still Expansionary
  • Electrical Equipment & Multi-Industry Hold
    09.20.2022 CARR
  • EE/MI: Heat Pumps Could Temper Any Cooling of HVAC Demand
  • Electrical Equipment & Multi-Industry N/A
    09.16.2022 ABB
  • EE/MI: Global Automation Chartbook
  • Electrical Equipment & Multi-Industry N/A
    09.14.2022 MMM
  • EE/MI: Milwaukee Challenges the EE/MI Tools and PPE Landscape
  • Electrical Equipment & Multi-Industry N/A
    09.13.2022 IEX
  • IEX: Adds to Health & Science with €700mm Flow Deal
  • Electrical Equipment & Multi-Industry Hold
    09.13.2022 MMM
  • EE/MI: August 2022 ABC Survey - Expectations and Backlogs Stabilize
  • Electrical Equipment & Multi-Industry N/A
    09.12.2022 MMM
  • VRP Conference: Still Powering Through
  • Electrical Equipment & Multi-Industry N/A
    08.31.2022 HON
  • HON: Vertical View - Quantinuum
  • Electrical Equipment & Multi-Industry Buy
    08.29.2022 KNEBV-FI
  • EE/MI: Chart(s) of the Day - Elevator Scorecard as TKe Posts Results
  • Electrical Equipment & Multi-Industry Hold
    08.24.2022 MMM
  • EE/MI: Chart of the Day - July ABI Continues Deceleration, Institutional Below 50
  • Electrical Equipment & Multi-Industry Hold
    08.24.2022 IR
  • IR: Shaping Portfolio for Outperformance
  • Electrical Equipment & Multi-Industry Buy
    08.23.2022 ABB
  • EE/MI: Vertical View - Renewables
  • Electrical Equipment & Multi-Industry N/A
    08.16.2022 GE
  • GE: Gas Turbine Share Moving Up, Still Trails Historical Average
  • Electrical Equipment & Multi-Industry Hold
    08.11.2022 SIE-DE
  • SIE-DE: Solid beat, Strong Momentum, Valuation Upside
  • Electrical Equipment & Multi-Industry Buy
    08.11.2022 MMM
  • EE/MI: Q2 Wrap - Remarkable Resilience
  • Electrical Equipment & Multi-Industry N/A
    08.10.2022 MMM
  • EE/MI: July 2022 ABC Survey - Expectations Continue Sliding, Backlogs Decreasing Sequentially
  • Electrical Equipment & Multi-Industry N/A
    08.09.2022 EMR
  • EMR: Portfolio Transition Unfolding
  • Electrical Equipment & Multi-Industry Hold
    08.09.2022 EMR
  • EMR: FQ3 Margin Driven Beat, Topline Sluggish
  • Electrical Equipment & Multi-Industry Hold
    08.08.2022 EMR
  • EMR: InSinkErator Sale, Nothing Garbage About the Valuation
  • Electrical Equipment & Multi-Industry Hold
    08.04.2022 VNT
  • VNT: Q2 Beat, Transition Unfolding
  • Electrical Equipment & Multi-Industry Hold
    08.04.2022 JCI
  • JCI: Price/Cost Inflecting. Strong Momentum Into 2023
  • Electrical Equipment & Multi-Industry Buy
    08.04.2022 PH
  • PH: Strong Q4, 2023 In Line, MGGT Near Finish Line
  • Electrical Equipment & Multi-Industry Buy
    08.04.2022 JCI
  • JCI: Headline Beat, Operational Miss on Supply Chain
  • Electrical Equipment & Multi-Industry Buy
    08.03.2022 IR
  • IR: Q2 Beat, Modest Bump
  • Electrical Equipment & Multi-Industry Buy
    08.03.2022 TT
  • TT: Solid Q2, Demand Running Hot
  • Electrical Equipment & Multi-Industry Hold
    08.03.2022 VRT
  • VRT: Q2 A Step Forward, Steeper Steps in H2
  • Electrical Equipment & Multi-Industry Hold
    08.03.2022 TT
  • TT: EPS Beat, Guidance Bumped
  • Electrical Equipment & Multi-Industry Hold
    08.02.2022 AME
  • AME: Q2 Beat, Firing on All Cylinders
  • Electrical Equipment & Multi-Industry Buy
    08.02.2022 ITW
  • ITW: Top Line Driven Q2 Beat, H2 Momentum
  • Electrical Equipment & Multi-Industry Buy
    08.02.2022 DD
  • DD: Solid Q2 Execution As Transition Unfolds
  • Electrical Equipment & Multi-Industry Buy
    08.02.2022 ETN
  • ETN: Broad Based Growth - Electrical Surge
  • Electrical Equipment & Multi-Industry Buy
    08.02.2022 AME
  • AME: Q2 Beat, Guide Raised
  • Electrical Equipment & Multi-Industry Buy
    07.29.2022 NVT
  • NVT: Broad-Based Beat, Solid Outlook
  • Electrical Equipment & Multi-Industry Buy
    07.28.2022 CARR
  • CARR: Q2 EPS Beat, Reiterate Buy
  • Electrical Equipment & Multi-Industry Buy
    07.28.2022 LII
  • LII: Q2 Beat, Raising Estimates
  • Electrical Equipment & Multi-Industry Hold
    07.28.2022 HON
  • HON: Solid Q2, Mix Playing Well
  • Electrical Equipment & Multi-Industry Buy
    07.28.2022 SWK
  • SWK: Downgrade to Hold, Long Slog Ahead
  • Electrical Equipment & Multi-Industry Hold
    07.28.2022 FTV
  • FTV: Operating Beat, Guidance Raised
  • Electrical Equipment & Multi-Industry Hold
    07.28.2022 ALLE
  • EE/MI: Quick Earnings Reads - SU, ALLE, SWK, HON, CARR
  • Electrical Equipment & Multi-Industry N/A
    07.27.2022 ROK
  • ROK: FQ3 Beat, Reiterate Hold
  • Electrical Equipment & Multi-Industry Hold
    07.27.2022 OTIS
  • OTIS: Broad Based Execution
  • Electrical Equipment & Multi-Industry Buy
    07.27.2022 ROK
  • ROK: FQ3 Earnings Beat, Software Leads
  • Electrical Equipment & Multi-Industry Hold
    07.26.2022 GE
  • GE: Q2 Upside, Limping Towards the Break-up Finish Line
  • Electrical Equipment & Multi-Industry Hold
    07.26.2022 IEX
  • IEX: Q2 Beat, Guide Raise Exceeds Q2 Upside
  • Electrical Equipment & Multi-Industry Hold
    07.26.2022 MMM
  • MMM: Litigation Looms Over Value Creative Spin, Soft Outlook
  • Electrical Equipment & Multi-Industry Hold
    07.26.2022 WSO
  • WSO: Q2 Operating Miss
  • Electrical Equipment & Multi-Industry Hold
    07.26.2022 GE
  • GE: Q2 Segment Beat, Tracking to Low End
  • Electrical Equipment & Multi-Industry Hold
    07.22.2022 ROP
  • ROP: Dropping Coverage, Industrial Exit Completed
  • Electrical Equipment & Multi-Industry Hold
    07.21.2022 DOV
  • DOV: Continued Execution, Backlog Bolsters Outlook
  • Electrical Equipment & Multi-Industry Buy
    07.21.2022 DOV
  • DOV: Q222 EPS Beat, Backlogs Elevated
  • Electrical Equipment & Multi-Industry Buy
    07.21.2022 ABB
  • ABB: Solid Operational Results and Orders. FCF Weak
  • Electrical Equipment & Multi-Industry Hold
    07.20.2022 KNEBV-FI
  • KNEBV-FI: China Brutal in Q2, Elsewhere Fairly Solid
  • Electrical Equipment & Multi-Industry Hold
    07.19.2022 ALLE
  • ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
  • Electrical Equipment & Multi-Industry Hold
    07.19.2022 SWK
  • SWK: Remodeling Reads into Q2 Earnings
  • Electrical Equipment & Multi-Industry Buy
    07.15.2022 ABB
  • EE/MI: Q2 Distributor Survey - The Price is Right
  • Electrical Equipment & Multi-Industry N/A
    07.14.2022 KNEBV-FI
  • KNEBV-FI: China Trap Door, Reduced Guide Still Looks Ambitious
  • Electrical Equipment & Multi-Industry Hold
    07.13.2022 MMM
  • EE/MI: June 2022 ABC Survey - Expectations Down M/M, Backlog Decreasing
  • Electrical Equipment & Multi-Industry N/A
    07.13.2022 AME
  • AME: Battleground - Compounders Compound
  • Electrical Equipment & Multi-Industry Buy
    07.12.2022 DD
  • DD: When the Dust Settles...
  • Electrical Equipment & Multi-Industry Buy
    07.07.2022 MMM
  • EE/MI: Vertical View: EV Drivers for EE/MI Group
  • Electrical Equipment & Multi-Industry N/A
    07.06.2022 DD
  • EE/MI: Q2 Preview: Peering into the Fog
  • Electrical Equipment & Multi-Industry N/A
    06.30.2022 AYI
  • AYI: Solid FQ3, Steady Outlook
  • Electrical Equipment & Multi-Industry Hold
    06.28.2022 PH
  • PH: Read-Through from Enerpac's FQ3
  • Electrical Equipment & Multi-Industry Buy
    06.28.2022 FTV
  • FTV: Mini IOS Dive With Top Leadership in NY
  • Electrical Equipment & Multi-Industry Hold
    06.27.2022 SIE-DE
  • SIE-DE: Software Transition Now Shifting to Smart Infrastructure
  • Electrical Equipment & Multi-Industry Buy
    06.22.2022 MMM
  • EE/MI: Chart of the Day - ABI Decelerates M/M, Still >50
  • Electrical Equipment & Multi-Industry Hold
    06.22.2022 ALLE
  • ALLE: State of the Union and CEO Baton Passes
  • Electrical Equipment & Multi-Industry Hold
    06.21.2022 MMM
  • EE/MI: May 2022 ABC Survey - Expectations Down M/M, Still Relatively Strong
  • Electrical Equipment & Multi-Industry N/A
    06.21.2022 EMR
  • EMR: Battleground - Cyclical Versus Secular Tug of War as Portfolio Transforms
  • Electrical Equipment & Multi-Industry Hold
    06.16.2022 MMM
  • EE/MI: Chart of the Day - Prices and Multiples Back to the Future?
  • Electrical Equipment & Multi-Industry Hold
    06.14.2022 NVT
  • NVT: SMID Conference Chat Confirms Electrification Thesis
  • Electrical Equipment & Multi-Industry Buy
    06.14.2022 ETN
  • EE/MI: A Look at ETN and PH Aerospace Exposures
  • Electrical Equipment & Multi-Industry N/A
    06.07.2022 HUBB
  • HUBB: Outlook Remains Electrically Charged
  • Electrical Equipment & Multi-Industry Buy
    06.06.2022 SWK
  • SWK: SWK: Conversation With New CEO Don Allan
  • Electrical Equipment & Multi-Industry Buy
    06.02.2022 KNEBV-FI
  • KNEBV-FI: CMD Looks Beyond Near-Term China Clouds
  • Electrical Equipment & Multi-Industry Hold
    06.02.2022 MMM
  • EE/MI: Is the Market Discounting Higher Rates or Recession? Yes
  • Electrical Equipment & Multi-Industry N/A
    06.01.2022 ROP
  • ROP: Cleaning Out the Industrial Closet
  • Electrical Equipment & Multi-Industry Hold
    05.31.2022 KNEBV-FI
  • EE/MI: TK Elevator Results Highlight Continued OTIS Outperformance
  • Electrical Equipment & Multi-Industry N/A
    05.24.2022 ABB
  • EE/MI: Re-Shoring Reality Check
  • Electrical Equipment & Multi-Industry N/A
    05.23.2022 HON
  • HON: Battleground: Valuation Versus Growth
  • Electrical Equipment & Multi-Industry Buy
    05.20.2022 MMM
  • EE/MI: Screening for H2 2022 Earnings Risk
  • Electrical Equipment & Multi-Industry N/A
    05.18.2022 SIE-DE
  • SIE-DE: Lunch with CEO Roland Busch
  • Electrical Equipment & Multi-Industry Buy
    05.18.2022 MMM
  • EE/MI: Chart of the Day - April 2022 ABI Slows M/M, Commercial/Industrial Strength
  • Electrical Equipment & Multi-Industry Hold
    05.18.2022 CARR
  • EE/MI: Q1 HVAC Review, Raising CARR to Buy and LII to Hold
  • Electrical Equipment & Multi-Industry N/A
    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
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