Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
03.05.2021 HON
  • HON: Bright Future for Intelligrated Could Be Intensified by Dark Warehouses
  • Electrical Equipment & Multi-Industry Buy
    03.03.2021 NVT
  • NVT: Recovery Coming into View
  • Electrical Equipment & Multi-Industry Hold
    03.03.2021 MMM
  • EE/MI: Vertical View - Residential Construction
  • Electrical Equipment & Multi-Industry N/A
    03.01.2021 ETN
  • ETN: Electrically Charged Growth
  • Electrical Equipment & Multi-Industry Buy
    02.25.2021 ITW
  • ITW: Welding it All Together
  • Electrical Equipment & Multi-Industry Buy
    02.24.2021 VRT
  • VRT: Secular Growth With Margin Upside
  • Electrical Equipment & Multi-Industry Buy
    02.22.2021 IR
  • IR: Solid Q4 Beat, Guide Modestly Above Street
  • Electrical Equipment & Multi-Industry Hold
    02.22.2021 MMM
  • EE/MI: Assessing Rising Rates and Inflation, Short Cycle Pivot
  • Electrical Equipment & Multi-Industry N/A
    02.22.2021 PH
  • PH: Upgrade to Buy - Higher Lows and Higher Highs
  • Electrical Equipment & Multi-Industry Buy
    02.17.2021 JCI
  • JCI: Cost Moves Put $3.00 in 2022 in Plain Sight, With Strong Cash Conversion
  • Electrical Equipment & Multi-Industry Buy
    02.17.2021 ITW
  • ITW: Put to the Test and Measuring Up
  • Electrical Equipment & Multi-Industry Buy
    02.16.2021 EMR
  • EMR: Driving to 2023 Targets on Margin Execution, New Growth Vectors
  • Electrical Equipment & Multi-Industry Hold
    02.16.2021 ALLE
  • ALLE: Q4 Beat, Soft Organic Outlook
  • Electrical Equipment & Multi-Industry Hold
    02.12.2021 MMM
  • EE/MI : Q4 Wrap - Results Set Stage for Better 2021
  • Electrical Equipment & Multi-Industry N/A
    02.11.2021 VNT
  • VNT: Q4 and Guide Basically In Line
  • Electrical Equipment & Multi-Industry Hold
    02.11.2021 WSO
  • WSO: Q4 Beat on Solid Revenues
  • Electrical Equipment & Multi-Industry Hold
    02.11.2021 SU-FR
  • SU-FR: Solid Beat On Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    02.10.2021 GE
  • GE: Turbine Market Stabilizing At Lower Level
  • Electrical Equipment & Multi-Industry Hold
    02.10.2021 ABB
  • EE/MI: January 2021 ABC Survey - Contractors Optimistic on H221, Seeing Commodity Inflation
  • Electrical Equipment & Multi-Industry N/A
    02.09.2021 NVT
  • NVT: Q4 In Line, Tweaking 2021 Lower
  • Electrical Equipment & Multi-Industry Hold
    02.09.2021 DD
  • DD: Q4 Beat, Leaner DuPont Positioned For Growth
  • Electrical Equipment & Multi-Industry Hold
    02.09.2021 CARR
  • CARR: Q4 Growing Pains, Future Still Looks Solid
  • Electrical Equipment & Multi-Industry Buy
    02.05.2021 TT
  • TT: Continued Execution, M&A Activity Picking Up
  • Electrical Equipment & Multi-Industry Buy
    02.05.2021 ITW
  • ITW: Model Proven in 2020, Playing Offense in 2021
  • Electrical Equipment & Multi-Industry Buy
    02.05.2021 ALLE
  • EE/MI: Chart of the Day - ASSA Q4 Read-through to ALLE
  • Electrical Equipment & Multi-Industry Hold
    02.05.2021 TT
  • TT: Solid Beat and Guide, Cycle Turn
  • Electrical Equipment & Multi-Industry Buy
    02.04.2021 FTV
  • FTV: Q4 Beat, Solid Guide
  • Electrical Equipment & Multi-Industry Buy
    02.04.2021 NVT
  • EE/MI: Chart of the Day - THR Reads to NVT Thermal
  • Electrical Equipment & Multi-Industry Hold
    02.04.2021 PH
  • PH: Big Beat & Raise, Industrial Orders Positive
  • Electrical Equipment & Multi-Industry Hold
    02.04.2021 ABB
  • ABB: Q4 Basically In line, Muted Outlook
  • Electrical Equipment & Multi-Industry Hold
    02.03.2021 SIE-DE
  • SIE-DE: Big FQ1 Beat - Growth and Margins Standout
  • Electrical Equipment & Multi-Industry Buy
    02.02.2021 EMR
  • EMR: Solid Execution, Passing the Baton
  • Electrical Equipment & Multi-Industry Hold
    02.02.2021 HUBB
  • HUBB: Outlook Firming, Bolt-ons Moving the Needle
  • Electrical Equipment & Multi-Industry Buy
    02.02.2021 ETN
  • ETN: Cyclical Recovery and Portfolio Transformation
  • Electrical Equipment & Multi-Industry Buy
    02.02.2021 LII
  • LII: Q4 Beat, Resi Strong, Commercial Backlogs Firming
  • Electrical Equipment & Multi-Industry Hold
    02.02.2021 EMR
  • EMR: FQ1 Beat and Raise on Firming Top Line and Margins
  • Electrical Equipment & Multi-Industry Hold
    02.01.2021 OTIS
  • OTIS: Bumping 2021 Outlook
  • Electrical Equipment & Multi-Industry Buy
    02.01.2021 ETN
  • ETN: M&A Pipeline Fueled Up
  • Electrical Equipment & Multi-Industry Buy
    01.29.2021 JCI
  • JCI: Consistently Putting Points on the Board
  • Electrical Equipment & Multi-Industry Buy
    01.29.2021 HON
  • HON: Solid 2020 Execution, Set-Up for Recovery
  • Electrical Equipment & Multi-Industry Buy
    01.29.2021 ETN
  • ETN: Data Center Deal "Tripps" All The Positive Metrics
  • Electrical Equipment & Multi-Industry Buy
    01.29.2021 ROP
  • ROP: Headline Beat, Mixed Operationally
  • Electrical Equipment & Multi-Industry Hold
    01.29.2021 JCI
  • JCI: FQ1 Beat, Solid Margin and FCF Execution
  • Electrical Equipment & Multi-Industry Buy
    01.28.2021 SWK
  • SWK: Impressive Execution, All Cylinders Starting to Fire
  • Electrical Equipment & Multi-Industry Buy
    01.28.2021 DOV
  • DOV: Passing 2020 "Exam" Advances Move Toward Compounder Class
  • Electrical Equipment & Multi-Industry Buy
    01.28.2021 SWK
  • SWK: Strong Beat and Guide, Tools Power On
  • Electrical Equipment & Multi-Industry Buy
    01.27.2021 SIE-DE
  • EE/MI: Chart(s) of the Day - SIE Digital Industries Outgrowing ROK
  • Electrical Equipment & Multi-Industry Buy
    01.26.2021 GE
  • GE: Cautious Outlook Into 2021
  • Electrical Equipment & Multi-Industry Hold
    01.26.2021 ROK
  • ROK: Recovery Unfolding, Results Don't Clear High Bar
  • Electrical Equipment & Multi-Industry Hold
    01.26.2021 MMM
  • MMM: Q4 Beat Fueled By Safety & Industrial
  • Electrical Equipment & Multi-Industry Hold
    01.22.2021 DD
  • DD: PFAS Looks Largely Ring Fenced
  • Electrical Equipment & Multi-Industry Hold
    01.21.2021 SIE-DE
  • SIE-DE: Broad-Based Positive Pre-Announcement
  • Electrical Equipment & Multi-Industry Buy
    01.21.2021 ABB
  • EE/MI: Q4 Distributor Survey - Baby Steps into the New Year
  • Electrical Equipment & Multi-Industry N/A
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Electrical Equipment & Multi-Industry N/A
    01.19.2021 MMM
  • EE/MI: Chart(s) of the Day - Semiconductor Demand Surge
  • Electrical Equipment & Multi-Industry N/A
    01.19.2021 ITW
  • ITW: Accretive Test & Measurement Deal Could Signal More to Come
  • Electrical Equipment & Multi-Industry Buy
    01.19.2021 MMM
  • EE/MI: Q4 Preview-Looking to 2021
  • Electrical Equipment & Multi-Industry N/A
    01.15.2021 SWK
  • SWK: Vertical View - Industrial Segment
  • Electrical Equipment & Multi-Industry Buy
    01.14.2021 ALLE
  • EE/MI: Non-Resi Green Shoots
  • Electrical Equipment & Multi-Industry N/A
    01.13.2021 DD
  • DD: Tactical Downgrade on Technical Strength
  • Electrical Equipment & Multi-Industry Hold
    01.12.2021 ITW
  • ITW: Food for Thought
  • Electrical Equipment & Multi-Industry Buy
    01.07.2021 AYI
  • AYI: FQ1 Beat, Holding Gross Margins
  • Electrical Equipment & Multi-Industry Hold
    01.07.2021 JCI
  • JCI: Satisfyingly Small PFAS Settlement
  • Electrical Equipment & Multi-Industry Buy
    01.06.2021 MMM
  • EE/MI: Quick Thoughts on Potential Return to Blue Wave
  • Electrical Equipment & Multi-Industry N/A
    01.04.2021 MMM
  • EE/MI: 2021 Outlook - 2020 Hindsight Never Looked So Good
  • Electrical Equipment & Multi-Industry N/A
    12.22.2020 HON
  • HON: Acquisition in Healthcare Vertical Software
  • Electrical Equipment & Multi-Industry Buy
    12.21.2020 PH
  • PH: Read-Through from Enerpac's FQ1
  • Electrical Equipment & Multi-Industry Hold
    12.17.2020 CARR
  • EE/MI: Chart(s) of the Day - Red Hot Resi HVAC Reload Continues in Q4
  • Electrical Equipment & Multi-Industry Hold
    12.17.2020 EMR
  • EMR: Orders Firming, Price/Cost on Watch List
  • Electrical Equipment & Multi-Industry Hold
    12.16.2020 LII
  • LII: 2021 Outlook Anticipates Demand Normalization
  • Electrical Equipment & Multi-Industry Hold
    12.16.2020 SWK
  • SWK: Another Beat, Focus on 2021 Upside
  • Electrical Equipment & Multi-Industry Buy
    12.15.2020 DD
  • DD: Battleground - Nearing IFF Deal Completion
  • Electrical Equipment & Multi-Industry Buy
    12.14.2020 TT
  • TT: Investor Day With Focus on ESG and Growth Algorithm
  • Electrical Equipment & Multi-Industry Buy
    12.11.2020 SWK
  • SWK: A look at 2021 Tools Comps
  • Electrical Equipment & Multi-Industry Buy
    12.09.2020 JCI
  • EE/MI: Chart of the Day - Warm Early Winter Clouds Furnace Demand
  • Electrical Equipment & Multi-Industry Buy
    12.08.2020 GE
  • GE: Q4 Stock Bounce Forces Further View Into the Future
  • Electrical Equipment & Multi-Industry Hold
    12.08.2020 MMM
  • EE/MI: ABC Survey Shows Worsening Contractor Confidence on Project Softness
  • Electrical Equipment & Multi-Industry N/A
    12.08.2020 ABB
  • EE/MI: CapX and New Orders Implications for Automation and Electrical
  • Electrical Equipment & Multi-Industry N/A
    12.07.2020 CARR
  • CARR: More Beijer-Driven Balance Sheet Repair
  • Electrical Equipment & Multi-Industry Hold
    12.07.2020 VRT
  • VRT: Working the Warrant Math
  • Electrical Equipment & Multi-Industry Buy
    12.04.2020 PH
  • EE/MI: DCI Filtration Read-Through to PH
  • Electrical Equipment & Multi-Industry Hold
    12.04.2020 ABB
  • EE/MI: Vertical View - EV Exposures and Opportunities
  • Electrical Equipment & Multi-Industry N/A
    12.02.2020 VNT
  • EE/MI: End-Market and Cycle Pulse into Year-End
  • Electrical Equipment & Multi-Industry N/A
    12.01.2020 HON
  • HON: Driving Value - Wash, Rinse and Repeat
  • Electrical Equipment & Multi-Industry Buy
    12.01.2020 ABB
  • EE/MI: Energy is the Weak Link in Late Cycle
  • Electrical Equipment & Multi-Industry N/A
    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
    11.05.2020 PH
  • PH: Solid Execution, Raising the Bar
  • Electrical Equipment & Multi-Industry Hold
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