Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
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
    04.27.2021 GE
  • GE: Grinding Along
  • Electrical Equipment & Multi-Industry Hold
    04.27.2021 MMM
  • MMM: Q1 Beat, Cautious View On Outlook
  • Electrical Equipment & Multi-Industry Hold
    04.27.2021 HUBB
  • HUBB: Q1 Bottom, Order Books Filling Up
  • Electrical Equipment & Multi-Industry Buy
    04.27.2021 MMM
  • EE/MI: Quick Earnings Reads - ABB, GE, MMM, ROP, SU
  • Electrical Equipment & Multi-Industry N/A
    04.26.2021 LII
  • LII: Resi Comps Now Too Hot to Handle
  • Electrical Equipment & Multi-Industry Hold
    04.26.2021 OTIS
  • OTIS: Pivot to Growth
  • Electrical Equipment & Multi-Industry Buy
    04.26.2021 LII
  • LII: Q1 Resi Blow-out
  • Electrical Equipment & Multi-Industry Hold
    04.23.2021 HON
  • HON: Bumping Estimates, Late Cycle Lag
  • Electrical Equipment & Multi-Industry Buy
    04.23.2021 HON
  • HON: Q1 Beat and Raise, End Market Cross Currents
  • Electrical Equipment & Multi-Industry Buy
    04.22.2021 WSO
  • WSO: Strong Q1 Beat, Positive HVAC Reads
  • Electrical Equipment & Multi-Industry Hold
    04.22.2021 ALLE
  • ALLE: Solid Q1, Cycle Bottoming
  • Electrical Equipment & Multi-Industry Hold
    04.22.2021 WSO
  • WSO: Big Q1 Beat. HVAC Running Hot
  • Electrical Equipment & Multi-Industry Hold
    04.22.2021 ALLE
  • ALLE: Q1 Beat on Resi, International
  • Electrical Equipment & Multi-Industry Hold
    04.21.2021 ITW
  • ITW: Food for Thought on MIDD/WBT Deal
  • Electrical Equipment & Multi-Industry Buy
    04.21.2021 MMM
  • EE/MI: Chart(s) of the Day - ABI Posts Highest Reading Since 2007
  • Electrical Equipment & Multi-Industry Hold
    04.20.2021 DOV
  • DOV: 2022 Arrives a Year Early, DOV Continues to Arrive
  • Electrical Equipment & Multi-Industry Buy
    04.20.2021 DOV
  • DOV: Crushes Q1. 2022 Estimates in Reach in 2021
  • Electrical Equipment & Multi-Industry Buy
    04.16.2021 MMM
  • EE/MI: Chart of the Day - Residential Construction Still Running Hot
  • Electrical Equipment & Multi-Industry Hold
    04.16.2021 ABB
  • EE/MI: Q1 Distributor Survey - Momentum Building
  • Electrical Equipment & Multi-Industry N/A
    04.15.2021 SIE-DE
  • EE/MI: Seeking Semiconductor Sovereignty
  • Electrical Equipment & Multi-Industry N/A
    04.13.2021 ABB
  • EE/MI: March 2021 ABC Survey - Contractors Remain Optimistic on the Outlook
  • Electrical Equipment & Multi-Industry N/A
    04.13.2021 PH
  • PH: Vertical View - Diversified Industrial Segment
  • Electrical Equipment & Multi-Industry Buy
    04.12.2021 IR
  • IR: Specialty Vehicle Sold, Power Tools & Lifting Next?
  • Electrical Equipment & Multi-Industry Hold
    04.09.2021 JCI
  • JCI: Hot Data Center Deal at a Cool Price
  • Electrical Equipment & Multi-Industry Buy
    04.06.2021 MMM
  • EE/MI: Q1 Preview: Out with the Reverse Square Root, In with the V
  • Electrical Equipment & Multi-Industry N/A
    04.01.2021 EMR
  • EMR: Vertical View - Tools & Home Products Sub-Segment
  • Electrical Equipment & Multi-Industry Hold
    03.31.2021 AYI
  • AYI: FQ2 Beat on Solid Gross Margin Performance
  • Electrical Equipment & Multi-Industry Hold
    03.30.2021 OTIS
  • OTIS: ESG Focused Fireside Chat, Service Opportunities Ahead
  • Electrical Equipment & Multi-Industry Buy
    03.29.2021 SWK
  • SWK: Electrification Play in Outdoor Power Equipment
  • Electrical Equipment & Multi-Industry Buy
    03.25.2021 VRT
  • VRT: Fireside Chat Highlights Hot Market Opportunities
  • Electrical Equipment & Multi-Industry Buy
    03.24.2021 PH
  • PH: Read-Through from Enerpac's FQ2
  • Electrical Equipment & Multi-Industry Buy
    03.24.2021 MMM
  • EE/MI: Multi-Industry Valuation Monitor - March 2021
  • Electrical Equipment & Multi-Industry N/A
    03.23.2021 EMR
  • EE/MI: Chart(s) of the Day - Resi Data Illustrates Hot Market
  • Electrical Equipment & Multi-Industry Hold
    03.22.2021 MMM
  • EE/MI: Solving the Price/Cost Equation
  • Electrical Equipment & Multi-Industry N/A
    03.19.2021 GE
  • GE: A Closer Look at Working Capital
  • Electrical Equipment & Multi-Industry Hold
    03.18.2021 ITW
  • ITW: Constructive on Construction
  • Electrical Equipment & Multi-Industry Buy
    03.16.2021 MMM
  • EE/MI: Slicing Segment Performance
  • Electrical Equipment & Multi-Industry N/A
    03.12.2021 ETN
  • EE/MI: VRP Energy Efficiency Day Highlights Commercial Opportunities
  • Electrical Equipment & Multi-Industry N/A
    03.10.2021 GE
  • GE: Cleaner Structure Provides Clear View of Leverage, Full Valuation
  • Electrical Equipment & Multi-Industry Hold
    03.10.2021 GE
  • GE: Quick Thoughts on Outlook/Deal
  • Electrical Equipment & Multi-Industry Hold
    03.09.2021 MMM
  • EE/MI: February 2021 ABC Survey - Projects Coming Back Faster Than Anticipated
  • Electrical Equipment & Multi-Industry N/A
    03.08.2021 GE
  • GE: Thoughts on Potential GECAS-AER deal
  • Electrical Equipment & Multi-Industry Hold
    03.08.2021 DD
  • DD: Double Deployment = Deal + Repo
  • Electrical Equipment & Multi-Industry Hold
    03.08.2021 MMM
  • EE/MI: End Market Vital Signs
  • Electrical Equipment & Multi-Industry N/A
    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
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