Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
07.13.2020 AME
  • Flow Control: Alfa Laval Adding Industrial Valves with Neles Offer
  • Electrical Equipment & Multi-Industry N/A
    07.10.2020 CARR
  • EE/MI: HVAC - Mind the Seasonal Trade Down
  • Electrical Equipment & Multi-Industry N/A
    07.09.2020 PNR
  • PNR: Pool - Diving into Upcoming 2021 Efficiency Standards
  • Electrical Equipment & Multi-Industry Buy
    07.09.2020 ABB
  • EE/MI: Variety Pack - Range of Views on Food and Beverage Investment Post-COVID
  • Electrical Equipment & Multi-Industry N/A
    07.08.2020 MMM
  • EE/MI: F/X Update - Looking for a Q2 Translation
  • Electrical Equipment & Multi-Industry N/A
    07.06.2020 MMM
  • EE/MI: Mixed Messages - Examining OE Versus AM
  • Electrical Equipment & Multi-Industry N/A
    06.30.2020 AYI
  • AYI: FQ3 Beat: Gross Margins Light the Way
  • Electrical Equipment & Multi-Industry Hold
    06.30.2020 AYI
  • AYI: Big Beat, Bright Gross Margin Performance
  • Electrical Equipment & Multi-Industry Hold
    06.30.2020 DD
  • EE/MI: Pandemic Automotive Drive By
  • Electrical Equipment & Multi-Industry N/A
    06.29.2020 CARR
  • EE/MI : Residential HVAC - Late June Heats Up
  • Electrical Equipment & Multi-Industry N/A
    06.29.2020 AME
  • Flow Control/SMID: Q2 2020 Preview - Uncertain Road to Recovery
  • Electrical Equipment & Multi-Industry N/A
    06.26.2020 MMM
  • EE/MI: Q2 Preview - Less Bad, More Uncertainty
  • Electrical Equipment & Multi-Industry N/A
    06.25.2020 PH
  • PH: Read-Through from Enerpac's FQ3
  • Electrical Equipment & Multi-Industry Hold
    06.22.2020 DD
  • DD: Cycle and Portfolio Optionality
  • Electrical Equipment & Multi-Industry Buy
    06.19.2020 CARR
  • EE/MI: Transport Refrigeration Orders Thaw, But Backlog Draw
  • Electrical Equipment & Multi-Industry N/A
    06.19.2020 FTV
  • FTV: Fireside Chat - Business Conditions Modestly Warmer
  • Electrical Equipment & Multi-Industry Buy
    06.17.2020 EMR
  • EMR: May Orders in the Zone at -15%
  • Electrical Equipment & Multi-Industry Hold
    06.16.2020 MMM
  • EE/MI: Construction Confidence Index May 2020 - Reads to Non-Resi
  • Electrical Equipment & Multi-Industry N/A
    06.16.2020 HUBB
  • HUBB: Operational Opportunity Being Seized - More Runway Ahead
  • Electrical Equipment & Multi-Industry Buy
    06.15.2020 ROK
  • ROK: Fireside Chat on Markets and Strategy
  • Electrical Equipment & Multi-Industry Sell
    06.15.2020 TT
  • TT: Virtual Fireside Chat - Focus on Investments for Outgrowth
  • Electrical Equipment & Multi-Industry Buy
    06.15.2020 XYL
  • XYL: Restructuring Dive and Efficiency Benchmarking
  • Electrical Equipment & Multi-Industry Hold
    06.12.2020 JCI
  • JCI: Virtual Fireside Chat, Real Business Improvement
  • Electrical Equipment & Multi-Industry Buy
    06.12.2020 VST
  • EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
  • Electrical Equipment & Multi-Industry N/A
    06.11.2020 APD
  • Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
  • Electrical Equipment & Multi-Industry N/A
    06.10.2020 DOV
  • DOV: Controlling the Controllables
  • Electrical Equipment & Multi-Industry Buy
    06.10.2020 ITW
  • ITW: Virtual Fireside Chat
  • Electrical Equipment & Multi-Industry Hold
    06.10.2020 ABB
  • ABB: New CEO, Same Financial Targets
  • Electrical Equipment & Multi-Industry Sell
    06.09.2020 ABB
  • EE/MI: Vertical View - Electrical Equipment
  • Electrical Equipment & Multi-Industry N/A
    06.08.2020 OTIS
  • OTIS: Virtual Meetings Point to Real Recovery
  • Electrical Equipment & Multi-Industry Buy
    06.05.2020 FTV
  • FTV: Upgrade to Buy - Manning the Fort
  • Electrical Equipment & Multi-Industry Buy
    06.04.2020 MMM
  • EE/MI: Institutional Non-Resi Holding Firm
  • Electrical Equipment & Multi-Industry N/A
    06.03.2020 XYL
  • XYL: Restructuring Plan Announcement, Fairly Well Baked Into '21 Consensus
  • Electrical Equipment & Multi-Industry Hold
    06.02.2020 PH
  • EE/MI: Chart of the Day - DCI Read-Through to PH
  • Electrical Equipment & Multi-Industry Hold
    06.02.2020 GE
  • EE/MI: Vertical View - Healthcare
  • Electrical Equipment & Multi-Industry N/A
    06.01.2020 CARR
  • EE/MI: Deep Chill Hits Transport Refrigeration
  • Electrical Equipment & Multi-Industry N/A
    05.28.2020 GE
  • GE: Q2 Warning - Leverage Rising as Cash Burn Accelerates
  • Electrical Equipment & Multi-Industry Hold
    05.28.2020 MMM
  • EE/MI: Reshoring is Just an Under Current in a Sea of CapX Cuts
  • Electrical Equipment & Multi-Industry N/A
    05.27.2020 PNR
  • PNR: POOL Business Update Points to Better April, Strong Demand in May
  • Electrical Equipment & Multi-Industry Buy
    05.22.2020 MMM
  • EE/MI & Flow Control: Chart(s) of the Day - Sector Positioning, Valuation Dive
  • Electrical Equipment & Multi-Industry N/A
    05.21.2020 HUBB
  • EE/MI - Utilities & Power: T&D Capital Spending Outlook
  • Electrical Equipment & Multi-Industry N/A
    05.20.2020 SWK
  • EE/MI: Chart of the Day - DIY to the Rescue for SWK
  • Electrical Equipment & Multi-Industry Buy
    05.20.2020 EMR
  • EE/MI: Vertical View - HVAC
  • Electrical Equipment & Multi-Industry N/A
    05.18.2020 GE
  • EE/MI: Soft Start For Gas Turbines in Q1
  • Electrical Equipment & Multi-Industry N/A
    05.15.2020 AME
  • Flow Control/SMID: Seeking H2 Vision; PNR to Buy, XYL to Hold (from Sell)
  • Electrical Equipment & Multi-Industry N/A
    05.13.2020 EMR
  • EMR: April Orders Fade Hard
  • Electrical Equipment & Multi-Industry Hold
    05.13.2020 MMM
  • EE/MI: Q120 Wrap - Solving for the "Square Root" Recovery
  • Electrical Equipment & Multi-Industry N/A
    05.13.2020 JCI
  • JCI: Upgrade to Buy - Built to Serve
  • Electrical Equipment & Multi-Industry Buy
    05.12.2020 IR
  • IR: Managing Decrementals, Accelerating Synergies
  • Electrical Equipment & Multi-Industry Hold
    05.12.2020 FLOW
  • FLOW: Q1 Weak, "Guide" Weaker Than Forecast
  • Electrical Equipment & Multi-Industry Hold
    05.12.2020 IR
  • IR: Q1 Miss - Sales Lag
  • Electrical Equipment & Multi-Industry Hold
    05.11.2020 FLS
  • FLS: Challenged Backdrop Ahead, Reducing Estimates Further
  • Electrical Equipment & Multi-Industry Hold
    05.08.2020 CARR
  • CARR: Cutting Costs, Managing For Near Term Cash
  • Electrical Equipment & Multi-Industry Hold
    05.08.2020 SIE-DE
  • SIE-DE: FQ2 Beat, Good-Bye Power
  • Electrical Equipment & Multi-Industry Hold
    05.07.2020 FLS
  • FLS: Q1 Operational Miss. $100mm of Cost Actions in '20
  • Electrical Equipment & Multi-Industry Hold
    05.07.2020 OTIS
  • OTIS: Resilience and Execution
  • Electrical Equipment & Multi-Industry Buy
    05.07.2020 CARR
  • EE/MI: Chart of the Day - CARR Sales - HVAC Scorecard
  • Electrical Equipment & Multi-Industry Hold
    05.07.2020 OTIS
  • OTIS: Q1 Beat, Moving to a Higher Floor
  • Electrical Equipment & Multi-Industry Buy
    05.05.2020 TT
  • TT: Q1 Miss, Tough Outlook Ahead
  • Electrical Equipment & Multi-Industry Buy
    05.05.2020 DD
  • DD: Solid Q1, Stepping Up Operational Execution
  • Electrical Equipment & Multi-Industry Buy
    05.05.2020 XYL
  • XYL: Cutting Numbers on Weak Q1, Significant Q2 Reset; Reiterate Sell
  • Electrical Equipment & Multi-Industry Sell
    05.05.2020 ITW
  • ITW: Q1 In Line, Sharp Q2 Decline
  • Electrical Equipment & Multi-Industry Hold
    05.05.2020 XYL
  • XYL: Q1 Miss, Q2 Implied ~5c vs. 50c Consensus
  • Electrical Equipment & Multi-Industry Sell
    05.05.2020 AME
  • AME: Q1 Operational Beat, OP Margins +100bps on Down Sales
  • Electrical Equipment & Multi-Industry Buy
    05.05.2020 TT
  • TT: Q1 Miss, Orders Solid
  • Electrical Equipment & Multi-Industry Buy
    05.04.2020 PNR
  • Flow Control/SMID: Q1 Scorecard, Positioning for Companies on Deck
  • Electrical Equipment & Multi-Industry N/A
    05.04.2020 MMM
  • EE/MI: Chart of the Day - Q120 Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    05.01.2020 JCI
  • JCI: FQ2 Beat, Improving Execution
  • Electrical Equipment & Multi-Industry Hold
    05.01.2020 HON
  • HON: Playing Defense and Offense Simultaneously
  • Electrical Equipment & Multi-Industry Buy
    05.01.2020 ITT
  • ITT: Aggressive Cost Actions Should Defend Decrementals
  • Electrical Equipment & Multi-Industry Buy
    05.01.2020 ITT
  • ITT: Q1 OP Beat, Cost Plans Rolled Out
  • Electrical Equipment & Multi-Industry Buy
    05.01.2020 JCI
  • JCI: Q2 Beat, Orders Slow Abruptly
  • Electrical Equipment & Multi-Industry Hold
    05.01.2020 SPXC
  • SPXC: Q1 Beat, Showing Resilience in Uncertain Times
  • Electrical Equipment & Multi-Industry Hold
    04.30.2020 ETN
  • ETN: Managing Decrementals, Generating Cash
  • Electrical Equipment & Multi-Industry Buy
    04.30.2020 FTV
  • FTV: Q1 Beat, Fighting High Underlying Decrementals
  • Electrical Equipment & Multi-Industry Hold
    04.30.2020 SWK
  • SWK: Severe Channel Liquidation, Strong Decremental Management
  • Electrical Equipment & Multi-Industry Buy
    04.30.2020 HUBB
  • HUBB: Executing Well In Uncertain Times
  • Electrical Equipment & Multi-Industry Buy
    04.30.2020 HUBB
  • HUBB: Solid Q1, Utility Hangs In
  • Electrical Equipment & Multi-Industry Buy
    04.30.2020 ETN
  • ETN: Q1 Solid-Protecting Margins and Cash Flow
  • Electrical Equipment & Multi-Industry Buy
    04.29.2020 GE
  • GE: Cutting Numbers - Cash Burn, Rising Leverage
  • Electrical Equipment & Multi-Industry Hold
    04.29.2020 NVT
  • NVT: Steep Cliff Ahead but Controlling Controllables
  • Electrical Equipment & Multi-Industry Hold
    04.29.2020 GE
  • GE: Rough Q1, Only a Preview in Aviation
  • Electrical Equipment & Multi-Industry Hold
    04.29.2020 MMM
  • MMM: Q1 Beat, Challenged 2020
  • Electrical Equipment & Multi-Industry Hold
    04.28.2020 ROK
  • ROK: Solid FQ2, Challenged H2 and 2021
  • Electrical Equipment & Multi-Industry Sell
    04.28.2020 ABB
  • ABB: Q1 Beat, Tough and Uncertain Outlook
  • Electrical Equipment & Multi-Industry Sell
    04.28.2020 CR
  • CR: Stepping Up Cost Actions to Contend w/ COVID
  • Electrical Equipment & Multi-Industry Hold
    04.28.2020 ABB
  • EE/MI: Quick Earnings Reads - ABB, MMM, ROK and ROP
  • Electrical Equipment & Multi-Industry N/A
    04.27.2020 CR
  • CR: 2020 EPS Guide -40% at Midpoint, Core Sales -17-22%
  • Electrical Equipment & Multi-Industry Hold
    04.27.2020 MMM
  • EE/MI: Early Reads to Data Center/Electronics/Semi Verticals
  • Electrical Equipment & Multi-Industry N/A
    04.27.2020 MMM
  • EE/MI: Chart of the Day - LECO Read-Through to ITW
  • Electrical Equipment & Multi-Industry Hold
    04.27.2020 MMM
  • EE/MI: Q120 Earnings Season - Early Innings Read
  • Electrical Equipment & Multi-Industry N/A
    04.24.2020 IEX
  • IEX: Cautious Outlook, Cutting Numbers Again
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 IEX
  • IEX: Q1 OP Beat, Bracing for -15-25% in Q2
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 ROP
  • ROP: Possible Chinks in the Armor Exposed by COVID
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 ALLE
  • ALLE: Executing Well But Lockdown Headwinds Loom
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 WSO
  • WSO: Q1 Operational Miss; SSS Better but April Slowing
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 SU-FR
  • SU-FR: Q1 In Line, No Forward View - Read Throughs
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 ALLE
  • ALLE: Q1 Beat, No Outlook
  • Electrical Equipment & Multi-Industry Hold
    04.22.2020 OTIS
  • OTIS: Takeaways from KONE and Schindler
  • Electrical Equipment & Multi-Industry Buy
    04.22.2020 KNEBV-FI
  • KNEBV-FI: Q1 In Line, Outlook Holds Firm
  • Electrical Equipment & Multi-Industry Hold
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