Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
02.18.2022 DD
  • DD: M&M Deal Upside Surprise
  • Electrical Equipment & Multi-Industry Buy
    02.18.2022 ROP
  • ROP: Vertical View - Process Technologies Segment
  • Electrical Equipment & Multi-Industry Hold
    02.17.2022 VNT
  • VNT: Q4 Beat Overshadowed by 2023 EMV Headwind
  • Electrical Equipment & Multi-Industry Hold
    02.17.2022 SU-FR
  • SU-FR: Solid H2 Results, Demand Strength into 2022
  • Electrical Equipment & Multi-Industry Hold
    02.16.2022 MMM
  • EE/MI: January 2022 ABC Survey - CCI Expectations Down Slightly M/M, Backlogs Begin to Deplete
  • Electrical Equipment & Multi-Industry N/A
    02.16.2022 NVT
  • NVT: Putting Points on the Board
  • Electrical Equipment & Multi-Industry Buy
    02.15.2022 OTIS
  • OTIS: Steady Execution With Upside
  • Electrical Equipment & Multi-Industry Buy
    02.14.2022 MMM
  • MMM: Growth Masked By N95 Drawdown
  • Electrical Equipment & Multi-Industry Hold
    02.11.2022 MMM
  • EE/MI: Q4 Wrap - Industrial Expansion Unfolding
  • Electrical Equipment & Multi-Industry N/A
    02.10.2022 WSO
  • WSO: Q4 Beat, Price/Mix Boost
  • Electrical Equipment & Multi-Industry Hold
    02.10.2022 SIE-DE
  • SIE-DE: Solid FQ1 Beat, Solid Execution on all Fronts
  • Electrical Equipment & Multi-Industry Buy
    02.10.2022 GE
  • GE: 2021 Turbine Share Steady
  • Electrical Equipment & Multi-Industry Hold
    02.08.2022 NVT
  • NVT: Impressive Price and Volume Execution
  • Electrical Equipment & Multi-Industry Buy
    02.08.2022 DD
  • DD: Solid Execution, Transformation Unfolding
  • Electrical Equipment & Multi-Industry Buy
    02.08.2022 CARR
  • CARR: Trimming Estimates, Toshiba Accelerates VRF Strategy
  • Electrical Equipment & Multi-Industry Hold
    02.08.2022 CARR
  • CARR: Q4 OP/EPS Beat driven By Top Line
  • Electrical Equipment & Multi-Industry Hold
    02.04.2022 ETN
  • ETN: Solid Outlook - Electrical Has Sustainable Growth
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 HON
  • HON: Waiting is the Hardest Part
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 PH
  • PH: Solid Beat & Raise, Again
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 HUBB
  • HUBB: Getting Price, Price/Cost Inflecting Positive
  • Electrical Equipment & Multi-Industry Buy
    02.03.2022 ABB
  • EE/MI: Quick Earnings Reads - ABB, AME, FTV, HON, HUBB, ITW, PH
  • Electrical Equipment & Multi-Industry N/A
    02.02.2022 EMR
  • EMR: FQ1 Beat, Automation in the Lead
  • Electrical Equipment & Multi-Industry Hold
    02.02.2022 JCI
  • JCI: Reaffirmed FY22 Guide, Favored HVAC Play
  • Electrical Equipment & Multi-Industry Buy
    02.02.2022 EMR
  • EE/MI: Quick Earnings Reads - EMR, JCI, KONE, ROP
  • Electrical Equipment & Multi-Industry N/A
    02.01.2022 IEX
  • IEX: Q421 OP Miss, EPS in Line, Cash EPS Switch in Q1
  • Electrical Equipment & Multi-Industry Hold
    02.01.2022 LII
  • LII: Raising Estimates, Still Relatively Expensive
  • Electrical Equipment & Multi-Industry Sell
    02.01.2022 SWK
  • SWK: Peak Price/Cost Pain?
  • Electrical Equipment & Multi-Industry Buy
    02.01.2022 LII
  • LII: Resi HVAC Offsets Commercial HVAC
  • Electrical Equipment & Multi-Industry Sell
    01.31.2022 OTIS
  • OTIS: Solid Q4, Executing on Service Strategy
  • Electrical Equipment & Multi-Industry Buy
    01.31.2022 TT
  • TT: Robust Orders, Price/Cost Battle Continues
  • Electrical Equipment & Multi-Industry Hold
    01.31.2022 TT
  • TT: Q4 Operating Miss, FY22 EPS Guide Above VRP/Street on Strong Orders
  • Electrical Equipment & Multi-Industry Hold
    01.28.2022 MMM
  • MMM: Liability Risk Magnified By Combat Arms Verdict
  • Electrical Equipment & Multi-Industry Hold
    01.27.2022 ROK
  • ROK: Robust Demand, Steep H2 Ramp
  • Electrical Equipment & Multi-Industry Hold
    01.27.2022 DOV
  • DOV: Another Year of Execution in the Books, Solid 2022 on Tap
  • Electrical Equipment & Multi-Industry Buy
    01.27.2022 DOV
  • DOV: Solid Q4 Beat, Upside Guide on Strong Orders
  • Electrical Equipment & Multi-Industry Buy
    01.25.2022 GE
  • GE: Cash Conversion In Spotlight. SOTP Pressure
  • Electrical Equipment & Multi-Industry Hold
    01.25.2022 MMM
  • MMM: Q4 Beat, PFAS Concerns Flare Up
  • Electrical Equipment & Multi-Industry Hold
    01.25.2022 IR
  • IR: Chart of the Day - Atlas Copco Q421 Results Read-Through to IR
  • Electrical Equipment & Multi-Industry Buy
    01.25.2022 MMM
  • MMM: Q421 OP and EPS Beat
  • Electrical Equipment & Multi-Industry Hold
    01.24.2022 MMM
  • EE/MI: Vertical View - Original Equipment Versus Aftermarket
  • Electrical Equipment & Multi-Industry N/A
    01.21.2022 ABB
  • EE/MI: Q4 Distributor Survey - Pricing Carries the Day
  • Electrical Equipment & Multi-Industry N/A
    01.20.2022 DD
  • DD: Holding Water
  • Electrical Equipment & Multi-Industry Buy
    01.19.2022 MMM
  • EE/MI: Chart of the Day - December 2021 ABI Up M/M, Workloads Elevated
  • Electrical Equipment & Multi-Industry Hold
    01.19.2022 MMM
  • EE/MI : Q4 Preview: Demand vs Supply Battle Persists
  • Electrical Equipment & Multi-Industry N/A
    01.18.2022 AIR-FR
  • Vertical Research Partners Top Picks - 2022 Update
  • Electrical Equipment & Multi-Industry N/A
    01.14.2022 SWK
  • SWK: Ahead of Curve on OPE Deals
  • Electrical Equipment & Multi-Industry Buy
    01.14.2022 MMM
  • EE/MI: December 2021 ABC Survey - CCI Expectations Improve Across The Board
  • Electrical Equipment & Multi-Industry N/A
    01.14.2022 MMM
  • EE/MI: Scoring the COVID Downturn
  • Electrical Equipment & Multi-Industry N/A
    01.12.2022 DOV
  • DOV: Battleground-Graduating to the Compounder Class
  • Electrical Equipment & Multi-Industry Buy
    01.10.2022 MMM
  • EE/MI: Chart of the Day - Performance Matrix Highlights Early 2022 Positioning
  • Electrical Equipment & Multi-Industry Hold
    01.07.2022 AYI
  • AYI: Solid FQ1 Sets Up 2022 Upside
  • Electrical Equipment & Multi-Industry Hold
    01.06.2022 SWK
  • SWK: Vertical View - Electric Charge for OPE
  • Electrical Equipment & Multi-Industry Buy
    01.05.2022 ETN
  • ETN: Royal Deal at a Bourgeois Price
  • Electrical Equipment & Multi-Industry Buy
    01.03.2022 MMM
  • EE/MI: 2022 Outlook - From Recovery to Expansion
  • Electrical Equipment & Multi-Industry N/A
    12.17.2021 DOV
  • DOV: Accretive Clean Tech Deals, Continued Move Toward Compounder Class
  • Electrical Equipment & Multi-Industry Buy
    12.16.2021 MMM
  • EE/MI: November 2021 ABC Survey - Sentiment Improving
  • Electrical Equipment & Multi-Industry N/A
    12.16.2021 MMM
  • EE/MI: Data Center Deal Flow Highlights Rampant Growth
  • Electrical Equipment & Multi-Industry N/A
    12.15.2021 LII
  • LII: 2022 Outlook, Weak FY22 FCF Guide, Reit Sell
  • Electrical Equipment & Multi-Industry Sell
    12.15.2021 DD
  • DD: ENTG-CCMP Deal Validates DD Electronics Value
  • Electrical Equipment & Multi-Industry Buy
    12.14.2021 PH
  • PH: Muscling Through Supply Chain Challenges
  • Electrical Equipment & Multi-Industry Buy
    12.14.2021 MMM
  • MMM: Food Safety Deal Uncovers A Diamond
  • Electrical Equipment & Multi-Industry Hold
    12.09.2021 SWK
  • SWK: Fireside Chat Confirms Demand Still Running Hot
  • Electrical Equipment & Multi-Industry Buy
    12.09.2021 AME
  • EE/MI: Vertical View - Industrial Software Primer
  • Electrical Equipment & Multi-Industry N/A
    12.08.2021 SWK
  • SWK: Security Sale Nails the Multiple Arbitrage on Portfolio Repositioning
  • Electrical Equipment & Multi-Industry Buy
    12.08.2021 ETN
  • EE/MI: Secular Trends in T&D Boosted By Stimulus
  • Electrical Equipment & Multi-Industry N/A
    12.07.2021 ABB
  • ABB: 2021 CMD Highlights, Bumping Estimates
  • Electrical Equipment & Multi-Industry Hold
    12.03.2021 FTV
  • FTV: Healthcare Software Deal, Lofty Multiple
  • Electrical Equipment & Multi-Industry Buy
    12.03.2021 KNEBV-FI
  • EE/MI: Elevator Update with TK FQ4 Results
  • Electrical Equipment & Multi-Industry N/A
    12.03.2021 DD
  • DD: Doubling Down on Self-Help
  • Electrical Equipment & Multi-Industry Buy
    11.30.2021 SU-FR
  • SU-FR: Sustainability Showcase
  • Electrical Equipment & Multi-Industry Hold
    11.23.2021 VRT
  • VRT: Former E&I Owners Register to Sell Shares
  • Electrical Equipment & Multi-Industry Buy
    11.22.2021 ABB
  • EE/MI: Highlights from ISC East Security Show/Vertical View - Security
  • Electrical Equipment & Multi-Industry N/A
    11.18.2021 IR
  • IR: Graduating to the Compounder Class
  • Electrical Equipment & Multi-Industry Buy
    11.17.2021 SWK
  • EE/MI: Chart of the Day - DIY Retailers Read to SWK
  • Electrical Equipment & Multi-Industry Buy
    11.17.2021 OTIS
  • OTIS: Vertical View on China and Americas
  • Electrical Equipment & Multi-Industry Buy
    11.16.2021 HON
  • HON: Vertical View - PMT Leveraging the Past, Capturing the Future
  • Electrical Equipment & Multi-Industry Buy
    11.15.2021 MMM
  • EE/MI: Tariff Relief on Tap?
  • Electrical Equipment & Multi-Industry N/A
    11.12.2021 EMR
  • EE/MI: October 2021 ABC Survey - Backlogs Building, Lower Margin Expectations on Price/Cost
  • Electrical Equipment & Multi-Industry N/A
    11.12.2021 MMM
  • EE/MI : Q3 Wrap - Battling Inflation/Supply Chain and Mostly Winning
  • Electrical Equipment & Multi-Industry N/A
    11.11.2021 GE
  • EE/MI: Chart of the Day - Turbine Market Shares Through 9M 2021
  • Electrical Equipment & Multi-Industry Hold
    11.11.2021 SIE-DE
  • SIE-DE: Solid Orders and Upside 2022 Outlook
  • Electrical Equipment & Multi-Industry Buy
    11.10.2021 ROK
  • ROK: 2021 Investor Day/Automation Fair Takeaways
  • Electrical Equipment & Multi-Industry Hold
    11.10.2021 MMM
  • MMM: Conference Call Catch Up Highlights Growth Priorities
  • Electrical Equipment & Multi-Industry Hold
    11.09.2021 GE
  • EE/MI: Chart of the Day - GE Healthcare Growth versus SHL and Philips
  • Electrical Equipment & Multi-Industry Hold
    11.09.2021 GE
  • GE: The Long Unwinding Road
  • Electrical Equipment & Multi-Industry Hold
    11.05.2021 JCI
  • JCI: Execution Track Record Growing
  • Electrical Equipment & Multi-Industry Buy
    11.05.2021 JCI
  • JCI: Q4 Basically In-Line, Guide Aligns to Multi-Year Plan
  • Electrical Equipment & Multi-Industry Buy
    11.04.2021 PH
  • PH: Solid Results - Now to the Higher Highs
  • Electrical Equipment & Multi-Industry Buy
    11.04.2021 IR
  • IR: Solid Q3, Staying Acquisitive While Driving Organic
  • Electrical Equipment & Multi-Industry Buy
    11.04.2021 VNT
  • VNT: Q3 EPS Beat, Guide Essentially Unchanged
  • Electrical Equipment & Multi-Industry Hold
    11.04.2021 EMR
  • EMR: Conservative 2022 Outlook on Price/Cost Uncertainty
  • Electrical Equipment & Multi-Industry Hold
    11.03.2021 IR
  • IR: Q3 Beat Driven by Industrial
  • Electrical Equipment & Multi-Industry Buy
    11.03.2021 EMR
  • EMR: FQ4 Operating Miss on Supply Chain Pressures
  • Electrical Equipment & Multi-Industry Hold
    11.03.2021 TT
  • TT: EPS Beats VRP/Misses Street, Supply Chain Tight, Orders Robust
  • Electrical Equipment & Multi-Industry Buy
    11.03.2021 ETN
  • ETN: Beats Lowered Expectations, Demand Outlook Remains Bright
  • Electrical Equipment & Multi-Industry Buy
    11.03.2021 AME
  • AME: Q3 Beat Despite Availability Issues
  • Electrical Equipment & Multi-Industry Buy
    11.02.2021 DD
  • DD: Upgrade to Buy - Transformation Accelerating
  • Electrical Equipment & Multi-Industry Buy
    11.02.2021 ROK
  • ROK: EPS Beat, Strong Initial FY22 Guide, Stretched Valuation
  • Electrical Equipment & Multi-Industry Hold
    11.02.2021 AME
  • EE/MI: Quick Earnings Reads - AME, DD, ETN, ROK
  • Electrical Equipment & Multi-Industry N/A
    10.29.2021 MMM
  • EE/MI: Chart(s) of the Day - Q321 Organic Sales Scorecard
  • Electrical Equipment & Multi-Industry Hold
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