Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
07.19.2021 VNT
  • VNT: Positive Preannouncement, Acquires DRB Systems
  • Electrical Equipment & Multi-Industry Hold
    07.19.2021 IR
  • IR: Deal Target?-Going for the FLOW
  • Electrical Equipment & Multi-Industry Buy
    07.15.2021 ABB
  • EE/MI: Q2 Distributor Survey - Solid Snapback with Pricing Power
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 MMM
  • EE/MI: June 2021 ABC Survey - Contractors "Constructive" On H221
  • Electrical Equipment & Multi-Industry N/A
    07.14.2021 LII
  • LII: Guide Raise, CEO Retirement Suggests Sale Unlikely
  • Electrical Equipment & Multi-Industry N/A
    07.12.2021 FTV
  • FTV: Software Deal, Q2 Upside
  • Electrical Equipment & Multi-Industry Buy
    07.09.2021 CARR
  • EE/MI: Chart of the Day - Resi HVAC - Robust, But Plateauing?
  • Electrical Equipment & Multi-Industry Buy
    07.08.2021 MMM
  • EE/MI: Q2 Preview - The Beats Go On
  • Electrical Equipment & Multi-Industry N/A
    07.01.2021 AYI
  • AYI: Takeaways from FQ321 Earnings/2021 Investor Day
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 AYI
  • AYI: Gross Margins Continue to Improve, Investor Day at 9AM
  • Electrical Equipment & Multi-Industry Hold
    07.01.2021 IR
  • IR: Vertical View - Industrial Technologies and Services Segment
  • Electrical Equipment & Multi-Industry Buy
    06.30.2021 MMM
  • EE/MI: Don't Fear the Taper
  • Electrical Equipment & Multi-Industry N/A
    06.29.2021 PH
  • PH: Read-Through from Enerpac's FQ3
  • Electrical Equipment & Multi-Industry Buy
    06.25.2021 ROK
  • ROK: Software Flex with Plex
  • Electrical Equipment & Multi-Industry Hold
    06.24.2021 SIE-DE
  • SIE-DE: Raising the Bar on Performance Metrics
  • Electrical Equipment & Multi-Industry Buy
    06.24.2021 OTIS
  • OTIS/KNEBV-FI: Examining the Value Gap
  • Electrical Equipment & Multi-Industry N/A
    06.23.2021 GE
  • GE: Aviation at VRP Virtual Paris Airshow
  • Electrical Equipment & Multi-Industry Hold
    06.22.2021 ETN
  • EE/MI: Chart of the Day - Deeper Dive Into T&D
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 IR
  • IR: Seepex Acquisition Strengthens Precision & Science Portfolio
  • Electrical Equipment & Multi-Industry Buy
    06.21.2021 MMM
  • EE/MI : F/X Update - Looking for a Translation
  • Electrical Equipment & Multi-Industry N/A
    06.17.2021 IR
  • IR: Upgrade to Buy - Balance Sheet Could Air it Out
  • Electrical Equipment & Multi-Industry Buy
    06.16.2021 SWK
  • SWK: Conquering the Comps
  • Electrical Equipment & Multi-Industry Buy
    06.15.2021 MMM
  • EE/MI : May 2021 ABC Survey - Contractor Optimism Continues
  • Electrical Equipment & Multi-Industry N/A
    06.14.2021 JCI
  • EE/MI: Chart(s) of the Day - April AHRI and HARDI Data Strong, Mind Seasonally Weak Q3 in HVAC
  • Electrical Equipment & Multi-Industry Buy
    06.11.2021 FTV
  • FTV: Vertical View - Intelligent Operating Solutions Segment
  • Electrical Equipment & Multi-Industry Buy
    06.10.2021 ETN
  • EE/MI - Utilities & Power: Vertical View - T&D Outlook Still Robust
  • Electrical Equipment & Multi-Industry N/A
    06.08.2021 HON
  • HON: A Quantum Step toward Monetization
  • Electrical Equipment & Multi-Industry Buy
    06.08.2021 ETN
  • EE/MI: Data Center REIT Capital Spending and Strategic Action
  • Electrical Equipment & Multi-Industry N/A
    06.04.2021 MMM
  • EE/MI: Chart of the Day - Revision Review Highlights GE Erosion
  • Electrical Equipment & Multi-Industry Hold
    06.03.2021 OTIS
  • OTIS: Late Cycle Self-Help Play - $5 FCF in 2024?
  • Electrical Equipment & Multi-Industry Buy
    06.02.2021 PH
  • EE/MI: Chart of the Day - DCI Filtration Read-Through to PH
  • Electrical Equipment & Multi-Industry Buy
    06.02.2021 MMM
  • EE/MI: Multi-Industry Valuation Monitor - June 2021
  • Electrical Equipment & Multi-Industry N/A
    06.01.2021 LII
  • LII: Downgrade to Sell - Resi Comps Too Hot to Handle
  • Electrical Equipment & Multi-Industry Sell
    05.26.2021 MMM
  • EE/MI: Chart of the Day - Non-Resi Green Shoots
  • Electrical Equipment & Multi-Industry Hold
    05.25.2021 CARR
  • CARR: Chubb on the Bubble
  • Electrical Equipment & Multi-Industry Buy
    05.24.2021 MMM
  • EE/MI: Vertical View - 5G, DC, and Edge Chartbook
  • Electrical Equipment & Multi-Industry N/A
    05.19.2021 FTV
  • FTV: Meeting Highlights - Compounding Business Profile
  • Electrical Equipment & Multi-Industry Buy
    05.19.2021 MMM
  • MMM: Vertical View - Transportation and Electronics Segment
  • Electrical Equipment & Multi-Industry Hold
    05.18.2021 MMM
  • EE/MI & Flow Control: Vertical View - M&A Deep Dive
  • Electrical Equipment & Multi-Industry N/A
    05.13.2021 SWK
  • SWK: Feeding the Growth Machine
  • Electrical Equipment & Multi-Industry Buy
    05.12.2021 GE
  • GE: Weak Q1 Turbine Orders and Utilization
  • Electrical Equipment & Multi-Industry Hold
    05.11.2021 MMM
  • EE/MI: April 2021 ABC Survey - Outlook Remains Positive
  • Electrical Equipment & Multi-Industry N/A
    05.11.2021 MMM
  • EE/MI: Q1 Wrap: What a Difference a Year Makes
  • Electrical Equipment & Multi-Industry N/A
    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
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