Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
01.31.2019 GE
  • GE: Downgrade to Hold-Uncertain Path Through 2019
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 XYL
  • XYL: Strong Q4 Sales and Orders, OP Below Expectations
  • Electrical Equipment & Multi-Industry Hold
    01.31.2019 NVT
  • NVT: Q4 Miss on Margins
  • Electrical Equipment & Multi-Industry Buy
    01.31.2019 GE
  • GE: Power Ugly, But Better Cash Flow Should Win the Day
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 IR
  • IR: Strong Execution, Robust Orders and Share Gains Will Drive 2019
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 EMR
  • EMR: Automation Orders Point To Solid Earning Outlook
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 SIE-DE
  • SIE-DE: FQ1 Light, Orders Robust. Power Bottoming?
  • Electrical Equipment & Multi-Industry Buy
    01.30.2019 IR
  • IR: Q4 Basically In Line, Robust Orders Point to Solid 2019
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 IEX
  • IEX: Q4 Operationally Light; Orders/Sales Decelerate
  • Electrical Equipment & Multi-Industry Hold
    01.29.2019 DOV
  • DOV: Buy-2020 Arrives A Year Early
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 PNR
  • PNR: Solid '18 Close; '19 Assumes Accelerating Flow/Filt. Growth
  • Electrical Equipment & Multi-Industry Hold
    01.29.2019 DOV
  • DOV: Slight Q4 Miss, Big Upside Guide
  • Electrical Equipment & Multi-Industry Buy
    01.29.2019 PNR
  • PNR: In Line Q4 and FY Guide
  • Electrical Equipment & Multi-Industry Hold
    01.28.2019 CR
  • CR: 8% of Sales Masks an Otherwise Solid Q4
  • Electrical Equipment & Multi-Industry Buy
    01.28.2019 IR
  • IR: Reads from Atlas and CCS
  • Electrical Equipment & Multi-Industry Buy
    01.25.2019 GE
  • GE: Expedited WAB Deal Boosts Cash and Avoids Shutdown Delay
  • Electrical Equipment & Multi-Industry Buy
    01.24.2019 MMM
  • EE/MI: Peer Earnings Tidbits Ahead of the Earnings Storm
  • Electrical Equipment & Multi-Industry N/A
    01.23.2019 UTX
  • UTX: Solid Outlook, But Cash Constrained
  • Electrical Equipment & Multi-Industry Hold
    01.23.2019 UTX
  • UTX: Q4 OP Beat, Minding Cash and Segments in 2019
  • Electrical Equipment & Multi-Industry Hold
    01.22.2019 SWK
  • SWK: Hostage To Trade Amid Macro Uncertainty
  • Electrical Equipment & Multi-Industry Buy
    01.17.2019 ABB
  • EE/MI: Q4 Distributor Survey - Price Strong, Volumes Steady
  • Electrical Equipment & Multi-Industry N/A
    01.16.2019 JCI
  • EE/MI: AHR Expo Offers Generally Positive View for '19, Potential P/C Tailwinds
  • Electrical Equipment & Multi-Industry N/A
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Electrical Equipment & Multi-Industry N/A
    01.15.2019 HUBB
  • EE/MI: Q4 Preview - Storm Before the Calm
  • Electrical Equipment & Multi-Industry N/A
    01.10.2019 ABB
  • ABB: Downgrade to Sell - Near Term Headwinds, EPS and Cash Flow Cuts
  • Electrical Equipment & Multi-Industry Sell
    01.09.2019 AYI
  • AYI: FQ1 EPS Beat; Volume and P/M Stabilize Further
  • Electrical Equipment & Multi-Industry Hold
    01.07.2019 GE
  • GE: GECAS Exit Would Accelerate De-Risk of GECC
  • Electrical Equipment & Multi-Industry Buy
    01.04.2019 AME
  • Flow Control: 2019 Outlook - Navigating an Oil Spill
  • Electrical Equipment & Multi-Industry N/A
    01.02.2019 MMM
  • EE/MI: 2019 Outlook - Is it Cycle or Psychological?
  • Electrical Equipment & Multi-Industry N/A
    12.20.2018 GE
  • EE/MI: Chart of the Day - Power Market Firms Up In USA
  • Electrical Equipment & Multi-Industry Buy
    12.19.2018 MMM
  • MMM: Boosting Healthcare AI with M*Modal Deal
  • Electrical Equipment & Multi-Industry Hold
    12.19.2018 GE
  • GE: Upgrade to Buy - Darkness before Dawn or Midnight?
  • Electrical Equipment & Multi-Industry Buy
    12.17.2018 ABB
  • ABB: Goes off The Grid, Realigns and Simplifies
  • Electrical Equipment & Multi-Industry Hold
    12.14.2018 FLS
  • FLS: Investor Day - Progress Being Made, Details Lacking; Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    12.12.2018 LII
  • LII: 2019 Outlook - Pushing Through the Headwinds, Literally
  • Electrical Equipment & Multi-Industry Hold
    12.11.2018 IR
  • EE/MI: Launching Buildings/Construction Chartbook - a Slow Grind Higher
  • Electrical Equipment & Multi-Industry N/A
    12.07.2018 ITW
  • ITW: Reasonable Guide, Growth Puzzle
  • Electrical Equipment & Multi-Industry Hold
    12.06.2018 ETN
  • EE/MI: Vertical View - Data Centers Still Running Hot
  • Electrical Equipment & Multi-Industry N/A
    12.05.2018 MMM
  • EE/MI: Business Mix Chartbook
  • Electrical Equipment & Multi-Industry N/A
    12.04.2018 GE
  • GE: SAF Read on LEAP - Cash/Earnings Implications
  • Electrical Equipment & Multi-Industry Hold
    12.03.2018 MMM
  • EE/MI: Tariff Truce Heals Some Industrial Wounds
  • Electrical Equipment & Multi-Industry N/A
    12.03.2018 AME
  • Flow Control: Quick Thoughts - Finding Some Relief on Tariff Tensions
  • Electrical Equipment & Multi-Industry N/A
    11.29.2018 FTV
  • EE/MI: Closer Look at Semiconductor/Electronics; Spending Could Slow Further
  • Electrical Equipment & Multi-Industry N/A
    11.27.2018 UTX
  • UTX: Post Call Color, Stock Likely in Holding Pattern
  • Electrical Equipment & Multi-Industry Hold
    11.27.2018 UTX
  • UTX: COL Close Drives 3-Way Break-Up
  • Electrical Equipment & Multi-Industry Hold
    11.26.2018 HON
  • EE/MI: Chart of the Day - Navigating Lower Oil
  • Electrical Equipment & Multi-Industry Buy
    11.26.2018 ABB
  • EE/MI: Q318 Automation Chartbook
  • Electrical Equipment & Multi-Industry N/A
    11.20.2018 NVT
  • NVT: Solid Execution, Upside Optionality
  • Electrical Equipment & Multi-Industry Buy
    11.20.2018 GE
  • GE: Working Capital Is Overworked, Creating Future Cash Flow Headwinds
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 MMM
  • MMM: Trying to Stick the Growth Algorithm
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 ROK
  • ROK: Automation Fair and Investor Day - Growth in Focus
  • Electrical Equipment & Multi-Industry Hold
    11.15.2018 HON
  • EE/MI: Takeaways from ISC East Security Show
  • Electrical Equipment & Multi-Industry N/A
    11.13.2018 FLOW
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day - Mind Oil's Path
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 JCI
  • VRP: Johnson Controls, Inc. - Attractive Power Exit, But Relative Value Full Post Actions
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 GE
  • VRP: General Electric Co - Taps BHGE Stake For Approximately $3 Billion
  • Electrical Equipment & Multi-Industry Hold
    11.12.2018 AME
  • VRP: Electrical Equipment & Multi-Industry - Spigot Flowing - Sell FLS; Buy AME, CR, ITT
  • Electrical Equipment & Multi-Industry N/A
    11.12.2018 EMR
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day: Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry hold
    10.08.2018 XYL
  • XYL: "Pumped" Up Valuation, Potential Muni Wobble Injects Risk; Downgrade to Sell
  • Electrical Equipment & Multi-Industry Sell
    10.21.2016 GE
  • GE: Bridge to 2018 Built on Non-Cash Alstom Earnings?
  • Electrical Equipment & Multi-Industry Hold
    09.23.2016 SIE-DE
  • EE/MI: Balance Sheets Generally Solid, But Pensions Cause Some Restraint
  • Electrical Equipment & Multi-Industry N/A
    07.25.2016 ROP
  • ROP: Q2 OP Miss and Lowered Full Year
  • Electrical Equipment & Multi-Industry Hold
    07.18.2016 AME
  • AME: Searching for the Lost Premium; Assume With Hold Rating, $50 PT
  • Electrical Equipment & Multi-Industry Hold
    05.09.2016 IR
  • IR: Climate Running Hot and It's Only Spring
  • Electrical Equipment & Multi-Industry Buy
    11.20.2015 SIE-DE
  • EE/MI: Macro Overwhelms Micro in Automation
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 DHR
  • EE/MI: Downside Sensitivities to Trough EPS
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 SPXC
  • SPXC: Don't Snub the Stub, Initiate with Buy
  • Electrical Equipment & Multi-Industry Buy
    09.21.2015 DOV
  • EE/MI: New Normal No-Man's Land
  • Electrical Equipment & Multi-Industry N/A
    09.18.2015 LII
  • EE/MI: Price/Cost Threatens Industrial Profits
  • Electrical Equipment & Multi-Industry N/A
    09.13.2015 DOV
  • VRP Industrial Conference: Trends Challenging, But No Summer Trap Door
  • Electrical Equipment & Multi-Industry N/A
    08.05.2015 SU-FR
  • EE/MI: Industrials - The Living Dead or Just Dead?
  • Electrical Equipment & Multi-Industry N/A
    02.26.2015 SU-FR
  • EE/MI: U.S. Power Markets Healing, but Well Short of Full Strength
  • Electrical Equipment & Multi-Industry N/A
    02.24.2015 DHR
  • EE/MI: End of Cycle Fears, Oil Jitters Limit Automation Valuations
  • Electrical Equipment & Multi-Industry N/A
    02.10.2015 IR
  • Resi HVAC: Recharged Replacement Supports Recovery Runway
  • Electrical Equipment & Multi-Industry N/A
    01.04.2015 TYC
  • EE/MI: 2015 Outlook - Running the Obstacle Course
  • Electrical Equipment & Multi-Industry N/A
    09.24.2014 ALLE
  • EE/MI: "Monitoring" Global Security, What to Expect From ASIS Security Show
  • Electrical Equipment & Multi-Industry N/A
    09.19.2014 LII
  • LII: Estimates Need To Cool Down, Assume Coverage At Hold
  • Electrical Equipment & Multi-Industry Hold
    09.07.2014 PH
  • VRP Conference Wrap - Slow Grind Continues
  • Electrical Equipment & Multi-Industry N/A
    06.05.2014 EMR
  • HVAC: Gauging Impact of Regional Efficiency Standards
  • Electrical Equipment & Multi-Industry N/A
    06.04.2014 GE
  • Gas Turbines: Better Mousetraps Waiting On Better Demand
  • Electrical Equipment & Multi-Industry N/A
    05.28.2014 IR
  • EE/MI: Lighting Outlook - LED Lights up Energy Retrofit
  • Electrical Equipment & Multi-Industry N/A
    05.11.2014 IR
  • EE/MI: Data Center Outlook - 'Cloud'y With Temperatures Rising
  • Electrical Equipment & Multi-Industry N/A
    04.01.2014 JCI
  • JCI: Controlling Its Transition to Multi-Industry
  • Electrical Equipment & Multi-Industry Hold
    03.12.2014 SWK
  • SWK: Does Stanley Work?
  • Electrical Equipment & Multi-Industry Buy
    12.03.2013 SIE-DE
  • EE/MI: Vertical View On Global Industrial Automation
  • Electrical Equipment & Multi-Industry N/A
    12.01.2013 UTX
  • Global Elevators: A Three Speed World
  • Electrical Equipment & Multi-Industry Buy
    09.16.2013 HUBB
  • Vertical View on Solar: The Sun is Rising But Could Cloud T&D
  • Electrical Equipment & Multi-Industry N/A
    08.19.2013 HON
  • EEMI: Utility Transmission, Rubber Boots Required
  • Electrical Equipment & Multi-Industry N/A
    06.28.2013 TYC
  • EE/MI: Don't Fear the Taper
  • Electrical Equipment & Multi-Industry N/A
    Previous 1  2  3  4 

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.