Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
11.13.2020 MMM
  • EE/MI: Chart(s) of the Day - Resi HVAC Channel Re-Fill May be Largely Complete
  • Electrical Equipment & Multi-Industry Hold
    11.12.2020 SIE-DE
  • SIE-DE: FQ4 Beat, Cash Execution, 2021 Caution
  • Electrical Equipment & Multi-Industry Buy
    11.11.2020 MMM
  • EE/MI : ABC Survey Shows Improving Non-Resi Sentiment
  • Electrical Equipment & Multi-Industry N/A
    11.11.2020 GE
  • EE/MI: GE Turbine Share Snaps Back Through 9M
  • Electrical Equipment & Multi-Industry N/A
    11.11.2020 MMM
  • EE/MI: Post Election, Q3 Wrap - Forging Ahead
  • Electrical Equipment & Multi-Industry N/A
    11.10.2020 ROK
  • ROK: Ferrari Multiple on Chevy Growth
  • Electrical Equipment & Multi-Industry Sell
    11.05.2020 PH
  • PH: Solid Execution, Raising the Bar
  • Electrical Equipment & Multi-Industry Hold
    11.05.2020 PH
  • PH: Big Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    11.04.2020 MMM
  • EE/MI: Gridlock Appears the Clear Winner
  • Electrical Equipment & Multi-Industry N/A
    11.03.2020 JCI
  • JCI: Solid Execution, $3 in View for FY 2022
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 ETN
  • ETN: Resilient Q3, Solid Execution
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 JCI
  • JCI: FQ4 Beat-Execution Track Record Growing
  • Electrical Equipment & Multi-Industry Buy
    11.03.2020 ETN
  • ETN: Q3 Beat, Solid Margins and Cash Flow
  • Electrical Equipment & Multi-Industry Buy
    11.02.2020 IR
  • IR: Solid Q3 Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    10.30.2020 NVT
  • NVT: Q3 Beat, Thermal Running Cold
  • Electrical Equipment & Multi-Industry Hold
    10.30.2020 HON
  • HON: Raising Estimates - $7, $8, $9 (Maybe $10)
  • Electrical Equipment & Multi-Industry Buy
    10.30.2020 HON
  • HON: Q3 Beat and Raise - Muscling Through
  • Electrical Equipment & Multi-Industry Buy
    10.29.2020 CARR
  • CARR: Resi the "Carrier" of Q3 Success
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 DD
  • DD: Three in a Row - Raising Estimates
  • Electrical Equipment & Multi-Industry Buy
    10.29.2020 CARR
  • CARR: Big Resi Beat
  • Electrical Equipment & Multi-Industry Hold
    10.29.2020 DD
  • DD: Q3 Beat on Auto & Electronics
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 GE
  • GE: Battleship Slowly Starting To Turn
  • Electrical Equipment & Multi-Industry Hold
    10.28.2020 TT
  • TT: Raising Estimates on Excellent Execution
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 TT
  • TT: Q3 Big Beat, Bookings Pave a Path Higher
  • Electrical Equipment & Multi-Industry Buy
    10.28.2020 GE
  • GE: OP Beat, FCF Positive, Orders Grim
  • Electrical Equipment & Multi-Industry Hold
    10.28.2020 FTV
  • FTV: Q3 Beat, Robust FCF in Focus
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 HUBB
  • HUBB: Utility Powers Earnings Upside
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 SWK
  • SWK: Structural Margin Improvement Adds $1 to 2021 EPS Outlook
  • Electrical Equipment & Multi-Industry Buy
    10.27.2020 ROP
  • ROP: Slow Software Growth Weighs on Valuation
  • Electrical Equipment & Multi-Industry Hold
    10.27.2020 HUBB
  • EE/MI : Quick Earnings Reads - SWK, HUBB, MMM, ROP
  • Electrical Equipment & Multi-Industry N/A
    10.26.2020 OTIS
  • OTIS: Raising Numbers, Consistent Execution
  • Electrical Equipment & Multi-Industry Buy
    10.26.2020 OTIS
  • OTIS: Q3 Beat-Service Margins Move to Higher Floor
  • Electrical Equipment & Multi-Industry Buy
    10.23.2020 ITW
  • ITW: Solid Q3 - Business Model Aces the Test
  • Electrical Equipment & Multi-Industry Hold
    10.23.2020 ABB
  • ABB: Headline Beat, Muted Momentum
  • Electrical Equipment & Multi-Industry Sell
    10.23.2020 ITW
  • ITW: Q3 Beat and Raise
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 ALLE
  • ALLE: Raising Numbers, But 2021 Outlook Unsecured
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 WSO
  • WSO: Sales In Line, OP Ahead
  • Electrical Equipment & Multi-Industry Sell
    10.22.2020 SU-FR
  • SU-FR: Solid Q3 - Electrically Charged
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 ALLE
  • ALLE: Q3 Beat on Top Line and Margins
  • Electrical Equipment & Multi-Industry Hold
    10.22.2020 KNEBV-FI
  • KNEBV-FI: Solid Q3 Led By China
  • Electrical Equipment & Multi-Industry Hold
    10.21.2020 MMM
  • EE/MI: Charts of the Day - Navigating the Reverse Square Root Recovery
  • Electrical Equipment & Multi-Industry N/A
    10.21.2020 ALLE
  • EE/MI: Chart of the Day - ASSA Read to ALLE Americas
  • Electrical Equipment & Multi-Industry Hold
    10.20.2020 DOV
  • DOV: Raising the Bar, Graduating to a Higher Grade
  • Electrical Equipment & Multi-Industry Buy
    10.20.2020 DOV
  • DOV: Q3 Beat and Raise
  • Electrical Equipment & Multi-Industry Buy
    10.19.2020 LII
  • LII: Beat and Raise - Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    10.16.2020 ABB
  • EE/MI: Q3 Distributor Survey - Demand Bounces, Tepid Path from Here
  • Electrical Equipment & Multi-Industry N/A
    10.15.2020 MMM
  • EE/MI: Chart(s) of the Day - Checking the Global Macro Pulse
  • Electrical Equipment & Multi-Industry Hold
    10.13.2020 MMM
  • EE/MI: ABC Survey Shows Continued Non-Resi Deceleration
  • Electrical Equipment & Multi-Industry N/A
    10.13.2020 SWK
  • SWK: DIY Earnings Bridge to 2022
  • Electrical Equipment & Multi-Industry Buy
    10.12.2020 ROP
  • EE/MI and Flow Control : Smart Meter Read from Landis+Gyr
  • Electrical Equipment & Multi-Industry N/A
    10.12.2020 VNT
  • VNT: Initiate at Hold - EMV Fueling Roll-Off Puts 2021 EPS Growth on Empty
  • Electrical Equipment & Multi-Industry Hold
    10.09.2020 MMM
  • EE/MI: Chart of the Day - August Air Conditioner Shipments Strong, Raising Bar for '21
  • Electrical Equipment & Multi-Industry Hold
    10.09.2020 GE
  • EE/MI: Vertical View - Renewables: Picks and Shovels
  • Electrical Equipment & Multi-Industry N/A
    10.08.2020 AYI
  • AYI: FQ4 Beat, But Pricing Outlook Dims
  • Electrical Equipment & Multi-Industry Hold
    10.08.2020 AYI
  • AYI: FQ4 Beat, Price/Mix Erosion
  • Electrical Equipment & Multi-Industry Hold
    10.07.2020 MMM
  • EE/MI: Vertical View - Non-Residential Construction
  • Electrical Equipment & Multi-Industry N/A
    10.06.2020 SIE-DE
  • SIE-DE: Upgrade to Buy: Not Your Papa's German GE
  • Electrical Equipment & Multi-Industry Buy
    10.05.2020 FTV
  • FTV: Highlights From Vontier Virtual Meeting
  • Electrical Equipment & Multi-Industry Buy
    10.05.2020 FTV
  • FTV: Raising Q3 Guide Again, Implied Math Points to Further Upside
  • Electrical Equipment & Multi-Industry Buy
    10.01.2020 AYI
  • EE/MI: Vertical View - UV Lighting; AYI Bull/Bear
  • Electrical Equipment & Multi-Industry N/A
    09.30.2020 PH
  • PH: Read-Through from Enerpac's FQ4
  • Electrical Equipment & Multi-Industry Hold
    09.30.2020 MMM
  • EE/MI: Q3 Preview - Settling in to New Normal
  • Electrical Equipment & Multi-Industry N/A
    09.29.2020 KNEBV-FI
  • KNEBV-FI: CMD Highlights "Smart" Future
  • Electrical Equipment & Multi-Industry Hold
    09.23.2020 FTV
  • FTV: When-Issued Trading Framework
  • Electrical Equipment & Multi-Industry Buy
    09.22.2020 CARR
  • CARR: Beijer = "Free" Balance Sheet Repair
  • Electrical Equipment & Multi-Industry Hold
    09.22.2020 KNEBV-FI
  • KNEBV-FI: KONE pre-Announces, Raising KONE and OTIS Estimates
  • Electrical Equipment & Multi-Industry Hold
    09.21.2020 ETN
  • ETN: Hydraulics Divestiture to Danfoss Faces EU Scrutiny
  • Electrical Equipment & Multi-Industry Buy
    09.21.2020 HUBB
  • EE/MI & Flow Control: Vertical View - Smart Meter Chartbook
  • Electrical Equipment & Multi-Industry N/A
    09.17.2020 CARR
  • EE/MI : August Transport, Cold Chain and Vaccine Distribution
  • Electrical Equipment & Multi-Industry N/A
    09.17.2020 MMM
  • EE/MI: Amazon Targets Industrial IoT
  • Electrical Equipment & Multi-Industry N/A
    09.16.2020 EMR
  • EMR: August Order Improvement Led by Consumer
  • Electrical Equipment & Multi-Industry Hold
    09.15.2020 MMM
  • EE/MI : ABC Survey Reads Positively to Non-Resi
  • Electrical Equipment & Multi-Industry N/A
    09.15.2020 MMM
  • MMM: Modest Monthly Momentum, September Stall?
  • Electrical Equipment & Multi-Industry Hold
    09.14.2020 DOV
  • DOV: Pump and Bump - Raising Estimates on Improving Trends
  • Electrical Equipment & Multi-Industry Buy
    09.14.2020 MMM
  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • Electrical Equipment & Multi-Industry N/A
    09.03.2020 PH
  • EE/MI: Chart of the Day - DCI Sluggish Short-Cycle Read to PH
  • Electrical Equipment & Multi-Industry Hold
    09.03.2020 MMM
  • EE/MI: End-Market Pulse Check into VRP Conference
  • Electrical Equipment & Multi-Industry N/A
    09.01.2020 SIE-DE
  • SIE-DE: Unplugging From Energy
  • Electrical Equipment & Multi-Industry Hold
    09.01.2020 FTV
  • FTV: Spin First, Back-End Monetization. Significant Deleveraging
  • Electrical Equipment & Multi-Industry Buy
    08.28.2020 SWK
  • SWK: DIY Surge Continues, Pro Starting to Follow
  • Electrical Equipment & Multi-Industry Buy
    08.27.2020 EMR
  • EMR: Upping the Ante to Get on the Grid
  • Electrical Equipment & Multi-Industry Hold
    08.27.2020 DOV
  • DOV: Pent-Up Remodeling Demand Could Provide 2021 Reefer Tailwind
  • Electrical Equipment & Multi-Industry Buy
    08.26.2020 MMM
  • Flow Control & EE/MI: Thoughts on Hurricane Laura
  • Electrical Equipment & Multi-Industry N/A
    08.26.2020 MMM
  • EE/MI: Multi-Industry Valuation Monitor - Keep it Relative
  • Electrical Equipment & Multi-Industry N/A
    08.19.2020 SWK
  • EE/MI: Chart of the Day - DIY Strength Continues
  • Electrical Equipment & Multi-Industry Buy
    08.19.2020 FTV
  • FTV: Vontier Split vs. Spin - Upside Hinges on Redeployment
  • Electrical Equipment & Multi-Industry Buy
    08.18.2020 MMM
  • EE/MI: Chart of the Day - Minding Copper's Path - Cost Headwind, But Possible Reflation Signal
  • Electrical Equipment & Multi-Industry Hold
    08.13.2020 ABB
  • EE/MI: Chart of the Day - Global Automation Chartbook Update
  • Electrical Equipment & Multi-Industry Sell
    08.13.2020 ROP
  • ROP: Big Deal, Small Returns
  • Electrical Equipment & Multi-Industry Hold
    08.12.2020 GE
  • EE/MI: GE Ceding Turbine Share in H1
  • Electrical Equipment & Multi-Industry N/A
    08.10.2020 MMM
  • EE/MI: Chart of the Day - Breaking Down Cost-Out Actions
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 PH
  • PH: Excellent Cost Control versus Cyclical Pressure
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 PH
  • PH: Big Beat, Soft Guide on Order Weakness
  • Electrical Equipment & Multi-Industry Hold
    08.06.2020 SIE-DE
  • SIE-DE: Solid Beat, Automation Outperformance
  • Electrical Equipment & Multi-Industry Hold
    08.05.2020 FTV
  • EE/MI: Q2 Earnings Wrap - Commendable Cost Control
  • Electrical Equipment & Multi-Industry N/A
    08.04.2020 IR
  • IR: Q2 Beat - Margins Lead the Way
  • Electrical Equipment & Multi-Industry Hold
    08.04.2020 EMR
  • EMR: FQ3 Beat - Executing on Costs
  • Electrical Equipment & Multi-Industry Hold
    08.04.2020 EMR
  • EMR: FQ3 OP Beat, Orders Soft
  • Electrical Equipment & Multi-Industry Hold
    08.03.2020 IR
  • IR: Solid Margin Driven Beat
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 JCI
  • JCI: Onward and Upward
  • Electrical Equipment & Multi-Industry Buy
    Previous 1  2  3  4  5  6  7  8  9  Next

    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.