Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
07.31.2020 ITW
  • ITW: Q2 Beat-Margin Machine
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 NVT
  • NVT: Q2 Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Hold
    07.31.2020 JCI
  • JCI: FQ3 Beat - Only EE/MI company with Up 2020 EPS
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 CARR
  • CARR: Q2 Beat, Resi Resurgence
  • Electrical Equipment & Multi-Industry Hold
    07.30.2020 HUBB
  • HUBB: Q2 Beat - Margin Execution Offsets Factory Disruptions
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 SWK
  • SWK: Q2 Beat - DIY Surge
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 DD
  • DD: Q2 Beat, Electronics Leads the Charge
  • Electrical Equipment & Multi-Industry Buy
    07.30.2020 CARR
  • EE/MI: Quick Earnings Reads - DD, HUBB, SWK and CARR
  • Electrical Equipment & Multi-Industry N/A
    07.29.2020 GE
  • GE: Q2 Miss, Cash Burn
  • Electrical Equipment & Multi-Industry Hold
    07.29.2020 TT
  • TT: Q2 Beat, Driving the Trane
  • Electrical Equipment & Multi-Industry Buy
    07.29.2020 ETN
  • ETN: Q2 Beat, Powering Through on Solid Execution
  • Electrical Equipment & Multi-Industry Buy
    07.29.2020 ETN
  • EE/MI: Quick Earnings Reads - GE, ETN, TT and SU
  • Electrical Equipment & Multi-Industry N/A
    07.28.2020 FTV
  • FTV: Q2 Beat, Q3 Firming Up
  • Electrical Equipment & Multi-Industry Buy
    07.28.2020 MMM
  • MMM: Q2 Miss - July Shows Renewed Vigor
  • Electrical Equipment & Multi-Industry Hold
    07.28.2020 ROK
  • ROK: Beat & Raise - Slow Grinding Recovery
  • Electrical Equipment & Multi-Industry Sell
    07.28.2020 OTIS
  • OTIS: Q2 Beat and Raise - Driving Performance
  • Electrical Equipment & Multi-Industry Buy
    07.28.2020 MMM
  • EE/MI: Quick Earnings Reads - MMM, OTIS, ROK and ROP
  • Electrical Equipment & Multi-Industry N/A
    07.27.2020 MMM
  • EE/MI: Chart of the Day - Q220 Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    07.24.2020 HON
  • HON: Solid Q2, Grinding it Out
  • Electrical Equipment & Multi-Industry Buy
    07.24.2020 HON
  • HON: Solid Segment Beat on Margin Execution
  • Electrical Equipment & Multi-Industry Buy
    07.23.2020 ALLE
  • ALLE: Q2 Beat - Resi Disruptions, Non-Resi Uncertainty
  • Electrical Equipment & Multi-Industry Hold
    07.23.2020 WSO
  • WSO: Q2 Results Ahead; Inventory Read to Carrier
  • Electrical Equipment & Multi-Industry Hold
    07.22.2020 DOV
  • DOV: Gaining Momentum, Backlog the Flywheel
  • Electrical Equipment & Multi-Industry Buy
    07.22.2020 ABB
  • ABB: Q2 Beat, Cautious Outlook
  • Electrical Equipment & Multi-Industry Sell
    07.22.2020 DOV
  • DOV: Solid Q2 Beat, Powering Through
  • Electrical Equipment & Multi-Industry Buy
    07.21.2020 MMM
  • EE/MI: Chart of the Day - US Macro Marginally Better
  • Electrical Equipment & Multi-Industry Hold
    07.20.2020 CARR
  • EE/MI : Transport Refrigeration Thawing But Still a Big Backlog Hole
  • Electrical Equipment & Multi-Industry N/A
    07.20.2020 LII
  • LII: Heat Wave Could Accentuate Replacement Top
  • Electrical Equipment & Multi-Industry Sell
    07.20.2020 LII
  • LII: Summer Heat, Guide Raise
  • Electrical Equipment & Multi-Industry Sell
    07.17.2020 ALLE
  • ALLE: Chart of the Day - ASSA Read to Americas Division
  • Electrical Equipment & Multi-Industry Hold
    07.17.2020 KNEBV-FI
  • KNEBV-FI: Q2 Beat, China Bounces Back
  • Electrical Equipment & Multi-Industry Hold
    07.16.2020 MMM
  • EE/MI: Chart of the Day - Positive Semiconductor Reads
  • Electrical Equipment & Multi-Industry Hold
    07.16.2020 IR
  • EE/MI: Chart of the Day - Atlas Copco Compressor Read to IR
  • Electrical Equipment & Multi-Industry Hold
    07.15.2020 ABB
  • EE/MI: Q2 Distributor Survey - Digging Out of the Hole
  • Electrical Equipment & Multi-Industry N/A
    07.14.2020 MMM
  • EE/MI : Valuation and Positioning Perspective
  • 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 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
    06.26.2020 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
    06.12.2020 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
    06.10.2020 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
    06.02.2020 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
    05.22.2020 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
    05.13.2020 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 IR
  • IR: Q1 Miss - Sales Lag
  • 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 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 ITW
  • ITW: Q1 In Line, Sharp Q2 Decline
  • Electrical Equipment & Multi-Industry Hold
    05.05.2020 TT
  • TT: Q1 Miss, Orders Solid
  • Electrical Equipment & Multi-Industry Buy
    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 JCI
  • JCI: Q2 Beat, Orders Slow Abruptly
  • 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
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