Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
04.28.2020 ROK
  • ROK: Solid FQ2, Challenged H2 and 2021
  • Electrical Equipment & Multi-Industry Sell
    04.28.2020 ABB
  • ABB: Q1 Beat, Tough and Uncertain Outlook
  • Electrical Equipment & Multi-Industry Sell
    04.28.2020 ABB
  • EE/MI: Quick Earnings Reads - ABB, MMM, ROK and ROP
  • Electrical Equipment & Multi-Industry N/A
    04.27.2020 MMM
  • EE/MI: Early Reads to Data Center/Electronics/Semi Verticals
  • Electrical Equipment & Multi-Industry N/A
    04.27.2020 MMM
  • EE/MI: Chart of the Day - LECO Read-Through to ITW
  • Electrical Equipment & Multi-Industry Hold
    04.27.2020 MMM
  • EE/MI: Q120 Earnings Season - Early Innings Read
  • Electrical Equipment & Multi-Industry N/A
    04.23.2020 ROP
  • ROP: Possible Chinks in the Armor Exposed by COVID
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 ALLE
  • ALLE: Executing Well But Lockdown Headwinds Loom
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 WSO
  • WSO: Q1 Operational Miss; SSS Better but April Slowing
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 SU-FR
  • SU-FR: Q1 In Line, No Forward View - Read Throughs
  • Electrical Equipment & Multi-Industry Hold
    04.23.2020 ALLE
  • ALLE: Q1 Beat, No Outlook
  • Electrical Equipment & Multi-Industry Hold
    04.22.2020 OTIS
  • OTIS: Takeaways from KONE and Schindler
  • Electrical Equipment & Multi-Industry Buy
    04.22.2020 KNEBV-FI
  • KNEBV-FI: Q1 In Line, Outlook Holds Firm
  • Electrical Equipment & Multi-Industry Hold
    04.21.2020 DOV
  • DOV: Hunkering Down For Tough Q2
  • Electrical Equipment & Multi-Industry Buy
    04.21.2020 EMR
  • EMR: Valiant Fight, But Lagging CapX Raises Risk of Down 2021
  • Electrical Equipment & Multi-Industry Hold
    04.21.2020 DOV
  • DOV: Q1 Beat, Q2 Into the Void
  • Electrical Equipment & Multi-Industry Buy
    04.20.2020 CARR
  • EE/MI: HVAC Estimate Cuts - Cold Wind Blowing
  • Electrical Equipment & Multi-Industry N/A
    04.20.2020 LII
  • LII: Big Q1 Miss, Abrupt Demand Destruction
  • Electrical Equipment & Multi-Industry Sell
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Electrical Equipment & Multi-Industry N/A
    04.16.2020 ABB
  • EE/MI: Energy Update - Supply Restraint Too Little Too Late
  • Electrical Equipment & Multi-Industry N/A
    04.15.2020 HUBB
  • HUBB: Q1 In Line Supported By Utility, Guide Pulled
  • Electrical Equipment & Multi-Industry Buy
    04.14.2020 ABB
  • EE/MI: Q1 Distributor Survey: Bracing for Cliff Event
  • Electrical Equipment & Multi-Industry N/A
    04.13.2020 AME
  • EE/MI: Compounder Deep Dive
  • Electrical Equipment & Multi-Industry N/A
    04.09.2020 GE
  • EE/MI: Chart of the Day - Electricity Demand Dims
  • Electrical Equipment & Multi-Industry Hold
    04.09.2020 GE
  • GE: Material Q1 Miss, Guide Pulled
  • Electrical Equipment & Multi-Industry Hold
    04.08.2020 ROK
  • ROK: Cutting Compensation, Big Earnings Hit Coming
  • Electrical Equipment & Multi-Industry Sell
    04.08.2020 PH
  • EE/MI: Chart of the Day - MSM Read to PH: Tip of the Iceberg
  • Electrical Equipment & Multi-Industry Hold
    04.07.2020 MMM
  • EE/MI: Q1 Preview - Tip of the Iceberg
  • Electrical Equipment & Multi-Industry N/A
    04.06.2020 CARR
  • CARR: HOLD - Keep Calm and Carry On
  • Electrical Equipment & Multi-Industry Hold
    04.06.2020 OTIS
  • OTIS: Essential Elevators
  • Electrical Equipment & Multi-Industry Buy
    04.02.2020 AYI
  • AYI: Pre-COVID Miss, Lights Out Ahead
  • Electrical Equipment & Multi-Industry Hold
    03.31.2020 DD
  • DD: Delaware Court Dismisses CC Environmental Claims
  • Electrical Equipment & Multi-Industry Buy
    03.31.2020 ABB
  • EE/MI : Downgrade ROK and ABB to Sell, SIE to Hold
  • Electrical Equipment & Multi-Industry N/A
    03.30.2020 MMM
  • EE/MI: 5 Post-COVID Thematic Considerations
  • Electrical Equipment & Multi-Industry N/A
    03.26.2020 MMM
  • EE/MI: Chart of the Day - Europe May Suffer Most COVID Damage
  • Electrical Equipment & Multi-Industry Hold
    03.26.2020 MMM
  • EE/MI: Leverage & Liquidity during Global Dash for Cash
  • Electrical Equipment & Multi-Industry N/A
    03.25.2020 EMR
  • EMR: Virtual Update - Fighting Through Headwinds
  • Electrical Equipment & Multi-Industry Hold
    03.23.2020 MMM
  • EE/MI: Broad EPS Cuts, Black Swans Obscure Visibility
  • Electrical Equipment & Multi-Industry N/A
    03.19.2020 MMM
  • EE/MI: Business Mix Chartbook Update
  • Electrical Equipment & Multi-Industry N/A
    03.19.2020 SWK
  • SWK: Chart of the Day - Liquidity in Good Shape
  • Electrical Equipment & Multi-Industry Buy
    03.19.2020 UTX
  • UTX: Otis Update Highlights Stability of Business Model
  • Electrical Equipment & Multi-Industry Buy
    03.17.2020 MMM
  • EE/MI: Chart of the Day - Watching Dividend Yields
  • Electrical Equipment & Multi-Industry Hold
    03.17.2020 SWK
  • SWK: Historical Performance Suggests Stock Dislocated
  • Electrical Equipment & Multi-Industry Buy
    03.16.2020 MMM
  • EE/MI: Chart of the Day - Pension Liabilities Spike on Rate Plunge
  • Electrical Equipment & Multi-Industry Hold
    03.16.2020 MMM
  • EE/MI: Chart of the Day - $/Euro Sensitivities
  • Electrical Equipment & Multi-Industry Hold
    03.13.2020 MMM
  • EE/MI: Search for Trough Estimates
  • Electrical Equipment & Multi-Industry N/A
    03.12.2020 PH
  • PH: Looking Beyond the Valley
  • Electrical Equipment & Multi-Industry Hold
    03.10.2020 MMM
  • EE/MI: Group Valuations on Old(er) School Metrics
  • Electrical Equipment & Multi-Industry N/A
    03.09.2020 DOV
  • DOV: New Mix More Resilient Than Short Cycle Basket
  • Electrical Equipment & Multi-Industry Buy
    03.09.2020 EMR
  • EE/MI: Quick Look at Oil Exposures
  • Electrical Equipment & Multi-Industry N/A
    03.09.2020 TT
  • TT: Maintain Buy on Legacy HVAC, Now Trane
  • Electrical Equipment & Multi-Industry Buy
    03.09.2020 IR
  • IR: Stock Dislocated, Reiterate Buy
  • Electrical Equipment & Multi-Industry Buy
    03.06.2020 HON
  • HON: Aero Executing Well, Cutting Estimates on Travel Weakness
  • Electrical Equipment & Multi-Industry Buy
    03.04.2020 GE
  • GE: Q1 Pressures, Near term Risks While Working Multi-Year Recovery
  • Electrical Equipment & Multi-Industry Hold
    03.03.2020 HUBB
  • HUBB: Focused on Execution and Cash Flow with 2023 View
  • Electrical Equipment & Multi-Industry Buy
    03.03.2020 HON
  • HON: Quantum Computing Breakthrough
  • Electrical Equipment & Multi-Industry Buy
    03.03.2020 MMM
  • EE/MI: A Look at Recession Downside Scenarios
  • Electrical Equipment & Multi-Industry N/A
    03.02.2020 ETN
  • ETN: Transformation Largely Complete, Focus on Growth & Margins
  • Electrical Equipment & Multi-Industry Buy
    02.28.2020 MMM
  • EE/MI: A Week of Wreckage in Review
  • Electrical Equipment & Multi-Industry N/A
    02.28.2020 EMR
  • EMR: COVID-19 Mark to Market, Trimming Estimates
  • Electrical Equipment & Multi-Industry Buy
    02.27.2020 KNEBV-FI
  • EE/MI: TK Elevators Monetized at 16.6X EBITDA
  • Electrical Equipment & Multi-Industry N/A
    02.27.2020 SWK
  • SWK: Demand Looks Good, Question is Supply
  • Electrical Equipment & Multi-Industry Buy
    02.26.2020 ROP
  • ROP: A Harder Look at Software Valuations
  • Electrical Equipment & Multi-Industry Hold
    02.25.2020 MMM
  • EE/MI: Coronavirus - Guidance Guideposts
  • Electrical Equipment & Multi-Industry N/A
    02.24.2020 UTX
  • UTX: Spin Data Points to Aero FCF Upside
  • Electrical Equipment & Multi-Industry Buy
    02.20.2020 SU-FR
  • SU-FR: H2 Beat, Solid Cash Flow
  • Electrical Equipment & Multi-Industry Hold
    02.19.2020 MMM
  • EE/MI: Q4 Wrap-Up - Midway Through the Downturn?
  • Electrical Equipment & Multi-Industry N/A
    02.18.2020 IR
  • GDI: Tweaking Estimates - Pro Forma Model Update
  • Electrical Equipment & Multi-Industry Buy
    02.18.2020 GE
  • EE/MI: Turbine Share - Back to the Future
  • Electrical Equipment & Multi-Industry N/A
    02.18.2020 DD
  • DD: Management Shake-Up Signals Intensified Operational Focus
  • Electrical Equipment & Multi-Industry Buy
    02.18.2020 ALLE
  • ALLE: OP Miss - Investments and Tax Pressure Outlook
  • Electrical Equipment & Multi-Industry Hold
    02.18.2020 IR
  • GDI: Segment Beat, Transition to "New IR"
  • Electrical Equipment & Multi-Industry Buy
    02.13.2020 EMR
  • EMR: Heavy Self Help in Choppy Environment
  • Electrical Equipment & Multi-Industry Buy
    02.11.2020 UTX
  • UTX: Otis - Pivot to Growth and Margin Expansion
  • Electrical Equipment & Multi-Industry Buy
    02.11.2020 UTX
  • UTX: Quick Takes From Otis Meeting
  • Electrical Equipment & Multi-Industry Buy
    02.10.2020 UTX
  • UTX: Carrier Cost Playbook to Drive Upside
  • Electrical Equipment & Multi-Industry Buy
    02.10.2020 UTX
  • UTX: Quick Takes From Carrier Meeting
  • Electrical Equipment & Multi-Industry Buy
    02.06.2020 FTV
  • FTV: Q4 OP Beat, Weak (Conservative?) Guide
  • Electrical Equipment & Multi-Industry Hold
    02.06.2020 ALLE
  • EE/MI: Chart of the Day - ASSA Positive Read-Through to ALLE
  • Electrical Equipment & Multi-Industry Hold
    02.06.2020 ETN
  • ETN: Upgrade to Buy-Better Portfolio, Cash Machine
  • Electrical Equipment & Multi-Industry Buy
    02.05.2020 ABB
  • ABB: Q4 Basically In Line
  • Electrical Equipment & Multi-Industry Hold
    02.05.2020 SIE-DE
  • SIE-DE: Tough FQ1, Short-Cycle Pressures Persist
  • Electrical Equipment & Multi-Industry Buy
    02.05.2020 NVT
  • NVT: Q4 Slight OP Miss on Soft Top Line
  • Electrical Equipment & Multi-Industry Hold
    02.04.2020 EMR
  • EMR: Restructuring Moving Into High Gear
  • Electrical Equipment & Multi-Industry Buy
    02.04.2020 HUBB
  • HUBB: Cash Is King With A Bonus Dollar in 2019
  • Electrical Equipment & Multi-Industry Buy
    02.04.2020 EMR
  • EE/MI: Quick Earnings Reads - EMR, ETN, HUBB, LII
  • Electrical Equipment & Multi-Industry N/A
    02.04.2020 EMR
  • EE/MI: Upbeat Tone from AHR Expo HVAC Event
  • Electrical Equipment & Multi-Industry N/A
    02.03.2020 MMM
  • EE/MI: Chart of the Day - Q419 Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    01.31.2020 ITW
  • ITW: Q4 In Line, Grinding It Out In Slow Growth Environment
  • Electrical Equipment & Multi-Industry Hold
    01.31.2020 JCI
  • JCI: Q1 In Line, Tracking to Plan
  • Electrical Equipment & Multi-Industry Hold
    01.31.2020 HON
  • HON: Cash Execution Underpins Upside Case
  • Electrical Equipment & Multi-Industry Buy
    01.31.2020 JCI
  • JCI: FQ1 Basically In Line - Orders Soft, Pipeline Active
  • Electrical Equipment & Multi-Industry Hold
    01.31.2020 HON
  • HON: Lopsided Q4 Leans Heavily on Aero
  • Electrical Equipment & Multi-Industry Buy
    01.30.2020 DD
  • DD: Weak Guide Extends Time in Penalty Box
  • Electrical Equipment & Multi-Industry Buy
    01.30.2020 DOV
  • DOV: Solid Q4, Steady Execution Sets Up 2020
  • Electrical Equipment & Multi-Industry Buy
    01.30.2020 DD
  • EE/MI: Quick Earnings Reads - DD, DOV, ROP, PH
  • Electrical Equipment & Multi-Industry N/A
    01.29.2020 GE
  • GE: Q4 Beat, 2020 Vision Clouded
  • Electrical Equipment & Multi-Industry Hold
    01.29.2020 TT
  • IR: Tough Q4, Positioning for Split
  • Electrical Equipment & Multi-Industry Buy
    01.29.2020 SWK
  • SWK: Q4 Light, Hedged Guide Sets Up 2020
  • Electrical Equipment & Multi-Industry Buy
    01.29.2020 ROK
  • ROK: FQ1 Basically In Line, Signs of Stabilization
  • Electrical Equipment & Multi-Industry Hold
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