Deep Dives

Utilities & Power

  • Utilities & Power: Utility Spotlight: More defensive gains; California undergrounding; hydrogen jurisdiction; NEM 3.0
  • CEG: Headline beat, estimates trimmed
  • EXC: Pure-play T&D journey begins
  • DUK: Carbon Plan filing incoming

More

Global Aerospace & Defense

  • Global Aerospace & Defense: 1Q22 Earnings Wrap
  • BBD.B-CA: 1Q22 - Upgrading to Buy; Bizjet not slowing
  • Global Aerospace & Defense: 1Q22 Earnings Preview
  • DEFCON: FY23 DoD budget - 4% is the starting point

More

Chemicals

  • Chemicals: Chart of the Day: No Rest For The Inflation Weary
  • Chemicals: 1Q22 Review; Multiple Crunch Offsets Strong Earnings
  • UNVR: Multiple Compression Punitive; Raising Numbers Again
  • Chemicals: US Crop Planting Pace Quite Slow Thus Far

More

Metals & Mining

  • HL: Remains on Track to Drive Silver Margins
  • CDE: Forging Progress on Rochester
  • GOLD: Good Start, Tracking Targets
  • CEIX: Tight Markets, Solid Execution- Raising PT

More

Engineering & Infrastructure

  • KBR: High Notes on the Road with CEO
  • ACM: Driving More Consistent Growth and New Business Visibility - Reaffirm Buy
  • ACM: Solid Quarter, Strong Booking Momentum
  • FLR: Trough Backlog, Orders to Accelerate - Reaffirm Buy

More

Electrical Equipment & Multi-Industry

  • EE/MI: Assessing Sell-Off Relative to Historical PMI Relationships
  • ROP: Potential Process Divestiture
  • GE: Share Down as Q1 Turbine Orders Surge, Units Flat
  • SIE-DE: Underlying FQ2 Beat, FY22 Guide Maintained

More

Transportation & Logistics

  • Transportation & Logistics: 2022 Outlook: Stronger for Longer
  • Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
  • Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand

More

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.