Deep Dives
Utilities & Power
- Utilities & Power: Utility Spotlight: IRA focus eclipses 2Q reports; SB884 faces key decision; CPUC and TURN meetings
- VST: Confidence on the rise as hedging grows
- SRE: Running ahead of plan
- NRG: Working through supply challenges
Global Aerospace & Defense
- Global Aerospace & Defense: 2Q22 Half Time Show - RAD VERSION!
- Global Aerospace: Airline Scorecard - Another month of RPM recovery
- Global Aerospace: The Word on the Fleet - Post Pandemic high
- Mile High Monthly: Farnborough Airshow 2022 Preview
Chemicals
- APD: Less Drama Equals More Fun; Raising EPS and Target
- UNVR: Dividend and Conquer? Raising Estimates and PT
- FMC: Price-Cost Flip Renders 4Q Better Than 3Q
- LTHM: Raising Numbers; 2H Guide Looks Conservative
Metals & Mining
- CDE: Grinding Away at Rochester
- CEIX: Tight Thermal Markets - Raising PT, Reaffirm Buy
- AEM: Solid Results, Project Momentum- Reaffirm Buy
- ARCH: Positioned to Harvest and Return - Reaffirm Buy
Engineering & Infrastructure
- FLR: Booking, Margin Inflection - Raising PT - Reaffirm Buy
- TTEK: Delivering Continued Business Momentum
- VMC: Approaching Aggregates Pricing Inflection
- PWR: Balanced Portfolio Driving Growth - Reaffirm Buy
Electrical Equipment & Multi-Industry
- VNT: Q2 Beat, Transition Unfolding
- JCI: Price/Cost Inflecting. Strong Momentum Into 2023
- PH: Strong Q4, 2023 In Line, MGGT Near Finish Line
- JCI: Headline Beat, Operational Miss on Supply Chain
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