Deep Dives

Global Aerospace & Defense

  • TXT: Downgrading to Hold - Bizjet soft patch
  • GD: Tough Sledding
  • GD: Tough Sledding
  • GD: Tough Sledding

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Chemicals

  • Chemicals: Gulf Coast Host Notes
  • APD: Inks $1bn Acquisition in Uzbekistan
  • CTVA: Upgrade to Buy; Plan is Coming Together
  • CTVA: Upgrade to Buy; Plan is Coming Together

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Metals & Mining

  • CDE: Into Peak Construction Before Turn
  • NEM: Accretive, Underpriced - Reaffirm Buy
  • NEM: Deal to Acquire Newcrest
  • AEM: Solid Start as Focus Turns to Optimization

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Engineering & Infrastructure

  • Engineering & Infrastructure: E&I Insights - Award Activity Picking Up
  • Engineering & Infrastructure: E&I Insights - Award Activity Picking Up
  • Engineering & Infrastructure: E&I Insights - Award Activity Picking Up
  • Engineering & Infrastructure: E&I Insights - Award Activity Picking Up

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Electrical Equipment & Multi-Industry

  • FTV: Going with the Work Flow For Compounding Growth
  • EE/MI: Vertical View - EV Demand Drivers for Industrials
  • EE/MI: Chart of the Day - April ABI: Non-Resi Chugging Along as Resi Finds New Lows
  • PH: Initial 2024 Bridge, Possible FQ4 Order Surprise

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Transportation & Logistics

  • Vertical Research Partners Top Picks - 2023 Update
  • Transportation & Logistics: 2023 Outlook: Mind the Dip, Be Nimble
  • VRP Conference: Still Powering Through
  • Transportation & Logistics: 2022 Outlook: Stronger for Longer

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