Deep Dives
Machinery
- Machinery: 3Q Review - The Badder The Better
- Mining Equipment: 2018 Growth Drivers Now 2019 Headwinds
- VRP Road Trip: United We Stand - UTX, URI, UAL
- Machinery: Charting the Recent Pullback & Setup Into Q3
Packaging & Forest Products
- BCC: Downgrading to Hold on Valuation; Distribution Solid, but EWP Risks Emerge
- BCC: Downgrading to Hold on Valuation; Distribution Solid, but EWP Risks Emerge
- WRK: Deleveraging Accelerating as Free Cash Flow Grows
- WRK: Deleveraging Accelerating as Free Cash Flow Grows
Global Aerospace & Defense
- Global Aerospace & Defense: 3Q19 Earnings Wrap
- Global Aerospace: Airline Scorecard - October 2019: Continued softness
- VRP Road Trip: United We Stand - UTX, URI, UAL
- Global Aerospace & Defense: 3Q19 Earnings Preview
Chemicals
- LIN: Raising Numbers on Margin Strength
- LIN: Impressive Margins Drive Beat and Raise
- ALB: A Day of Reckoning; Cutting Estimates on Lithium Price
- APD: An Amicable Divorce? Price, Projects Propel Profit, Not IP
Metals & Mining
- CEIX: Better Positioned in a Tough Market
- GOLD: Solid Results, Hikes Dividend, Driving Change
- NEM: Gearing up for December
- BTU: Challenges Down Under
Engineering & Construction
- ACM: Recapitalization On Track, Business Outlook Encouraging - Reaffirm Buy
- ACM: Solid Finish as Recapitalization Momentum Continues
- KBR: High Notes From Meetings with CEO
- VMC: Setting Up for Growth in 2020
Airlines
- VRP Road Trip: United We Stand - UTX, URI, UAL
- Vertical Research Partners Top Picks - Remainder of 2019 Update
- VRP Conference: Slow Melting Ice Cube in the Industrial Core
- VRP Conference: Slow Melting Ice Cube in the Industrial Core
Electrical Equipment & Multi-Industry
- SPXC: Announcing Strategic HVAC Acquisition
- EE/MI: Vertical View: Beyond the Hyperscale Hiccup, Data Center Demand Drives Higher
- ROK: Growth Similar to Automation Peers, Beats Short Cycle Basket
- ROK: FQ4 Beat, Higher Headline Guide, But Operationally In Line