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

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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

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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

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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

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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

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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

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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

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