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

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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

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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

More

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

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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

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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

More

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

More

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

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