Deep Dives
Utilities & Power
- Utilities & Power: Utility Spotlight: More defensive gains; California undergrounding; hydrogen jurisdiction; NEM 3.0
- CEG: Headline beat, estimates trimmed
- EXC: Pure-play T&D journey begins
- DUK: Carbon Plan filing incoming
Global Aerospace & Defense
- Global Aerospace & Defense: 1Q22 Earnings Wrap
- BBD.B-CA: 1Q22 - Upgrading to Buy; Bizjet not slowing
- Global Aerospace & Defense: 1Q22 Earnings Preview
- DEFCON: FY23 DoD budget - 4% is the starting point
Chemicals
- Chemicals: Chart of the Day: No Rest For The Inflation Weary
- Chemicals: 1Q22 Review; Multiple Crunch Offsets Strong Earnings
- UNVR: Multiple Compression Punitive; Raising Numbers Again
- Chemicals: US Crop Planting Pace Quite Slow Thus Far
Metals & Mining
- HL: Remains on Track to Drive Silver Margins
- CDE: Forging Progress on Rochester
- GOLD: Good Start, Tracking Targets
- CEIX: Tight Markets, Solid Execution- Raising PT
Engineering & Infrastructure
- KBR: High Notes on the Road with CEO
- ACM: Driving More Consistent Growth and New Business Visibility - Reaffirm Buy
- ACM: Solid Quarter, Strong Booking Momentum
- FLR: Trough Backlog, Orders to Accelerate - Reaffirm Buy
Electrical Equipment & Multi-Industry
- EE/MI: Assessing Sell-Off Relative to Historical PMI Relationships
- ROP: Potential Process Divestiture
- GE: Share Down as Q1 Turbine Orders Surge, Units Flat
- SIE-DE: Underlying FQ2 Beat, FY22 Guide Maintained
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