Multi-Industry

Title Tickers Date
GWW: Grainger - Cutting EPS and price target; tariff and international risks GWW 2019-08-13
GE: General Electric Co. - Dissecting cash flow; larger core cash declines ex factoring GE 2019-08-08
PH: Parker Hannifin - F2020 expectations likely to still reset lower PH 2019-08-07
EMR: Emerson - F3Q19 operating miss; below-the-line F20 EPS headwinds EMR 2019-08-06
FTV: Fortive Corp. - Downgrading to Hold; little room for further disappointment FTV 2019-08-05
ITT: ITT - Solid 2Q19 results; softening order trends ITT 2019-08-02
PH: Parker Hannifin - F4Q19 beat on below-the-line; F20 guidance mildly aggressive PH 2019-08-01
GE: General Electric Co. - Additional noteworthy 2Q19 items GE 2019-08-01
GE: General Electric Co. - Weaker 2Q19 operating results; 6 cent one-time tax benefit GE 2019-07-31
ETN: Eaton - In-line 2Q19; slowing orders; guidance reaffirmed ETN 2019-07-30
CGNX: Cognex - Guidance disappoints despite lowered expectations and Logistics resilience CGNX 2019-07-30
EMR: Emerson - Weakening order trends; F3Q preannounced EMR 2019-07-29
PH: Parker Hannifin - Exotic deal; diversifies PH Aerospace sales mix PH 2019-07-29
MMM: 3M - 10-Q reveals new environmental and regulatory risks MMM 2019-07-26
ITW: ITW - 2Q19 miss; optimistic 2H assumptions? ITW 2019-07-26
ROK: Rockwell - F3Q19 EPS beat on CP&S margins; guidance cut (not unexpected) ROK 2019-07-25
MMM: 3M - Significant 2Q19 EPS beat; guidance intact MMM 2019-07-25
GE: General Electric Co. - Further GE9x delays; possible MAX production shutdown GE 2019-07-24
Multi-Industry - A tale of two distributors 2019-07-24
GWW: Grainger - Mixed 2Q19 against lowered expectations; weaker International offset US margin resilience GWW 2019-07-24

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