Multi-Industry

Title Tickers Date Pages
GE: General Electric Co. - Upgrading to Hold; negative catalysts sidelined GE 2020-02-07 9
AME: AMETEK, Inc. - 4Q19 slight operating miss; margins preserved AME 2020-02-05 3
GWW: Grainger - Lack of upside catalysts; Grainger share price appears more vulnerable GWW 2020-02-05 5
HON: Honeywell - Increasing HON estimates and price target HON 2020-02-05 5
EMR: Emerson - F1Q20 matches consensus; disappointing AS margins EMR 2020-02-04 3
ETN: Eaton - 4Q19 push, helped by tax; guidance in-line ETN 2020-02-04 4
ITW: ITW - Slight 4Q19 beat and in-line 2020 outlook, largely driven by T&ME ITW 2020-01-31 3
HON: Honeywell - In-line 4Q19; 2020 assumptions in focus HON 2020-01-31 4
GWW: Grainger - 4Q19 EPS misses consensus; margin outlook disappoints GWW 2020-01-30 3
PH: Parker Hannifin - F2Q20 EPS beat; guidance heading in the wrong direction PH 2020-01-30 6
DOV: Dover - Solid 4Q19 and 2020 guidance DOV 2020-01-30 3
DD: DUPONT DE NEMOURS INC - 4Q19 in-line with our forecast; 2020 guidance disappoints DD 2020-01-30 4
ROK: Rockwell - Fine-tuning EPS, little sign of significant early cycle improvement ROK 2020-01-29 4
ROK: Rockwell - F1Q20 in-line with lowered consensus; margin weakness and Sensia noise in focus ROK 2020-01-29 3
GE: General Electric Co. - EPS (and cash) exceed headline expectations, but fall more in-line with our forecast GE 2020-01-29 4
MMM: 3M - Weaker 4Q19 core growth; large new PFAS charges MMM 2020-01-28 4
GWW: Grainger - 4Q19 preview; consensus forecast screens too high GWW 2020-01-28 5
MMM: 3M - Expect 4Q19 to beat; upside to 2020 consensus MMM 2020-01-27 8
GE: General Electric Co. - “Beat and raise” has already played out GE 2020-01-23 9
China Industrial Land Snapshot - Rising tide not lifting all boats; 5G boom; enough real estate pain and sold-out masks 2020-01-23 6

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