Keyword

Tickers

Clear search
⬤
MMM: 3M - 1Q21 beat; lack of guidance increase somewhat...
MMM: 3M - 1Q21 beat; lack of guidance increase somewhat perplexing
4-27-2021
⬤
GE: General Electric Co. - Mixed 1Q21; below-the-line...
GE: General Electric Co. - Mixed 1Q21; below-the-line benefit; FCF improves as expected
4-27-2021
⬤
HON: Honeywell - 1Q21 upside driven by Aero and SPS
HON: Honeywell - 1Q21 upside driven by Aero and SPS
4-23-2021
⬤
DOV: Dover - Large 1Q21 beat driven by PPS – Pumps...
DOV: Dover - Large 1Q21 beat driven by PPS – Pumps & Process Solutions
4-20-2021
⬤
Proprietary data - Little signs of upward demand...
Proprietary data - Little signs of upward demand inflection in April
4-19-2021
⬤
Proprietary data - Still no price increases in April;...
Proprietary data - Still no price increases in April; discounting picked up slightly
4-19-2021
⬤
Proprietary data - Still no price increases in April;...
Proprietary data - Still no price increases in April; discounting picked up slightly
4-18-2021
⬤
Proprietary Data Report - Global Project Activity...
Proprietary Data Report - Global Project Activity Tracker; Metals & Mining activity pipeline gain...
4-14-2021
⬤
MSM: MSC - Model update
MSM: MSC - Model update
4-8-2021
⬤
MSM: MSC - F2Q21 points to slow sales recovery; weak FCF
MSM: MSC - F2Q21 points to slow sales recovery; weak FCF
4-7-2021
⬤
Multi-Industry Research - Impact from the American Jobs...
Multi-Industry Research - Impact from the American Jobs Plan – Growth edition
4-6-2021
⬤
Multi-Industry Research - Impact from the American Jobs...
Multi-Industry Research - Impact from the American Jobs Plan – Tax edition
4-6-2021
⬤
Multi-Industry - 1Q21 watch items; inflation + supply...
Multi-Industry - 1Q21 watch items; inflation + supply disruption
3-31-2021
⬤
PH: Parker Hannifin - Simple by Design: Positioning...
PH: Parker Hannifin - Simple by Design: Positioning game changer
3-25-2021
⬤
Proprietary data - Pricing remained stable in early...
Proprietary data - Pricing remained stable in early March
3-24-2021
⬤
Proprietary data - Signs of traffic improvement as...
Proprietary data - Signs of traffic improvement as March progresses
3-24-2021
⬤
ITT: ITT - Model update
ITT: ITT - Model update
3-23-2021
⬤
GE: General Electric Co. - Additional debt and deal...
GE: General Electric Co. - Additional debt and deal moving parts; adjusting PT to $11
3-12-2021
⬤
GE: General Electric Co. - 2021 outlook; questionable...
GE: General Electric Co. - 2021 outlook; questionable GECAS deal merits
3-10-2021
⬤
DD: DUPONT DE NEMOURS INC - Balanced capital...
DD: DUPONT DE NEMOURS INC - Balanced capital allocation; Laird further complements growth positio...
3-8-2021

Contact us here for help accessing content or arranging a relationship with our firm.