Multi-Industry

Title Tickers Date
GE: General Electric Co. - Another “crown jewel” asset sale GE 2019-02-25
ITT: ITT - Operational rigor to drive margin runway; increasing estimates and price target ITT 2019-02-25
ROK: Rockwell - Sensia enhances Rockwell’s upstream O&G access ROK 2019-02-25
Proprietary data - Industrial products channel pricing – MSC price increases match GWW’s; metalworking lags 2019-02-25
GE: General Electric Co. - New executive additions signal no quick fix GE 2019-02-22
ITT: ITT - Core 4Q18 miss; 2019 guidance more favorable ITT 2019-02-22
FTV: Fortive Corp. - Attractive financing for ASP creates further EPS buffer FTV 2019-02-20
ITT: ITT - Expect strong 4Q18 and outlook despite market trepidation ITT 2019-02-19
Multi-Industry - Inch Questions (IQ) for management 2019-02-19
EMR: Emerson - Solid execution in the face of macro uncertainty EMR 2019-02-15
Proprietary data - MRO distribution web traffic report 2019-02-14
FTV: Fortive Corp. - Model update; portfolio resilience FTV 2019-02-13
Multi-Industry - Eaton vs. Parker – 2H recovery favors PH; further slowing to clip ETN 2019-02-11
GE: General Electric Co. - One step closer to “junk” GE 2019-02-08
FTV: Fortive Corp. - 4Q18 core growth strength; 2019 guidance appears solid FTV 2019-02-07
FTV: Fortive Corp. - Expect another messy quarter FTV 2019-02-06
Multi-Industry - Model and price target updates 2019-02-06
EMR: Emerson - F1Q19 driven by below-the-line; segment operating margins miss EMR 2019-02-05
GE: General Electric Co. - Behind the window dressing GE 2019-02-04
ITW: ITW - Solid 4Q18; weaker 2019 core growth and 1Q19 EPS ITW 2019-02-01

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