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GE: General Electric Co. - 3Q20 wrap; incremental...
GE: General Electric Co. - 3Q20 wrap; incremental stabilization
11-3-2020
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IR: Ingersoll Rand - Strong 3Q20; outstanding...
IR: Ingersoll Rand - Strong 3Q20; outstanding Industrial margin
11-2-2020
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VNT: Vontier - Model update
VNT: Vontier - Model update
11-2-2020
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FTV: Fortive Corp. - Model update; earnings bump-up
FTV: Fortive Corp. - Model update; earnings bump-up
11-2-2020
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MSM: MSC - Model update; reversal to the mean?
MSM: MSC - Model update; reversal to the mean?
10-30-2020
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HON: Honeywell - Solid 3Q20 beat, favorable sequential...
HON: Honeywell - Solid 3Q20 beat, favorable sequential guide; steady but mixed improvement v. tou...
10-30-2020
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ITT: ITT - 3Q20 profit beat on cost containment
ITT: ITT - 3Q20 profit beat on cost containment
10-30-2020
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AME: AMETEK, Inc. - 3Q20 Model update; another strong...
AME: AMETEK, Inc. - 3Q20 Model update; another strong operating result
10-29-2020
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VNT: Vontier - Margin upside drives 3Q20 beat –...
VNT: Vontier - Margin upside drives 3Q20 beat – sustains into 4Q20
10-29-2020
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DD: DUPONT DE NEMOURS INC - Robust 3Q20 vs. expectations
DD: DUPONT DE NEMOURS INC - Robust 3Q20 vs. expectations
10-29-2020
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CGNX: Cognex - Sizeable 3Q20 beat and robust sequential...
CGNX: Cognex - Sizeable 3Q20 beat and robust sequential guide
10-29-2020
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MMM: 3M - 3Q20 Model update; tepid revenue outlook
MMM: 3M - 3Q20 Model update; tepid revenue outlook
10-28-2020
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GE: General Electric Co. - 3Q20 results beat...
GE: General Electric Co. - 3Q20 results beat expectations; FCF better than expected
10-28-2020
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VNT: Vontier - FTV results read-through – potential...
VNT: Vontier - FTV results read-through – potential margin upside
10-28-2020
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ITW: ITW - Model update; raising estimates; PT to $221
ITW: ITW - Model update; raising estimates; PT to $221
10-27-2020
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MSM: MSC - F4Q20 EPS beat on lower opex; LT targets...
MSM: MSC - F4Q20 EPS beat on lower opex; LT targets announced
10-27-2020
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MMM: 3M - 3Q20 beat on operations
MMM: 3M - 3Q20 beat on operations
10-27-2020
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GWW: Grainger - Model update
GWW: Grainger - Model update
10-23-2020
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ITW: ITW - 3Q20 beat across the board; Automotive rebound
ITW: ITW - 3Q20 beat across the board; Automotive rebound
10-23-2020
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GWW: Grainger - SG&A and better Single Channel drive...
GWW: Grainger - SG&A and better Single Channel drive beat but slow US sales recovery
10-22-2020

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