Multi-Industry

Title Tickers Date Pages
EMR: Emerson - Minor headline Sept order softening; underlying orders relatively steady EMR 2019-10-28 3
MMM: 3M - 3Q19 10-Q PFAS update MMM 2019-10-28 3
ITW: ITW - 3Q19 in-line with Street on core ops ITW 2019-10-25 4
CGNX: Cognex - 3Q19 preview; acquisition cements deep learning leadership CGNX 2019-10-25 4
ROK: Rockwell - Puts & takes from PTC’s F4Q19 ROK 2019-10-24 3
MSM: MSC - Slight F4Q19 beat on margins; sizeable F1Q20 miss not unexpected MSM 2019-10-24 3
MMM: 3M - Another core growth miss and significant guide-down MMM 2019-10-24 5
GWW: Grainger - Weak gross margins drive unexpected 3Q19 miss GWW 2019-10-23 2
GE: General Electric Co. - Running Out of Money? GE 2019-10-21 9
HON: Honeywell - Solid 3Q19; signs of macro strain in 4Q outlook HON 2019-10-17 2
DOV: Dover - Strong 3Q19 beat; orders rebound DOV 2019-10-17 3
EMR: Emerson - Emerson's perspective EMR 2019-10-16
ETN: Eaton - Sale of Lighting for subdued valuation ETN 2019-10-16 4
Multi-Industry - 3Q19 industrial earnings preview call 2019-10-09 2
MMM: 3M - AFFF Science Day round goes to the plaintiffs MMM 2019-10-08 6
GE: General Electric Co. - GE formalizes future pension plan contributions; overall debt reduction unchanged GE 2019-10-07 4
Multi-Industry - 3Q19 industrial earnings preview call 2019-10-04 2
GE: General Electric Co. - Healthcare pressures; guidance by newsletter? GE 2019-10-02 4
EMR: Emerson - “Comprehensive review” provides air cover EMR 2019-10-01 4
HDS: HD Supply - Separation plan follows challenged F2Q19 HDS 2019-09-27 6

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