PERSISTENCE
MATTERS
GLOBAL INDUSTRIALS INTELLIGENCE

COVERAGE

RATINGS:  Traditional coverage, including estimates, ratings and targets provided through First Call.
SECTOR STRATEGY:  Will provide portfolio advice and, when warranted, investment and trade ideas.
INTEGRATED COMPANY DASHBOARD (ICD):  Includes quarterly Snapshot, Company Dashboard and Sector level Business Unit Trends (BUT).
GLOBAL INDUSTRIAL OUTLOOK (GIO): Data collection to support GIO and other macro work.
 
ELECTRICAL EQUIPMENT
  GE
  MMM
  ABB
  UTX
  ITW
  SIE
  EMR
  ROK
  HON
  DOV
  AME
  DHR
  SPW
  OMRON
 
HVAC / CONSTRUCTION
  IR   LII   TYC
 
POWER & ENERGY
  ALO.FP
  SU.FP
  HAL
 
FLOW CONTROL
  FLS
  PNR
  XYL
  PHIA
  ETN
  HUBB
  VMI
  WCC
  KONE
MACHINERY
  DE
  CAT
  MTW
  TEX
  OSK
  URI
  SDVKF
  PH
  CMI
  PCAR
 
AEROSPACE / DEFENSE
  BA
  TXT
  EAD.FP
  ERJ
 
GENERAL IND.
  CFX
  WEG
  BBD.B
 
DISTRIBUTION
  GWW
  FAST