Industrials

Showing 13–24 of 50 results

Steel Dynamics

Steel Dynamics, Inc. (STLD) (Q4FY23) – Less visibility of developments

The company recently brought four new flat rolled coating lines into operation, boosting their capacity for higher-margin value – added products by an additional 1mn tons.
$280 Purchase
Honeywell

Honeywell International Inc. (HON) (Q4FY23) – Counting on Quantinuum

The company announced the acquisition of Carrier’s Global Access Solution business for nearly $5bn in the fourth quarter. This acquisition positions the company as a leader in security solutions for the digital age and aligns with their strategic framework for mergers and acquisitions.
$280 Purchase
Caterpillar

Caterpillar Inc. (CAT) (Q4FY23) – Mixed expectations lower growth prospects

Caterpillar anticipates mixed performance across regions in 2024. A slowdown in Asia Pacific (excluding China) and continued weakness in China, particularly for larger excavators is expected.
$288 Purchase
NextEra Energy

NextEra Energy, Inc (NEE) (Q4FY23) – Navigating in a challenging environment

NextEra Energy- Despite strong operational and financial performance, NextEra Energy acknowledges some challenges. The company faced headwinds from inflation and interest rates, contributing to the underperformance of its share price.
$256 Purchase
Siemens

Siemens AG (SEIGY) (Q4FY23) – Better visibility, better results

Siemens AG – In collaboration with Ford, a standardized and scalable SIMATIC Automation Workstation has been jointly developed. This workstation integrates OT installations for manufacturing automation with IT functionality, including centralized software deployment.
$336 Purchase
Electronic Arts

Electronic Arts Inc. (EA) (Q3FY24) – Ahead of the game

In the digital era, Electronic Arts, known for blockbuster titles such as Need for Speed and The Sims, has discovered a successful strategy.
$280 Purchase
Agilent Technologies

Agilent Technologies, Inc (A) (Q4FY23) – Declining sales and rising costs squeeze margins

Agilent Technologies, a global leader in scientific products and services, has witnessed a surge in its stock price, driving valuations to unprecedented levels.
$288 Purchase
General Motors

General Motors Co (GM) (Q4FY23) – EV growth pace slowed down

General Motors- Chevrolet boasts continued success in various automotive segments. Their Bolt EV and EUV models achieved record sales, while the brand secured the top spot in J.D. Power’s initial quality rankings for the second consecutive year.
$264 Purchase
Tesla

Tesla Inc (TSLA) (Q4FY23) – Steady improvements to boost profitability

Tesla company achieved record production and deliveries exceeding 1.8mn vehicles, solidifying its position as a leader in the electric vehicle industry. The company produced 560,000 units at its Fremont factory alone. Model Y was the best selling vehicle with over 1.2mn units delivered.
$280 Purchase
3m

3M Company (MMM) (Q4FY23) – Continues to be in a bad phase

3M, a versatile technology corporation, operates across four distinct sectors: Safety and Industrial, Transportation and Electronics, Health Care, and Consumer. Their product range encompasses adhesives, abrasives, films, tapes, medical devices, and consumer goods, showcasing their diverse portfolio
$264 Purchase
ABB

ABB Ltd. (ABB) (Q4FY23) – Markets display mixed signals

ABB Ltd. Driven by sustainability concerns, efficiency demands, and labor shortages, the intertwined forces of electrification and automation are transforming industries from manufacturing and transportation to energy and construction.
$288 Purchase
ABB

ABB Ltd. (ABB) (Q3FY23) – Mixed bag and lower visibility

ABB – The oil and gas segment stood out, with robust activity in the U.S. Marine demand also remained strong. Notably, positive momentum was observed in low-carbon areas like LNG, hydrogen, and carbon capture. Comparable revenues surged by 23%, fueled by solid double-digit increases across all divisions. Volume growth served as the primary driver, supplemented by favorable price developments.
$296 Purchase