Industrials

CrispIdea’s Industrial Equity Reports offer comprehensive insights into major subsectors such as Manufacturing, Automotive, Aerospace & Defense, Diversified Industrials and Renewable Energy. Our advanced analysis covers stock ratings and recommendations, target price, investment thesis, peer comparisons, financial performance evaluations with valuation and ratio analysis, and management commentary. Empower your investment strategies with CrispIdea, your go-to source for navigating the dynamic industrial sector.

Agilent Technologies
Agilent Technologies, a global leader in scientific products and services, has witnessed a surge in its stock price, driving valuations to unprecedented levels.
General Motors
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.
Tesla
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.
3m
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
ABB
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.
ABB
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.
United States Steel
United States Steel NSC’s acquisition of U. S. Steel will enhance its world- leading manufacturing and technology capabilities and enable it to expand the geographic areas in which NSC can better serve all of its stakeholders, including customers and society at large.
Oshkosh
Oshkosh – The Access segment backlog rose 2.3% to $4bn, attributed to higher pricing. The Defense segment backlog increased by 12.5% to $6.7bn, driven by a shift to a higher percentage of battery electric vehicles in the initial USPS order. The Vocational segment backlog surged by 61.1% to $5bn due to strong post-COVID-19 demand for fire apparatus, rising prices, and the inclusion of AeroTech backlog totalling $762.3 million.
Caterpillar
Caterpillar Order rates have moderated as anticipated, with both dealers and customers exhibiting a willingness to wait longer before placing orders. This was expected, and alongside the previously discussed transition to CAT engines, there has been a reduction in dealer orders for Building Construction Products.
Huntington Ingalls
Huntington Ingalls In Q3FY23, free cash flows totalled $244mn, contrasting with the $482mn reported in the corresponding period of the previous year. This decline was predominantly attributed to an enhancement in cash from operating activities.
SunPower Corporation
SunPower Corporation faced persistent challenges in Q3FY23, experiencing a deeper-than-anticipated contraction in customer bookings and installations. This downturn was attributed to the heightened impact of increased interest rates on consumer behaviour, exceeding earlier forecasts. Despite initial expectations for a temporary dip, these trends persisted throughout the year, exceeding anticipated duration and severity.
Toyota Motor
The Toyota Motor Corporation achieved impressive sales results for the period, with consolidated vehicle sales reaching 4.74mn units. This represented a substantial 114.1% increase compared to the same period in the previous fiscal year.