Industrials
78 companies under coverage across 20 industries.
Browse by industry
Industrials companies
Copart Inc (CPRT)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $48, +71% vs spot. It needs the multiple to hold or expand.
United Airlines Holdings Inc (UAL)
The bull case — 'Spike — Premium-Travel Boom' (8% weight) — targets $279, +105% vs spot. It needs Gross Margin to surprise to the upside.
Builders FirstSource Inc (BLDR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $160, +79% vs spot. It needs Gross Margin to surprise to the upside.
Leidos Holdings Inc (LDOS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $220, +114% vs spot. It needs Gross Margin to surprise to the upside.
Paychex Inc (PAYX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $155, +57% vs spot. It needs the multiple to hold or expand.
Veralto Corporation (VLTO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $138, +55% vs spot. It needs the multiple to hold or expand.
Snap-On Inc (SNA)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $713, +77% vs spot. It needs the multiple to hold or expand.
Uber Technologies (UBER)
The bull case — 'AV Partner + Freight Bull' (10% weight) — targets $145, +101% vs spot. It needs the multiple to hold or expand.
Automatic Data Processing Inc (ADP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $347, +55% vs spot. It needs the multiple to hold or expand.
3M Company (MMM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $297, +83% vs spot. It needs the multiple to hold or expand.
Dover Corporation (DOV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $398, +77% vs spot. It needs the multiple to hold or expand.
Ametek Inc (AME)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $426, +76% vs spot. It needs the multiple to hold or expand.
Xylem Inc (XYL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $205, +74% vs spot. It needs the multiple to hold or expand.
RTX Corporation (RTX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $337, +78% vs spot. It needs Gross Margin to surprise to the upside.
Republic Services Inc (RSG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $342, +60% vs spot. It needs Gross Margin to surprise to the upside.
Emerson Electric Company (EMR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $251, +75% vs spot. It needs the multiple to hold or expand.
Broadridge Financial Solutions Inc (BR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $215, +57% vs spot. It needs the multiple to hold or expand.
L3Harris Technologies Inc (LHX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $509, +75% vs spot. It needs the multiple to hold or expand.
Honeywell International Inc (HON)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $418, +87% vs spot. It needs the multiple to hold or expand.
Smith AO Corporation (AOS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $107, +71% vs spot. It needs the multiple to hold or expand.
United Rentals Inc (URI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,020, +78% vs spot. It needs the multiple to hold or expand.
Rockwell Automation Inc (ROK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $854, +72% vs spot. It needs the multiple to hold or expand.
Pentair PLC (PNR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $135, +76% vs spot. It needs the multiple to hold or expand.
Southwest Airlines Company (LUV)
The bull case — 'Spike — Premium-Travel Boom' (8% weight) — targets $107, +108% vs spot. It needs Gross Margin to surprise to the upside.
General Dynamics Corporation (GD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $612, +73% vs spot. It needs Gross Margin to surprise to the upside.
Fortive Corp (FTV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $108, +77% vs spot. It needs the multiple to hold or expand.
Verisk Analytics Inc (VRSK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $283, +57% vs spot. It needs the multiple to hold or expand.
Textron Inc (TXT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $157, +71% vs spot. It needs Gross Margin to surprise to the upside.
Rollins Inc (ROL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $69, +64% vs spot. It needs the multiple to hold or expand.
Otis Worldwide Corp (OTIS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $127, +78% vs spot. It needs Gross Margin to surprise to the upside.
Lennox International Inc (LII)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,013, +77% vs spot. It needs the multiple to hold or expand.
Ingersoll Rand Inc (IR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $147, +79% vs spot. It needs the multiple to hold or expand.
FedEx Freight Holding Company, Inc. (FDXF)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $276, +83% vs spot. It needs Gross Margin to surprise to the upside.
Allegion PLC (ALLE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $243, +73% vs spot. It needs the multiple to hold or expand.
Masco Corporation (MAS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $140, +72% vs spot. It needs Gross Margin to surprise to the upside.
Lockheed Martin Corporation (LMT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $880, +73% vs spot. It needs Gross Margin to surprise to the upside.
Illinois Tool Works Inc (ITW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $467, +73% vs spot. It needs the multiple to hold or expand.
IDEX Corporation (IEX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $402, +77% vs spot. It needs the multiple to hold or expand.
FedEx Corporation (FDX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $549, +75% vs spot. It needs Gross Margin to surprise to the upside.
Cintas Corporation (CTAS)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $271, +60% vs spot. It needs the multiple to hold or expand.
PACCAR Inc (PCAR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $215, +79% vs spot. It needs Gross Margin to surprise to the upside.
Jacobs Solutions Inc. (J)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $225, +79% vs spot. It needs Gross Margin to surprise to the upside.
Eaton Corporation PLC (ETN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $722, +70% vs spot. It needs the multiple to hold or expand.
Nordson Corporation (NDSN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $528, +75% vs spot. It needs the multiple to hold or expand.
Hubbell Inc (HUBB)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $903, +73% vs spot. It needs the multiple to hold or expand.
WW Grainger Inc (GWW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,389, +76% vs spot. It needs Gross Margin to surprise to the upside.
Generac Holdings Inc (GNRC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $491, +68% vs spot. It needs Gross Margin to surprise to the upside.
Equifax Inc (EFX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $248, +56% vs spot. It needs the multiple to hold or expand.
Union Pacific Corporation (UNP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $470, +73% vs spot. It needs the multiple to hold or expand.
Parker-Hannifin Corporation (PH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,710, +75% vs spot. It needs the multiple to hold or expand.
Northrop Grumman Corporation (NOC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $891, +75% vs spot. It needs Gross Margin to surprise to the upside.
Expeditors International of Washington, Inc. (EXPD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $290, +78% vs spot. It needs Gross Margin to surprise to the upside.
EMCOR Group Inc (EME)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,401, +69% vs spot. It needs Gross Margin to surprise to the upside.
Westinghouse Air Brake Technologies Corp (WAB)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $482, +79% vs spot. It needs the multiple to hold or expand.
Trane Technologies plc (TT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $850, +73% vs spot. It needs the multiple to hold or expand.
Huntington Ingalls Industries Inc (HII)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $485, +73% vs spot. It needs Gross Margin to surprise to the upside.
Deere & Company (DE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,071, +69% vs spot. It needs Gross Margin to surprise to the upside.
Waste Management Inc (WM)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $352, +58% vs spot. It needs Gross Margin to surprise to the upside.
Johnson Controls International PLC (JCI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $244, +67% vs spot. It needs the multiple to hold or expand.
Fastenal Company (FAST)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $83, +72% vs spot. It needs the multiple to hold or expand.
Delta Air Lines Inc (DAL)
The bull case — 'Spike — Premium-Travel Boom' (8% weight) — targets $187, +100% vs spot. It needs Gross Margin to surprise to the upside.
Carrier Global Corp (CARR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $128, +74% vs spot. It needs Gross Margin to surprise to the upside.
Transdigm Group Incorporated (TDG)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,317, +74% vs spot. It needs the multiple to hold or expand.
Old Dominion Freight Line Inc (ODFL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $382, +76% vs spot. It needs the multiple to hold or expand.
Norfolk Southern Corporation (NSC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $562, +79% vs spot. It needs the multiple to hold or expand.
GE Vernova LLC (GEV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,877, +60% vs spot. It needs the multiple to hold or expand.
United Parcel Service Inc (UPS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $188, +75% vs spot. It needs Gross Margin to surprise to the upside.
CSX Corporation (CSX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $83, +74% vs spot. It needs the multiple to hold or expand.
Cummins Inc (CMI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,201, +68% vs spot. It needs the multiple to hold or expand.
Stanley Black & Decker Inc (SWK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $162, +72% vs spot. It needs Gross Margin to surprise to the upside.
Howmet Aerospace Inc (HWM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $478, +78% vs spot. It needs the multiple to hold or expand.
JB Hunt Transport Services Inc (JBHT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $505, +75% vs spot. It needs Gross Margin to surprise to the upside.
CH Robinson Worldwide Inc (CHRW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $319, +69% vs spot. It needs Gross Margin to surprise to the upside.
GE Aerospace (GE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $652, +74% vs spot. It needs the multiple to hold or expand.
Vertiv Holdings Co (VRT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $552, +65% vs spot. It needs the multiple to hold or expand.
Quanta Services Inc (PWR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,221, +70% vs spot. It needs Gross Margin to surprise to the upside.
Caterpillar Inc (CAT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,825, +71% vs spot. It needs the multiple to hold or expand.
Axon Enterprise Inc. (AXON)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $825, +47% vs spot. It needs the multiple to hold or expand.