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Syndicate	Vontier 33.507M share Secondary priced at $33.50 » 18:30 01/13/21 01/13 18:30 01/13/21 18:30 VNT Vontier $34.38 / +0.415 (+1.22%) Goldman Sachs, Citi and… Goldman Sachs, Citi and Evercore ISI acted as joint book running managers for the offering. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Options VNT Vontier $34.38 / +0.415 (+1.22%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $34.38 / +0.415 (+1.22%) 12/15/20 Argus Vontier initiated with a Hold at Argus 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt VNT Vontier $34.38 / +0.415 (+1.22%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c 14 Jan VNT Vontier $34.38 / +0.415 (+1.22%) 10/21/20 Eleven new option listings and one option delisting on October 21st

Tuesday
Syndicate	Vontier announces offering of 33.51M shares of common stock held by Fortive » 16:07 01/12/21 01/12 16:07 01/12/21 16:07 VNT Vontier $33.92 / -0.82 (-2.36%) Vontier Corporation… Vontier Corporation announced the commencement of an underwritten offering of 33.51M shares of its common stock, representing all of the shares of Vontier common stock currently owned by Fortive Corporation, Vontier's former parent company. Vontier is not selling any shares and will not receive any proceeds from the sale of the shares in the offering or the debt-for-equity exchange. Prior to the closing of the offering, Fortive intends to exchange the shares of Vontier common stock to be sold in the offering for indebtedness of Fortive currently owned by Goldman Sachs & Co. Goldman Sachs, as the selling stockholder in the offering, then intends to sell these shares of Vontier common stock to the underwriters in connection with the public offering. Goldman Sachs, Citigroup, and Evercore Group are acting as joint lead book-runners for the offering and as representatives of the underwriters. BofA Securities, J.P. Morgan Securities, Morgan Stanley, Credit Suisse Securities, UBS Securities, and Baird are also acting as joint book-runners. ShowHide Related Items >><< Company News Street Research Earnings Options VNT Vontier $33.92 / -0.82 (-2.36%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $33.92 / -0.82 (-2.36%) 12/15/20 Argus Vontier initiated with a Hold at Argus 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt VNT Vontier $33.92 / -0.82 (-2.36%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c VNT Vontier $33.92 / -0.82 (-2.36%) 10/21/20 Eleven new option listings and one option delisting on October 21st

Over a week ago
Syndicate	Vontier files to sell 33.51M shares of common stock for holders 16:05 12/28/20 12/28 16:05 12/28/20 16:05 VNT Vontier $33.40 / -0.55 (-1.62%) ShowHide Related Items >><< Company News Street Research Earnings Options VNT Vontier $33.40 / -0.55 (-1.62%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $33.40 / -0.55 (-1.62%) 12/15/20 Argus Vontier initiated with a Hold at Argus 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt VNT Vontier $33.40 / -0.55 (-1.62%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c VNT Vontier $33.40 / -0.55 (-1.62%) 10/21/20 Eleven new option listings and one option delisting on October 21st

Over a month ago
Initiation	Vontier initiated with a Hold at Argus » 07:17 12/15/20 12/15 07:17 12/15/20 07:17 VNT Vontier $32.29 / +1.105 (+3.54%) Argus analyst John Eade… Argus analyst John Eade initiated coverage of Vontier with a Hold rating. The analyst notes that the company's long-term financial goals calll for low single-digit sales growth, margin improvement, and strong cash generation, but he warns that the pandemic will make fast growth tough to achieve in 2020-2021. Eade adds that Vontier's valuation is reasonable given his expectations for relatively slow growth over the next several quarters. ShowHide Related Items >><< Company News Street Research Earnings Options VNT Vontier $32.29 / +1.105 (+3.54%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $32.29 / +1.105 (+3.54%) 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse VNT Vontier $32.29 / +1.105 (+3.54%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c VNT Vontier $32.29 / +1.105 (+3.54%) 10/21/20 Eleven new option listings and one option delisting on October 21st
Conference/Events	Credit Suisse to hold a virtual conference » 04:55 12/04/20 12/04 04:55 12/04/20 04:55 PHM PulteGroup $43.16 / +1.62 (+3.90%) , F Ford $9.21 / +0.005 (+0.05%) , LII Lennox $279.93 / -0.83 (-0.30%) , JCI Johnson Controls $45.74 / -0.16 (-0.35%) , KBR KBR $27.83 / +0.035 (+0.13%) , ADNT Adient $34.52 / +1.77 (+5.40%) , MTZ MasTec $61.09 / +2.585 (+4.42%) , GE General Electric $10.60 / +0.17 (+1.63%) , RXN Rexnord $37.60 / -0.34 (-0.90%) , MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) , CMI Cummins $220.21 / -6.92 (-3.05%) , FTV Fortive $68.84 / -0.77 (-1.11%) , FLS Flowserve $33.74 / +0.195 (+0.58%) , CP Canadian Pacific $324.33 / +3.06 (+0.95%) , FSR Fisker $17.29 / -0.045 (-0.26%) , SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) , HEI Heico $131.46 / +1.94 (+1.50%) , SUM Summit Materials $20.88 / +1.19 (+6.04%) , WSO Watsco $217.44 / -4.5 (-2.03%) , WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) , PRIM Primoris $25.34 / +0.45 (+1.81%) , VNT Vontier $33.15 / +0.1 (+0.30%) 8th Annual Virtual… 8th Annual Virtual Industrials Conference to be held on December 2-4 with webcasted company presentations to begin on December 2 at 8:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options WSC VNT SUM SPR PRIM PHM MAXR LII KBR JCI HEI GE FTV FSR FLS F CP CMI ADNT WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) 07/01/20 Site Centers to replace Mobile Mini in S&P 600 at open on 7/1 06/24/20 WillScot says 95% of WillScot and Mobile Mini stockholders approve pact VNT Vontier $33.15 / +0.1 (+0.30%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% SUM Summit Materials $20.88 / +1.19 (+6.04%) 10/28/20 Summit Materials falls -12.5% 10/28/20 Summit Materials falls -14.2% 10/28/20 Summit Materials falls -11.8% 09/08/20 Summit Materials up over 3% after disclosing CEO purchase SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) 11/16/20 Paul Singer's Elliott buys Cubic, exits AT&T in Q3 10/30/20 Bombardier confirms closing of aerostructures business sale 10/26/20 Bombardier announces amended terms for aerostructures sale to Spirit 10/26/20 Spirit AeroSystems and Bombardier amend purchase agreement PRIM Primoris $25.34 / +0.45 (+1.81%) 10/05/20 Primoris announces industrial award valued over $110M 09/03/20 Primoris announces pipeline award valued over $75M 09/02/20 Primoris announces heavy civil awards valued over $76M 08/27/20 Primoris signs joint marketing agreement with Raedlinger Primus Line PHM PulteGroup $43.16 / +1.62 (+3.90%) 12/03/20 PulteGroup increases quarterly dividend by 17% 10/22/20 PulteGroup reports Q3 net new orders up 36% to 8,202 homes 10/22/20 PulteGroup reports unit backlog up 29% to 14,962 homes 08/30/20 Fly Intel: Top five weekend stock stories MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) 11/17/20 Aware acquires AFIX product line, terms not disclosed 11/06/20 Maxar Technologies falls -19.0% 11/06/20 Maxar Technologies falls -14.8% 10/29/20 Maxar Technologies awarded $8.5M contract from U.S. Space Force LII Lennox $279.93 / -0.83 (-0.30%) 10/19/20 Lennox CEO: We continue to face highly uncertain economic conditions in Q4 10/19/20 Lennox lowers FY20 tax rate view to 19-20% on an adjusted basis 10/19/20 Lennox says 2020 stock repurchase program remains on hold 10/19/20 Lennox raises FY20 free cash flow view to approximately $425M from $340M KBR KBR $27.83 / +0.035 (+0.13%) 11/30/20 KBR wins $300M recompete for USGS EROS Center services 11/11/20 KBR provides update on SOCAR joint venture 11/09/20 KBR secures $47M recompete to assist PMA-265 with FMS to Kuwait, Finland 10/26/20 KBR awarded $88M Air Force task order for F-16 sustainment engineering JCI Johnson Controls $45.74 / -0.16 (-0.35%) 11/03/20 Johnson Controls says remains focused on improved margin performance 11/03/20 Johnson Controls sees FY21 free cash flow $1.7B 10/07/20 H.I.G. Capital acquires Hart & Cooley 08/18/20 Johnson Controls CFO Brian Stief to retire, Olivier Leonetti to succeed HEI Heico $131.46 / +1.94 (+1.50%) 08/19/20 Heico acquires Connect Tech, terms not disclosed 08/12/20 HEICO acquires 2 surveillance countermeasures companies, terms not disclosed 08/05/20 Heico maintains quarterly dividend of 33c per share 07/29/20 Heico subsidiary awarded Belgian Defense C-130 fleet contract GE General Electric $10.60 / +0.17 (+1.63%) 11/23/20 GE announces X-ray AI to help ETT placement for Covid patients 11/20/20 GE Healthcare acquires Prismatic Sensors, terms undisclosed 11/16/20 Peltz's Trian Fund exits BNY Mellon, cuts stake in GE in Q3 11/13/20 Lantheus receives FDA 510(k) clearance for aBSI product FTV Fortive $68.84 / -0.77 (-1.11%) 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 FSR Fisker $17.29 / -0.045 (-0.26%) 11/27/20 Fisker falls -10.3% 11/25/20 Fisker rises 22.3% 11/25/20 Fisker rises 12.6% 11/25/20 Fisker rises 7.1% FLS Flowserve $33.74 / +0.195 (+0.58%) 07/31/20 Flowserve to reschedule Q2 earnings call due to call provider technical issues F Ford $9.21 / +0.005 (+0.05%) 12/03/20 Ford to outline EV plans at Goldman Sachs conference on Dec. 4 12/02/20 Ford reports November U.S. sales down 20.9% y/y to 149,931 units 12/02/20 Ford reports November U.S. sales down 20.9% y/y to 149,931 units 12/02/20 Workhorse sinks 20% after Postal Service again delays vehicle contract CP Canadian Pacific $324.33 / +3.06 (+0.95%) 12/02/20 North American rail traffic rose 5% in week ended November 28 12/02/20 Canadian Pacific and Hapag-Lloyd extend, expand rail transportation agreement 11/25/20 North American rail traffic rose 5.2% in week ended November 21 11/18/20 North American rail traffic rose 4.4% in week ended November 14 CMI Cummins $220.21 / -6.92 (-3.05%) 12/03/20 Howmet Aerospace appoints Cummins chief legal officer Sharon Barner to board 11/25/20 EU commercial vehicle registrations down 1.2% in October 11/11/20 Cummins, Navistar collaborate on class 8 truck powered by hydrogen fuel cells 10/23/20 EU commercial vehicle registrations up 13.3% in September ADNT Adient $34.52 / +1.77 (+5.40%) 08/14/20 Greenlight Capital exits Altice, takes stake in Atlas Air PHM F LII JCI KBR ADNT MTZ GE RXN MAXR CMI FTV FLS CP FSR SPR HEI SUM WSO WSC PRIM VNT PHM PulteGroup $43.16 / +1.62 (+3.90%) 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 10/26/20 Raymond James PulteGroup upgraded at Raymond James following 'stellar' Q3 results 10/26/20 Raymond James PulteGroup upgraded to Strong Buy from Outperform at Raymond James F Ford $9.21 / +0.005 (+0.05%) 12/02/20 Roth Capital USPS delay gives Workhorse competitors more time, says Roth Capital 11/25/20 Fly Intel: Top five analyst downgrades 11/25/20 Morgan Stanley Morgan Stanley downgrades Ford to Equal Weight with EV strategy not fully clear 11/25/20 Morgan Stanley Ford downgraded to Equal Weight from Overweight at Morgan Stanley LII Lennox $279.93 / -0.83 (-0.30%) 11/30/20 Barclays Lennox downgraded to Equal Weight on valuation at Barclays 11/30/20 Barclays Lennox downgraded to Equal Weight from Overweight at Barclays 11/19/20 Goldman Sachs Lennox downgraded to Sell from Neutral at Goldman Sachs 10/20/20 Credit Suisse Lennox price target raised to $281 from $257 at Credit Suisse JCI Johnson Controls $45.74 / -0.16 (-0.35%) 11/04/20 Credit Suisse Johnson Controls price target raised to $49 from $44 at Credit Suisse 11/04/20 Deutsche Bank Johnson Controls price target raised to $52 from $44 at Deutsche Bank 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform with $48 target at Oppenheimer 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform from Perform at Oppenheimer KBR KBR $27.83 / +0.035 (+0.13%) 10/27/20 Citi KBR price target raised to $30 from $28 at Citi 06/15/20 Citi KBR price target raised to $29 from $25 at Citi 06/03/20 Goldman Sachs KBR upgraded to Buy from Neutral at Goldman Sachs 06/03/20 Goldman Sachs Wabtec downgraded to Neutral from Buy at Goldman Sachs ADNT Adient $34.52 / +1.77 (+5.40%) 12/02/20 Deutsche Bank Adient price target raised to $37 from $27 at Deutsche Bank 12/01/20 Credit Suisse Adient price target raised to $36 from $29 at Credit Suisse 12/01/20 KeyBanc Adient price target raised to $36 from $31 at KeyBanc 12/01/20 RBC Capital Adient price target raised to $38 from $24 at RBC Capital MTZ MasTec $61.09 / +2.585 (+4.42%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse GE General Electric $10.60 / +0.17 (+1.63%) 11/30/20 Barclays Barclays boosts GE target to $12, names Top Pick in Multi-Industry 11/30/20 Barclays Fortive downgraded to Equal Weight on valuation at Barclays 11/24/20 Fly Intel: Top five analyst upgrades 11/24/20 Oppenheimer Oppenheimer upgrades GE to Outperform, sees Culp's turnaround gaining traction RXN Rexnord $37.60 / -0.34 (-0.90%) 12/01/20 Oppenheimer Rexnord price target raised to $44 from $38 at Oppenheimer 11/18/20 KeyBanc Rexnord price target raised to $45 from $37 at KeyBanc 07/14/20 Deutsche Bank Rexnord upgraded to Buy from Hold at Deutsche Bank 05/26/20 BofA Rexnord downgraded to Neutral on valuation at BofA MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) 11/17/20 Fly Intel: Top five analyst upgrades 11/17/20 Canaccord Maxar Technologies upgraded to Buy on improved visibility at Canaccord 11/17/20 Canaccord Maxar Technologies upgraded to Buy from Hold at Canaccord 11/06/20 TD Securities Maxar Technologies downgraded to Hold after rally at TD Securities CMI Cummins $220.21 / -6.92 (-3.05%) 11/17/20 Baird Cummins weakness should be bought, says Baird 10/28/20 Credit Suisse Cummins price target raised to $273 from $257 at Credit Suisse 10/28/20 Deutsche Bank Cummins price target raised to $242 from $221 at Deutsche Bank 10/28/20 Citi Cummins price target raised to $260 from $250 at Citi FTV Fortive $68.84 / -0.77 (-1.11%) 11/30/20 Fly Intel: Top five analyst downgrades 11/30/20 Barclays Fortive downgraded to Equal Weight from Overweight at Barclays FLS Flowserve $33.74 / +0.195 (+0.58%) 09/15/20 UBS Flowserve assumed with a Neutral at UBS 07/06/20 Fly Intel: Top five analyst downgrades 07/06/20 Cowen Flowserve downgraded to Market Perform from Outperform at Cowen 06/30/20 Citi Flowserve selloff brings opportunity for long-term investors, says Citi CP Canadian Pacific $324.33 / +3.06 (+0.95%) 11/20/20 Raymond James Canadian Pacific downgraded to Market Perform from Outperform at Raymond James 10/22/20 Barclays Canadian Pacific price target raised to C$420 from C$415 at Barclays 10/22/20 Deutsche Bank Canadian Pacific price target raised to $367 from $319 at Deutsche Bank 10/21/20 National Bank Canadian Pacific price target raised to C$433 from C$422 at National Bank FSR Fisker $17.29 / -0.045 (-0.26%) 11/25/20 Fly Intel: Top five analyst initiations 11/25/20 Citi Fisker initiated with a Buy, $26 price target at Citi 11/17/20 Wedbush EV demand could see surge of growth in 2021, says Wedbush 11/09/20 Fly Intel: Top five analyst initiations SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 11/20/20 Fly Intel: Top five analyst upgrades 11/20/20 Canaccord Spirit AeroSystems upgraded to Buy on improving sentiment at Canaccord HEI Heico $131.46 / +1.94 (+1.50%) 10/07/20 Fly Intel: Top five analyst initiations 10/07/20 Goldman Sachs Heico initiated with a Buy at Goldman Sachs 06/05/20 Benchmark Heico price target raised to $120 from $100 at Benchmark 05/28/20 Truist Heico downgraded to Hold from Buy at SunTrust SUM Summit Materials $20.88 / +1.19 (+6.04%) 08/06/20 JPMorgan Summit Materials upgraded to Overweight with $20 target at JPMorgan 08/06/20 JPMorgan Summit Materials upgraded to Overweight from Neutral at JPMorgan 07/23/20 Fly Intel: Top five analyst upgrades 07/23/20 Loop Capital Summit Materials upgraded to Buy from Hold at Loop Capital WSO Watsco $217.44 / -4.5 (-2.03%) 10/15/20 Stephens Watsco resumed with an Equal Weight at Stephens 10/07/20 JPMorgan Watsco price target raised to $185 from $175 at JPMorgan 08/12/20 Vertical Research Watsco downgraded to Sell from Hold at Vertical Research 06/23/20 JPMorgan Watsco price target raised to $130 from $127 at JPMorgan WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) 11/10/20 Barclays WillScot Mobile Mini reinstated with an Equal Weight at Barclays 11/09/20 Deutsche Bank WillScot Mobile Mini price target raised to $22 from $20 at Deutsche Bank 09/16/20 Berenberg WillScot Mobile Mini initiated with a Buy at Berenberg 09/01/20 Fly Intel: Top five analyst initiations PRIM Primoris $25.34 / +0.45 (+1.81%) 10/27/20 KeyBanc Primoris downgraded to Sector Weight on valuation at KeyBanc 10/27/20 KeyBanc Primoris downgraded to Sector Weight from Overweight at KeyBanc 07/06/20 Stifel ACP cancellation negative for mainline pipeline industry overall, says Stifel VNT Vontier $33.15 / +0.1 (+0.30%) 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse WSO WSC VNT SUM SPR RXN PRIM PHM MTZ MAXR LII KBR JCI HEI GE FTV FLS F CP CMI ADNT WSO Watsco $217.44 / -4.5 (-2.03%) 10/22/20 Watsco reports Q3 EPS $2.76, consensus $2.47 07/23/20 Watsco reports Q2 EPS $2.26, consensus $1.88 WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) 11/05/20 WillScot Mobile Mini sees FY20 revenue $1.32B-$1.37B, down from $1.32B-$.42B 11/05/20 WillScot Mobile Mini reports Q3 EPS 7c, consensus 7c 08/10/20 WillScot Mobile Mini raises pro forma FY20 revenue view to $1.6B-$1.7B 08/10/20 WillScot Mobile Mini reports Q2 EPS 10c, consensus 7c VNT Vontier $33.15 / +0.1 (+0.30%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c SUM Summit Materials $20.88 / +1.19 (+6.04%) 10/27/20 Summit Materials raises FY20 CapEx view to $175M-$185M from $145M-$160M 10/27/20 Summit Materials reports Q3 adjusted EPS 55c, consensus 65c 07/21/20 Summit Materials not providing adjusted EBITDA guidance 07/21/20 Summit Materials reports Q2 EPS 50c, consensus 24c SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) 11/03/20 Spirit AeroSystems reports Q3 adjusted EPS ($1.34), consensus ($1.34) 11/02/20 Notable companies reporting before tomorrow's open 08/04/20 Spirit AeroSystems reports Q2 adjusted EPS ($2.28), consensus ($1.33) RXN Rexnord $37.60 / -0.34 (-0.90%) 10/27/20 Rexnord sees Q4 revenue down 7%-11%, consensus $448.97M 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 07/28/20 Rexnord sees Q3 revenue down 12%-17%, consensus $459.22M PRIM Primoris $25.34 / +0.45 (+1.81%) 11/05/20 Primoris sees FY20 EPS $1.80-$2.00, consensus $1.68 11/05/20 Primoris reports Q3 EPS 90c, consensus 66c 08/04/20 Primoris sees FY20 EPS $1.60-$1.80, consensus $1.25 08/04/20 Primoris reports Q2 EPS 68c, consensus 29c PHM PulteGroup $43.16 / +1.62 (+3.90%) 10/22/20 PulteGroup reports Q3 adjusted EPS $1.34, consensus $1.12 10/21/20 Notable companies reporting before tomorrow's open 07/23/20 PulteGroup reports Q2 adjusted EPS $1.15, consensus 87c MTZ MasTec $61.09 / +2.585 (+4.42%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) 11/05/20 Maxar Technologies maintains FY20 adj. EBITDA view of $415M-$445M 08/05/20 Maxar Technologies narrows FY20 adj. EBITDA view to $415M-$445M 08/05/20 Maxar Technologies reports Q2 EPS 0c, consensus $1.06 LII Lennox $279.93 / -0.83 (-0.30%) 10/19/20 Lennox raises FY20 adjusted EPS view to $9.05-$9.65 from $7.90-$8.70 10/19/20 Lennox reports Q3 adjusted EPS $3.53, consensus $3.15 07/20/20 Lennox raises FY20 adjusted EPS view to $7.90-$8.70 from $7.50-$8.50 07/20/20 Lennox reports Q2 adjusted EPS $2.97, consensus $2.63 KBR KBR $27.83 / +0.035 (+0.13%) 10/29/20 KBR raises FY20 adj. EPS view to $1.60-$1.80 from $1.50-$1.80, consensus $1.68 10/29/20 KBR reports Q3 adj. EPS 44c, consensus 43c 08/06/20 KBR backs FY20 adj. EPS view of $1.50-$1.80, consensus $1.63 08/06/20 KBR reports Q2 adj. EPS 39c, consensus 37c JCI Johnson Controls $45.74 / -0.16 (-0.35%) 11/03/20 Johnson Controls sees Q1 adj. EPS 39c-41c, consensus 39c 11/03/20 Johnson Controls reports Q4 adj. EPS 76c, consensus 73c 08/11/20 Johnson Controls appoints Diane Schwartz as Chief Information Officer 07/31/20 Johnson Controls sees FY20 adj. EPS $2.16-$2.20, consensus $1.93 HEI Heico $131.46 / +1.94 (+1.50%) 11/06/20 Heico reports Q3 EPS 59c, consensus 42c 08/25/20 Heico reports Q3 EPS 40c, consensus 32c 08/25/20 Notable companies reporting after market close GE General Electric $10.60 / +0.17 (+1.63%) 10/28/20 General Electric reports Q3 adjusted EPS 6c, consensus (4c) 10/27/20 Notable companies reporting before tomorrow's open 07/29/20 General Electric reports Q2 adjusted EPS (15c), consensus (10c) FTV Fortive $68.84 / -0.77 (-1.11%) 10/27/20 Fortive reports Q3 adjusted EPS 94c, consensus 86c 10/27/20 Notable companies reporting after market close 10/05/20 Fortive sees Q3 revenue up 2% YoY 07/28/20 Fortive reports Q2 adjusted EPS 68c, consensus 58c FLS Flowserve $33.74 / +0.195 (+0.58%) 11/05/20 Flowserve sees return to growth in 2021 11/05/20 Flowserve reports Q3 adjusted EPS 50c, consensus 44c 07/30/20 Flowserve sees 2020's second half EPS exceed first half 07/30/20 Flowserve reports Q2 EPS 53c, consensus 28c F Ford $9.21 / +0.005 (+0.05%) 10/28/20 Ford sees temporarily lower F-150 wholesale shipments in Q4 10/28/20 Ford reports Q3 adjusted EBIT $3.6B 10/28/20 Ford reports Q3 adjusted EPS 65c, consensus 16c 10/28/20 Notable companies reporting after market close CP Canadian Pacific $324.33 / +3.06 (+0.95%) 10/20/20 Canadian Pacific sees at least mid-single-digit adjusted EPS growth in 2020 10/20/20 Canadian Pacific reports Q3 adjusted EPS C$4.12 vs. C$4.61 last year 07/22/20 Canadian Pacific sees adjusted diluted EPS growth year over year 07/22/20 Canadian Pacific reports Q2 adjusted EPS C$4.07 vs. C$4.30 last year CMI Cummins $220.21 / -6.92 (-3.05%) 10/27/20 Cummins sees Q4 revenue similar to Q3 levels 10/27/20 Cummins reports Q3 EPS $3.36, consensus $2.35 10/26/20 Notable companies reporting before tomorrow's open ADNT Adient $34.52 / +1.77 (+5.40%) 11/30/20 Adient sees FY21 revenue $14.6B-$15B, consensus $14.47B 11/30/20 Adient reports Q4 adj. EPS $1.15, consensus 71c 08/06/20 Adient sees Q4 revenue $3.3B-$3.5B, consensus $3.31B 08/06/20 Adient reports Q3 adj. EPS ($2.78), consensus ($2.08) WSC RXN PHM JCI GE FTV F WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) 10/21/20 WillScot Mobile Mini pitched as long idea by Dendur's Mac Levine RXN Rexnord $37.60 / -0.34 (-0.90%) 11/19/20 ABB unit draws interest from industry suitors, Reuters reports PHM PulteGroup $43.16 / +1.62 (+3.90%) 08/29/20 Toll Brothers, Taylor Morrison could benefit from housing demand, Barron's says JCI Johnson Controls $45.74 / -0.16 (-0.35%) 06/29/20 NY malls to require coronavirus-filtering air conditioning systems, CNBC reports GE General Electric $10.60 / +0.17 (+1.63%) 11/24/20 General Electric warns of additional job cuts in aviation unit, WSJ reports 11/19/20 GE in discussions to build wind turbine factory in northeast U.K., FT reports 11/14/20 Intel stock can rise again, Barron's says 10/22/20 Wuhan Boiler weighs purchase of GE stake in Wuhan Boiler Co., Bloomberg says FTV Fortive $68.84 / -0.77 (-1.11%) 09/26/20 Fortive spinning off a business, time to buy stock, Barron's says F Ford $9.21 / +0.005 (+0.05%) 12/02/20 USPS again delays mail truck replacement contract, Trucks.com reports 11/28/20 Ford can be fixed, stock could double, Barron's says 11/24/20 Ford purchases freezers to store Covid vaccines, Reuters reports 11/16/20 Quebec to prohibit sale of new gas-powered cars as of 2035, Reuters says WSC SUM SPR PHM MTZ MAXR KBR GE FTV FSR FLS F WSC WillScot Mobile Mini $21.29 / +0.19 (+0.90%) 08/10/20 Fly Intel: Pre-market Movers SUM Summit Materials $20.88 / +1.19 (+6.04%) 10/27/20 Fly Intel: After-Hours Movers 09/08/20 Fly Intel: After-Hours Movers SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) 11/18/20 Boeing rises after FAA lifts order grounding 737 MAX 11/03/20 Fly Intel: Pre-market Movers 08/04/20 Fly Intel: Pre-market Movers 07/08/20 Spirit downgrade, Nikola upgrade among today's top calls on Wall Street PHM PulteGroup $43.16 / +1.62 (+3.90%) 07/23/20 Fly Intel: After-Hours Movers MTZ MasTec $61.09 / +2.585 (+4.42%) 10/29/20 Fly Intel: After-Hours Movers MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) 08/06/20 Fly Intel: Wall Street's top stories for Thursday 08/06/20 Fly Intel: Wall Street's top stories at midday 06/24/20 Fly Intel: Pre-market Movers 06/23/20 Fly Intel: After-Hours Movers KBR KBR $27.83 / +0.035 (+0.13%) 08/19/20 Fly Intel: Pre-market Movers GE General Electric $10.60 / +0.17 (+1.63%) 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/28/20 Fly Intel: Wall Street's top stories for Wednesday 10/28/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: Pre-market Movers FTV Fortive $68.84 / -0.77 (-1.11%) 10/05/20 Fly Intel: Pre-market Movers 08/10/20 Fly Insider: Axis Capital, Carvana among week's notable insider trades FSR Fisker $17.29 / -0.045 (-0.26%) 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 11/25/20 Fly Intel: Pre-market Movers FLS Flowserve $33.74 / +0.195 (+0.58%) 07/30/20 Fly Intel: After-Hours Movers F Ford $9.21 / +0.005 (+0.05%) 11/25/20 Ford, Gap downgrades among today's top calls on Wall Street 10/29/20 Fly Intel: Wall Street's top stories for Thursday 10/29/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: After-Hours Movers 12/04/20 12th Annual Virtual Global Automotive Conference 2020 12/08/20 Global TMT Virtual Conference 01/26/21 General Electric - GE VNT SPR PHM MAXR JCI GE FSR FLS F CMI VNT Vontier $33.15 / +0.1 (+0.30%) 10/21/20 Eleven new option listings and one option delisting on October 21st SPR Spirit AeroSystems $40.34 / +2.83 (+7.54%) 10/16/20 Spirit AeroSystems call volume above normal and directionally bullish 08/11/20 Spirit AeroSystems call volume above normal and directionally bullish 07/10/20 Spirit AeroSystems call volume above normal and directionally bullish 06/16/20 Spirit AeroSystems call volume above normal and directionally bullish PHM PulteGroup $43.16 / +1.62 (+3.90%) 11/04/20 Early notable gainers among liquid option names on November 4th 10/26/20 PulteGroup put volume heavy and directionally bearish 08/04/20 PulteGroup call volume above normal and directionally bullish 07/27/20 PulteGroup call volume above normal and directionally bullish MAXR Maxar Technologies $28.21 / +0.39 (+1.40%) 09/28/20 Largest borrow rate increases among liquid names JCI Johnson Controls $45.74 / -0.16 (-0.35%) 07/31/20 Early notable gainers among liquid option names on July 31st GE General Electric $10.60 / +0.17 (+1.63%) 10/28/20 Early notable gainers among liquid option names on October 28th 10/28/20 Unusually active option classes on open October 28th 10/23/20 Unusually active option classes on open October 23rd 10/19/20 General Electric call volume above normal and directionally bullish FSR Fisker $17.29 / -0.045 (-0.26%) 11/27/20 Largest borrow rate increases among liquid names 11/20/20 Largest borrow rate increases among liquid names 11/13/20 Unusually active option classes on open November 13th FLS Flowserve $33.74 / +0.195 (+0.58%) 07/02/20 Early notable gainers among liquid option names on July 2nd F Ford $9.21 / +0.005 (+0.05%) 11/25/20 Unusually active option classes on open November 25th 11/24/20 Notable open interest changes for November 24th 11/10/20 Ford call volume above normal and directionally bullish 11/09/20 Unusual put flow in option market yesterday CMI Cummins $220.21 / -6.92 (-3.05%) 07/28/20 Early notable gainers among liquid option names on July 28th

Conference/Events	Credit Suisse to hold a virtual conference » 04:55 12/03/20 12/03 04:55 12/03/20 04:55 PHM PulteGroup $41.54 / -1.12 (-2.63%) , F Ford $9.20 / -0.035 (-0.38%) , LII Lennox $280.79 / -7.4 (-2.57%) , JCI Johnson Controls $45.90 / -0.38 (-0.82%) , KBR KBR $27.79 / -0.29 (-1.03%) , ADNT Adient $32.75 / -0.41 (-1.24%) , MTZ MasTec $58.43 / +1.83 (+3.23%) , GE General Electric $10.43 / +0.28 (+2.76%) , RXN Rexnord $37.94 / -0.17 (-0.45%) , MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) , CMI Cummins $227.10 / -3.24 (-1.41%) , FTV Fortive $69.61 / -0.95 (-1.35%) , FLS Flowserve $33.55 / -0.375 (-1.11%) , CP Canadian Pacific $321.15 / -1.66 (-0.51%) , FSR Fisker $17.30 / -0.87 (-4.79%) , SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) , HEI Heico $129.53 / +0.67 (+0.52%) , SUM Summit Materials $19.69 / -0.235 (-1.18%) , WSO Watsco $221.94 / -4.17 (-1.84%) , WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) , PRIM Primoris $24.84 / +0.37 (+1.51%) , VNT Vontier $33.05 / +0.05 (+0.15%) 8th Annual Virtual… 8th Annual Virtual Industrials Conference to be held on December 2-4 with webcasted company presentations to begin on December 2 at 8:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options WSC VNT SUM SPR PRIM PHM MAXR LII KBR JCI HEI GE FTV FSR FLS F CP CMI ADNT WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) 07/01/20 Site Centers to replace Mobile Mini in S&P 600 at open on 7/1 06/24/20 WillScot says 95% of WillScot and Mobile Mini stockholders approve pact VNT Vontier $33.05 / +0.05 (+0.15%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% SUM Summit Materials $19.69 / -0.235 (-1.18%) 10/28/20 Summit Materials falls -12.5% 10/28/20 Summit Materials falls -14.2% 10/28/20 Summit Materials falls -11.8% 09/08/20 Summit Materials up over 3% after disclosing CEO purchase SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) 11/16/20 Paul Singer's Elliott buys Cubic, exits AT&T in Q3 10/30/20 Bombardier confirms closing of aerostructures business sale 10/26/20 Bombardier announces amended terms for aerostructures sale to Spirit 10/26/20 Spirit AeroSystems and Bombardier amend purchase agreement PRIM Primoris $24.84 / +0.37 (+1.51%) 10/05/20 Primoris announces industrial award valued over $110M 09/03/20 Primoris announces pipeline award valued over $75M 09/02/20 Primoris announces heavy civil awards valued over $76M 08/27/20 Primoris signs joint marketing agreement with Raedlinger Primus Line PHM PulteGroup $41.54 / -1.12 (-2.63%) 10/22/20 PulteGroup reports Q3 net new orders up 36% to 8,202 homes 10/22/20 PulteGroup reports unit backlog up 29% to 14,962 homes 08/30/20 Fly Intel: Top five weekend stock stories 07/23/20 PulteGroup says 'new home demand has clearly rebounded' MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) 11/17/20 Aware acquires AFIX product line, terms not disclosed 11/06/20 Maxar Technologies falls -19.0% 11/06/20 Maxar Technologies falls -14.8% 10/29/20 Maxar Technologies awarded $8.5M contract from U.S. Space Force LII Lennox $280.79 / -7.4 (-2.57%) 10/19/20 Lennox CEO: We continue to face highly uncertain economic conditions in Q4 10/19/20 Lennox lowers FY20 tax rate view to 19-20% on an adjusted basis 10/19/20 Lennox says 2020 stock repurchase program remains on hold 10/19/20 Lennox raises FY20 free cash flow view to approximately $425M from $340M KBR KBR $27.79 / -0.29 (-1.03%) 11/30/20 KBR wins $300M recompete for USGS EROS Center services 11/11/20 KBR provides update on SOCAR joint venture 11/09/20 KBR secures $47M recompete to assist PMA-265 with FMS to Kuwait, Finland 10/26/20 KBR awarded $88M Air Force task order for F-16 sustainment engineering JCI Johnson Controls $45.90 / -0.38 (-0.82%) 11/03/20 Johnson Controls says remains focused on improved margin performance 11/03/20 Johnson Controls sees FY21 free cash flow $1.7B 10/07/20 H.I.G. Capital acquires Hart & Cooley 08/18/20 Johnson Controls CFO Brian Stief to retire, Olivier Leonetti to succeed HEI Heico $129.53 / +0.67 (+0.52%) 08/19/20 Heico acquires Connect Tech, terms not disclosed 08/12/20 HEICO acquires 2 surveillance countermeasures companies, terms not disclosed 08/05/20 Heico maintains quarterly dividend of 33c per share 07/29/20 Heico subsidiary awarded Belgian Defense C-130 fleet contract GE General Electric $10.43 / +0.28 (+2.76%) 11/23/20 GE announces X-ray AI to help ETT placement for Covid patients 11/20/20 GE Healthcare acquires Prismatic Sensors, terms undisclosed 11/16/20 Peltz's Trian Fund exits BNY Mellon, cuts stake in GE in Q3 11/13/20 Lantheus receives FDA 510(k) clearance for aBSI product FTV Fortive $69.61 / -0.95 (-1.35%) 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 FSR Fisker $17.30 / -0.87 (-4.79%) 11/27/20 Fisker falls -10.3% 11/25/20 Fisker rises 22.3% 11/25/20 Fisker rises 12.6% 11/25/20 Fisker rises 7.1% FLS Flowserve $33.55 / -0.375 (-1.11%) 07/31/20 Flowserve to reschedule Q2 earnings call due to call provider technical issues F Ford $9.20 / -0.035 (-0.38%) 12/02/20 Ford reports November U.S. sales down 20.9% y/y to 149,931 units 12/02/20 Ford reports November U.S. sales down 20.9% y/y to 149,931 units 12/02/20 Workhorse sinks 20% after Postal Service again delays vehicle contract 12/01/20 MicroVision appoints Judy Curran to board of directors CP Canadian Pacific $321.15 / -1.66 (-0.51%) 12/02/20 North American rail traffic rose 5% in week ended November 28 12/02/20 Canadian Pacific and Hapag-Lloyd extend, expand rail transportation agreement 11/25/20 North American rail traffic rose 5.2% in week ended November 21 11/18/20 North American rail traffic rose 4.4% in week ended November 14 CMI Cummins $227.10 / -3.24 (-1.41%) 11/25/20 EU commercial vehicle registrations down 1.2% in October 11/11/20 Cummins, Navistar collaborate on class 8 truck powered by hydrogen fuel cells 10/23/20 EU commercial vehicle registrations up 13.3% in September 10/13/20 Cummins raises quarterly cash dividend 3% to $1.35 from $1.311 per share ADNT Adient $32.75 / -0.41 (-1.24%) 08/14/20 Greenlight Capital exits Altice, takes stake in Atlas Air PHM F LII JCI KBR ADNT MTZ GE RXN MAXR CMI FTV FLS CP FSR SPR HEI SUM WSO WSC PRIM VNT PHM PulteGroup $41.54 / -1.12 (-2.63%) 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 10/26/20 Raymond James PulteGroup upgraded at Raymond James following 'stellar' Q3 results 10/26/20 Raymond James PulteGroup upgraded to Strong Buy from Outperform at Raymond James F Ford $9.20 / -0.035 (-0.38%) 12/02/20 Roth Capital USPS delay gives Workhorse competitors more time, says Roth Capital 11/25/20 Fly Intel: Top five analyst downgrades 11/25/20 Morgan Stanley Morgan Stanley downgrades Ford to Equal Weight with EV strategy not fully clear 11/25/20 Morgan Stanley Ford downgraded to Equal Weight from Overweight at Morgan Stanley LII Lennox $280.79 / -7.4 (-2.57%) 11/30/20 Barclays Lennox downgraded to Equal Weight on valuation at Barclays 11/30/20 Barclays Lennox downgraded to Equal Weight from Overweight at Barclays 11/19/20 Goldman Sachs Lennox downgraded to Sell from Neutral at Goldman Sachs 10/20/20 Credit Suisse Lennox price target raised to $281 from $257 at Credit Suisse JCI Johnson Controls $45.90 / -0.38 (-0.82%) 11/04/20 Credit Suisse Johnson Controls price target raised to $49 from $44 at Credit Suisse 11/04/20 Deutsche Bank Johnson Controls price target raised to $52 from $44 at Deutsche Bank 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform with $48 target at Oppenheimer 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform from Perform at Oppenheimer KBR KBR $27.79 / -0.29 (-1.03%) 10/27/20 Citi KBR price target raised to $30 from $28 at Citi 06/15/20 Citi KBR price target raised to $29 from $25 at Citi 06/03/20 Goldman Sachs KBR upgraded to Buy from Neutral at Goldman Sachs 06/03/20 Goldman Sachs Wabtec downgraded to Neutral from Buy at Goldman Sachs ADNT Adient $32.75 / -0.41 (-1.24%) 12/02/20 Deutsche Bank Adient price target raised to $37 from $27 at Deutsche Bank 12/01/20 Credit Suisse Adient price target raised to $36 from $29 at Credit Suisse 12/01/20 KeyBanc Adient price target raised to $36 from $31 at KeyBanc 12/01/20 RBC Capital Adient price target raised to $38 from $24 at RBC Capital MTZ MasTec $58.43 / +1.83 (+3.23%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse GE General Electric $10.43 / +0.28 (+2.76%) 11/30/20 Barclays Barclays boosts GE target to $12, names Top Pick in Multi-Industry 11/30/20 Barclays Fortive downgraded to Equal Weight on valuation at Barclays 11/24/20 Fly Intel: Top five analyst upgrades 11/24/20 Oppenheimer Oppenheimer upgrades GE to Outperform, sees Culp's turnaround gaining traction RXN Rexnord $37.94 / -0.17 (-0.45%) 12/01/20 Oppenheimer Rexnord price target raised to $44 from $38 at Oppenheimer 11/18/20 KeyBanc Rexnord price target raised to $45 from $37 at KeyBanc 07/14/20 Deutsche Bank Rexnord upgraded to Buy from Hold at Deutsche Bank 05/26/20 BofA Rexnord downgraded to Neutral on valuation at BofA MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) 11/17/20 Fly Intel: Top five analyst upgrades 11/17/20 Canaccord Maxar Technologies upgraded to Buy on improved visibility at Canaccord 11/17/20 Canaccord Maxar Technologies upgraded to Buy from Hold at Canaccord 11/06/20 TD Securities Maxar Technologies downgraded to Hold after rally at TD Securities CMI Cummins $227.10 / -3.24 (-1.41%) 11/17/20 Baird Cummins weakness should be bought, says Baird 10/28/20 Credit Suisse Cummins price target raised to $273 from $257 at Credit Suisse 10/28/20 Deutsche Bank Cummins price target raised to $242 from $221 at Deutsche Bank 10/28/20 Citi Cummins price target raised to $260 from $250 at Citi FTV Fortive $69.61 / -0.95 (-1.35%) 11/30/20 Fly Intel: Top five analyst downgrades 11/30/20 Barclays Fortive downgraded to Equal Weight from Overweight at Barclays FLS Flowserve $33.55 / -0.375 (-1.11%) 09/15/20 UBS Flowserve assumed with a Neutral at UBS 07/06/20 Fly Intel: Top five analyst downgrades 07/06/20 Cowen Flowserve downgraded to Market Perform from Outperform at Cowen 06/30/20 Citi Flowserve selloff brings opportunity for long-term investors, says Citi CP Canadian Pacific $321.15 / -1.66 (-0.51%) 11/20/20 Raymond James Canadian Pacific downgraded to Market Perform from Outperform at Raymond James 10/22/20 Barclays Canadian Pacific price target raised to C$420 from C$415 at Barclays 10/22/20 Deutsche Bank Canadian Pacific price target raised to $367 from $319 at Deutsche Bank 10/21/20 National Bank Canadian Pacific price target raised to C$433 from C$422 at National Bank FSR Fisker $17.30 / -0.87 (-4.79%) 11/25/20 Fly Intel: Top five analyst initiations 11/25/20 Citi Fisker initiated with a Buy, $26 price target at Citi 11/17/20 Wedbush EV demand could see surge of growth in 2021, says Wedbush 11/09/20 Fly Intel: Top five analyst initiations SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 11/20/20 Fly Intel: Top five analyst upgrades 11/20/20 Canaccord Spirit AeroSystems upgraded to Buy on improving sentiment at Canaccord HEI Heico $129.53 / +0.67 (+0.52%) 10/07/20 Fly Intel: Top five analyst initiations 10/07/20 Goldman Sachs Heico initiated with a Buy at Goldman Sachs 06/05/20 Benchmark Heico price target raised to $120 from $100 at Benchmark 05/28/20 Truist Heico downgraded to Hold from Buy at SunTrust SUM Summit Materials $19.69 / -0.235 (-1.18%) 08/06/20 JPMorgan Summit Materials upgraded to Overweight with $20 target at JPMorgan 08/06/20 JPMorgan Summit Materials upgraded to Overweight from Neutral at JPMorgan 07/23/20 Fly Intel: Top five analyst upgrades 07/23/20 Loop Capital Summit Materials upgraded to Buy from Hold at Loop Capital WSO Watsco $221.94 / -4.17 (-1.84%) 10/15/20 Stephens Watsco resumed with an Equal Weight at Stephens 10/07/20 JPMorgan Watsco price target raised to $185 from $175 at JPMorgan 08/12/20 Vertical Research Watsco downgraded to Sell from Hold at Vertical Research 06/23/20 JPMorgan Watsco price target raised to $130 from $127 at JPMorgan WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) 11/10/20 Barclays WillScot Mobile Mini reinstated with an Equal Weight at Barclays 11/09/20 Deutsche Bank WillScot Mobile Mini price target raised to $22 from $20 at Deutsche Bank 09/16/20 Berenberg WillScot Mobile Mini initiated with a Buy at Berenberg 09/01/20 Fly Intel: Top five analyst initiations PRIM Primoris $24.84 / +0.37 (+1.51%) 10/27/20 KeyBanc Primoris downgraded to Sector Weight on valuation at KeyBanc 10/27/20 KeyBanc Primoris downgraded to Sector Weight from Overweight at KeyBanc 07/06/20 Stifel ACP cancellation negative for mainline pipeline industry overall, says Stifel VNT Vontier $33.05 / +0.05 (+0.15%) 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse WSO WSC VNT SUM SPR RXN PRIM PHM MTZ MAXR LII KBR JCI HEI GE FTV FLS F CP CMI ADNT WSO Watsco $221.94 / -4.17 (-1.84%) 10/22/20 Watsco reports Q3 EPS $2.76, consensus $2.47 07/23/20 Watsco reports Q2 EPS $2.26, consensus $1.88 WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) 11/05/20 WillScot Mobile Mini sees FY20 revenue $1.32B-$1.37B, down from $1.32B-$.42B 11/05/20 WillScot Mobile Mini reports Q3 EPS 7c, consensus 7c 08/10/20 WillScot Mobile Mini raises pro forma FY20 revenue view to $1.6B-$1.7B 08/10/20 WillScot Mobile Mini reports Q2 EPS 10c, consensus 7c VNT Vontier $33.05 / +0.05 (+0.15%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c SUM Summit Materials $19.69 / -0.235 (-1.18%) 10/27/20 Summit Materials raises FY20 CapEx view to $175M-$185M from $145M-$160M 10/27/20 Summit Materials reports Q3 adjusted EPS 55c, consensus 65c 07/21/20 Summit Materials not providing adjusted EBITDA guidance 07/21/20 Summit Materials reports Q2 EPS 50c, consensus 24c SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) 11/03/20 Spirit AeroSystems reports Q3 adjusted EPS ($1.34), consensus ($1.34) 11/02/20 Notable companies reporting before tomorrow's open 08/04/20 Spirit AeroSystems reports Q2 adjusted EPS ($2.28), consensus ($1.33) RXN Rexnord $37.94 / -0.17 (-0.45%) 10/27/20 Rexnord sees Q4 revenue down 7%-11%, consensus $448.97M 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 07/28/20 Rexnord sees Q3 revenue down 12%-17%, consensus $459.22M PRIM Primoris $24.84 / +0.37 (+1.51%) 11/05/20 Primoris sees FY20 EPS $1.80-$2.00, consensus $1.68 11/05/20 Primoris reports Q3 EPS 90c, consensus 66c 08/04/20 Primoris sees FY20 EPS $1.60-$1.80, consensus $1.25 08/04/20 Primoris reports Q2 EPS 68c, consensus 29c PHM PulteGroup $41.54 / -1.12 (-2.63%) 10/22/20 PulteGroup reports Q3 adjusted EPS $1.34, consensus $1.12 10/21/20 Notable companies reporting before tomorrow's open 07/23/20 PulteGroup reports Q2 adjusted EPS $1.15, consensus 87c MTZ MasTec $58.43 / +1.83 (+3.23%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) 11/05/20 Maxar Technologies maintains FY20 adj. EBITDA view of $415M-$445M 08/05/20 Maxar Technologies narrows FY20 adj. EBITDA view to $415M-$445M 08/05/20 Maxar Technologies reports Q2 EPS 0c, consensus $1.06 LII Lennox $280.79 / -7.4 (-2.57%) 10/19/20 Lennox raises FY20 adjusted EPS view to $9.05-$9.65 from $7.90-$8.70 10/19/20 Lennox reports Q3 adjusted EPS $3.53, consensus $3.15 07/20/20 Lennox raises FY20 adjusted EPS view to $7.90-$8.70 from $7.50-$8.50 07/20/20 Lennox reports Q2 adjusted EPS $2.97, consensus $2.63 KBR KBR $27.79 / -0.29 (-1.03%) 10/29/20 KBR raises FY20 adj. EPS view to $1.60-$1.80 from $1.50-$1.80, consensus $1.68 10/29/20 KBR reports Q3 adj. EPS 44c, consensus 43c 08/06/20 KBR backs FY20 adj. EPS view of $1.50-$1.80, consensus $1.63 08/06/20 KBR reports Q2 adj. EPS 39c, consensus 37c JCI Johnson Controls $45.90 / -0.38 (-0.82%) 11/03/20 Johnson Controls sees Q1 adj. EPS 39c-41c, consensus 39c 11/03/20 Johnson Controls reports Q4 adj. EPS 76c, consensus 73c 08/11/20 Johnson Controls appoints Diane Schwartz as Chief Information Officer 07/31/20 Johnson Controls sees FY20 adj. EPS $2.16-$2.20, consensus $1.93 HEI Heico $129.53 / +0.67 (+0.52%) 11/06/20 Heico reports Q3 EPS 59c, consensus 42c 08/25/20 Heico reports Q3 EPS 40c, consensus 32c 08/25/20 Notable companies reporting after market close GE General Electric $10.43 / +0.28 (+2.76%) 10/28/20 General Electric reports Q3 adjusted EPS 6c, consensus (4c) 10/27/20 Notable companies reporting before tomorrow's open 07/29/20 General Electric reports Q2 adjusted EPS (15c), consensus (10c) FTV Fortive $69.61 / -0.95 (-1.35%) 10/27/20 Fortive reports Q3 adjusted EPS 94c, consensus 86c 10/27/20 Notable companies reporting after market close 10/05/20 Fortive sees Q3 revenue up 2% YoY 07/28/20 Fortive reports Q2 adjusted EPS 68c, consensus 58c FLS Flowserve $33.55 / -0.375 (-1.11%) 11/05/20 Flowserve sees return to growth in 2021 11/05/20 Flowserve reports Q3 adjusted EPS 50c, consensus 44c 07/30/20 Flowserve sees 2020's second half EPS exceed first half 07/30/20 Flowserve reports Q2 EPS 53c, consensus 28c F Ford $9.20 / -0.035 (-0.38%) 10/28/20 Ford sees temporarily lower F-150 wholesale shipments in Q4 10/28/20 Ford reports Q3 adjusted EBIT $3.6B 10/28/20 Ford reports Q3 adjusted EPS 65c, consensus 16c 10/28/20 Notable companies reporting after market close CP Canadian Pacific $321.15 / -1.66 (-0.51%) 10/20/20 Canadian Pacific sees at least mid-single-digit adjusted EPS growth in 2020 10/20/20 Canadian Pacific reports Q3 adjusted EPS C$4.12 vs. C$4.61 last year 07/22/20 Canadian Pacific sees adjusted diluted EPS growth year over year 07/22/20 Canadian Pacific reports Q2 adjusted EPS C$4.07 vs. C$4.30 last year CMI Cummins $227.10 / -3.24 (-1.41%) 10/27/20 Cummins sees Q4 revenue similar to Q3 levels 10/27/20 Cummins reports Q3 EPS $3.36, consensus $2.35 10/26/20 Notable companies reporting before tomorrow's open ADNT Adient $32.75 / -0.41 (-1.24%) 11/30/20 Adient sees FY21 revenue $14.6B-$15B, consensus $14.47B 11/30/20 Adient reports Q4 adj. EPS $1.15, consensus 71c 08/06/20 Adient sees Q4 revenue $3.3B-$3.5B, consensus $3.31B 08/06/20 Adient reports Q3 adj. EPS ($2.78), consensus ($2.08) WSC RXN PHM JCI GE FTV F WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) 10/21/20 WillScot Mobile Mini pitched as long idea by Dendur's Mac Levine RXN Rexnord $37.94 / -0.17 (-0.45%) 11/19/20 ABB unit draws interest from industry suitors, Reuters reports PHM PulteGroup $41.54 / -1.12 (-2.63%) 08/29/20 Toll Brothers, Taylor Morrison could benefit from housing demand, Barron's says JCI Johnson Controls $45.90 / -0.38 (-0.82%) 06/29/20 NY malls to require coronavirus-filtering air conditioning systems, CNBC reports GE General Electric $10.43 / +0.28 (+2.76%) 11/24/20 General Electric warns of additional job cuts in aviation unit, WSJ reports 11/19/20 GE in discussions to build wind turbine factory in northeast U.K., FT reports 11/14/20 Intel stock can rise again, Barron's says 10/22/20 Wuhan Boiler weighs purchase of GE stake in Wuhan Boiler Co., Bloomberg says FTV Fortive $69.61 / -0.95 (-1.35%) 09/26/20 Fortive spinning off a business, time to buy stock, Barron's says F Ford $9.20 / -0.035 (-0.38%) 12/02/20 USPS again delays mail truck replacement contract, Trucks.com reports 11/28/20 Ford can be fixed, stock could double, Barron's says 11/24/20 Ford purchases freezers to store Covid vaccines, Reuters reports 11/16/20 Quebec to prohibit sale of new gas-powered cars as of 2035, Reuters says WSC SUM SPR PHM MTZ MAXR KBR GE FTV FSR FLS F WSC WillScot Mobile Mini $21.12 / -0.45 (-2.09%) 08/10/20 Fly Intel: Pre-market Movers SUM Summit Materials $19.69 / -0.235 (-1.18%) 10/27/20 Fly Intel: After-Hours Movers 09/08/20 Fly Intel: After-Hours Movers SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) 11/18/20 Boeing rises after FAA lifts order grounding 737 MAX 11/03/20 Fly Intel: Pre-market Movers 08/04/20 Fly Intel: Pre-market Movers 07/08/20 Spirit downgrade, Nikola upgrade among today's top calls on Wall Street PHM PulteGroup $41.54 / -1.12 (-2.63%) 07/23/20 Fly Intel: After-Hours Movers MTZ MasTec $58.43 / +1.83 (+3.23%) 10/29/20 Fly Intel: After-Hours Movers MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) 08/06/20 Fly Intel: Wall Street's top stories for Thursday 08/06/20 Fly Intel: Wall Street's top stories at midday 06/24/20 Fly Intel: Pre-market Movers 06/23/20 Fly Intel: After-Hours Movers KBR KBR $27.79 / -0.29 (-1.03%) 08/19/20 Fly Intel: Pre-market Movers GE General Electric $10.43 / +0.28 (+2.76%) 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/28/20 Fly Intel: Wall Street's top stories for Wednesday 10/28/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: Pre-market Movers FTV Fortive $69.61 / -0.95 (-1.35%) 10/05/20 Fly Intel: Pre-market Movers 08/10/20 Fly Insider: Axis Capital, Carvana among week's notable insider trades FSR Fisker $17.30 / -0.87 (-4.79%) 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 11/25/20 Fly Intel: Pre-market Movers FLS Flowserve $33.55 / -0.375 (-1.11%) 07/30/20 Fly Intel: After-Hours Movers F Ford $9.20 / -0.035 (-0.38%) 11/25/20 Ford, Gap downgrades among today's top calls on Wall Street 10/29/20 Fly Intel: Wall Street's top stories for Thursday 10/29/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: After-Hours Movers 12/04/20 12th Annual Virtual Global Automotive Conference 2020 12/08/20 Global TMT Virtual Conference 01/26/21 General Electric - GE VNT SPR PHM MAXR JCI GE FSR FLS F CMI VNT Vontier $33.05 / +0.05 (+0.15%) 10/21/20 Eleven new option listings and one option delisting on October 21st SPR Spirit AeroSystems $37.51 / +3.73 (+11.04%) 10/16/20 Spirit AeroSystems call volume above normal and directionally bullish 08/11/20 Spirit AeroSystems call volume above normal and directionally bullish 07/10/20 Spirit AeroSystems call volume above normal and directionally bullish 06/16/20 Spirit AeroSystems call volume above normal and directionally bullish PHM PulteGroup $41.54 / -1.12 (-2.63%) 11/04/20 Early notable gainers among liquid option names on November 4th 10/26/20 PulteGroup put volume heavy and directionally bearish 08/04/20 PulteGroup call volume above normal and directionally bullish 07/27/20 PulteGroup call volume above normal and directionally bullish MAXR Maxar Technologies $27.82 / -0.145 (-0.52%) 09/28/20 Largest borrow rate increases among liquid names JCI Johnson Controls $45.90 / -0.38 (-0.82%) 07/31/20 Early notable gainers among liquid option names on July 31st GE General Electric $10.43 / +0.28 (+2.76%) 10/28/20 Early notable gainers among liquid option names on October 28th 10/28/20 Unusually active option classes on open October 28th 10/23/20 Unusually active option classes on open October 23rd 10/19/20 General Electric call volume above normal and directionally bullish FSR Fisker $17.30 / -0.87 (-4.79%) 11/27/20 Largest borrow rate increases among liquid names 11/20/20 Largest borrow rate increases among liquid names 11/13/20 Unusually active option classes on open November 13th FLS Flowserve $33.55 / -0.375 (-1.11%) 07/02/20 Early notable gainers among liquid option names on July 2nd F Ford $9.20 / -0.035 (-0.38%) 11/25/20 Unusually active option classes on open November 25th 11/24/20 Notable open interest changes for November 24th 11/10/20 Ford call volume above normal and directionally bullish 11/09/20 Unusual put flow in option market yesterday CMI Cummins $227.10 / -3.24 (-1.41%) 07/28/20 Early notable gainers among liquid option names on July 28th
Conference/Events	Credit Suisse to hold a virtual conference » 08:58 12/02/20 12/02 08:58 12/02/20 08:58 PHM PulteGroup $42.66 / -0.98 (-2.25%) , F Ford $9.24 / +0.15 (+1.65%) , LII Lennox $288.32 / +0.685 (+0.24%) , JCI Johnson Controls $46.28 / +0.23 (+0.50%) , KBR KBR $28.08 / +0.37 (+1.34%) , ADNT Adient $33.15 / +1.95 (+6.25%) , MTZ MasTec $56.56 / -0.19 (-0.33%) , GE General Electric $10.15 / -0.105 (-1.02%) , RXN Rexnord $38.05 / +0.62 (+1.66%) , MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) , CMI Cummins $230.34 / -0.98 (-0.42%) , FTV Fortive $70.62 / +0.54 (+0.77%) , FLS Flowserve $33.95 / -0.065 (-0.19%) , CP Canadian Pacific $322.81 / +0.95 (+0.30%) , FSR Fisker $18.16 / -1.165 (-6.03%) , SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) , HEI Heico $128.86 / +5.23 (+4.23%) , SUM Summit Materials $19.93 / +0.905 (+4.76%) , WSO Watsco $226.11 / -1.15 (-0.51%) , WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) , PRIM Primoris $24.63 / +0.38 (+1.57%) , VNT Vontier $33.00 / -0.19 (-0.57%) 8th Annual Virtual… 8th Annual Virtual Industrials Conference to be held on December 2-4 with webcasted company presentations to begin on December 2 at 8:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options WSC VNT SUM SPR PRIM PHM MAXR LII KBR JCI HEI GE FTV FSR FLS F CP CMI ADNT WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) 07/01/20 Site Centers to replace Mobile Mini in S&P 600 at open on 7/1 06/24/20 WillScot says 95% of WillScot and Mobile Mini stockholders approve pact VNT Vontier $33.00 / -0.19 (-0.57%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% SUM Summit Materials $19.93 / +0.905 (+4.76%) 10/28/20 Summit Materials falls -12.5% 10/28/20 Summit Materials falls -14.2% 10/28/20 Summit Materials falls -11.8% 09/08/20 Summit Materials up over 3% after disclosing CEO purchase SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) 11/16/20 Paul Singer's Elliott buys Cubic, exits AT&T in Q3 10/30/20 Bombardier confirms closing of aerostructures business sale 10/26/20 Bombardier announces amended terms for aerostructures sale to Spirit 10/26/20 Spirit AeroSystems and Bombardier amend purchase agreement PRIM Primoris $24.63 / +0.38 (+1.57%) 10/05/20 Primoris announces industrial award valued over $110M 09/03/20 Primoris announces pipeline award valued over $75M 09/02/20 Primoris announces heavy civil awards valued over $76M 08/27/20 Primoris signs joint marketing agreement with Raedlinger Primus Line PHM PulteGroup $42.66 / -0.98 (-2.25%) 10/22/20 PulteGroup reports Q3 net new orders up 36% to 8,202 homes 10/22/20 PulteGroup reports unit backlog up 29% to 14,962 homes 08/30/20 Fly Intel: Top five weekend stock stories 07/23/20 PulteGroup says 'new home demand has clearly rebounded' MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) 11/17/20 Aware acquires AFIX product line, terms not disclosed 11/06/20 Maxar Technologies falls -19.0% 11/06/20 Maxar Technologies falls -14.8% 10/29/20 Maxar Technologies awarded $8.5M contract from U.S. Space Force LII Lennox $288.32 / +0.685 (+0.24%) 10/19/20 Lennox CEO: We continue to face highly uncertain economic conditions in Q4 10/19/20 Lennox lowers FY20 tax rate view to 19-20% on an adjusted basis 10/19/20 Lennox says 2020 stock repurchase program remains on hold 10/19/20 Lennox raises FY20 free cash flow view to approximately $425M from $340M KBR KBR $28.08 / +0.37 (+1.34%) 11/30/20 KBR wins $300M recompete for USGS EROS Center services 11/11/20 KBR provides update on SOCAR joint venture 11/09/20 KBR secures $47M recompete to assist PMA-265 with FMS to Kuwait, Finland 10/26/20 KBR awarded $88M Air Force task order for F-16 sustainment engineering JCI Johnson Controls $46.28 / +0.23 (+0.50%) 11/03/20 Johnson Controls says remains focused on improved margin performance 11/03/20 Johnson Controls sees FY21 free cash flow $1.7B 10/07/20 H.I.G. Capital acquires Hart & Cooley 08/18/20 Johnson Controls CFO Brian Stief to retire, Olivier Leonetti to succeed HEI Heico $128.86 / +5.23 (+4.23%) 08/19/20 Heico acquires Connect Tech, terms not disclosed 08/12/20 HEICO acquires 2 surveillance countermeasures companies, terms not disclosed 08/05/20 Heico maintains quarterly dividend of 33c per share 07/29/20 Heico subsidiary awarded Belgian Defense C-130 fleet contract GE General Electric $10.15 / -0.105 (-1.02%) 11/23/20 GE announces X-ray AI to help ETT placement for Covid patients 11/20/20 GE Healthcare acquires Prismatic Sensors, terms undisclosed 11/16/20 Peltz's Trian Fund exits BNY Mellon, cuts stake in GE in Q3 11/13/20 Lantheus receives FDA 510(k) clearance for aBSI product FTV Fortive $70.62 / +0.54 (+0.77%) 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 FSR Fisker $18.16 / -1.165 (-6.03%) 11/27/20 Fisker falls -10.3% 11/25/20 Fisker rises 22.3% 11/25/20 Fisker rises 12.6% 11/25/20 Fisker rises 7.1% FLS Flowserve $33.95 / -0.065 (-0.19%) 07/31/20 Flowserve to reschedule Q2 earnings call due to call provider technical issues F Ford $9.24 / +0.15 (+1.65%) 12/02/20 Workhorse sinks 20% after Postal Service again delays vehicle contract 12/01/20 MicroVision appoints Judy Curran to board of directors 12/01/20 Velodyne Lidar announces autonomous driving collaboration with Ford Otosan 11/29/20 Fly Intel: Top five weekend stock stories CP Canadian Pacific $322.81 / +0.95 (+0.30%) 12/02/20 Canadian Pacific and Hapag-Lloyd extend, expand rail transportation agreement 11/25/20 North American rail traffic rose 5.2% in week ended November 21 11/18/20 North American rail traffic rose 4.4% in week ended November 14 11/11/20 North American rail traffic rose 0.8% in week ended November 7 CMI Cummins $230.34 / -0.98 (-0.42%) 11/25/20 EU commercial vehicle registrations down 1.2% in October 11/11/20 Cummins, Navistar collaborate on class 8 truck powered by hydrogen fuel cells 10/23/20 EU commercial vehicle registrations up 13.3% in September 10/13/20 Cummins raises quarterly cash dividend 3% to $1.35 from $1.311 per share ADNT Adient $33.15 / +1.95 (+6.25%) 08/14/20 Greenlight Capital exits Altice, takes stake in Atlas Air PHM F LII JCI KBR ADNT MTZ GE RXN MAXR CMI FTV FLS CP FSR SPR HEI SUM WSO WSC PRIM VNT PHM PulteGroup $42.66 / -0.98 (-2.25%) 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 11/19/20 Truist PulteGroup upgraded to Buy from Hold at Truist 10/26/20 Raymond James PulteGroup upgraded at Raymond James following 'stellar' Q3 results 10/26/20 Raymond James PulteGroup upgraded to Strong Buy from Outperform at Raymond James F Ford $9.24 / +0.15 (+1.65%) 12/02/20 Roth Capital USPS delay gives Workhorse competitors more time, says Roth Capital 11/25/20 Fly Intel: Top five analyst downgrades 11/25/20 Morgan Stanley Morgan Stanley downgrades Ford to Equal Weight with EV strategy not fully clear 11/25/20 Morgan Stanley Ford downgraded to Equal Weight from Overweight at Morgan Stanley LII Lennox $288.32 / +0.685 (+0.24%) 11/30/20 Barclays Lennox downgraded to Equal Weight on valuation at Barclays 11/30/20 Barclays Lennox downgraded to Equal Weight from Overweight at Barclays 11/19/20 Goldman Sachs Lennox downgraded to Sell from Neutral at Goldman Sachs 10/20/20 Credit Suisse Lennox price target raised to $281 from $257 at Credit Suisse JCI Johnson Controls $46.28 / +0.23 (+0.50%) 11/04/20 Credit Suisse Johnson Controls price target raised to $49 from $44 at Credit Suisse 11/04/20 Deutsche Bank Johnson Controls price target raised to $52 from $44 at Deutsche Bank 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform with $48 target at Oppenheimer 10/21/20 Oppenheimer Johnson Controls upgraded to Outperform from Perform at Oppenheimer KBR KBR $28.08 / +0.37 (+1.34%) 10/27/20 Citi KBR price target raised to $30 from $28 at Citi 06/15/20 Citi KBR price target raised to $29 from $25 at Citi 06/03/20 Goldman Sachs KBR upgraded to Buy from Neutral at Goldman Sachs 06/03/20 Goldman Sachs Wabtec downgraded to Neutral from Buy at Goldman Sachs ADNT Adient $33.15 / +1.95 (+6.25%) 12/02/20 Deutsche Bank Adient price target raised to $37 from $27 at Deutsche Bank 12/01/20 Credit Suisse Adient price target raised to $36 from $29 at Credit Suisse 12/01/20 KeyBanc Adient price target raised to $36 from $31 at KeyBanc 12/01/20 RBC Capital Adient price target raised to $38 from $24 at RBC Capital MTZ MasTec $56.56 / -0.19 (-0.33%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse GE General Electric $10.15 / -0.105 (-1.02%) 11/30/20 Barclays Barclays boosts GE target to $12, names Top Pick in Multi-Industry 11/30/20 Barclays Fortive downgraded to Equal Weight on valuation at Barclays 11/24/20 Fly Intel: Top five analyst upgrades 11/24/20 Oppenheimer Oppenheimer upgrades GE to Outperform, sees Culp's turnaround gaining traction RXN Rexnord $38.05 / +0.62 (+1.66%) 12/01/20 Oppenheimer Rexnord price target raised to $44 from $38 at Oppenheimer 11/18/20 KeyBanc Rexnord price target raised to $45 from $37 at KeyBanc 07/14/20 Deutsche Bank Rexnord upgraded to Buy from Hold at Deutsche Bank 05/26/20 BofA Rexnord downgraded to Neutral on valuation at BofA MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) 11/17/20 Fly Intel: Top five analyst upgrades 11/17/20 Canaccord Maxar Technologies upgraded to Buy on improved visibility at Canaccord 11/17/20 Canaccord Maxar Technologies upgraded to Buy from Hold at Canaccord 11/06/20 TD Securities Maxar Technologies downgraded to Hold after rally at TD Securities CMI Cummins $230.34 / -0.98 (-0.42%) 11/17/20 Baird Cummins weakness should be bought, says Baird 10/28/20 Credit Suisse Cummins price target raised to $273 from $257 at Credit Suisse 10/28/20 Deutsche Bank Cummins price target raised to $242 from $221 at Deutsche Bank 10/28/20 Citi Cummins price target raised to $260 from $250 at Citi FTV Fortive $70.62 / +0.54 (+0.77%) 11/30/20 Fly Intel: Top five analyst downgrades 11/30/20 Barclays Fortive downgraded to Equal Weight from Overweight at Barclays FLS Flowserve $33.95 / -0.065 (-0.19%) 09/15/20 UBS Flowserve assumed with a Neutral at UBS 07/06/20 Fly Intel: Top five analyst downgrades 07/06/20 Cowen Flowserve downgraded to Market Perform from Outperform at Cowen 06/30/20 Citi Flowserve selloff brings opportunity for long-term investors, says Citi CP Canadian Pacific $322.81 / +0.95 (+0.30%) 11/20/20 Raymond James Canadian Pacific downgraded to Market Perform from Outperform at Raymond James 10/22/20 Barclays Canadian Pacific price target raised to C$420 from C$415 at Barclays 10/22/20 Deutsche Bank Canadian Pacific price target raised to $367 from $319 at Deutsche Bank 10/21/20 National Bank Canadian Pacific price target raised to C$433 from C$422 at National Bank FSR Fisker $18.16 / -1.165 (-6.03%) 11/25/20 Fly Intel: Top five analyst initiations 11/25/20 Citi Fisker initiated with a Buy, $26 price target at Citi 11/17/20 Wedbush EV demand could see surge of growth in 2021, says Wedbush 11/09/20 Fly Intel: Top five analyst initiations SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 12/01/20 Truist Spirit AeroSystems upgraded to Hold from Sell at Truist 11/20/20 Fly Intel: Top five analyst upgrades 11/20/20 Canaccord Spirit AeroSystems upgraded to Buy on improving sentiment at Canaccord HEI Heico $128.86 / +5.23 (+4.23%) 10/07/20 Fly Intel: Top five analyst initiations 10/07/20 Goldman Sachs Heico initiated with a Buy at Goldman Sachs 06/05/20 Benchmark Heico price target raised to $120 from $100 at Benchmark 05/28/20 Truist Heico downgraded to Hold from Buy at SunTrust SUM Summit Materials $19.93 / +0.905 (+4.76%) 08/06/20 JPMorgan Summit Materials upgraded to Overweight with $20 target at JPMorgan 08/06/20 JPMorgan Summit Materials upgraded to Overweight from Neutral at JPMorgan 07/23/20 Fly Intel: Top five analyst upgrades 07/23/20 Loop Capital Summit Materials upgraded to Buy from Hold at Loop Capital WSO Watsco $226.11 / -1.15 (-0.51%) 10/15/20 Stephens Watsco resumed with an Equal Weight at Stephens 10/07/20 JPMorgan Watsco price target raised to $185 from $175 at JPMorgan 08/12/20 Vertical Research Watsco downgraded to Sell from Hold at Vertical Research 06/23/20 JPMorgan Watsco price target raised to $130 from $127 at JPMorgan WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) 11/10/20 Barclays WillScot Mobile Mini reinstated with an Equal Weight at Barclays 11/09/20 Deutsche Bank WillScot Mobile Mini price target raised to $22 from $20 at Deutsche Bank 09/16/20 Berenberg WillScot Mobile Mini initiated with a Buy at Berenberg 09/01/20 Fly Intel: Top five analyst initiations PRIM Primoris $24.63 / +0.38 (+1.57%) 10/27/20 KeyBanc Primoris downgraded to Sector Weight on valuation at KeyBanc 10/27/20 KeyBanc Primoris downgraded to Sector Weight from Overweight at KeyBanc 07/06/20 Stifel ACP cancellation negative for mainline pipeline industry overall, says Stifel VNT Vontier $33.00 / -0.19 (-0.57%) 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse WSO WSC VNT SUM SPR RXN PRIM PHM MTZ MAXR LII KBR JCI HEI GE FTV FLS F CP CMI ADNT WSO Watsco $226.11 / -1.15 (-0.51%) 10/22/20 Watsco reports Q3 EPS $2.76, consensus $2.47 07/23/20 Watsco reports Q2 EPS $2.26, consensus $1.88 WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) 11/05/20 WillScot Mobile Mini sees FY20 revenue $1.32B-$1.37B, down from $1.32B-$.42B 11/05/20 WillScot Mobile Mini reports Q3 EPS 7c, consensus 7c 08/10/20 WillScot Mobile Mini raises pro forma FY20 revenue view to $1.6B-$1.7B 08/10/20 WillScot Mobile Mini reports Q2 EPS 10c, consensus 7c VNT Vontier $33.00 / -0.19 (-0.57%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c SUM Summit Materials $19.93 / +0.905 (+4.76%) 10/27/20 Summit Materials raises FY20 CapEx view to $175M-$185M from $145M-$160M 10/27/20 Summit Materials reports Q3 adjusted EPS 55c, consensus 65c 07/21/20 Summit Materials not providing adjusted EBITDA guidance 07/21/20 Summit Materials reports Q2 EPS 50c, consensus 24c SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) 11/03/20 Spirit AeroSystems reports Q3 adjusted EPS ($1.34), consensus ($1.34) 11/02/20 Notable companies reporting before tomorrow's open 08/04/20 Spirit AeroSystems reports Q2 adjusted EPS ($2.28), consensus ($1.33) RXN Rexnord $38.05 / +0.62 (+1.66%) 10/27/20 Rexnord sees Q4 revenue down 7%-11%, consensus $448.97M 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 10/27/20 Rexnord reports Q3 adjusted EPS 47c, consensus 37c 07/28/20 Rexnord sees Q3 revenue down 12%-17%, consensus $459.22M PRIM Primoris $24.63 / +0.38 (+1.57%) 11/05/20 Primoris sees FY20 EPS $1.80-$2.00, consensus $1.68 11/05/20 Primoris reports Q3 EPS 90c, consensus 66c 08/04/20 Primoris sees FY20 EPS $1.60-$1.80, consensus $1.25 08/04/20 Primoris reports Q2 EPS 68c, consensus 29c PHM PulteGroup $42.66 / -0.98 (-2.25%) 10/22/20 PulteGroup reports Q3 adjusted EPS $1.34, consensus $1.12 10/21/20 Notable companies reporting before tomorrow's open 07/23/20 PulteGroup reports Q2 adjusted EPS $1.15, consensus 87c MTZ MasTec $56.56 / -0.19 (-0.33%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) 11/05/20 Maxar Technologies maintains FY20 adj. EBITDA view of $415M-$445M 08/05/20 Maxar Technologies narrows FY20 adj. EBITDA view to $415M-$445M 08/05/20 Maxar Technologies reports Q2 EPS 0c, consensus $1.06 LII Lennox $288.32 / +0.685 (+0.24%) 10/19/20 Lennox raises FY20 adjusted EPS view to $9.05-$9.65 from $7.90-$8.70 10/19/20 Lennox reports Q3 adjusted EPS $3.53, consensus $3.15 07/20/20 Lennox raises FY20 adjusted EPS view to $7.90-$8.70 from $7.50-$8.50 07/20/20 Lennox reports Q2 adjusted EPS $2.97, consensus $2.63 KBR KBR $28.08 / +0.37 (+1.34%) 10/29/20 KBR raises FY20 adj. EPS view to $1.60-$1.80 from $1.50-$1.80, consensus $1.68 10/29/20 KBR reports Q3 adj. EPS 44c, consensus 43c 08/06/20 KBR backs FY20 adj. EPS view of $1.50-$1.80, consensus $1.63 08/06/20 KBR reports Q2 adj. EPS 39c, consensus 37c JCI Johnson Controls $46.28 / +0.23 (+0.50%) 11/03/20 Johnson Controls sees Q1 adj. EPS 39c-41c, consensus 39c 11/03/20 Johnson Controls reports Q4 adj. EPS 76c, consensus 73c 08/11/20 Johnson Controls appoints Diane Schwartz as Chief Information Officer 07/31/20 Johnson Controls sees FY20 adj. EPS $2.16-$2.20, consensus $1.93 HEI Heico $128.86 / +5.23 (+4.23%) 11/06/20 Heico reports Q3 EPS 59c, consensus 42c 08/25/20 Heico reports Q3 EPS 40c, consensus 32c 08/25/20 Notable companies reporting after market close GE General Electric $10.15 / -0.105 (-1.02%) 10/28/20 General Electric reports Q3 adjusted EPS 6c, consensus (4c) 10/27/20 Notable companies reporting before tomorrow's open 07/29/20 General Electric reports Q2 adjusted EPS (15c), consensus (10c) FTV Fortive $70.62 / +0.54 (+0.77%) 10/27/20 Fortive reports Q3 adjusted EPS 94c, consensus 86c 10/27/20 Notable companies reporting after market close 10/05/20 Fortive sees Q3 revenue up 2% YoY 07/28/20 Fortive reports Q2 adjusted EPS 68c, consensus 58c FLS Flowserve $33.95 / -0.065 (-0.19%) 11/05/20 Flowserve sees return to growth in 2021 11/05/20 Flowserve reports Q3 adjusted EPS 50c, consensus 44c 07/30/20 Flowserve sees 2020's second half EPS exceed first half 07/30/20 Flowserve reports Q2 EPS 53c, consensus 28c F Ford $9.24 / +0.15 (+1.65%) 10/28/20 Ford sees temporarily lower F-150 wholesale shipments in Q4 10/28/20 Ford reports Q3 adjusted EBIT $3.6B 10/28/20 Ford reports Q3 adjusted EPS 65c, consensus 16c 10/28/20 Notable companies reporting after market close CP Canadian Pacific $322.81 / +0.95 (+0.30%) 10/20/20 Canadian Pacific sees at least mid-single-digit adjusted EPS growth in 2020 10/20/20 Canadian Pacific reports Q3 adjusted EPS C$4.12 vs. C$4.61 last year 07/22/20 Canadian Pacific sees adjusted diluted EPS growth year over year 07/22/20 Canadian Pacific reports Q2 adjusted EPS C$4.07 vs. C$4.30 last year CMI Cummins $230.34 / -0.98 (-0.42%) 10/27/20 Cummins sees Q4 revenue similar to Q3 levels 10/27/20 Cummins reports Q3 EPS $3.36, consensus $2.35 10/26/20 Notable companies reporting before tomorrow's open ADNT Adient $33.15 / +1.95 (+6.25%) 11/30/20 Adient sees FY21 revenue $14.6B-$15B, consensus $14.47B 11/30/20 Adient reports Q4 adj. EPS $1.15, consensus 71c 08/06/20 Adient sees Q4 revenue $3.3B-$3.5B, consensus $3.31B 08/06/20 Adient reports Q3 adj. EPS ($2.78), consensus ($2.08) WSC RXN PHM JCI GE FTV F WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) 10/21/20 WillScot Mobile Mini pitched as long idea by Dendur's Mac Levine RXN Rexnord $38.05 / +0.62 (+1.66%) 11/19/20 ABB unit draws interest from industry suitors, Reuters reports PHM PulteGroup $42.66 / -0.98 (-2.25%) 08/29/20 Toll Brothers, Taylor Morrison could benefit from housing demand, Barron's says JCI Johnson Controls $46.28 / +0.23 (+0.50%) 06/29/20 NY malls to require coronavirus-filtering air conditioning systems, CNBC reports GE General Electric $10.15 / -0.105 (-1.02%) 11/24/20 General Electric warns of additional job cuts in aviation unit, WSJ reports 11/19/20 GE in discussions to build wind turbine factory in northeast U.K., FT reports 11/14/20 Intel stock can rise again, Barron's says 10/22/20 Wuhan Boiler weighs purchase of GE stake in Wuhan Boiler Co., Bloomberg says FTV Fortive $70.62 / +0.54 (+0.77%) 09/26/20 Fortive spinning off a business, time to buy stock, Barron's says F Ford $9.24 / +0.15 (+1.65%) 12/02/20 USPS again delays mail truck replacement contract, Trucks.com reports 11/28/20 Ford can be fixed, stock could double, Barron's says 11/24/20 Ford purchases freezers to store Covid vaccines, Reuters reports 11/16/20 Quebec to prohibit sale of new gas-powered cars as of 2035, Reuters says WSC SUM SPR PHM MTZ MAXR KBR GE FTV FSR FLS F WSC WillScot Mobile Mini $21.57 / +0.07 (+0.33%) 08/10/20 Fly Intel: Pre-market Movers SUM Summit Materials $19.93 / +0.905 (+4.76%) 10/27/20 Fly Intel: After-Hours Movers 09/08/20 Fly Intel: After-Hours Movers SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) 11/18/20 Boeing rises after FAA lifts order grounding 737 MAX 11/03/20 Fly Intel: Pre-market Movers 08/04/20 Fly Intel: Pre-market Movers 07/08/20 Spirit downgrade, Nikola upgrade among today's top calls on Wall Street PHM PulteGroup $42.66 / -0.98 (-2.25%) 07/23/20 Fly Intel: After-Hours Movers MTZ MasTec $56.56 / -0.19 (-0.33%) 10/29/20 Fly Intel: After-Hours Movers MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) 08/06/20 Fly Intel: Wall Street's top stories for Thursday 08/06/20 Fly Intel: Wall Street's top stories at midday 06/24/20 Fly Intel: Pre-market Movers 06/23/20 Fly Intel: After-Hours Movers KBR KBR $28.08 / +0.37 (+1.34%) 08/19/20 Fly Intel: Pre-market Movers GE General Electric $10.15 / -0.105 (-1.02%) 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/28/20 Fly Intel: Wall Street's top stories for Wednesday 10/28/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: Pre-market Movers FTV Fortive $70.62 / +0.54 (+0.77%) 10/05/20 Fly Intel: Pre-market Movers 08/10/20 Fly Insider: Axis Capital, Carvana among week's notable insider trades FSR Fisker $18.16 / -1.165 (-6.03%) 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 11/25/20 Fly Intel: Pre-market Movers FLS Flowserve $33.95 / -0.065 (-0.19%) 07/30/20 Fly Intel: After-Hours Movers F Ford $9.24 / +0.15 (+1.65%) 11/25/20 Ford, Gap downgrades among today's top calls on Wall Street 10/29/20 Fly Intel: Wall Street's top stories for Thursday 10/29/20 Fly Intel: Wall Street's top stories at midday 10/28/20 Fly Intel: After-Hours Movers 12/03/20 8th Annual Virtual Industrials Conference 12/04/20 12th Annual Virtual Global Automotive Conference 2020 12/08/20 Global TMT Virtual Conference 01/26/21 General Electric - GE VNT SPR PHM MAXR JCI GE FSR FLS F CMI VNT Vontier $33.00 / -0.19 (-0.57%) 10/21/20 Eleven new option listings and one option delisting on October 21st SPR Spirit AeroSystems $33.77 / -0.22 (-0.65%) 10/16/20 Spirit AeroSystems call volume above normal and directionally bullish 08/11/20 Spirit AeroSystems call volume above normal and directionally bullish 07/10/20 Spirit AeroSystems call volume above normal and directionally bullish 06/16/20 Spirit AeroSystems call volume above normal and directionally bullish PHM PulteGroup $42.66 / -0.98 (-2.25%) 11/04/20 Early notable gainers among liquid option names on November 4th 10/26/20 PulteGroup put volume heavy and directionally bearish 08/04/20 PulteGroup call volume above normal and directionally bullish 07/27/20 PulteGroup call volume above normal and directionally bullish MAXR Maxar Technologies $27.95 / +0.155 (+0.56%) 09/28/20 Largest borrow rate increases among liquid names JCI Johnson Controls $46.28 / +0.23 (+0.50%) 07/31/20 Early notable gainers among liquid option names on July 31st GE General Electric $10.15 / -0.105 (-1.02%) 10/28/20 Early notable gainers among liquid option names on October 28th 10/28/20 Unusually active option classes on open October 28th 10/23/20 Unusually active option classes on open October 23rd 10/19/20 General Electric call volume above normal and directionally bullish FSR Fisker $18.16 / -1.165 (-6.03%) 11/27/20 Largest borrow rate increases among liquid names 11/20/20 Largest borrow rate increases among liquid names 11/13/20 Unusually active option classes on open November 13th FLS Flowserve $33.95 / -0.065 (-0.19%) 07/02/20 Early notable gainers among liquid option names on July 2nd F Ford $9.24 / +0.15 (+1.65%) 11/25/20 Unusually active option classes on open November 25th 11/24/20 Notable open interest changes for November 24th 11/10/20 Ford call volume above normal and directionally bullish 11/09/20 Unusual put flow in option market yesterday CMI Cummins $230.34 / -0.98 (-0.42%) 07/28/20 Early notable gainers among liquid option names on July 28th
Recommendations	Vontier growth opportunities underappreciated, says Citi » 06:27 11/11/20 11/11 06:27 11/11/20 06:27 VNT Vontier $28.26 / -0.29 (-1.02%) Citi analyst Andrew… Citi analyst Andrew Kaplowitz left meetings with Vontier management confident that, despite "well-known upcoming headwinds" as Europay, Mastercard and Visa adoption peaks, the company has favorable exposure to other "underappreciated" growth opportunities. The analyst sees improving demand trends across high growth markets, particularly India and China, as partial offsets and believes Vontier remains positioned for long-term earnings growth. He keeps a Buy rating on the shares with a $40 price target. ShowHide Related Items >><< Company News Street Research Earnings Options VNT Vontier $28.26 / -0.29 (-1.02%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $28.26 / -0.29 (-1.02%) 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse 10/15/20 Wolfe Research Vontier initiated with an Outperform at Wolfe Research VNT Vontier $28.26 / -0.29 (-1.02%) 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c VNT Vontier $28.26 / -0.29 (-1.02%) 10/21/20 Eleven new option listings and one option delisting on October 21st
Earnings	Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M » 06:03 10/29/20 10/29 06:03 10/29/20 06:03 VNT Vontier $28.23 / -0.53 (-1.84%) Sees Q4 adjusted core… Sees Q4 adjusted core operating margin expansion greater than 200bps excluding the anticipated impact of restructuring. ShowHide Related Items >><< Company News Street Research Earnings Options VNT Vontier $28.23 / -0.53 (-1.84%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $28.23 / -0.53 (-1.84%) 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse 10/15/20 Wolfe Research Vontier initiated with an Outperform at Wolfe Research VNT Vontier $28.23 / -0.53 (-1.84%) 10/29/20 Vontier reports Q3 EPS 80c, consensus 70c VNT Vontier $28.23 / -0.53 (-1.84%) 10/21/20 Eleven new option listings and one option delisting on October 21st
Earnings	Vontier reports Q3 EPS 80c, consensus 70c » 06:02 10/29/20 10/29 06:02 10/29/20 06:02 VNT Vontier $28.23 / -0.53 (-1.84%) Reports Q3 revenue… Reports Q3 revenue $746.7M, consensus $745.07M. CEO Mark Morelli stated, "I'm pleased with our results as we delivered strong double-digit earnings growth, reflecting the resiliency of our portfolio. The power of the Vontier Business System drove working capital productivity generating substantial free cash flow. Our business enjoys strong fundamentals, continues to perform through economic cycles, and we have a significant runway of profitable growth ahead. The separation from Fortive is complete and we are excited to continue to leverage the Vontier Business System to drive both growth and cost savings to position us well for macroeconomic recovery. We have ample balance sheet flexibility to fund future M&A where we are uniquely advantaged by our outstanding brands and a strong installed base levered to an attractive $27 billion mobility market." ShowHide Related Items >><< Company News Street Research Options VNT Vontier $28.23 / -0.53 (-1.84%) 10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 VNT Vontier $28.23 / -0.53 (-1.84%) 10/26/20 Baird Vontier initiated with an Outperform at Baird 10/19/20 Rosenblatt Fortive price target lowered to $68 from $81 at Rosenblatt 10/16/20 Credit Suisse Vontier initiated with an Outperform at Credit Suisse 10/15/20 Wolfe Research Vontier initiated with an Outperform at Wolfe Research VNT Vontier $28.23 / -0.53 (-1.84%) 10/21/20 Eleven new option listings and one option delisting on October 21st

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