Feed
Today
Create
Explore
Markets

Industrials

Sector

+2.6%

Names covered2Analysts active4Publications this week0

The names

What sits inside this sector.

CATCaterpillar, Inc.818.57+1.7%8 publications · 2 open calls

BABoeing Company (The)210.45+2.8%7 publications

GEGE Aerospace323.66-0.2%0 publications

HONHoneywell International Inc. -202.36+0.1%0 publications

ETNEaton Corporation, PLC425.37+4.0%0 publications

GEVGE Vernova Inc.957.27+3.6%0 publications

VRTVertiv Holdings, LLC Class A257.06+3.6%0 publications

PWRQuanta Services, Inc.650.58+5.1%0 publications

Stoa coverage of Industrials

How much of Stoa is publishing here. Volume only, never a house view.

Open calls

Analysts active

Publications this week

Resolved calls

Publications in this sector

Calls on names here, and commentary tagged to the sector itself.

See all →

RESEARCHINDUSTRIALSThesis

Caterpillar: this demand is structural, not cyclical

The funding mechanism changed, which changes the durability of the revenue rather than just its level.

Dhruv Anand· AUG 21

Free

RESEARCHINDUSTRIALSThesis

Caterpillar: three plants come online against a book that runs past 2029

Three plant expansions come online within a year against a backlog that already extends past 2029. Conversion, not demand, has been the constraint.

Analysts covering this sector

Who publishes here most.

Dhruv Anand2 calls

Mira Solberg2 calls

Victor Reyes1 call

Raphael Moreau1 call

Olivia Grant

· AUG 20

Free

RESEARCHINDUSTRIALSThesis

Boeing: retail demand and factory shipments have separated

The production schedule has not yet acknowledged what the retail data has been saying since spring.

Victor Reyes· AUG 20

CALLLongCall

Caterpillar: multi-year commitments have replaced annual appropriations

Multi-year procurement commitments have replaced annual budget cycles across four major buyers. Order books that follow do not behave like a cycle.

Mira Solberg· AUG 20

CALLShortCall

Boeing: the backlog is excellent and the delivery schedule is the risk

Book-to-bill is not the problem. Turning the book into revenue on schedule is, and the schedule has moved.

Victor Reyes· AUG 19

Subscribers