Ratings by KeyBanc (Jeffrey Hammond)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | Generac Holdings | GNRC | Upgrade | Overweight (Sector Weight) |
223.62 (186.92) |
-16.41% | Details | |
| 9/16/2026 | Forgent Power Solutions | FPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2026 | Midera Food Processing | MFP | New Coverage | Sector Weight (N/A) |
50.71 (41.81) |
-17.55% | Details | |
| 8/25/2026 | JBT Marel Corp. | JBTM | New Coverage | Overweight (N/A) |
116.86 (108.59) |
-7.08% | Details | |
| 8/20/2026 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2026 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Watts Waters | WTS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2026 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2026 | SiteOne Landscape Supply | SITE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2026 | Zurn Water Solutions | ZWS | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/20/2026 | Hayward Holdings Inc | HAYW | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/14/2026 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2026 | Watts Waters | WTS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2026 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2026 | SiteOne Landscape Supply | SITE | New Coverage | Overweight (N/A) |
106.60 (103.16) |
-3.23% | Details | |
| 6/26/2026 | Trane Technologies | TT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/22/2026 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Forgent Power Solutions | FPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2026 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Trane Technologies | TT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | Graco Inc. | GGG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/22/2026 | Zurn Water Solutions | ZWS | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/21/2026 | Trane Technologies | TT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | Forgent Power Solutions | FPS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | Forgent Power Solutions | FPS | New Coverage | Overweight (N/A) |
34.49 (24.22) |
-29.78% | Details | |
| 2/27/2026 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Watts Waters | WTS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | Graco Inc. | GGG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/26/2026 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2026 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | Watts Waters | WTS | Upgrade | Overweight (Sector Weight) |
297.29 (358.73) |
20.67% | Details | |
| 12/15/2025 | Trane Technologies | TT | Upgrade | Overweight (Sector Weight) |
403.38 (444.90) |
10.29% | Details | |
| 12/12/2025 | Watsco | WSO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 12/11/2025 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | Atkore | ATKR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 11/7/2025 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2025 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2025 | Graco Inc. | GGG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/23/2025 | Lennox International | LII | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/22/2025 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/14/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2025 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2025 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2025 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Atkore | ATKR | Downgrade | Sector Weight (Overweight) |
76.55 (94.96) |
24.05% | Details | |
| 8/5/2025 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2025 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/15/2025 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Helios Tech | HLIO | Upgrade | Overweight (Sector Weight) |
31.92 (66.16) |
107.27% | Details | |
| 6/9/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Atkore | ATKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/8/2025 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Atkore | ATKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2025 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | Eaton Corporation | ETN | Upgrade | Overweight (Sector Weight) |
277.61 (366.11) |
31.88% | Details | |
| 3/4/2025 | Nordson | NDSN | Upgrade | Overweight (Sector Weight) |
210.29 (318.84) |
51.62% | Details | |
| 3/3/2025 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Atkore | ATKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2025 | Graco Inc. | GGG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/27/2025 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/21/2025 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Pentair | PNR | Downgrade | Sector Weight (Overweight) |
100.40 (55.30) |
-44.92% | Details | |
| 1/6/2025 | Hayward Holdings Inc | HAYW | Downgrade | Sector Weight (Overweight) |
15.18 (12.67) |
-16.53% | Details | |
| 12/12/2024 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2024 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | RBC Bearings | RBC | Upgrade | Overweight (Sector Weight) |
324.46 (471.98) |
45.47% | Details | |
| 11/21/2024 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2024 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/15/2024 | Lennox International | LII | Downgrade | Sector Weight (Overweight) |
604.04 (376.01) |
-37.75% | Details | |
| 10/14/2024 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2024 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2024 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2024 | Atkore | ATKR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | nVent Electric | NVT | Upgrade | Overweight (Sector Weight) |
67.96 (125.40) |
84.52% | Details | |
| 8/27/2024 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Nordson | NDSN | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/8/2024 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Atkore | ATKR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2024 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | Lennox International | LII | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Graco Inc. | GGG | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/15/2024 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2024 | Atkore | ATKR | New Coverage | Overweight (N/A) |
131.08 (94.96) |
-27.56% | Details | |
| 7/9/2024 | Helios Tech | HLIO | Downgrade | Sector Weight (Overweight) |
46.33 (31.92) |
-31.1% | Details | |
| 5/21/2024 | Nordson | NDSN | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/17/2024 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2024 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2024 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2024 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2024 | Lennox International | LII | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2024 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2024 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2024 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2024 | Nordson | NDSN | Downgrade | Sector Weight (Overweight) |
273.46 (210.29) |
-23.1% | Details | |
| 2/22/2024 | Gates Industrial Corp. | GTES | Upgrade | Overweight (Sector Weight) |
13.31 (25.08) |
88.43% | Details | |
| 2/9/2024 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2023 | Zurn Water Solutions | ZWS | Downgrade | Sector Weight (Overweight) |
29.61 (48.55) |
63.96% | Details | |
| 12/13/2023 | Pentair | PNR | Upgrade | Overweight (Sector Weight) |
67.34 (55.30) |
-17.88% | Details | |
| 11/29/2023 | Lennox International | LII | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Lennox International | LII | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2023 | Advanced Drainage Systems | WMS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Lennox International | LII | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2023 | Advanced Drainage Systems | WMS | New Coverage | Overweight (N/A) |
120.48 (130.40) |
8.23% | Details | |
| 7/13/2023 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2023 | Watsco | WSO | Downgrade | Sector Weight (Overweight) |
372.77 (322.98) |
-13.36% | Details | |
| 7/5/2023 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2023 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2023 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2023 | Lennox International | LII | Upgrade | Overweight (Sector Weight) |
298.23 (376.01) |
26.08% | Details | |
| 4/21/2023 | Watsco | WSO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2023 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/28/2023 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2023 | Helios Tech | HLIO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/22/2023 | Nordson | NDSN | Upgrade | Overweight (Sector Weight) |
246.22 (318.84) |
29.49% | Details | |
| 2/22/2023 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Gates Industrial Corp. | GTES | Downgrade | Sector Weight (Overweight) |
13.13 (13.31) |
1.37% | Details | |
| 2/9/2023 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Watsco | WSO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2023 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2022 | nVent Electric | NVT | Downgrade | Sector Weight (Overweight) |
39.00 (125.40) |
221.54% | Details | |
| 12/13/2022 | Carrier Global | CARR | Downgrade | Sector Weight (Overweight) |
43.02 (56.24) |
30.73% | Details | |
| 11/2/2022 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | Generac Holdings | GNRC | Downgrade | Sector Weight (Overweight) |
147.74 (223.62) |
51.36% | Details | |
| 10/14/2022 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | Hayward Holdings Inc | HAYW | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/16/2022 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Watsco | WSO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2022 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2022 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Watsco | WSO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2022 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2022 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2022 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2022 | Helios Tech | HLIO | Upgrade | Overweight (Sector Weight) |
70.74 (46.33) |
-34.51% | Details | |
| 3/3/2022 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2022 | Watsco | WSO | Upgrade | Overweight (Sector Weight) |
269.55 (322.98) |
19.82% | Details | |
| 2/8/2022 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2021 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2021 | Harsco Corporation | HSC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 11/19/2021 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | Janus Int'l Group, Inc. | JBI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2021 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2021 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | Rexnord | RXN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2021 | Janus Int'l Group, Inc. | JBI | New Coverage | Overweight (N/A) |
13.93 (4.45) |
-68.05% | Details | |
| 8/6/2021 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | Generac Holdings | GNRC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2021 | Parker-Hannifin | PH | Upgrade | Overweight (Sector Weight) |
288.05 (880.57) |
205.7% | Details | |
| 6/11/2021 | Pentair | PNR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/8/2021 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Generac Holdings | GNRC | Upgrade | Overweight (Sector Weight) |
329.96 (147.74) |
-55.22% | Details | |
| 5/11/2021 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2021 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Hayward Holdings Inc | HAYW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2021 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2021 | Hayward Holdings Inc | HAYW | New Coverage | Overweight (N/A) |
16.95 (12.67) |
-25.25% | Details | |
| 3/15/2021 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2021 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2021 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2021 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2021 | Regal Beloit | RBC | Upgrade | Overweight (Sector Weight) |
128.95 (471.98) |
266.02% | Details | |
| 2/17/2021 | Rexnord | RXN | Upgrade | Overweight (Sector Weight) |
41.52 (64.95) |
56.43% | Details | |
| 2/9/2021 | Carrier Global | CARR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2021 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | Regal Beloit | RBC | Downgrade | Sector Weight (Overweight) |
137.45 (471.98) |
243.38% | Details | |
| 1/14/2021 | Rexnord | RXN | Downgrade | Sector Weight (Overweight) |
44.48 (64.95) |
46.02% | Details | |
| 1/14/2021 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2020 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | Rexnord | RXN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2020 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Middleby Corp | MIDD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2020 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2020 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2020 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2020 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2020 | Pentair | PNR | Downgrade | Sector Weight (Overweight) |
50.25 (55.30) |
10.05% | Details | |
| 9/24/2020 | EnPro Industries | NPO | Upgrade | Overweight (Sector Weight) |
54.83 (267.72) |
388.27% | Details | |
| 8/28/2020 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2020 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2020 | Harsco Corporation | HSC | Downgrade | Sector Weight (Overweight) |
16.60 (9.15) |
-44.88% | Details | |
| 8/5/2020 | Gates Industrial Corp. | GTES | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | Rexnord | RXN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Generac Holdings | GNRC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/8/2020 | Regal Beloit | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2020 | Middleby Corp | MIDD | Upgrade | Overweight (Sector Weight) |
75.13 (113.05) |
50.47% | Details | |
| 6/17/2020 | Nordson | NDSN | Downgrade | Sector Weight (Overweight) |
192.10 (318.84) |
65.98% | Details | |
| 5/21/2020 | Nordson | NDSN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2020 | Regal Beloit | RBC | Upgrade | Overweight (Sector Weight) |
69.52 (137.45) |
97.71% | Details | |
| 5/14/2020 | Trane Technologies | TT | Downgrade | Sector Weight (Overweight) |
76.76 (403.38) |
425.51% | Details | |
| 5/14/2020 | Eaton Corporation | ETN | Downgrade | Sector Weight (Overweight) |
76.73 (277.61) |
261.8% | Details | |
| 5/1/2020 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2020 | Pentair | PNR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2020 | Nordson | NDSN | Upgrade | Overweight (Sector Weight) |
127.90 (192.10) |
50.2% | Details | |
| 4/6/2020 | Altra Holdings | AIMC | Upgrade | Overweight (Sector Weight) |
17.33 (61.98) |
257.65% | Details | |
| 4/2/2020 | Harsco Corporation | HSC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2020 | Eaton Corporation | ETN | Upgrade | Overweight (Sector Weight) |
90.72 (366.11) |
303.56% | Details | |
| 2/24/2020 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | Ingersoll-Rand | IR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Eaton Corporation | ETN | Downgrade | Sector Weight (Overweight) |
95.19 (366.11) |
284.61% | Details | |
| 12/9/2019 | Pentair | PNR | Upgrade | Overweight (Sector Weight) |
44.46 (55.30) |
24.38% | Details | |
| 12/9/2019 | AO Smith | AOS | Downgrade | Sector Weight (Overweight) |
46.90 (61.65) |
31.45% | Details | |
| 11/25/2019 | nVent Electric | NVT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/21/2019 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2019 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | Ingersoll-Rand | IR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | Eaton Corporation | ETN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2019 | Nordson | NDSN | Maintain | Sector Weight (Sector Weight) |
|
Details | ||
| 10/7/2019 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2019 | Altra Holdings | AIMC | Downgrade | Sector Weight (Overweight) |
27.92 (17.33) |
-37.93% | Details | |
| 9/17/2019 | CIRCOR International | CIR | Upgrade | Overweight (Sector Weight) |
37.00 (30.75) |
-16.89% | Details | |
| 9/17/2019 | Actuant | ATU | Downgrade | Sector Weight (Overweight) |
26.21 (21.87) |
-16.56% | Details | |
| 8/26/2019 | CIRCOR International | CIR | Maintain | Sector Weight (Sector Weight) |
|
Details | ||
| 7/26/2019 | Altra Holdings | AIMC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2019 | Parker-Hannifin | PH | Downgrade | Sector Weight (Overweight) |
163.42 (288.05) |
76.26% | Details | |
| 6/25/2019 | CIRCOR International | CIR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/6/2019 | AO Smith | AOS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2019 | nVent Electric | NVT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2019 | Ingersoll-Rand | IR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2019 | Colfax Corporation | CFX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2019 | ITT Corp. | ITT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2019 | CIRCOR International | CIR | Downgrade | Sector Weight (Overweight) |
30.36 (37.00) |
21.87% | Details | |
| 3/12/2019 | Sun Hydraulics | SNHY | Downgrade | Sector Weight (Overweight) |
48.33 (44.71) |
-7.49% | Details | |
| 3/12/2019 | Eaton Corporation | ETN | Upgrade | Overweight (Sector Weight) |
79.38 (366.11) |
361.21% | Details | |
| 3/12/2019 | AO Smith | AOS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2019 | EnPro Industries | NPO | Downgrade | Sector Weight (Overweight) |
72.21 (267.72) |
270.75% | Details | |
| 1/22/2019 | Harsco Corporation | HSC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2018 | AO Smith | AOS | Upgrade | Overweight (Sector Weight) |
45.64 (61.65) |
35.08% | Details | |
| 11/27/2018 | Nordson | NDSN | Downgrade | Sector Weight (Overweight) |
123.81 (127.90) |
3.3% | Details | |
| 11/6/2018 | CIRCOR International | CIR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2018 | Welbilt, Inc. | WBT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2018 | EnPro Industries | NPO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | Ingersoll-Rand | IR | Upgrade | Overweight (Sector Weight) |
91.91 (73.48) |
-20.05% | Details | |
| 10/18/2018 | WABCO Holdings | WBC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2018 | Generac Holdings | GNRC | Downgrade | Sector Weight (Overweight) |
56.41 (186.92) |
231.36% | Details | |
| 9/13/2018 | Generac Holdings | GNRC | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/12/2018 | Harsco Corporation | HSC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2018 | Altra Holdings | AIMC | Upgrade | Overweight (Sector Weight) |
38.05 (27.92) |
-26.62% | Details |


