Ratings by UBS (Amit Mehrotra)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/7/2026 | Parker-Hannifin | PH | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2026 | Johnson Controls | JCI | Maintain | Buy (Buy) |
|
Details | ||
| 7/30/2026 | Vertiv | VRT | Maintain | Buy (Buy) |
|
Details | ||
| 7/22/2026 | 3M | MMM | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2026 | Zebra Technologies | ZBRA | Maintain | Buy (Buy) |
|
Details | ||
| 6/29/2026 | Innio NV | INIO | New Coverage | Buy (N/A) |
38.24 (25.22) |
-34.05% | Details | |
| 6/2/2026 | Johnson Controls | JCI | Maintain | Buy (Buy) |
|
Details | ||
| 5/7/2026 | Johnson Controls | JCI | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2026 | Pentair | PNR | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | Teledyne | TDY | Maintain | Buy (Buy) |
|
Details | ||
| 4/23/2026 | Vertiv | VRT | Maintain | Buy (Buy) |
|
Details | ||
| 4/23/2026 | GE Vernova | GEV | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2026 | Fastenal | FAST | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/13/2026 | GE Vernova | GEV | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2026 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 2/10/2026 | Vertiv Holdings Co. | VRT | Maintain | Buy (Buy) |
|
Details | ||
| 1/29/2026 | GE Vernova | GEV | Maintain | Buy (Buy) |
|
Details | ||
| 1/21/2026 | Fastenal | FAST | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | 3M | MMM | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Trane Technologies | TT | Maintain | Buy (Buy) |
|
Details | ||
| 1/5/2026 | Carrier Global | CARR | Maintain | Buy (Buy) |
|
Details | ||
| 1/4/2026 | Dover Corp. | DOV | Upgrade | Buy (Neutral) |
195.24 (202.38) |
3.66% | Details | |
| 1/4/2026 | Emerson | EMR | Upgrade | Buy (Neutral) |
132.72 (157.60) |
18.75% | Details | |
| 1/4/2026 | Eaton Corporation | ETN | Downgrade | Neutral (Buy) |
318.51 (424.67) |
33.33% | Details | |
| 12/10/2025 | GE Vernova | GEV | Maintain | Buy (Buy) |
|
Details | ||
| 11/6/2025 | Johnson Controls | JCI | Maintain | Buy (Buy) |
|
Details | ||
| 10/23/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (Buy) |
|
Details | ||
| 10/22/2025 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 9/24/2025 | Vertiv Holdings Co. | VRT | Maintain | Buy (Buy) |
|
Details | ||
| 9/17/2025 | Honeywell International | HON | Maintain | Buy (Buy) |
|
Details | ||
| 9/8/2025 | GE Vernova | GEV | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2025 | Trane Technologies | TT | Maintain | Buy (Buy) |
|
Details | ||
| 8/4/2025 | WW Grainger | GWW | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | GE Vernova | GEV | Maintain | Buy (Buy) |
|
Details | ||
| 7/21/2025 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 7/15/2025 | Fastenal | FAST | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/11/2025 | Veritiv Corp | VRTV | Maintain | Buy (Buy) |
|
Details | ||
| 7/7/2025 | GE Vernova | GEV | New Coverage | Buy (N/A) |
505.07 (987.46) |
95.51% | Details | |
| 7/1/2025 | Honeywell International | HON | Maintain | Buy (Buy) |
|
Details | ||
| 6/17/2025 | Johnson Controls | JCI | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Trane Technologies | TT | Maintain | Buy (Buy) |
|
Details | ||
| 5/22/2025 | Johnson Controls | JCI | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2025 | Honeywell International | HON | Maintain | Buy (Buy) |
|
Details | ||
| 4/23/2025 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2025 | Eaton Corporation | ETN | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 2/25/2025 | Veritiv Corp | VRTV | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2025 | Veritiv Corp | VRTV | Maintain | Buy (Buy) |
|
Details | ||
| 2/11/2025 | Rockwell Automation | ROK | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2025 | Johnson Controls | JCI | Upgrade | Buy (Neutral) |
88.00 (144.94) |
64.7% | Details | |
| 1/31/2025 | Trane Technologies | TT | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Parker-Hannifin | PH | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Dover Corp. | DOV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2025 | 3M | MMM | Maintain | Buy (Buy) |
|
Details | ||
| 11/13/2024 | Carrier Global | CARR | New Coverage | Buy (N/A) |
75.44 (61.20) |
-18.88% | Details | |
| 11/13/2024 | Trane Technologies | TT | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Trane Technologies | TT | New Coverage | Buy (N/A) |
411.14 (455.48) |
10.78% | Details | |
| 11/13/2024 | Otis Worldwide Corp | OTIS | New Coverage | Neutral (N/A) |
99.73 (71.95) |
-27.86% | Details | |
| 11/13/2024 | Johnson Controls | JCI | New Coverage | Neutral (N/A) |
85.16 (88.00) |
3.33% | Details | |
| 11/13/2024 | Ingersoll-Rand | IR | New Coverage | Buy (N/A) |
104.23 (81.14) |
-22.15% | Details | |
| 11/13/2024 | WW Grainger | GWW | New Coverage | Neutral (N/A) |
1208.34 (1306.95) |
8.16% | Details | |
| 11/13/2024 | Fastenal | FAST | New Coverage | Neutral (N/A) |
83.50 (51.44) |
-38.4% | Details | |
| 11/13/2024 | Eaton Corporation | ETN | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Vertiv Holdings Co. | VRT | New Coverage | Buy (N/A) |
126.80 (261.00) |
105.84% | Details | |
| 11/13/2024 | Dover Corp. | DOV | New Coverage | Neutral (N/A) |
204.58 (195.24) |
-4.57% | Details | |
| 11/13/2024 | Fortive | FTV | New Coverage | Neutral (N/A) |
76.16 (58.90) |
-22.66% | Details | |
| 11/13/2024 | Parker-Hannifin | PH | New Coverage | Buy (N/A) |
708.15 (1023.25) |
44.5% | Details | |
| 11/13/2024 | 3M | MMM | New Coverage | Buy (N/A) |
133.00 (180.66) |
35.83% | Details | |
| 11/13/2024 | Rockwell Automation | ROK | New Coverage | Neutral (N/A) |
277.82 (433.27) |
55.95% | Details |

