Ratings by JPMorgan (Tomohiko Sano)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/14/2026 | Kirby Corporation | KEX | New Coverage | Overweight (N/A) |
135.88 (131.50) |
-3.22% | Details | |
| 10/14/2026 | Standex International | SXI | New Coverage | Neutral (N/A) |
280.96 (243.00) |
-13.51% | Details | |
| 10/13/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/13/2026 | Rollins | ROL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/13/2026 | Resideo Technologies | REZI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/13/2026 | Powell Industries | POWL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Perimeter Solutions SA | PRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Orion Marine Group | ORN | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Moog | MOG-A | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | ESCO Technologies | ESE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | CECO Environmental Corp | CECO | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Cadre Holdings Inc. | CDRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | BWX Technologies | BWXT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Bel Fuse | BELFB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | ADI Global Distribution | ADIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/13/2026 | Matson, Inc. | MATX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Allient Inc. | ALNT | Downgrade | Neutral (Overweight) |
109.91 (86.18) |
-21.59% | Details | |
| 10/2/2026 | Graham Corporation | GHM | New Coverage | Overweight (N/A) |
86.31 (64.41) |
-25.37% | Details | |
| 9/24/2026 | Rollins | ROL | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/16/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/21/2026 | TIC Solutions | TIC | Upgrade | Neutral (Underweight) |
9.20 (9.55) |
3.8% | Details | |
| 8/21/2026 | Limbach Holdings | LMB | Downgrade | Underweight (Neutral) |
43.70 (47.55) |
8.81% | Details | |
| 8/21/2026 | Bowman Consulting Group Ltd. | BWMN | Downgrade | Underweight (Neutral) |
42.55 (42.84) |
0.68% | Details | |
| 8/14/2026 | Alliance Laundry Holdings | ALH | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2026 | Helios Tech | HLIO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Cadre Holdings Inc. | CDRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Allient Inc. | ALNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | ADI Global Distribution | ADIG | New Coverage | Neutral (N/A) |
24.98 (16.48) |
-34.03% | Details | |
| 8/4/2026 | Matson, Inc. | MATX | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/3/2026 | Perimeter Solutions SA | PRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/3/2026 | MSA Safety | MSA | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/3/2026 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2026 | Exponent | EXPO | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2026 | CSW Industrials, Inc. | CSW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2026 | Bel Fuse | BELFB | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | Orion Marine Group | ORN | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2026 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/27/2026 | Cadre Holdings Inc. | CDRE | New Coverage | Overweight (N/A) |
30.47 (29.46) |
-3.31% | Details | |
| 7/27/2026 | BWX Technologies | BWXT | New Coverage | Overweight (N/A) |
176.67 (127.30) |
-27.94% | Details | |
| 7/24/2026 | Allegion | ALLE | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2026 | Rollins | ROL | Downgrade | Neutral (Overweight) |
43.47 (35.31) |
-18.77% | Details | |
| 7/22/2026 | Valmont Industries | VMI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2026 | EnPro Industries | NPO | New Coverage | Overweight (N/A) |
323.39 (267.21) |
-17.37% | Details | |
| 7/20/2026 | Moog | MOG-A | New Coverage | Overweight (N/A) |
382.48 (341.71) |
-10.66% | Details | |
| 7/13/2026 | Timken | TKR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | Allient Inc. | ALNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | Verra Mobility | VRRM | Upgrade | Neutral (Underweight) |
4.22 (3.14) |
-25.59% | Details | |
| 7/9/2026 | CECO Environmental Corp | CECO | New Coverage | Overweight (N/A) |
78.84 (56.72) |
-28.06% | Details | |
| 7/9/2026 | Perimeter Solutions SA | PRM | New Coverage | Overweight (N/A) |
33.44 (27.15) |
-18.81% | Details | |
| 6/17/2026 | Valmont Industries | VMI | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/15/2026 | ESCO Technologies | ESE | New Coverage | Overweight (N/A) |
315.92 (232.99) |
-26.25% | Details | |
| 6/10/2026 | Bel Fuse | BELFB | New Coverage | Overweight (N/A) |
279.13 (199.81) |
-28.42% | Details | |
| 6/10/2026 | NWPX Infrastructure | NWPX | New Coverage | Neutral (N/A) |
121.16 (96.29) |
-20.53% | Details | |
| 5/27/2026 | Verra Mobility | VRRM | Downgrade | Underweight (Neutral) |
13.49 (4.22) |
-68.72% | Details | |
| 5/26/2026 | Helios Tech | HLIO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | Cognex | CGNX | Upgrade | Overweight (Neutral) |
64.27 (54.60) |
-15.05% | Details | |
| 5/26/2026 | Allient Inc. | ALNT | Upgrade | Overweight (Neutral) |
62.84 (109.91) |
74.9% | Details | |
| 5/26/2026 | Timken | TKR | Upgrade | Overweight (Neutral) |
118.93 (108.40) |
-8.85% | Details | |
| 5/15/2026 | Orion Marine Group | ORN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | GPGI Inc | GPGI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Exponent | EXPO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Verra Mobility | VRRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Timken | TKR | Upgrade | Neutral (Underweight) |
115.74 (108.40) |
-6.34% | Details | |
| 5/15/2026 | Allegion | ALLE | Downgrade | Neutral (Overweight) |
130.64 (176.52) |
35.12% | Details | |
| 5/15/2026 | AO Smith | AOS | Downgrade | Underweight (Neutral) |
56.98 (62.47) |
9.63% | Details | |
| 5/13/2026 | Helios Tech | HLIO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Timken | TKR | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/7/2026 | TIC Solutions | TIC | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/6/2026 | Powell Industries | POWL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/1/2026 | Service Corp. Intl. | SCI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | AO Smith | AOS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Powell Industries | POWL | New Coverage | Overweight (N/A) |
252.18 (150.71) |
-40.24% | Details | |
| 4/27/2026 | Matson, Inc. | MATX | New Coverage | Overweight (N/A) |
170.36 (227.48) |
33.53% | Details | |
| 3/26/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/26/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/26/2026 | Limbach Holdings | LMB | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/26/2026 | Exponent | EXPO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/26/2026 | Timken | TKR | Downgrade | Underweight (Neutral) |
101.03 (108.40) |
7.29% | Details | |
| 3/26/2026 | TIC Solutions | TIC | Downgrade | Underweight (Neutral) |
7.31 (9.55) |
30.64% | Details | |
| 3/26/2026 | Great Lakes Dredge & Dock | GLDD | Downgrade | Underweight (Neutral) |
16.97 (17.00) |
0.18% | Details | |
| 3/13/2026 | TIC Solutions | TIC | Downgrade | Neutral (Overweight) |
8.45 (9.55) |
13.02% | Details | |
| 3/9/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Allient Inc. | ALNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | Cognex | CGNX | Upgrade | Neutral (Underweight) |
51.25 (54.60) |
6.54% | Details | |
| 3/6/2026 | Bowman Consulting Group Ltd. | BWMN | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | Great Lakes Dredge & Dock | GLDD | Downgrade | Neutral (Overweight) |
16.98 (17.00) |
0.12% | Details | |
| 2/26/2026 | TIC Solutions | TIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | Verra Mobility | VRRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/18/2026 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Valmont Industries | VMI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Regal Rexnord Corp | RRX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2026 | MSA Safety | MSA | New Coverage | Neutral (N/A) |
177.15 (184.44) |
4.12% | Details | |
| 2/3/2026 | Limbach Holdings | LMB | New Coverage | Neutral (N/A) |
85.98 (47.55) |
-44.7% | Details | |
| 1/26/2026 | Exponent | EXPO | New Coverage | Overweight (N/A) |
75.51 (77.11) |
2.12% | Details | |
| 1/26/2026 | Verra Mobility | VRRM | New Coverage | Neutral (N/A) |
21.90 (13.49) |
-38.4% | Details | |
| 1/22/2026 | Great Lakes Dredge & Dock | GLDD | New Coverage | Overweight (N/A) |
14.61 (16.98) |
16.22% | Details | |
| 1/22/2026 | Orion Marine Group | ORN | New Coverage | Overweight (N/A) |
10.73 (8.41) |
-21.62% | Details | |
| 1/17/2026 | Service Corp. Intl. | SCI | New Coverage | Overweight (N/A) |
82.10 (83.69) |
1.94% | Details | |
| 1/17/2026 | Helios Tech | HLIO | New Coverage | Overweight (N/A) |
62.91 (66.59) |
5.85% | Details | |
| 1/9/2026 | Bowman Consulting Group Ltd. | BWMN | New Coverage | Neutral (N/A) |
34.92 (42.84) |
22.68% | Details | |
| 1/9/2026 | TIC Solutions | TIC | New Coverage | Overweight (N/A) |
9.99 (8.45) |
-15.42% | Details | |
| 12/16/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | CSW Industrials, Inc. | CSW | Upgrade | Overweight (Neutral) |
273.28 (294.69) |
7.83% | Details | |
| 12/3/2025 | Cognex | CGNX | Downgrade | Underweight (Neutral) |
37.95 (51.25) |
35.05% | Details | |
| 11/3/2025 | Alliance Laundry Holdings | ALH | New Coverage | Overweight (N/A) |
26.30 (21.44) |
-18.48% | Details | |
| 10/31/2025 | Regal Rexnord Corp | RRX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | CSW Industrials, Inc. | CSW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Gates Industrial Corp. | GTES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Timken | TKR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Mirion Technologies | MIR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Armstrong World Industries | AWI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | Allient Inc. | ALNT | New Coverage | Neutral (N/A) |
49.63 (86.18) |
73.64% | Details | |
| 10/15/2025 | Allegion | ALLE | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/3/2025 | CSW Industrials, Inc. | CSW | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/26/2025 | Valmont Industries | VMI | New Coverage | Overweight (N/A) |
368.32 (435.87) |
18.34% | Details | |
| 9/26/2025 | Rollins | ROL | New Coverage | Overweight (N/A) |
56.11 (43.47) |
-22.53% | Details | |
| 9/26/2025 | Mirion Technologies | MIR | New Coverage | Overweight (N/A) |
21.97 (14.92) |
-32.09% | Details | |
| 9/15/2025 | Timken | TKR | New Coverage | Neutral (N/A) |
79.16 (108.40) |
36.94% | Details | |
| 9/15/2025 | Regal Rexnord Corp | RRX | New Coverage | Overweight (N/A) |
144.93 (148.71) |
2.61% | Details | |
| 9/15/2025 | Cognex | CGNX | New Coverage | Neutral (N/A) |
44.95 (37.95) |
-15.57% | Details | |
| 8/25/2025 | Gates Industrial Corp. | GTES | New Coverage | Overweight (N/A) |
24.29 (25.10) |
3.33% | Details | |
| 7/31/2025 | Carlisle | CSL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Armstrong World Industries | AWI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | AO Smith | AOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/24/2025 | AO Smith | AOS | New Coverage | Neutral (N/A) |
62.74 (62.47) |
-0.43% | Details | |
| 6/24/2025 | Allegion | ALLE | New Coverage | Overweight (N/A) |
137.63 (176.52) |
28.26% | Details | |
| 6/24/2025 | Armstrong World Industries | AWI | New Coverage | Overweight (N/A) |
152.18 (171.39) |
12.62% | Details | |
| 6/24/2025 | Carlisle | CSL | New Coverage | Overweight (N/A) |
354.72 (352.60) |
-0.6% | Details |
