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Vertical Research Partners — Tellvest
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Vertical Research Partners
Vertical Research Partners
Industrials (34)
Basic Materials (9)
4
Analysts
9
Companies
43
Questions
Trends
up to 8 quarters
Questions per Quarter
9
2024Q4: 9
2024Q4
9
2025Q1: 9
2025Q1
9
2025Q2: 9
2025Q2
9
2025Q3: 9
2025Q3
7
2025Q4: 7
2025Q4
Active Analysts
4
2024Q4: 4
2024Q4
4
2025Q1: 4
2025Q1
4
2025Q2: 4
2025Q2
3
2025Q3: 3
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
7
2024Q4: 7
2024Q4
7
2025Q1: 7
2025Q1
7
2025Q2: 7
2025Q2
8
2025Q3: 8
2025Q3
6
2025Q4: 6
2025Q4
Analysts
4
Analyst
Coverage
Questions
Jeff Sprague
ETN
MMM
17
Rob Stallard
BA
GE
LMT
RTX
14
Kevin McCarthy
Focus Areas
18 topics
Demand
15
Trade Tariffs
8
Margin
8
Pricing
7
M&A
5
Cost Pressure
5
Innovation & R&D
5
Macroeconomic
4
Capital Allocation
4
Capex Investment
4
Regulation Policy
Company Coverage
9 companies
MMM
3M Company
10q
ETN
Eaton Corporation
7q
RTX
RTX Corporation
5q
SHW
The Sherwin-Williams Company
5q
LIN
Linde plc
4q
LMT
Lockheed Martin
4q
BA
The Boeing Company
3q
LIN
SHW
9
Jeff Kauffman
UNP
3
Jeff Sprague
2 companies
17
Rob Stallard
4 companies
14
Kevin McCarthy
2 companies
9
Jeff Kauffman
1 company
3
4
Geographic Expansion
4
Guidance Reliability
3
Supply Chain
3
Revenue Growth
3
Competitive Dynamics
2
Cloud & AI
1
Fx
1
UNP
Union Pacific Corporation
3q
GE
GE Aerospace
2q