Manufacturing: earnings call analysis

327 calls · 86 companies · newest first

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Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 22, 2026	DECK	Deckers Brands	Q2'27	8/12	4 medium, 4 low flags	3	1	Call sheet →
October 22, 2026	PG	Procter & Gamble	Q1'27	8/12	1 high, 6 medium, 1 low flags	1	0	Call sheet →
October 22, 2026	VLO	Valero Energy	Q3'26	8/12	1 high, 5 medium, 2 low flags	4	3	Call sheet →
October 22, 2026	LMT	Lockheed Martin	Q3'26	8/12	5 medium, 2 low flags	1	0	Call sheet →
October 22, 2026	HON	Honeywell Technologies	Q3'26	10/12	1 high, 2 medium, 5 low flags	2	0	Call sheet →
October 22, 2026	DOW	Dow	Q3'26	9/12	1 high, 4 medium, 3 low flags	0	1	Call sheet →
October 22, 2026	DOV	Dover	Q3'26	9/12	3 medium, 4 low flags	0	0	Call sheet →
October 21, 2026	LRCX	Lam Research	Q1'27	9/12	6 medium, 3 low flags	4	0	Call sheet →
October 21, 2026	TSLA	Tesla	Q3'26	6/12	1 high, 6 medium, 1 low flags	1	0	Call sheet →
October 21, 2026	TMO	Thermo Fisher Scientific	Q3'26	10/12	3 medium flags	2	0	Call sheet →
October 21, 2026	DHR	Danaher	Q3'26	10/12	2 medium, 1 low flags	3	0	Call sheet →
October 20, 2026	STLD	Steel Dynamics	Q3'26	9/12	1 medium, 1 low flags	1	0	Call sheet →
October 20, 2026	RTX	RTX	Q3'26	9/12	4 medium flags	1	0	Call sheet →
October 20, 2026	NOC	Northrop Grumman	Q3'26	9/12	3 medium flags	0	0	Call sheet →
October 20, 2026	ISRG	Intuitive Surgical	Q3'26	8/12	2 medium, 2 low flags	1	0	Call sheet →
October 20, 2026	CCK	Crown Holdings	Q3'26	10/12	2 medium, 1 low flags	1	0	Call sheet →
October 8, 2026	PEP	PepsiCo	Q3'26	7/12	1 high, 4 medium, 1 low flags	1	0	Call sheet →
October 1, 2026	NKE	NIKE	Q1'27	6/12	2 high, 2 medium, 2 low flags	2	1	Call sheet →
September 11, 2026	HOFT	Hooker Furnishings	Q2'27	9/12	C	2	0	Call sheet →
September 10, 2026	FEIM	Frequency Electronics	Q1'27	8/12	B	1	0	Call sheet →
September 10, 2026	CULP	Culp	Q1'27	-	C	4	0	Call sheet →
September 9, 2026	AVAV	AeroVironment	Q1'27	8/12	C	0	0	Call sheet →
September 9, 2026	COO	Cooper Companies	Q3'26	9/12	C	2	0	Call sheet →
September 9, 2026	CAL	Caleres	Q2'26	10/12	C	0	2	Call sheet →
September 3, 2026	LULU	Lululemon Athletica	Q2'26	7/12	2 high, 2 medium, 1 low flags	0	0	Call sheet →
September 1, 2026	MDT	Medtronic	Q1'27	3/12	1 high, 2 medium, 1 low flags	0	0	Call sheet →
August 26, 2026	HEI	HEICO	Q3'26	8/12	2 medium, 2 low flags	0	0	Call sheet →
August 26, 2026	A	Agilent Technologies	Q3'26	7/12	2 medium, 2 low flags	1	0	Call sheet →
August 20, 2026	DE	Deere	Q3'26	4/12	2 medium, 1 low flags	2	0	Call sheet →
August 19, 2026	EL	Estée Lauder Companies	Q4'26	7/12	1 high, 4 medium, 1 low flags	1	0	Call sheet →
August 18, 2026	KEYS	Keysight Technologies	Q3'26	8/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
August 12, 2026	COHR	Coherent	Q4'26	7/12	1 high, 2 medium, 1 low flags	0	0	Call sheet →
August 10, 2026	BW	Babcock & Wilcox Enterprises	Q2'26	6/12	1 high, 4 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	PH	Parker‑Hannifin	Q4'26	6/12	No flags	0	0	Call sheet →
August 6, 2026	BDX	Becton, Dickinson	Q3'26	4/12	1 high, 2 medium, 2 low flags	0	0	Call sheet →
August 6, 2026	ONTO	Onto Innovation	Q2'26	8/12	1 medium, 1 low flags	4	0	Call sheet →
August 6, 2026	MNST	Monster Beverage	Q2'26	9/12	B	2	0	Call sheet →
August 6, 2026	MKSI	MKS Instruments	Q2'26	7/12	1 medium flags	4	0	Call sheet →
August 6, 2026	KDP	Keurig Dr Pepper	Q2'26	8/12	C	2	0	Call sheet →
August 6, 2026	COP	ConocoPhillips	Q2'26	9/12	4 medium, 4 low flags	2	0	Call sheet →
August 6, 2026	CELH	Celsius Holdings	Q2'26	6/12	1 high, 3 medium, 2 low flags	1	0	Call sheet →
August 6, 2026	ACLS	Axcelis Technologies (branded on this call as Excellus/Xelis Technologies)	Q2'26	9/12	1 high, 5 medium, 1 low flags	3	2	Call sheet →
August 5, 2026	PSX	Phillips 66	Q2'26	8/12	2 high, 4 medium, 2 low flags	1	0	Call sheet →
August 5, 2026	BWA	BorgWarner	Q2'26	8/12	4 medium, 4 low flags	0	0	Call sheet →
August 5, 2026	AXON	Axon Enterprise	Q2'26	5/12	1 high, 4 medium flags	0	0	Call sheet →
August 4, 2026	TDG	TransDigm Group	Q3'26	10/12	1 high, 3 medium, 4 low flags	0	1	Call sheet →
August 4, 2026	ROK	Rockwell Automation	Q3'26	9/12	3 medium, 1 low flags	1	0	Call sheet →
August 4, 2026	MPC	Marathon Petroleum	Q2'26	8/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
August 4, 2026	KMB	Kimberly-Clark	Q2'26	4/12	2 medium flags	0	0	Call sheet →
August 4, 2026	DD	DuPont de Nemours	Q2'26	8/12	1 medium, 1 low flags	1	0	Call sheet →
August 4, 2026	CMI	Cummins	Q2'26	10/12	2 medium flags	1	0	Call sheet →
August 4, 2026	CAT	Caterpillar	Q2'26	8/12	4 medium, 2 low flags	2	1	Call sheet →
August 4, 2026	AME	Ametek	Q2'26	4/12	1 high, 1 medium, 2 low flags	0	0	Call sheet →
August 4, 2026	ADM	Archer-Daniels-Midland	Q2'26	-	No flags	0	0	Call sheet →
July 31, 2026	LIN	Linde	Q2'26	4/12	1 high, 3 medium, 2 low flags	2	2	Call sheet →
July 31, 2026	IR	Ingersoll Rand	Q2'26	5/12	1 high, 4 medium, 2 low flags	1	1	Call sheet →
July 31, 2026	ETN	Eaton	Q2'26	7/12	2 high, 4 medium, 1 low flags	4	1	Call sheet →
July 31, 2026	CVX	Chevron	Q2'26	10/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
July 31, 2026	CL	Colgate-Palmolive	Q2'26	3/12	1 high, 5 medium, 2 low flags	2	2	Call sheet →
July 30, 2026	MOD	Modine Manufacturing	Q1'27	3/12	4 high, 3 medium flags	1	1	Call sheet →
July 30, 2026	APD	Air Products and Chemicals	Q3'26	8/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
July 30, 2026	VLO	Valero Energy	Q2'26	8/12	1 high, 3 medium, 2 low flags	4	1	Call sheet →
July 30, 2026	TT	Trane Technologies	Q2'26	9/12	1 high, 4 medium, 2 low flags	3	1	Call sheet →
2026-07-30	SYK	Stryker	Q2'26	6/12	2 high, 4 medium, 1 low flags	2	1	Call sheet →
July 30, 2026	HII	Huntington Ingalls Industries	Q2'26	7/12	4 high, 3 medium, 1 low flags	1	0	Call sheet →
July 30, 2026	DXCM	DexCom	Q2'26	6/12	4 medium, 4 low flags	1	2	Call sheet →
July 29, 2026	PG	Procter & Gamble	Q4'26	6/12	1 high, 4 medium, 2 low flags	3	2	Call sheet →
2026-07-29	LRCX	Lam Research	Q4'26	6/12	2 high, 4 medium, 2 low flags	3	2	Call sheet →
July 29, 2026	JCI	Johnson Controls International	Q3'26	9/12	3 medium, 3 low flags	3	1	Call sheet →
July 29, 2026	TER	Teradyne	Q2'26	4/12	1 high, 3 medium, 3 low flags	2	1	Call sheet →
July 29, 2026	LHX	L3Harris Technologies	Q2'26	4/12	3 high, 4 medium, 3 low flags	2	2	Call sheet →
July 29, 2026	GEHC	GE HealthCare Technologies	Q2'26	4/12	2 high, 3 medium, 1 low flags	3	2	Call sheet →
July 29, 2026	GD	General Dynamics	Q2'26	4/12	2 high, 3 medium, 1 low flags	2	0	Call sheet →
July 29, 2026	BSX	Boston Scientific	Q2'26	5/12	2 high, 6 medium, 1 low flags	1	4	Call sheet →
July 29, 2026	ALGN	Align Technology	Q2'26	4/12	2 high, 4 medium flags	1	0	Call sheet →
July 28, 2026	KLAC	KLA	Q4'26	9/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
July 28, 2026	XYL	Xylem	Q2'26	7/12	3 medium, 5 low flags	1	2	Call sheet →
July 28, 2026	TXT	Textron	Q2'26	5/12	4 high, 4 medium, 1 low flags	0	3	Call sheet →
July 28, 2026	NUE	Nucor	Q2'26	7/12	2 high, 3 medium, 3 low flags	4	0	Call sheet →
July 28, 2026	KO	Coca-Cola	Q2'26	4/12	2 high, 4 medium, 2 low flags	3	0	Call sheet →
July 28, 2026	ITW	Illinois Tool Works	Q2'26	5/12	1 high, 3 medium, 4 low flags	2	3	Call sheet →
July 28, 2026	GLW	Corning	Q2'26	2/12	2 high, 3 medium, 1 low flags	2	2	Call sheet →
July 28, 2026	F	Ford Motor	Q2'26	5/12	3 high, 4 medium, 1 low flags	0	2	Call sheet →
July 28, 2026	ECL	Ecolab	Q2'26	8/12	2 high, 3 medium, 2 low flags	2	1	Call sheet →
July 28, 2026	CARR	Carrier Global	Q2'26	7/12	2 high, 3 medium, 1 low flags	3	0	Call sheet →
July 28, 2026	BA	Boeing	Q2'26	5/12	4 high, 5 medium, 1 low flags	0	1	Call sheet →
July 27, 2026	BKR	Baker Hughes	Q2'26	7/12	1 high, 3 medium, 3 low flags	3	1	Call sheet →
July 23, 2026	DECK	Deckers Brands	Q1'27	7/12	5 medium, 2 low flags	0	1	Call sheet →
July 23, 2026	TMO	Thermo Fisher Scientific	Q2'26	6/12	1 high, 4 medium, 3 low flags	2	0	Call sheet →
July 23, 2026	RTX	RTX	Q2'26	8/12	3 medium, 3 low flags	2	1	Call sheet →
July 23, 2026	LMT	Lockheed Martin	Q2'26	9/12	1 high, 3 medium, 3 low flags	4	0	Call sheet →
July 23, 2026	HON	Honeywell Technologies	Q2'26	10/12	1 high, 4 medium, 3 low flags	4	0	Call sheet →
July 23, 2026	EW	Edwards Lifesciences	Q2'26	6/12	1 high, 3 medium, 2 low flags	1	0	Call sheet →
July 23, 2026	DOW	Dow	Q2'26	6/12	1 high, 3 medium, 2 low flags	3	1	Call sheet →
July 23, 2026	DOV	Dover	Q2'26	5/12	2 high, 3 medium, 1 low flags	2	2	Call sheet →
July 22, 2026	TSLA	Tesla	Q2'26	6/12	3 high, 5 medium, 1 low flags	3	1	Call sheet →
July 21, 2026	STLD	Steel Dynamics	Q2'26	7/12	1 high, 4 medium, 3 low flags	2	1	Call sheet →
July 21, 2026	NOC	Northrop Grumman	Q2'26	9/12	1 high, 3 medium, 2 low flags	1	1	Call sheet →
July 21, 2026	DHR	Danaher	Q2'26	5/12	2 high, 5 medium, 1 low flags	1	1	Call sheet →
July 16, 2026	ISRG	Intuitive Surgical	Q2'26	4/12	2 high, 3 medium, 1 low flags	3	0	Call sheet →
July 9, 2026	PEP	PepsiCo	Q2'26	4/12	2 high, 4 medium, 1 low flags	0	4	Call sheet →
June 30, 2026	NKE	NIKE	Q4'26	6/12	3 high, 5 medium flags	2	2	Call sheet →
June 4, 2026	LULU	Lululemon Athletica	Q1'26	6/12	2 high, 4 medium, 1 low flags	2	3	Call sheet →
June 3, 2026	MDT	Medtronic	Q4'26	12/12	1 medium, 6 low flags	4	0	Call sheet →
May 28, 2026	HEI	HEICO	Q2'26	7/12	2 high, 3 medium, 1 low flags	4	0	Call sheet →
May 27, 2026	MOD	Modine Manufacturing	Q4'26	6/12	3 high, 2 medium, 2 low flags	3	1	Call sheet →
May 27, 2026	A	Agilent Technologies	Q2'26	9/12	4 medium, 4 low flags	3	0	Call sheet →
May 21, 2026	DECK	Deckers Brands	Q4'26	9/12	2 medium, 6 low flags	6	0	Call sheet →
May 21, 2026	DE	Deere	Q2'26	12/12	1 medium, 5 low flags	3	0	Call sheet →
May 19, 2026	KEYS	Keysight Technologies	Q2'26	6/12	3 high, 4 medium, 1 low flags	3	0	Call sheet →
May 11, 2026	BW	Babcock & Wilcox Enterprises	Q1'26	4/12	2 high, 4 medium, 1 low flags	1	0	Call sheet →
May 7, 2026	BDX	Becton, Dickinson	Q2'26	9/12	1 high, 3 medium, 3 low flags	3	0	Call sheet →
May 7, 2026	MNST	Monster Beverage	Q1'26	11/12	1 medium, 5 low flags	6	0	Call sheet →
May 7, 2026	MKSI	MKS Instruments	Q1'26	5/12	3 high, 4 medium, 1 low flags	3	2	Call sheet →
May 7, 2026	CELH	Celsius Holdings	Q1'26	8/12	2 medium, 4 low flags	4	0	Call sheet →
May 7, 2026	ACLS	Axcelis Technologies (branded on this call as Excellus/Xelis Technologies)	Q1'26	9/12	2 medium, 4 low flags	1	0	Call sheet →
May 6, 2026	COHR	Coherent	Q3'26	11/12	1 medium, 5 low flags	6	0	Call sheet →
May 6, 2026	AXON	Axon Enterprise	Q1'26	8/12	3 medium, 3 low flags	5	0	Call sheet →
2026-05-05	ROK	Rockwell Automation	Q2'26	10/12	1 high, 2 medium, 4 low flags	4	0	Call sheet →
May 5, 2026	ONTO	Onto Innovation	Q1'26	10/12	3 medium, 4 low flags	7	0	Call sheet →
May 5, 2026	MPC	Marathon Petroleum	Q1'26	10/12	2 high, 3 medium, 2 low flags	1	0	Call sheet →
May 5, 2026	HII	Huntington Ingalls Industries	Q1'26	9/12	4 medium, 5 low flags	0	0	Call sheet →
May 5, 2026	ETN	Eaton	Q1'26	12/12	1 medium, 6 low flags	1	0	Call sheet →
May 5, 2026	DD	DuPont de Nemours	Q1'26	9/12	4 medium, 4 low flags	3	1	Call sheet →
May 5, 2026	ADM	Archer-Daniels-Midland	Q1'26	10/12	2 medium, 4 low flags	5	0	Call sheet →
May 1, 2026	EL	Estée Lauder Companies	Q3'26	10/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
May 1, 2026	LIN	Linde	Q1'26	11/12	3 medium, 5 low flags	4	1	Call sheet →
2026-05-01	CVX	Chevron	Q1'26	11/12	3 medium, 3 low flags	6	0	Call sheet →
May 1, 2026	CL	Colgate-Palmolive	Q1'26	7/12	3 medium, 3 low flags	2	2	Call sheet →
2026-04-30	PH	Parker‑Hannifin	Q3'26	9/12	3 medium, 3 low flags	5	1	Call sheet →
April 30, 2026	APD	Air Products and Chemicals	Q2'26	11/12	1 medium, 5 low flags	4	0	Call sheet →
April 30, 2026	VLO	Valero Energy	Q1'26	11/12	6 low flags	3	0	Call sheet →
April 30, 2026	TXT	Textron	Q1'26	10/12	1 high, 3 medium, 2 low flags	4	2	Call sheet →
April 30, 2026	SYK	Stryker	Q1'26	9/12	1 high, 3 medium, 2 low flags	1	1	Call sheet →
April 30, 2026	LHX	L3Harris Technologies	Q1'26	10/12	1 high, 4 medium, 1 low flags	5	0	Call sheet →
April 30, 2026	ITW	Illinois Tool Works	Q1'26	9/12	2 medium, 4 low flags	1	0	Call sheet →
April 30, 2026	DXCM	DexCom	Q1'26	8/12	1 medium, 5 low flags	3	0	Call sheet →
April 30, 2026	COP	ConocoPhillips	Q1'26	10/12	2 medium, 4 low flags	4	2	Call sheet →
April 30, 2026	CAT	Caterpillar	Q1'26	10/12	2 medium, 5 low flags	4	0	Call sheet →
April 30, 2026	CARR	Carrier Global	Q1'26	12/12	1 medium, 5 low flags	4	0	Call sheet →
April 30, 2026	AME	Ametek	Q1'26	10/12	1 medium, 5 low flags	7	0	Call sheet →
April 29, 2026	KLAC	KLA	Q3'26	9/12	2 medium, 4 low flags	3	1	Call sheet →
April 29, 2026	TER	Teradyne	Q1'26	9/12	4 medium, 4 low flags	4	1	Call sheet →
April 29, 2026	PSX	Phillips 66	Q1'26	10/12	2 medium, 4 low flags	2	1	Call sheet →
April 29, 2026	IR	Ingersoll Rand	Q1'26	9/12	1 high, 3 medium, 3 low flags	0	0	Call sheet →
2026-04-29	GEHC	GE HealthCare Technologies	Q1'26	8/12	1 high, 4 medium, 2 low flags	2	3	Call sheet →
April 29, 2026	GD	General Dynamics	Q1'26	11/12	6 low flags	3	0	Call sheet →
April 29, 2026	ALGN	Align Technology	Q1'26	9/12	2 medium, 4 low flags	5	0	Call sheet →
April 28, 2026	XYL	Xylem	Q1'26	10/12	5 medium, 3 low flags	3	2	Call sheet →
April 28, 2026	SEI	Solaris Energy Infrastructure	Q1'26	7/12	2 high, 4 medium, 1 low flags	4	1	Call sheet →
April 28, 2026	NUE	Nucor	Q1'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
April 28, 2026	KO	Coca-Cola	Q1'26	9/12	1 high, 2 medium, 3 low flags	4	0	Call sheet →
April 28, 2026	KMB	Kimberly-Clark	Q1'26	9/12	1 high, 4 medium, 3 low flags	5	1	Call sheet →
April 28, 2026	GLW	Corning	Q1'26	4/12	2 high, 3 medium, 3 low flags	2	1	Call sheet →
April 28, 2026	ECL	Ecolab	Q1'26	11/12	2 medium, 4 low flags	4	0	Call sheet →
April 24, 2026	PG	Procter & Gamble	Q3'26	10/12	4 medium, 2 low flags	4	0	Call sheet →
April 24, 2026	BKR	Baker Hughes	Q1'26	10/12	4 medium, 2 low flags	2	1	Call sheet →
April 23, 2026	TMO	Thermo Fisher Scientific	Q1'26	9/12	1 medium, 5 low flags	3	2	Call sheet →
April 23, 2026	LMT	Lockheed Martin	Q1'26	9/12	1 high, 5 medium, 1 low flags	2	1	Call sheet →
April 23, 2026	HON	Honeywell Technologies	Q1'26	9/12	3 medium, 3 low flags	3	0	Call sheet →
April 23, 2026	DOW	Dow	Q1'26	9/12	1 high, 4 medium, 2 low flags	3	0	Call sheet →
April 23, 2026	DOV	Dover	Q1'26	12/12	1 medium, 5 low flags	3	1	Call sheet →
April 22, 2026	LRCX	Lam Research	Q3'26	8/12	1 medium, 5 low flags	5	0	Call sheet →
April 22, 2026	TSLA	Tesla	Q1'26	6/12	1 high, 3 medium, 3 low flags	2	2	Call sheet →
April 22, 2026	BSX	Boston Scientific	Q1'26	6/12	3 high, 3 medium, 2 low flags	0	3	Call sheet →
April 22, 2026	BA	Boeing	Q1'26	11/12	3 medium, 3 low flags	2	0	Call sheet →
April 21, 2026	STLD	Steel Dynamics	Q1'26	11/12	3 medium, 3 low flags	3	1	Call sheet →
April 21, 2026	RTX	RTX	Q1'26	11/12	6 low flags	6	0	Call sheet →
April 21, 2026	NOC	Northrop Grumman	Q1'26	11/12	4 medium, 4 low flags	4	0	Call sheet →
2026-04-21	ISRG	Intuitive Surgical	Q1'26	11/12	2 medium, 4 low flags	5	0	Call sheet →
April 21, 2026	DHR	Danaher	Q1'26	9/12	1 medium, 5 low flags	3	1	Call sheet →
April 16, 2026	PEP	PepsiCo	Q1'26	8/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
March 31, 2026	NKE	NIKE	Q3'26	10/12	4 medium, 3 low flags	6	0	Call sheet →
March 17, 2026	LULU	Lululemon Athletica	Q4'25	10/12	1 high, 3 medium, 3 low flags	5	0	Call sheet →
March 16, 2026	BW	Babcock & Wilcox Enterprises	Q4'25	9/12	1 high, 2 medium, 3 low flags	6	0	Call sheet →
February 27, 2026	MNST	Monster Beverage	Q4'25	10/12	3 medium, 4 low flags	6	0	Call sheet →
February 26, 2026	HEI	HEICO	Q1'26	7/12	4 medium, 3 low flags	5	1	Call sheet →
February 26, 2026	CELH	Celsius Holdings	Q4'25	5/12	1 high, 3 medium, 2 low flags	0	0	Call sheet →
February 25, 2026	A	Agilent Technologies	Q1'26	11/12	2 medium, 4 low flags	2	0	Call sheet →
February 25, 2026	SEI	Solaris Energy Infrastructure	Q4'25	2/12	2 high, 5 medium, 1 low flags	3	1	Call sheet →
February 25, 2026	AXON	Axon Enterprise	Q4'25	9/12	4 medium, 3 low flags	5	1	Call sheet →
February 23, 2026	KEYS	Keysight Technologies	Q1'26	11/12	6 low flags	4	0	Call sheet →
February 19, 2026	DE	Deere	Q1'26	10/12	2 medium, 5 low flags	5	0	Call sheet →
February 19, 2026	ONTO	Onto Innovation	Q4'25	9/12	3 medium, 3 low flags	3	1	Call sheet →
February 18, 2026	MKSI	MKS Instruments	Q4'25	6/12	2 high, 3 medium, 2 low flags	4	0	Call sheet →
2026-02-17	MDT	Medtronic	Q3'26	9/12	4 medium, 2 low flags	4	0	Call sheet →
February 17, 2026	ACLS	Axcelis Technologies (branded on this call as Excellus/Xelis Technologies)	Q4'25	10/12	3 medium, 3 low flags	6	0	Call sheet →
February 13, 2026	IR	Ingersoll Rand	Q4'25	9/12	2 medium, 3 low flags	5	0	Call sheet →
February 12, 2026	DXCM	DexCom	Q4'25	10/12	8 low flags	5	0	Call sheet →
February 10, 2026	XYL	Xylem	Q4'25	11/12	4 medium, 3 low flags	4	1	Call sheet →
February 10, 2026	KO	Coca-Cola	Q4'25	7/12	2 medium, 4 low flags	3	1	Call sheet →
February 10, 2026	EW	Edwards Lifesciences	Q4'25	9/12	2 medium, 4 low flags	4	2	Call sheet →
February 10, 2026	ECL	Ecolab	Q4'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
February 10, 2026	DD	DuPont de Nemours	Q4'25	11/12	6 low flags	6	0	Call sheet →
February 9, 2026	BDX	Becton, Dickinson	Q1'26	11/12	3 medium, 4 low flags	6	0	Call sheet →
February 5, 2026	MOD	Modine Manufacturing	Q3'26	8/12	2 high, 4 medium, 2 low flags	5	0	Call sheet →
February 5, 2026	EL	Estée Lauder Companies	Q2'26	10/12	2 medium, 5 low flags	5	0	Call sheet →
February 5, 2026	ROK	Rockwell Automation	Q1'26	10/12	2 medium, 4 low flags	3	0	Call sheet →
February 5, 2026	LIN	Linde	Q4'25	9/12	4 medium, 2 low flags	5	0	Call sheet →
February 5, 2026	HII	Huntington Ingalls Industries	Q4'25	9/12	2 high, 4 medium, 1 low flags	3	2	Call sheet →
February 5, 2026	COP	ConocoPhillips	Q4'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
February 5, 2026	CARR	Carrier Global	Q4'25	10/12	3 medium, 2 low flags	5	0	Call sheet →
February 4, 2026	COHR	Coherent	Q2'26	8/12	3 medium, 4 low flags	6	0	Call sheet →
February 4, 2026	PSX	Phillips 66	Q4'25	11/12	6 low flags	6	0	Call sheet →
February 4, 2026	GEHC	GE HealthCare Technologies	Q4'25	10/12	2 medium, 4 low flags	5	1	Call sheet →
February 4, 2026	BSX	Boston Scientific	Q4'25	8/12	2 medium, 4 low flags	5	1	Call sheet →
February 4, 2026	ALGN	Align Technology	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
February 3, 2026	TDG	TransDigm Group	Q1'26	9/12	1 medium, 4 low flags	4	1	Call sheet →
February 3, 2026	TER	Teradyne	Q4'25	10/12	3 medium, 3 low flags	6	0	Call sheet →
February 3, 2026	PEP	PepsiCo	Q4'25	8/12	2 medium, 3 low flags	5	0	Call sheet →
February 3, 2026	MPC	Marathon Petroleum	Q4'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
February 3, 2026	ITW	Illinois Tool Works	Q4'25	11/12	-	6	0	Call sheet →
February 3, 2026	ETN	Eaton	Q4'25	10/12	-	7	0	Call sheet →
February 3, 2026	AME	Ametek	Q4'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
February 3, 2026	ADM	Archer-Daniels-Midland	Q4'25	9/12	5 medium, 3 low flags	5	1	Call sheet →
January 30, 2026	APD	Air Products and Chemicals	Q1'26	7/12	2 medium, 4 low flags	1	1	Call sheet →
January 30, 2026	CVX	Chevron	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
January 30, 2026	CL	Colgate-Palmolive	Q4'25	9/12	1 medium, 5 low flags	7	0	Call sheet →
2026-01-29	DECK	Deckers Brands	Q3'26	11/12	2 medium, 4 low flags	7	0	Call sheet →
January 29, 2026	PH	Parker‑Hannifin	Q2'26	10/12	2 medium, 6 low flags	4	0	Call sheet →
January 29, 2026	KLAC	KLA	Q2'26	9/12	3 medium, 4 low flags	5	1	Call sheet →
January 29, 2026	VLO	Valero Energy	Q4'25	9/12	2 medium, 5 low flags	5	1	Call sheet →
2026-01-29	TMO	Thermo Fisher Scientific	Q4'25	7/12	4 medium, 3 low flags	5	2	Call sheet →
2026-01-29	SYK	Stryker	Q4'25	11/12	2 medium, 5 low flags	5	0	Call sheet →
January 29, 2026	LMT	Lockheed Martin	Q4'25	9/12	4 medium, 2 low flags	5	0	Call sheet →
January 29, 2026	LHX	L3Harris Technologies	Q4'25	9/12	3 medium, 3 low flags	4	1	Call sheet →
January 29, 2026	HON	Honeywell Technologies	Q4'25	10/12	2 medium, 6 low flags	4	0	Call sheet →
January 29, 2026	DOW	Dow	Q4'25	10/12	4 medium, 3 low flags	6	0	Call sheet →
January 29, 2026	DOV	Dover	Q4'25	11/12	6 low flags	5	0	Call sheet →
January 29, 2026	CAT	Caterpillar	Q4'25	9/12	3 medium, 4 low flags	6	0	Call sheet →
2026-01-28	LRCX	Lam Research	Q2'26	9/12	2 medium, 4 low flags	6	0	Call sheet →
January 28, 2026	TXT	Textron	Q4'25	10/12	2 high, 4 medium, 2 low flags	5	1	Call sheet →
2026-01-28	TSLA	Tesla	Q4'25	10/12	2 medium, 4 low flags	4	1	Call sheet →
January 28, 2026	GLW	Corning	Q4'25	7/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
January 28, 2026	GD	General Dynamics	Q4'25	10/12	4 medium, 2 low flags	4	1	Call sheet →
January 28, 2026	DHR	Danaher	Q4'25	10/12	3 medium, 4 low flags	6	0	Call sheet →
January 27, 2026	RTX	RTX	Q4'25	9/12	3 medium, 3 low flags	4	1	Call sheet →
January 27, 2026	NUE	Nucor	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
January 27, 2026	NOC	Northrop Grumman	Q4'25	11/12	2 medium, 5 low flags	6	0	Call sheet →
January 27, 2026	KMB	Kimberly-Clark	Q4'25	8/12	4 medium, 3 low flags	5	0	Call sheet →
January 27, 2026	BA	Boeing	Q4'25	10/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
2026-01-26	STLD	Steel Dynamics	Q4'25	10/12	1 medium, 6 low flags	6	0	Call sheet →
January 26, 2026	BKR	Baker Hughes	Q4'25	11/12	1 medium, 6 low flags	6	0	Call sheet →
2026-01-22	PG	Procter & Gamble	Q2'26	8/12	3 medium, 4 low flags	4	0	Call sheet →
January 22, 2026	ISRG	Intuitive Surgical	Q4'25	10/12	6 low flags	7	0	Call sheet →
December 19, 2025	HEI	HEICO	Q4'25	8/12	1 medium, 7 low flags	6	0	Call sheet →
December 18, 2025	NKE	NIKE	Q2'26	9/12	1 high, 4 medium, 1 low flags	5	0	Call sheet →
December 11, 2025	LULU	Lululemon Athletica	Q3'25	9/12	3 high, 2 medium, 2 low flags	4	0	Call sheet →
November 26, 2025	DE	Deere	Q4'25	11/12	1 medium, 5 low flags	7	0	Call sheet →
November 24, 2025	KEYS	Keysight Technologies	Q4'25	9/12	2 medium, 4 low flags	6	0	Call sheet →
November 24, 2025	A	Agilent Technologies	Q4'25	10/12	3 medium, 4 low flags	3	3	Call sheet →
November 12, 2025	TDG	TransDigm Group	Q4'25	10/12	3 medium, 3 low flags	5	0	Call sheet →
November 10, 2025	BW	Babcock & Wilcox Enterprises	Q3'25	6/12	3 high, 3 medium, 1 low flags	2	1	Call sheet →
November 7, 2025	APD	Air Products and Chemicals	Q4'25	10/12	1 medium, 5 low flags	3	0	Call sheet →
2025-11-06	PH	Parker‑Hannifin	Q1'26	10/12	2 medium, 4 low flags	5	0	Call sheet →
November 6, 2025	COHR	Coherent	Q1'26	9/12	3 medium, 3 low flags	5	0	Call sheet →
2025-11-06	ROK	Rockwell Automation	Q4'25	10/12	2 medium, 4 low flags	6	2	Call sheet →
November 6, 2025	BDX	Becton, Dickinson	Q4'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
2025-11-06	ONTO	Onto Innovation	Q3'25	9/12	6 low flags	3	0	Call sheet →
November 6, 2025	MNST	Monster Beverage	Q3'25	10/12	5 medium, 4 low flags	8	0	Call sheet →
November 6, 2025	MKSI	MKS Instruments	Q3'25	5/12	1 high, 2 medium, 3 low flags	6	0	Call sheet →
November 6, 2025	CELH	Celsius Holdings	Q3'25	7/12	3 medium, 3 low flags	5	0	Call sheet →
November 4, 2025	SEI	Solaris Energy Infrastructure	Q3'25	3/12	2 high, 5 medium, 1 low flags	1	2	Call sheet →
November 4, 2025	MPC	Marathon Petroleum	Q3'25	11/12	6 low flags	3	0	Call sheet →
2025-11-04	ETN	Eaton	Q3'25	10/12	1 high, 2 medium, 4 low flags	6	0	Call sheet →
November 4, 2025	AXON	Axon Enterprise	Q3'25	8/12	4 medium, 4 low flags	5	0	Call sheet →
November 4, 2025	ADM	Archer-Daniels-Midland	Q3'25	9/12	1 high, 3 medium, 1 low flags	2	2	Call sheet →
November 4, 2025	ACLS	Axcelis Technologies (branded on this call as Excellus/Xelis Technologies)	Q3'25	10/12	3 medium, 3 low flags	4	1	Call sheet →
2025-10-30	EL	Estée Lauder Companies	Q1'26	11/12	1 medium, 5 low flags	2	0	Call sheet →
October 29, 2025	MOD	Modine Manufacturing	Q2'26	7/12	2 high, 5 medium, 1 low flags	3	0	Call sheet →
2025-10-29	KLAC	KLA	Q1'26	10/12	1 medium, 5 low flags	5	0	Call sheet →
October 29, 2025	TER	Teradyne	Q3'25	10/12	1 high, 3 medium, 2 low flags	5	0	Call sheet →
October 28, 2025	GLW	Corning	Q3'25	7/12	1 high, 4 medium, 3 low flags	5	0	Call sheet →
October 24, 2025	PG	Procter & Gamble	Q1'26	10/12	3 medium, 4 low flags	3	0	Call sheet →
October 24, 2025	ITW	Illinois Tool Works	Q3'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
October 22, 2025	LRCX	Lam Research	Q1'26	10/12	1 medium, 5 low flags	2	1	Call sheet →
October 9, 2025	PEP	PepsiCo	Q3'25	7/12	1 medium, 5 low flags	4	0	Call sheet →
August 27, 2025	A	Agilent Technologies	Q3'25	10/12	2 medium, 7 low flags	3	1	Call sheet →
2025-08-26	HEI	HEICO	Q3'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
August 20, 2025	EL	Estée Lauder Companies	Q4'25	11/12	1 high, 3 medium, 2 low flags	4	0	Call sheet →
August 19, 2025	MDT	Medtronic	Q1'26	8/12	3 medium, 3 low flags	3	0	Call sheet →
August 19, 2025	KEYS	Keysight Technologies	Q3'25	9/12	4 medium, 3 low flags	3	2	Call sheet →
August 14, 2025	DE	Deere	Q3'25	9/12	2 medium, 4 low flags	2	2	Call sheet →
August 13, 2025	COHR	Coherent	Q4'25	6/12	4 medium, 3 low flags	6	1	Call sheet →
August 11, 2025	BW	Babcock & Wilcox Enterprises	Q2'25	2/12	4 high, 4 medium, 1 low flags	1	2	Call sheet →
2025-08-07	PH	Parker‑Hannifin	Q4'25	11/12	1 medium, 5 low flags	5	1	Call sheet →
August 7, 2025	MKSI	MKS Instruments	Q2'25	3/12	1 high, 3 medium, 2 low flags	3	2	Call sheet →
August 5, 2025	TDG	TransDigm Group	Q3'25	9/12	4 medium, 1 low flags	3	1	Call sheet →
July 31, 2025	MOD	Modine Manufacturing	Q1'26	5/12	3 high, 4 medium, 1 low flags	0	3	Call sheet →
July 31, 2025	KLAC	KLA	Q4'25	12/12	6 low flags	5	0	Call sheet →
2025-07-30	LRCX	Lam Research	Q4'25	10/12	1 medium, 7 low flags	5	1	Call sheet →
2025-07-29	PG	Procter & Gamble	Q4'25	9/12	1 high, 4 medium, 3 low flags	3	2	Call sheet →
July 29, 2025	GLW	Corning	Q2'25	10/12	3 medium, 4 low flags	5	0	Call sheet →
2025-07-24	DECK	Deckers Brands	Q1'26	9/12	4 medium, 3 low flags	4	0	Call sheet →
July 24, 2025	SEI	Solaris Energy Infrastructure	Q2'25	6/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
2025-06-26	NKE	NIKE	Q4'25	9/12	1 high, 5 medium, 2 low flags	4	0	Call sheet →
May 22, 2025	DECK	Deckers Brands	Q4'25	9/12	3 medium, 3 low flags	6	0	Call sheet →
May 21, 2025	MOD	Modine Manufacturing	Q4'25	7/12	1 high, 4 medium, 2 low flags	2	1	Call sheet →
2025-05-21	MDT	Medtronic	Q4'25	9/12	3 medium, 5 low flags	5	0	Call sheet →
May 12, 2025	BW	Babcock & Wilcox Enterprises	Q1'25	5/12	3 high, 4 medium flags	1	1	Call sheet →
May 8, 2025	MKSI	MKS Instruments	Q1'25	10/12	1 high, 4 medium, 2 low flags	4	1	Call sheet →
April 29, 2025	SEI	Solaris Energy Infrastructure	Q1'25	9/12	3 high, 4 medium, 1 low flags	4	1	Call sheet →
April 29, 2025	GLW	Corning	Q1'25	9/12	1 high, 4 medium, 1 low flags	2	0	Call sheet →
March 31, 2025	BW	Babcock & Wilcox Enterprises	Q4'24	4/12	3 high, 5 medium flags	1	4	Call sheet →
March 20, 2025	NKE	NIKE	Q3'25	10/12	1 high, 4 medium, 2 low flags	3	0	Call sheet →
February 21, 2025	SEI	Solaris Energy Infrastructure	Q4'24	7/12	2 high, 3 medium, 1 low flags	4	0	Call sheet →
February 18, 2025	MDT	Medtronic	Q3'25	9/12	3 medium, 3 low flags	3	2	Call sheet →
February 13, 2025	MKSI	MKS Instruments	Q4'24	3/12	4 high, 4 medium, 1 low flags	2	2	Call sheet →
February 5, 2025	MOD	Modine Manufacturing	Q3'25	5/12	1 high, 5 medium, 2 low flags	3	2	Call sheet →
January 29, 2025	GLW	Corning	Q4'24	7/12	1 high, 3 medium, 4 low flags	3	1	Call sheet →
December 19, 2024	NKE	NIKE	Q2'25	10/12	1 high, 3 medium, 2 low flags	4	1	Call sheet →
2024-11-19	MDT	Medtronic	Q2'25	9/12	4 medium, 2 low flags	3	1	Call sheet →
November 7, 2024	MKSI	MKS Instruments	Q3'24	9/12	1 high, 3 medium, 2 low flags	4	1	Call sheet →
October 30, 2024	MOD	Modine Manufacturing	Q2'25	8/12	5 medium, 3 low flags	3	0	Call sheet →
October 29, 2024	GLW	Corning	Q3'24	7/12	2 high, 5 medium, 1 low flags	6	1	Call sheet →
August 8, 2024	MKSI	MKS Instruments	Q2'24	4/12	2 high, 5 medium, 2 low flags	1	2	Call sheet →
July 31, 2024	MOD	Modine Manufacturing	Q1'25	7/12	1 high, 5 medium, 2 low flags	2	1	Call sheet →
July 30, 2024	GLW	Corning	Q2'24	8/12	3 medium, 3 low flags	5	0	Call sheet →
May 9, 2024	MKSI	MKS Instruments	Q1'24	2/12	2 high, 4 medium, 1 low flags	2	1	Call sheet →
May 9, 2024	BW	Babcock & Wilcox Enterprises	Q1'24	4/12	4 high, 3 medium, 1 low flags	1	0	Call sheet →
April 30, 2024	GLW	Corning	Q1'24	6/12	3 medium, 3 low flags	2	1	Call sheet →
April 26, 2024	SEI	Solaris Energy Infrastructure	Q1'24	7/12	1 high, 3 medium, 2 low flags	2	2	Call sheet →
March 2, 2024	SEI	Solaris Energy Infrastructure	Q4'23	6/12	2 high, 3 medium, 1 low flags	3	2	Call sheet →
January 30, 2024	GLW	Corning	Q4'23	6/12	2 medium, 4 low flags	3	1	Call sheet →
October 24, 2023	GLW	Corning	Q3'23	7/12	1 high, 3 medium, 2 low flags	4	1	Call sheet →
July 25, 2023	GLW	Corning	Q2'23	5/12	1 high, 5 medium, 2 low flags	5	0	Call sheet →
April 25, 2023	GLW	Corning	Q1'23	5/12	2 high, 4 medium flags	2	3	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.