News

Investors Divided on Sentiment but Aligned on Perceived Executive Tone – Largely Characterized as More Upbeat – And Major Shifts in Sub-sector Views

Investors Continue to Exhibit Mixed Sentiment and Characterize Management Tone as More Positive; Demand and Margins Take Center Stage Amid Broad-Based Expectations for Industrial Weakness in 2H23

Industrial Investor Sentiment a Mixed Bag but Less Downbeat QoQ; Expectations Are for Low-Single-Digit 2023 Organic Growth while Growth Investments Garner Increased Support

Industrial Investor Sentiment Increasingly Downbeat But Not Draconian Amid Mixed Views on 2022 Performance and Expectations for a Broad-based Slowdown in 2023

Industrial Investor Sentiment Warms QoQ and Is Less Downbeat than Generalist Counterparts

Sentiment contracts to March 2020 levels amid anxiousness over compounding headwinds and growth sustainability

Continued Strong Demand Drives Upbeat Industrial Sentiment and the Highest Level of Investor Buying Activity Since March 2021

Industrial Investor Sentiment Grows More Cautious But Findings Indicate a Potential Underappreciation for Supply Chain x Inflation Impact; 2022 Outlooks Remain Upbeat On “Strong Demand”

Despite Significant Spike in Inflation Concerns, Expectations for Top Line Blowouts this Quarter and Continued Growth in Back Half of 2021

Continued Optimism on Lofting Growth Expectations but Inflation and Supply Disruptions Serve to Temper Last Quarter’s Euphoria