Caterpillar, Johnson Controls and NCI Building Systems are all exposed to the U.S. commercial construction sector to different degrees, and there is reason to believe that they will see a lift from the sector in the second half.
Along with its peers Lennox International and Ingersoll-Rand, Johnson Controls Inc. delivered a mixed bag of earnings, but it has good possibilities to outperform.
Ingersoll-Rand's guidance looks conservative, and the company may offer investors a bit more upside surprise than rivals like Johnson Controls or Lennox International.
Lennox International is more of a pure play on climate technologies, so its commentary and guidance is very useful for larger companies with climate control exposure, such as Ingersoll-Rand and Johnson Controls.
Analysts shift stance on Simpson Manufacturing, Builders FirstSource, and FLIR Systems.
It's interesting to compare Ingersoll-Rand and Johnson Controls, because both are exposed to the HVAC market. Which is the better pick?
Are the earnings and commentary from NCI Building Systems indicating a better construction market in 2014? If so, is the guidance from companies like Johnson Controls and Caterpillar too conservative?
USG popped on news about another industrial company.
Johnson Controls has good exposure to the automotive and commercial construction markets. Both these sectors are likely to outperform if the global economy improves as expected.
Lennox International and A.O Smith are well placed to grow in 2014 with the next upswing in the commercial construction sector.