Thing No. 1: Hurricane season is coming.
The company is favorably positioned in the HVAC market, and its peers United Technologies, Johnson Controls, and Lennox International have given positive outlooks. Is the stock a buy?
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.