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Research Report
February 14, 2020

Melius Macro Views: Capex Spend is Accelerating

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
January 22, 2020

BA: Normalization Slipping Rightward

By: Carter Copeland  Slower for longer…BA’s mid-2020 return-to-service estimate issued yesterday provides a rough confirmation…
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Research Report
January 16, 2020

Melius Macro Views: Numbers Coming Down Again

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
January 16, 2020

How Will the MAX Stoppage Impact Supplier Financials?

By: Carter Copeland  The 737MAX production stoppage and subsequent ramp up will have major implications for…
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Research Report
January 14, 2020

Looking at Drivers of Deere’s Margin Improvement Plan: Margin from Technology

By: Rob Wertheimer At its recent webcast from CES, Deere gave some clarity on the…
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Research Report
November 18, 2019

Melius Research Automation 101 & Rockwell Automation (ROK) Chartbook

By: Scott Davis  ROK is a prime beneficiary of secular tailwinds around automation, including labor…
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Research Report
July 29, 2019

What Can Arrest the Slide? Probably Not Canada Edibles or Beverage Launches

By: Rob Wertheimer  Cannabis stocks have corrected 30-40% since May, and in some cases more.…
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Research Report
January 24, 2019

GWW: Turnarounds are Rarely Linear

By: Jake Levinson  GWW was one of the biggest industrial turnaround stories last year, with the…
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