Citi‘s Most Read - Industrial Tech & Mobility

研报英文原文证据摘录

Citi‘s Most Read - Industrial Tech & Mobility

Roundup |

Citi's Most Read - Industrial Tech &

Mobility 20 Jul 2026 07:42:20 ET

July 13 - July 19

Citi Global Research AC

+44-20-7500-1400Most Read

As boundaries increasingly blur between conventional sectors, and as bottom-up

and top-down analysis converges, Citi Research offers a Super-Sector lens to help

you better understand and take advantage of widespread disruptive trends and

innovation, extending our peer analysis for greater breadth and depth. The

Industrial Tech & Mobility Super-Sector consists of the Autos, Capital Goods, and

Transportation sectors. Please find below a collection of our most impactful recent

research in the Industrial Tech & Mobility Global Super-Sector – we hope you find

it thought-provoking.

Most Read

US Industrials - 2Q Preview: Data Center Still In Focus; Broadening In Sight

Still favorable secular trends led by AI/data center related demand tailwinds

coupled with signs of broadening short-cycle recovery we think are supportive of

expectations for relatively solid 2Q earnings results that we think should remain

aligned with our outlook for overall accelerating ’26 organic growth and supportive

of largely constructive 2H outlooks reflecting still positive EPS growth momentum.

With most Multis stocks back below recent highs, we view a recent pullback in the

sector as presenting more favorable entry points for our favored names; Top Picks

into 2Q earnings include PH, ETN, VRT, EMR, TT, DOV and ROK. We also open a

positive Catalyst Watch on ITW.

Andrew Kaplowitz | Vladimir Bystricky | Piyush Avasthy

US Machinery - 2Q26 Earnings Preview: Let the Good Times Roll?

We have caught up with our Machinery coverage and updated models ahead of

2Q26 earnings.