Industrials sector team

Analysts

Andy Chambers

Andy Chambers
Analyst

Anne Margaret Crow

Anne Margaret Crow
Analyst

Annabel Hewson

Annabel Hewson
Institutional relations

Roger Johnston

Roger Johnston
Global Head of Industrials

Graeme Moyse

Graeme Moyse
Analyst

Adrian Phillips

Adrian Phillips
Industrials Analyst

Toby Thorrington

Toby Thorrington
Analyst

By region

Recent initiations

Datron Delignit
Blue Cap Diskus Werke
Renewi Williams Grand Prix

Recent QuickViews

McBride

Repairs complete

General Industrials | published 08/09/2017
Rotork

Positioning for growth

General Industrials | published 09/08/2017
Airbus

Reducing turbulence as year progresses

Aerospace & Defence | published 28/07/2017
Solid State

Doing the difficult things others won’t or can’t do

General Industrials | published 18/07/2017

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Latest research

Low & Bonar

Earnings progress but at a lower rate

Update | Basic Industries | 18/10/2017

Disappointing demand in Civil Engineering (CE) markets causes us to reduce earnings estimates. Despite this, FY17 is expected to show good progress overall…

Vertu Motors

Defensive qualities shine through

Update | Automotive Retailers | 18/10/2017

Vertu’s strong defensive qualities have been clearly demonstrated during H118. A falling new car market and used car margin pressures have been absorbed,…

Ringmetall

Positive development despite headwinds

Update | General Industrials | 18/10/2017

Ringmetall made good progress during H117, driven by strong growth in the key Industrial Packaging division. Margins are being dampened by higher input…

Norcros

Divisional progress

Update | Construction & Building Materials | 18/10/2017

Norcros’s H118 pre close update flagged group revenue and EBIT in line with management’s full year growth expectations. The period end net…

Daldrup & Söhne

Improving profitability and order backlog

Update | General Industrials | 18/10/2017

Daldrup & Söhne continues to benefit from regulatory support for geothermal energy in Germany. This is evidenced by its order backlog of €75m…

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