Littelfuse (Nasdaq: LFUS) 2026 stock outlook. A qualitative deep dive into the global circuit-protection leader's Electronics, Transportation, and Industrial segments, electrification content growth, serial-acquirer M&A strategy, and its exposure to semiconductor destocking and auto/industrial cycles.
RBC Bearings (RBC) stock outlook for 2026. A qualitative deep dive into the spec-in moat on aircraft platforms, the long-tail aerospace aftermarket, the commercial-aero build-rate recovery, defense content, and the Dodge industrial diversification with deleveraging.
ALLE (Allegion) 2026 stock outlook. A qualitative deep dive into the spec-in moat behind Schlage, Von Duprin, and LCN door hardware, how building codes create barriers, the mechanical-to-electronic access control transition, non-residential construction cyclicality, aftermarket recurring revenue, and bolt-on acquisition execution risk.
Johnson Controls (NYSE: JCI) 2026 stock outlook. After selling residential HVAC, JCI is a pure commercial-buildings company — York chillers, OpenBlue controls, Tyco fire & security — leveraged to data-center cooling, electrification retrofits, and high-margin recurring service backlog.
IDEX Corporation (NYSE: IEX) 2026 stock outlook. A deep qualitative look at its three-segment fluid, metering and precision-component portfolio, the mini-Danaher bolt-on M&A model, high margins and strong free cash flow, short-cycle order exposure, and the valuation that comes with a proven compounder.
A qualitative 2026 outlook on Trane Technologies (TT), the pure-play HVAC and climate company spun from Ingersoll Rand. We break down the data-center cooling boom, building decarbonization and heat pumps, high-margin service attach, backlog visibility, the A2L refrigerant transition, and the cyclicality plus valuation risks.