The absence of Knowles hasn't deterred Dover's ability to find growth opportunities.
Pentair's focus on operational improvements should boost earnings growth over the long run.
Pall's end markets continue to improve, boosting the firm's operational improvements.
While manufacturers come back to their factories, it is difficult to project when those companies will begin upgrading technology and needing Rockwell's services.Growth in Asia has slowed considerably since its peak, potentially reducing the growth available to Rockwell.Although margins are higher
As deal sizes increase, acquisition integration risk becomes more prominent for Roper.
3M continues to grow above markets while driving improved margin performance.
Parker is exposed to cyclical end markets. Any slowdown in broader industrial activity could hurt the firm's internal sales.Customers may not be willing to absorb the price increases necessary for the company to fully offset rising raw-material costs, which hurt operating margins.Restructuring and
While Eaton has diversified itself, it is still tied to the economic cycle. ROICs can fall below its cost of capital in downturns.Exposure to developing markets such as Brazil adds a layer of geopolitical and operating risk to the company.Acquisitions may not generate the type of returns produced
With customers retreating, the company has few immediate growth catalysts.With such a big bet in emerging markets, the company may spread itself too thin reaching for growth in distant markets.Competitive issues in network power continue to overshadow other businesses in the portfolio and may soak
Ametek delivers earnings growth through the cycle focusing on core strengths.