Our Outlook for Industrial Stocks
We anticipate slowing industrial activity in the coming months, but we're upbeat beyond that.
Quarter-End Insights
Mentioned: Honeywell International Inc (HON)
, Lennar Corp (LEN)
, Ford Motor Co (F)
, Lithia Motors Inc (LAD)
, Toyota Motor Corp (TM)
, UTi Worldwide Inc (UTIW)
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- Upcoming third-quarter industrial-company results are likely to be very impressive
- Coming quarters will likely suffer slowing growth in industrial activity
- Long-term drivers remain in place for sustained growth once the expected lull passes
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Eric Landry does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.