Institutional Equity Research

TD&Co. is an industrial sell-side equity research boutique providing in-depth industry and company-specific research in the following sectors: Building Materials, Building Products, Engineering & Construction, Telecom Equipment, and Transportation & Logistics. The firm also provides management access in multiple geographies as well as field trips.

We also publish in-depth monthly updates. Click below to view our sample report.

Equity Research Coverage

Adam Thalhimer

Building Materials
CEMEX S.A.B. de C.V. (CX)
Eagle Materials (EXP)
Martin Marietta Materials (MLM)
Vulcan Materials (VMC)

Building Products
AZZ Inc. (AZZ)
Quanex Building Products (NX)

Telecom Equipment
Keysight Technologies, Inc. (KEYS)