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Hudson Labs

Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

50+ Spin-Offs & Divestitures
Transactions & Capital MarketsHONTFX+3

50+ Spin-Offs & Divestitures

Explore major 2026 spin-offs and divestitures, including Honeywell, FedEx, and S&P Global, with expected dates and transaction details.

Kris Bennatti
Analog Devices Inc. (ADI): Equity Initiation Report
$ADI

Analog Devices Inc. (ADI): Equity Initiation Report

Analog Devices (ADI) combines diversified analog/mixed-signal semiconductor leadership with secular growth in industrial automation, automotive electrification, and AI-driven data center connectivity, backed by structurally high margins and disciplined capital returns.

Hudson Labs Research
Cadence Design Systems (CDNS): Equity Initiation Report
$CDNS

Cadence Design Systems (CDNS): Equity Initiation Report

Cadence Design Systems (CDNS) is a leading electronic design automation (EDA) and semiconductor IP provider, riding a wave of AI-driven chip design demand with its agentic AI platform suite and a record $7.8B backlog entering 2026.

Hudson Labs Research
Danaher Corporation (DHR): Equity Initiation Report
$DHR

Danaher Corporation (DHR): Equity Initiation Report

Danaher Corporation (DHR) is a global leader in life sciences and diagnostics, anchored by the Cytiva bioprocessing franchise and a highly recurring revenue base, with the pending Masimo acquisition set to add a differentiated acute care diagnostics platform.

Hudson Labs Research
General Electric (GE): Q2 2026 Earnings Preview
$GE

General Electric (GE): Q2 2026 Earnings Preview

GE reports Q2 2026 earnings on July 16; we preview consensus estimates, recent guidance from GE Aerospace, and the key themes and risks investors are watching into the print.

Hudson Labs Research
Honeywell International Inc. (HON): Equity Initiation Report
$HON

Honeywell International Inc. (HON): Equity Initiation Report

Honeywell International (HON) is undergoing a transformative portfolio separation into Aerospace, Automation, and Solstice Advanced Materials, positioning each business to capture secular growth in aviation aftermarket, industrial automation, and energy transition markets.

Hudson Labs Research
Netflix (NFLX): Q2 2026 Earnings Preview
$NFLX

Netflix (NFLX): Q2 2026 Earnings Preview

Netflix reports Q2 2026 earnings on July 16, with investors focused on advertising revenue scaling toward $3B, membership growth past 325M, and the company's ability to sustain a 31.5% operating margin target.

Thermo Fisher Scientific Inc. (TMO): Equity Initiation Report
$TMO

Thermo Fisher Scientific Inc. (TMO): Equity Initiation Report

Thermo Fisher Scientific (TMO) is the world's leading life sciences tools and diagnostics provider, combining scale, innovation, and disciplined M&A to capture secular growth in bioproduction, pharma services, and instrument replacement cycles.

Hudson Labs Research
UnitedHealth Group (UNH): Q2 2026 Earnings Preview
$UNH

UnitedHealth Group (UNH): Q2 2026 Earnings Preview

UnitedHealth Group reports Q2 2026 earnings on July 16, with investors focused on medical cost trends, Medicare Advantage margin recovery, and Optum segment execution against full-year guidance.

Hudson Labs Research