These 4 Top Stocks Have Surpassed Management's Highest Expectations

Earnings season is in full swing, which makes this a good time to take stock of some of the companies and investment themes that have been outperforming expectations.

They're a mixed bunch, with companies like medically focused Danaher (NYSE: DHR) and pool-and-water-solutions company Pentair (NYSE: PNR) actually benefiting from the COVID-19 pandemic. Meanwhile, Axalta Coating Systems (NYSE: AXTA) and diversified industrial Illinois Tool Works (NYSE: ITW) are very much in recovery mode from the crisis.

Let's start with a glance at how all four did last quarter, how they've adjusted their outlooks, and what their valuations are right now.

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Source Fool.com