Eric Jensen

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Tapestry, Inc. (NYSE:TPR) – 1Q’26 in Review

November 11, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on TPR's Q1 earnings report:

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Eaton Corp. (NYSE:ETN – $373.77) Earnings in Review

November 10, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on ETN's 3Q'25 report.

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Earnings in Review – SiteOne Landscape Supply (NYSE:SITE)

November 5, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on SITE's Q3'25 reported Wednesday, October 29th before market open:

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Initiating Coverage of Casella Waste Systems, Inc. (Nasdaq:CWST)

November 3, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our CWST coverage initiation:

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Earnings in Review – Lennox International (NYSE:LII – $493.07)

October 23, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on LII's Q3'25 reported yesterday prior to market open.

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Diligence Update – Thor Industries, Inc. (NYSE:THO)

October 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access the results of our recent diligence calls related to Thor Industries, Inc.

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Diligence Update – UiPath, Inc. (NYSE:PATH)

October 1, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath, Inc.

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Discontinuing Coverage – The Toro Company (NYSE:TTC)

September 22, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on The Toro Company (NYSE:TTC)

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Initiating Coverage of Tapestry, Inc. (NYSE:TPR – $114.19)

September 22, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our research initiation report for Tapestry, Inc.

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Diligence Update – Lennox International (NYSE:LII – $544.48)

September 15, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our most updated thoughts on LII.

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