Eric Jensen

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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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Earnings in Review – UiPath, Inc. (NYSE:PATH – $11.90)

September 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath's Q2'26 reported Thursday, September 4th.

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Q4’25 Earnings in Review – Copart, Inc. (Nasdaq:CPRT – $47.47)

September 8, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on CPRT's Q4 report.

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Q2’26 Earnings in Review – Samsara, Inc. (NYSE:IOT – $42.09)

September 8, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Samsara's Q2'26, reported on Thursday after market close:

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Q2’25 Earnings in Review – Amer Sports (NYSE:AS)

August 20, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Amer Sports' Q2 report.

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Initiating Coverage of Lennox International (NYSE:LII – $605.87)

August 4, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our LII coverage initiation.

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Q2’25 Earnings in Review – SiteOne Landscape Supply (NYSE:SITE)

August 1, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on SITE's Q2 earnings report.

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Ongoing Diligence Update – SiteOne Landscape Supply, Inc. (NYSE:SITE – $128.66)

July 23, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access the results of our ongoing SITE diligence.

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Q1’26 Earnings in Review – Samsara, Inc. (NYSE:IOT)

June 6, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Samsara's Q1'26 earnings, reported yesterday after market close.

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Q1’26 Earnings in Review – UiPath, Inc. (NYSE:PATH – $12.49)

June 3, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath's Q1'26 report, issued Thursday, May 29th, after market close.

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