Eric Jensen

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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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Q3’25 Earnings in Review – Copart, Inc. (Nasdaq:CPRT)

May 30, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on CPRT's Q3'25 result, reported Thursday, May 22nd, after market close.

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Q1’25 Earnings in Review – Amer Sports, Inc. (NYSE:AS)

May 30, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts in AS Q1'25 reported May 20th, before market open.

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Initiating Coverage of Eaton Corporation (NYSE:ETN – $328.55)

May 21, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our research initiation report on Eaton Corporation (NYSE:ETN)

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Ongoing Diligence Update – Samsara, Inc. (NYSE:IOT – $41.27)

May 6, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our conclusions following a recent round of diligence conversations related to Samsara, Inc.

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