Yesterday, before market open, Tractor Supply reported Q1 2024 EPS of $1.83 vs. FactSet consensus $1.72. Please use the following link to access our thoughts on TSCO's Q1 print and conference call commentary, which is supplemented by findings from a round of diligence calls Antrim has conducted over recent weeks with TSCO formers.
Please use the following link to access our most recent diligence update on Thor Industries.
Please use the following link to access our coverage initiation report on Thor Industries, Inc.
At this time we are moving SGML to Antrim's "watch list" pending further fundamental developments. Please use the following link to access our report:
In the wake of Q4 earnings from both companies, Antrim has decided to discontinue ongoing research coverage of AOS and LII. Please use the following link to access our report.
Please use the following link to access our coverage initiation report on Copart, Inc.
Please use the following link to access our coverage initiation report on Sigma Lithium Corporation (Nasdaq:SGML).
Please use the following link to access our "Short Shrift" newsletter for Q4 of 2023, with updates on our research coverage.
Please use the following link to access our thoughts on Fastenal's third quarter report:
