Eric Jensen

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Initiating Coverage of Tractor Supply Company (Nasdaq:TSCO – $185.59)

Please use the following link to access a copy of our initiation report on Tractor Supply Company (Nasdaq:TSCO), in which we express a skeptical outlook as a result of the company's decelerating sq. footage growth and reduced earnings power, post pandemic.

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Flowserve Corp. (NYSE:FLS – $27.51) Q3 Profit Warning – Discontinuing Coverage

On Tuesday, September 13th, after market close, FLS issued a profit warning for the company's upcoming Q3. As a result of that warning and the decline in FLS share prices since Antrim's initiation, we have decided to discontinue our research coverage of the name. Please use the following link to find Antrim's final thoughts on Flowserve and the company's recent announcement.

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Initiating Coverage of Carmax, Inc. (NYSE:KMX – $91.00)

Please use the following link to access a copy of our coverage initiation report on Carmax, Inc., in which we offer a critical assessment of the used car industry's competitive dynamics and unsustainable increases in demand for used cars.

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Dycom Industries: FY2023 Q2 in Review – Discontinuing Coverage

In conjunction with our review of DY's FQ2 results, we have made the decision to discontinue ongoing research coverage of Dycom Industries. Please access our final thoughts and review of DY's 2Q result using the following link:

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TransDigm Corp. (NYSE:TDG – $633.40) reports Q3’22 EPS of $4.85 vs. consensus $4.43

Please use the following link to access our thoughts on TransDigm's third fiscal quarter, as well as our forward outlook for the shares.

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Short Shrift – Volume 3, Issue 3: Updates on Our Research Coverage

In this issue of "Short Shrift," we provide updates on names under our research coverage throughout the 2Q22 earnings season. Please use the following link to access our thoughts on reports from: AOS, CPA, ROL, TRN, LAD, and GPK

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Q2 2022 in Review: Discontinuing Coverage of Ball Corp. (NYSE:BALL – $59.29)

On August 4th, prior to market open, Ball Corporation reported Q2 2022 EPS of $0.82 per share, $0.08 shy of the consensus estimate, $0.90, despite +19.5% y/y revenue growth. In conjunction with that report, and as a result of a steep decline in the price of BALL shares, Antrim has decided to discontinue our ongoing research coverage. Please use the following link to access our thoughts on the quarter, as well as our final thoughts on our BALL research coverage:

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Initiating Coverage of Lithia Motors, Inc. (NYSE:LAD – $275.79)

Please use the following link to access a copy of our coverage initiation report on Lithia Motors, Inc., in which we offer a critical assessment of the industry's competitive dynamics and unsustainably high profit margins.

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Initiating Coverage of Graphic Packaging Holding Corp. (NYSE:GPK – $22.45)

Please use the following link to access Antrim Investment Research's coverage initiation report for Graphic Packaging Holding Corp, in which we offer a critical assessment of the packaging industry's fragmented structure, competitive capacity increases, and input cost pressures.

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Dycom Industries (NYSE:DY – $94.21) reports Q1’23 EPS of $0.51 vs. consensus $0.16

Please use the following link to access our thoughts on DY's Q1 reported yesterday:

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