Eric Jensen

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Lennox International (NYSE:LII – $260.62) reports Q4 EPS of $2.63 vs consensus $2.55

Please use the following link to access our thoughts on LII's Q4 EPS and FY'23 guidance:

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A.O. Smith (NYSE:AOS – $67.70) reports Q4 EPS of $0.86 vs. consensus $0.79

Please use the following link to access our thoughts on A.O. Smith's Q4 and FY'22 report, as well as the company's FY'23 guidance:

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Initiating Coverage of Lennox International (NYSE:LII – $245.18)

Please use the following link to access Antrim's full initiation report on Lennox International (NYSE:LII - $245.18), in which we express our concern that the residential HVAC industry has pulled forward replacement unit demand as a result of the coronavirus pandemic.

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Initiating Coverage of Saia, Inc. (Nasdaq:SAIA – $229.16)

Please use the following link to access Antrim's full initiation report on LTL freight carrier SAIA (Nasdaq:SAIA - $229.16), in which we express our skepticism that the carrier will be able to hold onto recent pricing and margin gains over the near- and intermediate-term.

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TransDigm Corp. (NYSE:TDG – $626.25) reports Q4’22 EPS of $5.50 per share

Please use the following link to access our thoughts on TDG's Q4, FY'22, and FY'23 guidance.

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Discontinuing Coverage of Lincoln Electric (Nasdaq:LECO) and Kinsale Capital (NYSE:KNSL)

Antrim is discontinuing ongoing research coverage of Lincoln Electric and Kinsale Capital Group at this time. Subscribers can access our final thoughts on the names using the links below:

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Access our Lincoln Electric Note>>


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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