Eric Jensen

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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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Short Shrift, Volume 3, Issue 2 – Updates on our Research Coverage

Please use the following link to download our report with updated thoughts on names under our coverage: AOS, CPA, ROL, FLS, and TRN.

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TransDigm Corp. (NYSE:TDG – $587.26) reports Q2’22 EPS of $3.86 vs. consensus $3.69

Please use the following link to access our thoughts on TDG's fiscal Q2'22, as well as our forward outlook for the shares.

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Ball Corp. (NYSE:BLL – $71.47) reports Q1 EPS of $0.77 vs consensus $0.83

Please use the following link to access our thoughts on BLL's Q1 report and management commentary.

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Discontinuing Coverage of Ballard Power (Nasdaq:BLDP – $8.70) and Fox Factory (Nasdaq:FOXF – $84.28)

Please use the following link to access our thoughts on FOXF and BLDP today, as well as our rationale for formally discontinuing our research coverage at this time.

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Ballard Power (Nasdaq:BLDP – $11.64) Reports Q4 EPS loss of ($0.15), $0.08 below consensus ($0.07)

On Friday March 11th, before market open, Ballard Power reported a Q4'21 loss of $0.15 per share, despite revenue that exceeded consensus estimates. We retain strong conviction in our critical BLDP thesis, and invite our subscribers to access our thoughts on BLDP's Q4 using the following link:

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Initiating Coverage of Copa Holdings (NYSE:CPA – $78.76)

Please use the following link to download Antrim Investment Research's research coverage initiation report for Copa Holdings, in which we offer a critical assessment of the company's business mix, competitive positioning, and input cost pressures.

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Discontinuing Coverage: Snap-On, Inc. (NYSE:SNA)

At this time, Antrim has decided to discontinue research coverage of Snap-On Inc. Please use the following link to find our final thoughts on our SNA coverage.

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Short Shrift, Volume 3, Issue 1 – Updates on Our Research Coverage

Following a volatile start to the year and Q4'21 earnings season drawing to its conclusion, we are ready to publish updated thoughts on a number of names in Antrim's coverage universe. Please use the following link to access our post-earnings thoughts on: AOS, LECO, TRN, BLL, and FOXF.

Download Short Shrift, Vol. 3, Issue 1>>


Discontinuing Coverage: IPG Photonics (Nasdaq:IPGP)

At this time, we are choosing to discontinue our research coverage of IPG Photonics. Please use the following link to download our rationale and final thoughts on the name:

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