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.
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.
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:
Please use the following link to access our thoughts on TDG's Q1 report and conference call.
Please use the following link to download our initiation report for Rollins (NYSE:ROL - $31.46)
Please use the following link to download our initiation report for A.O. Smith (NYSE:AOS - $85.53)
Attached please find the results of our recent diligence conversations, as well as any of Antrim's reactions to earnings which did not merit a standalone report.
Please use the following link to download our coverage initiation of Fox Factory Holding Corp. (Nasdaq:FOXF - $178.67)
Please use the following link to access our thoughts on BLL's Q3 report and conference call.
Please use the following link to download our thoughts on IPGP's Q3 report and conference call commentary.
