Please use the following link to access our most recent thoughts on AOS.
Please use the following link to access Antrim's coverage initiation on Mueller Industries (NYSE:MLI), wherein we describe our skepticism regarding the sustainability of the company's current margin profile.
Please use the following link to access our thoughts on LAD's Q4 report and management commentary:
Please use the following link to access our final thoughts on ROL Q2'22 as well as our decision to discontinue ongoing research coverage of the name.
Please use the following link to access our thoughts on SAIA's Q4 result on conference call commentary.
Please use the following link to access our thoughts on LII's Q4 EPS and FY'23 guidance:
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:
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.
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.
Please use the following link to access our thoughts on TDG's Q4, FY'22, and FY'23 guidance.
