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