Eric Jensen

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TransDigm reports Q2 EPS of $5.98 vs. $5.47 consensus – Discontinuing Coverage

May 10, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on TDG.

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Trinity Industries Reports Q1 2023 EPS of $0.07 vs. consensus $0.25 – discontinuing coverage

May 2, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on TRN.

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Initiating Coverage of Cummins, Inc. (NYSE:CMI – $234.09)

March 31, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our coverage initiation on Cummins, Inc. (NYSE:CMI)

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Diligence Update – A.O. Smith Corp. (NYSE:AOS – $66.90)

March 7, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our most recent thoughts on AOS.

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Initiating Coverage of Mueller Industries (NYSE:MLI – $74.04)

March 2, 2023by Eric Jensen in Equity Research tagged

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.

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Lithia Motors, Inc. (NYSE:LAD – $262.99) reports Q4 EPS of $9.05 vs. consensus $10.26

February 17, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on LAD's Q4 report and management commentary:

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Rollins, Inc. (NYSE:ROL – $35.85) – Q4 2022 in Review: Discontinuing Coverage

February 16, 2023by Eric Jensen in Equity Research tagged

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.

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SAIA Inc. (Nasdaq:SAIA – $286.36) Reports Q4 EPS miss of $2.65 vs. consensus $2.81

February 6, 2023by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on SAIA's Q4 result on conference call commentary.

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

February 1, 2023by Eric Jensen in Equity Research tagged

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

February 1, 2023by Eric Jensen in Equity Research tagged

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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