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.
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.
