Eric Jensen

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TransDigm (NYSE:TDG – $635.47) Reports FQ1’22 EPS of $3.00 vs. consensus $3.17

February 14, 2022by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on TDG's Q1 report and conference call.

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Initiating Coverage of Rollins, Inc. (NYSE:ROL – $31.46)

February 3, 2022by Eric Jensen in Equity Research tagged

Please use the following link to download our initiation report for Rollins (NYSE:ROL - $31.46)

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Initiating Coverage of A.O. Smith Corp. (NYSE:AOS – $85.53)

December 31, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our initiation report for A.O. Smith (NYSE:AOS - $85.53)

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Short Shrift – Issue 2, Volume 6, November 2021

November 22, 2021by Eric Jensen in Equity Research tagged , , , ,

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.

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Initiating Coverage of Fox Factory (Nasdaq:FOXF – $178.67)

November 9, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our coverage initiation of Fox Factory Holding Corp. (Nasdaq:FOXF - $178.67)

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Ball Corporation (NYSE:BLL – $91.55) reports Q3 2021 EPS of $0.94 vs. consensus $0.98

November 4, 2021by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on BLL's Q3 report and conference call.

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IPG Photonics (Nasdaq:IPGP – $177.90) reports Q3 EPS of $1.40 vs. consensus $1.27

November 2, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on IPGP's Q3 report and conference call commentary.

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Kinsale Capital Group (Nasdaq:KNSL – $187.15) reports Q3 operating EPS of $1.59 vs. consensus $0.99

November 1, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on KNSL's Q3 report:

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Trinity Industries (NYSE:TRN – $29.67) Reports Q3 Adj. EPS of $0.29 vs consensus $0.18

October 25, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download Antrim's thoughts on TRN's Q3 report and conference call discussion.

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Snap-On Inc. (NYSE:SNA – $212.51) reports Q3’21 EPS of $3.57 vs. consensus $3.39

October 22, 2021by Eric Jensen in Equity Research tagged

Please use the following link to download our thoughts on the third quarter of SNA's fiscal year:

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