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Q4 Earnings In Review – Discontinuation of Ongoing Research Coverage: AOS, LII

In the wake of Q4 earnings from both companies, Antrim has decided to discontinue ongoing research coverage of AOS and LII. Please use the following link to access our report.

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Short Shrift – Volume 4, Issue 4 – Updates on our Research Coverage

Please use the following link to access our "Short Shrift" newsletter for Q4 of 2023, with updates on our research coverage.

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Short Shrift – Volume 4, Issue 2 – Updates on our Research Coverage

Please use the following link to access our most up to date diligence on ideas in Antrim's coverage universe. We've held dozens of calls with plumbing and HVAC distributors, former employees of companies under our coverage, and general contractors to try to get a read on demand trends ahead of Q2 earnings season. Our thoughts on MLI, AOS, LII, SAIA, and CMI are included, along with some broad thematic takeaways.

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Short Shrift – Volume 4, Issue 1 – Updates on our Research Coverage

Please use the following link to access updates on our coverage following Q1 earnings season, including our updated thoughts on SAIA, AOS, MLI, LII, TSCO, and CMI, as well as our rationale for passing on POOL after conducting a number of diligence calls on the name.

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

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

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A.O. Smith (NYSE:AOS – $67.70) reports Q4 EPS of $0.86 vs. consensus $0.79

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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Short Shrift – Volume 3, Issue 3: Updates on Our Research Coverage

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

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Short Shrift, Volume 3, Issue 2 – Updates on our Research Coverage

Please use the following link to download our report with updated thoughts on names under our coverage: AOS, CPA, ROL, FLS, and TRN.

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Short Shrift, Volume 3, Issue 1 – Updates on Our Research Coverage

Following a volatile start to the year and Q4'21 earnings season drawing to its conclusion, we are ready to publish updated thoughts on a number of names in Antrim's coverage universe. Please use the following link to access our post-earnings thoughts on: AOS, LECO, TRN, BLL, and FOXF.

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

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

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