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Q3 2024 - Constellation Software & Its Spin-Outs - Full Analysis
Looking under the hood, contextualizing cash performance - well on track for another solid year
Nov 9
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Q3 2024 - Constellation Software & Its Spin-Outs - Full Analysis
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9M 2024 - Sanlorenzo - Full Analysis
Strong resilience across all product ranges, and a positive view on 2H 2025
Nov 8
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9M 2024 - Sanlorenzo - Full Analysis
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Q3 2024 - Harvia - Full Analysis
Profitability well above expectations, driven by strong demand for premium and high-end solutions
Nov 7
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Q3 2024 - Harvia - Full Analysis
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The Outlook for the Automotive Aftermarket
AutoZone and O'Reilly Automotive share their views during Gabelli Symposium
Nov 6
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The Outlook for the Automotive Aftermarket
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Q3 2024 - Topicus.com - Full Analysis
Blowout quarter for profitability - M&A engine reaccelerating at the end of Q3?
Nov 1
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Q3 2024 - Topicus.com - Full Analysis
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Q3 2024 - Linde Plc - Full Analysis
Strong margin expansion continued despite choppy macro - overly conservative guidance
Oct 31
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Q3 2024 - Linde Plc - Full Analysis
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Q3 2024 - Otis Worldwide - Analysis
Hints at Q4 2024 and FY25 EBIT growth driven by stronger than expected performance outside China
Oct 30
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Q3 2024 - Otis Worldwide - Analysis
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Q3 2024 - O'Reilly Auto - Full Analysis
Growing above the market when competitors' margins and cash flow crumble
Oct 24
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Q3 2024 - O'Reilly Auto - Full Analysis
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Q3 2024 - Hermès Int'l - Analysis
Unmatched +30% two-year stack sales growth (at constant FX) vs. LVMH's Fashion & Leather Goods at -3%
Oct 24
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Q3 2024 - Hermès Int'l - Analysis
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Q3 2024 - Lifco AB - Full Analysis
Puts and takes on relative profitability, and higher Contract Manufacturing activity
Oct 22
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Q3 2024 - Lifco AB - Full Analysis
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Preview Q3 - Harvia: Preparing for the Next Growth Phase
Improving sales performance in Northern Europe and sequential acceleration in North America (up 42.8% in Q2)
Oct 17
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Preview Q3 - Harvia: Preparing for the Next Growth Phase
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Preview Q3 O'Reilly Automotive: Growing Outperformance
Accelerated share gains and easier comps starting from Q4 could fuel upside revisions into FY25
Oct 15
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Preview Q3 O'Reilly Automotive: Growing Outperformance
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