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Q2 2025 - Lifco AB - Analysis
Investor expectations need a meaningful reset
15 hrs ago
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Q2 2025 - Lifco AB - Analysis
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Q3 2025 - AutoZone - Full Analysis
Highest comp since Q2 FY2023 despite muted same-SKU inflation (<1%)
May 27
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Q3 2025 - AutoZone - Full Analysis
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Constellation Software's 2025 AGM: Full Summary
On style drift, IRRs on acquisitions, Altera/Allscripts, and CSI's stock market valuation
May 16
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Constellation Software's 2025 AGM: Full Summary
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Q1 2025 - Constellation Software & Its Spin-Outs - Full Analysis
Mixed quarter: strong margin expansion, healthy organic growth in maintenance, slow M&A start to FY25
May 13
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Q1 2025 - Constellation Software & Its Spin-Outs - Full Analysis
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Q1 2025 - Topicus.com - Analysis
Solid organic growth in maintenance, stabilizing margins, Cipal Schaubroeck acquisition still pending
May 8
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Q1 2025 - Topicus.com - Analysis
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Q1 2025 - Harvia - Full Analysis
Excellent profitability, mid-teens percent organic growth, and driving product newness
May 7
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Q1 2025 - Harvia - Full Analysis
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Q1 2025 - Ferrari - Analysis
Massive free cash generation - maintaining full-year growth outlook (>7% increase in EBIT)
May 6
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Q1 2025 - Ferrari - Analysis
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Q1 2025 - Linde Plc - Full Analysis
Management actions will continue to support margin expansion and profit growth, irrespective of the macro
May 1
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Q1 2025 - Linde Plc - Full Analysis
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Q1 2025 - Lifco - Analysis
Regaining lost ground from Q1 2024 - off to a softer M&A start in FY25
Apr 25
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Q1 2025 - Lifco - Analysis
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Q1 2025 - O'Reilly Auto - Full Analysis
Solid comp of +3.6% not flowing through the P&L - doubts on returning to double-digit EPS growth
Apr 24
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Q1 2025 - O'Reilly Auto - Full Analysis
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Q1 2025 - Otis Worldwide - Analysis
Fairly limited tariff impact, emerging FX tailwinds, and a Service-driven cash flow model
Apr 23
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Q1 2025 - Otis Worldwide - Analysis
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Q1 2025 - Hermès Int'l
A rare miss, driven by weakness in China and aspirational buyers' products
Apr 17
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Q1 2025 - Hermès Int'l
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