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Lifco AB Q3 2024 - Full Analysis
Puts and takes on relative profitability, and higher Contract Manufacturing activity
6 hrs ago
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The CT
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Lifco AB Q3 2024 - 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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The CT
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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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The CT
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Preview Q3 O'Reilly Automotive: Growing Outperformance
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Preview Q3 Lifco: Stabilizing Comps
Waiting for reaccelerating organic growth in FY25
Oct 7
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The CT
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Preview Q3 Lifco: Stabilizing Comps
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Q4/FY 2024 AutoZone - Analysis
FX headwinds, no LIFO credit, and more store openings driving total SG&A
Sep 24
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The CT
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Q4/FY 2024 AutoZone - Analysis
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High-End Luxury Yachting Remains Resilient
Margin expansion, solid backlog, and confirmed guidance; awaiting a well-deserved rerating
Sep 10
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The CT
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High-End Luxury Yachting Remains Resilient
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1H 2024 - Sanlorenzo - Analysis
Reiterating guidance amidst macro uncertainty - trough valuation
Sep 5
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The CT
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1H 2024 - Sanlorenzo - Analysis
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Advance Auto Parts Crashes on Q2 Earnings & Dismal Outlook
Bullish Implications for O'Reilly and AutoZone
Aug 22
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The CT
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Advance Auto Parts Crashes on Q2 Earnings & Dismal Outlook
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O'Reilly Automotive's 2024 Analyst Day
Commentary on Team O'Reilly's Culture, Focus on Quality Growth, and Long-Term Prospects
Aug 21
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The CT
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O'Reilly Automotive's 2024 Analyst Day
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Q2 and 1H 2024 - Constellation Software & Its Spin-Out Companies
CSI standalone delivering solid growth on all key metrics
Aug 11
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The CT
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Q2 and 1H 2024 - Constellation Software & Its Spin-Out Companies
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Q2 2024 - Harvia - Full Analysis
Firing on all cylinders and well-isolated from macro uncertainty
Aug 8
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The CT
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Q2 2024 - Harvia - Full Analysis
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Q2 2024 - Linde Plc - Full Analysis
Resilience and conservatism help investors sleep well at night
Aug 3
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The CT
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Q2 2024 - Linde Plc - Full Analysis
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