KVH Industries, Inc. (NASDAQ:KVHI) Q1 2024 Earnings Conference Call May 6, 2024 4:30 PM ET Company Participants Anthony Pike – Chief Financial OfficerBrent Bruun – Chief Executive Officer Conference Call Participants Chris Quilty – Quilty Space Operator Good day and thank you for standing by. Welcome to Q1 2024 KVH Industries Inc. Earnings Conference Call….
Superior Industries International, Inc. (NYSE:SUP) Q1 2024 Earnings Conference Call May 2, 2024 8:30 AM ET Company Participants Majdi B. Abulaban – President and Chief Executive OfficerTimothy Trenary – Executive Vice President and Chief Financial Officer Conference Call Participants Michael Ward – Freedom CapitalGary Prestopino – Barrington ResearchMehmet Dere – Deutsche Bank Operator Welcome to…
Mohawk Industries, Inc. (NYSE:MHK) Q1 2024 Earnings Conference Call April 26, 2024 11:00 AM ET Company Participants James Brunk – Chief Financial OfficerJeff Lorberbaum – Chairman and Chief Executive OfficerChris Wellborn – President and Chief Operating Officer Conference Call Participants Matthew Bouley – BarclaysTim Wojs – BairdSusan Maklari – Goldman SachsJohn Lovallo – UBSCollin Verron…
VIKTOR FEDORENKO/iStock via Getty Images Synopsis James Hardie Industries (NYSE:JHX) specializes in the production and sale of fiber cement and fiber gypsum building solutions. JHX’s last three years financial results have shown consistent net sales growth. In addition, it was able to maintain its margins throughout the same period by focusing on selling higher-margin products…
Lakeland Industries, Inc. (NASDAQ:LAKE) Q4 2023 Earnings Call Transcript April 11, 2024 12:00 PM ET Company Participants Jim Jenkins – Acting President, Chief Executive Officer and Executive ChairmanRoger Shannon – Chief Financial Officer Conference Call Participants Brandon Rogers – ROTH CapitalGeorge Melas – MKH Management Operator Good day, and welcome to the Lakeland Industries Fiscal…
Hirurg/E+ via Getty Images Introduction LSB Industries (NYSE:LXU) is a chemical manufacturing company that primarily produces ammonia and other nitrogen-based products for agricultural, mining, and industrial markets. The firm operates four manufacturing facilities strategically located across Alabama, Arkansas, Oklahoma, and Texas, with a medium-term target annual production capacity of around 900,000 metric tons of ammonia….
sturti/E+ via Getty Images Thesis Telecom construction company Dycom Industries, Inc. (NYSE:DY) has been on an earnings tear since early 2022. Investors were piling in and pushing up the share price even earlier: Data by YCharts The pace of earnings growth is expected to be relatively slow in the first half of this fiscal year…
Hitra Daiwa Industries (OTCPK:DAWIF) is one of the best publicly listed businesses on the market in Japan, covered in the past here as a Top Idea and again in May 2023 where we commented on some new product launches and generally strong profit growth performance. We will recap some of the primer for the business…
Liudmila Chernetska/iStock via Getty Images Investment Thesis PPG Industries, Inc. (NYSE:PPG) shares have gained about 11% over the last year. Although this stock has an attractive dividend policy and its growth metrics are very appealing, my midterm outlook of this stock is skeptical following its strategic review of North American architectural coatings. From a technical…
HAYKIRDI Clearly Mr. Market did not expect the latest results from Chart Industries (NYSE:GTLS) as shown by the reaction to the fourth quarter report. Shown below is the reaction of the market to the earnings report. Chart Industries Common Stock Price History And Key Valuation Measures (Seeking Alpha Website February 28, 2024) The market has…
RF Industries, Ltd (NASDAQ:RFIL) Q1 2024 Earnings Conference Call March 18, 2024 4:30 PM ET Company Participants Margaret Boyce – Investor RelationsRob Dawson – CEORay Bibisi – President and COOPeter Yin – CFO Conference Call Participants Josh Nichols – B. Riley Operator Greeting, and welcome to the RF Industries First Quarter Fiscal 2024 Financial Results…
Flotek Industries, Inc. (NYSE:FTK) Q4 2023 Earnings Conference Call March 13, 2024 10:00 AM ET Company Participants Mike Critelli – Director of Finance Ryan Ezell – Chief Executive Officer Bond Clement – Chief Financial Officer Conference Call Participants Donald Crist – Johnson Rice Jeff Robertson – Water Tower Research Eric Swergold – Firestorm Capital Richard…
ExperienceInteriors Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed Armstrong World Industries (NYSE:AWI) would continue to see pressure from the elevated inflation and uncertain economic outlook. Despite the initiatives implemented, I thought it was tough to assess the likelihood of success. As it turns…
Nikolay Ponomarenko I follow Green Thumb Industries (OTCQX:GTBIF) closely and have done so since it went public in 2018. I think that the company has a decent business and the best balance sheet of the large MSOs. The company, which will report its Q4 on Tuesday afternoon, seems overvalued to me relative to peers. I…
Armstrong World Industries, Inc. (NYSE:AWI) Q4 2023 Earnings Conference Call February 20, 2024 10:00 AM ET Company Participants Theresa Womble – Vice President, Investor Relations and Corporate Communications Vic Grizzle – President and Chief Executive Officer Chris Calzaretta – Senior Vice President and Chief Financial Officer Conference Call Participants Garik Shmois – Loop Capital Markets…
WIN-Initiative/Neleman/Stone via Getty Images Investment thesis In June 2021, I wrote an article about Ascent Industries (NASDAQ:ACNT), which was then named Synalloy, as operations were improving significantly after all the disruptions suffered during 2020 when the coronavirus pandemic broke the strong growth trend experienced in 2017, 2018, and 2019, and the share price still traded…
The Good Brigade/DigitalVision via Getty Images Summary Following my coverage of Mohawk Industries (NYSE:MHK), in which I reiterated my hold rating as I became more pessimistic about the potential of a macro recovery in FY24, this post is to provide an update on my thoughts on the business and stock. While my model shows an…
Kawasaki Heavy Industries, Ltd. (OTCPK:KWHIY) Q3 2023 Results Conference Call February 8, 2024 11:30 PM ET Company Participants Katsuya Yamamoto – EVP, Executive Officer & IR Katsuya Yamamoto My name is Yamamoto. Thank you for your participation. Now I would like to present financial highlights. As announced today, at 11:30 a.m. on the Tokyo Stock…
Mohawk Industries, Inc. (NYSE:MHK) Q4 2023 Earnings Call Transcript February 9, 2024 11:00 AM ET Company Participants James Brunk – CFO Jeff Lorberbaum – Chairman and CEO Chris Wellborn – President and COO Conference Call Participants Susan Maklari – Goldman Sachs Phil Ng – Jefferies Eric Bouchard – Cleveland Research Stephen Kim – Evercore Timothy…
Larry Crain One of the more interesting companies that I’ve come across in recent years is LCI Industries (NYSE:LCII). For those not aware of the company, it is a producer and seller of components in the recreation, transportation, and housing markets. Although it does make its products available on the aftermarket, it mostly provides them…
Mitsubishi Heavy Industries, Ltd. (OTCPK:MHVYF) Q3 2023 Earnings Conference Call February 6, 2024 1:30 AM ET Company Participants Takashi Inoue – Senior General Manager, Investor Relations and Shareholder Relations Hisato Kozawa – Member of the Board, Executive Vice President and Chief Financial Officer Conference Call Participants Taku Ouchi – SMBC Nikko Securities Yoshinao Ibara –…
Aaron Yoder/iStock via Getty Images Winnebago Industries, Inc. (NYSE:WGO) is weathering the post-pandemic storm with the stock price holding steady over the last few years. Despite facing an industry-wide drop in RV sales, the company’s growing market share and a more diversified profile following a string of strategic acquisitions have helped to support overall solid…
Chun han Chart Industries (NYSE:GTLS) management promised big things from the Howden acquisition, along with a promise to deleverage “fast”. All of us saw the EBITDA guidance ever since the acquisition. That has not changed. The big surprise was guidance for the current year of earnings per share of $14 (roughly) which is more than…
onurdongel Flexsteel Industries (NASDAQ:FLXS) manufactures and imports furniture to over 2700 retail stores and ecommerce channels across the United States. The company sells under three core brands; Flexsteel, Charisma, and Homestyles. In addition, the company has a number of sub-brands for specialized offerings. Most of Flexsteel’s sales come from independent retailers, but the company has…
Gary Yeowell/DigitalVision via Getty Images Investment Rundown The rail industry can be quite difficult to invest in. I often think it’s a very good reflection of how an economy does, if there is high activity the economy is most likely doing good, and vice versa. With Trinity Industries, Inc. (NYSE:TRN) you are getting a slightly…
Pgiam/iStock via Getty Images The J.P. Morgan Guide to the Markets is exactly what it says on the tin: a comprehensive, in-depth guide to global investment markets. It includes a treasure trove of quantitative information regarding U.S. and international equities, bonds, and other investment securities, as well as broader macroeconomic conditions. The guide includes detailed…
grandriver Nabors (NYSE:NBR) stock has been under pressure over the past 18 months due to its weak balance sheet and softening onshore US demand. While there is mounting risk of an oil market downturn, which Nabors could find difficult to navigate, there are international tailwinds that could prove economically insensitive. Nabors valuation is currently modest,…
onurdongel/E+ via Getty Images Synopsis Armstrong World Industries (NYSE:AWI) is a leading manufacturer of innovative commercial and residential ceiling, wall, and suspension system solutions. AWI’s historical financials have shown a robust recovery in revenue growth from the impact of COVID-19, but I do notice a slowdown in growth due to weakening housing demand. In addition,…
Editor’s note: Seeking Alpha is proud to welcome Amphion Research as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Wongsakorn Dulyavit I like to find businesses that are…
Lintao Zhang/Getty Images News Note: I previously covered KWEB back in Fall 2021 at the heat of China’s tech crackdown. We cut our loss in 2022 in the mid 40s/share region. 2 years later from that post, I again believe KWEB represents a tradable opportunity as China’s selling pressure begins to get exhausted and multiple…
Nikolay Ponomarenko I have followed Green Thumb Industries (OTCQX:GTBIF) since it went public in 2018, and it is one of the 26 cannabis stocks on my Focus List. I do not include it in either of the model portfolios I share with my investing group. It’s very popular with investors. I last wrote about the…
tianyu wu LSB Industries, Inc. (NYSE:LXU) recently announced that a new Front End Engineering Design for the Houston project may be ready from Q2 2024. Management also promised capacity extensions thanks to debottlenecking of existing plants, which I believe could bring net sales expectations increases. These are great reasons to buy the stock if we…
Winnebago Industries, Inc. (NYSE:WGO) Q1 2024 Results Conference Call December 20, 2023 10:00 AM ET Company Participants Ray Posadas – VP of IR and Market Intelligence Michael Happe – President and CEO Bryan Hughes – SVP and CFO Conference Call Participants Michael Swartz – Truist Securities Craig Kennison – Baird Bret Jordan – Jefferies Tristan…
Jakraphong Pongpotganatam Small caps are where the money is to be made in investing. Having said that, you have to pick the right ones. Even if you do that, you still have to pick them at the right price. Insteel Industries (NYSE:IIIN) is a producer of steel rod products and similar goods intended primarily for…
Shidlovski/iStock via Getty Images Hidden Treasure Taro Pharmaceutical Industries Ltd. (NYSE:TARO) is a lightly traded, Israel-based pharmaceutical firm. Taro specializes in researching and developing healthcare products and sells ingredients to other pharma companies. We believe Taro stock deserves a Buy assessment after considering its risks/rewards. Seeking Alpha’s Quant Rating is a Strong Buy with top…
Wirestock/iStock via Getty Images Investment Thesis Mueller Industries (NYSE:MLI) caught my attention because of its recent improvement in some key metrics that I deem to be important in an investment. I decided to delve deeper into the company´s financials to see if I should consider adding it to my portfolio. The company´s top-line growth isn’t…
Air Industries Group (NYSE:AIRI) Q3 2023 Earnings Conference Call December 7, 2023 4:30 PM ET Company Participants Luciano Melluzzo – President and Chief Executive Officer Scott Glassman – Chief Financial Officer Conference Call Participants Howard Halpern – Taglich Brothers Operator Hello and welcome to the Air Industries Group Third Quarter 2023 Earnings Call. At this…
Monica Schipper/Getty Images Entertainment In September, I concluded that I was buying the dip after the release of the fiscal first quarter results in the case of Worthington Industries, Inc. (NYSE:WOR). This came as the business demonstrated strength and resilience despite some industry challenges. This solid performance, a strong balance sheet, and a spin-off being…
deepblue4you Business Overview Founded in Florida in 1969, Dycom Industries, Inc. (NYSE:DY) has evolved into a major player in the US telecommunication industry. It offers specialized services to the telecommunications and utility sectors in the United States. The company’s services are categorized into two segments. Engineering services: It encompasses planning, designing, and project management for…
krblokhin/iStock Editorial via Getty Images Despite experiencing declining revenues for four consecutive quarters, Cavco Industries (NASDAQ:CVCO) is witnessing a stabilization in its backlog, and utilization rates may improve soon, all while the company’s valuation remains historically low. The current undervaluation provides the opportunity to benefit from long-term tailwinds in the manufactured housing industry such as…
Pratchaya I came across M-tron Industries (NYSE:MPTI) by chance when I was researching a wide range of IT companies. MPTI ranked first not only in its industry (21 companies), but in the sector as a whole (566 companies) based on Seeking Alpha’s Quant System. Seeking Alpha, MPTI MtronPTI, originally established in 1965, is a $105-million…
Kulicke & Soffa Industries (NASDAQ:KLIC) Q4 2023 Earnings Conference Call November 16, 2023 8:00 AM ET Company Participants Joseph Elgindy – Senior Director, Investor Relations Fusen Chen – President, Chief Executive Officer Lester Wong – Executive Vice President, Finance, Chief Financial Officer Conference Call Participants Krish Sankar – TD Cowen David Duley – Steelhead Securities…
Ascent Industries Co. (NASDAQ:ACNT) Q3 2023 Earnings Conference Call November 9, 2023 4:30 PM ET Company Participants Cody Cree – Investor Relations Ben Rosenzweig – Executive Chairman of the Board Chris Hutter – President & Chief Executive Officer Bill Steckel – Chief Financial Officer Conference Call Participants Vincent Anderson – Stifel Operator Good afternoon, everyone…
Superior Industries International, Inc. (NYSE:SUP) Q3 2023 Earnings Conference Call November 1, 2023 8:30 AM ET Company Participants Tim Trenary – Executive Vice President and Chief Financial Officer Majdi Abulaban – President and Chief Executive Officer Michael Dorah – Senior Vice President and President-North America Conference Call Participants Gary Prestopino – Barrington Research Michael Ward…
Advanced Energy Industries, Inc. (NASDAQ:AEIS) Q3 2023 Earnings Conference Call October 31, 2023 4:30 PM ET Company Participants Edwin Mok – VP, Strategic Marketing and IR Steve Kelley – President and CEO Paul Oldham – CFO Conference Call Participants Jim Ricchiuti – Needham & Company Krish Sankar – TD Cowen Steve Barger – KeyBanc Capital…
Nickel Industries Limited (OTCPK:NICMF) Q3 2023 Earnings Conference Call October 31, 2023 6:00 AM ET Company Participants Justin Werner – Managing Director Chris Shepherd – Director and Chief Financial Officer Conference Call Participants Niel Botha – Ninety One Justin Werner Thank you, and thank you everyone for your attendance at this quarterly results call. Once…
panida wijitpanya Investment Thesis Insteel Industries Inc.’s (NYSE:IIIN) stock price has remained relatively flat since my previous article in January, where I recommended waiting on the sidelines until a bottom is in place. The company’s revenue and margins have continued to decline since then. The company recently reported its Q4FY23 results, and while the quarter…
Michael Buckner/Getty Images Entertainment Investment Thesis Patrick Industries (NASDAQ:PATK) was one of the major beneficiaries of the COVID-19 pandemic, as the demand for recreational vehicles surged. The stock price more than doubled between 2019 and 2021, but in 2022, PATK’s investors faced a lot of pain. Over the last twelve months, the stock price demonstrated…
Olivier Le Moal Look at appropriate payout ratios for CAPEX-heavy industries and real estate income trusts (REITs). If you don’t, you could be surprised by dividend cuts or miss out on great companies! The classic payout ratio is calculated like this: For some industries, this metric is completely misleading. Why? Because their EPS is not…
Worthington Industries, Inc. (NYSE:WOR) Q1 2024 Results Earnings Conference Call September 28, 2023 9:00 AM ET Company Participants Marcus Rogier – Treasurer and Investor Relations Officer Joseph Hayek – Vice President and Chief Financial Officer Tim Adams – Vice President and Chief Financial Officer, Steel Processing Business Andy Rose – President and Chief Executive Officer…