Newell Brands Declares Quarterly Dividend of $0.19 Per Share
Newell Brands (NWL) has a market cap of $27.1 billion. It rose by 0.52% to close at $54.47 per share on August 11, 2016.
Industrials
AGCO Acquires Cimbria, Expands in Seed and Grain Handling
On June 29, AGCO (AGCO) announced that it acquired Cimbria Holdings from Silverfleet Capital for 310 million euros ($340 million).
Parker-Hannifin’s 2017 Guidance Suggests Slowdown in Industrials
Parker-Hannifin has guided its fiscal 2017 adjusted EPS at $6.40–$7.10. The midpoint of this range is roughly 4.5% higher than $6.46 in fiscal 2016.
Mohawk Industries’ Earnings Results in Fiscal 2Q16
Mohawk Industries (MHK) has a market cap of $15.3 billion. It fell by 0.42% to close at $207.70 per share on August 4, 2016.
A Glance at Flowserve’s Primary Working Capital after 2Q16
In the current volatile global scenario, Flowserve’s (FLS) 2Q16 revenue and net profit have risen by 11% and 28%, respectively, year-over-year.
How Will Alaska Air Group’s Strategy Impact Unit Revenues?
Alaska Air Group (ALK) does not give any future unit revenue guidance. However, we can expect the PRASM’s decline to continue.
Can Alaska Air Group’s Capacity Growth Be Sustained for the Rest of 2016?
For July 2016, Alaska Air Group’s (ALK) capacity increased by 9.6% year-over-year. After an average growth of 13% in 1Q16, growth slowed to 11% in 2Q16 and is slowing further in the third quarter.
Will Boeing’s Dividend Payout Increase in the Rest of 2016?
Looking at Boeing’s dividends, we see that it has been a consistent dividend payer for more than two decades. For 2Q16, it paid a total of $691 million in dividends.
A Look at Newell Brands’ Performance in 2Q16
Newell Brands (NWL) has a market capitalization of $25.6 billion. It rose by 6.2% to close at $52.46 per share on July 29, 2016.
Pool Corporation Declares a Dividend of $0.31 Per Share
Pool Corporation (POOL) has a market capitalization of $4.2 billion. It fell by 0.13% to close at $102.28 per share on July 29, 2016.
Could JetBlue Airways’ Valuation Change after 2Q16?
As of July 22, 2016, JetBlue was valued at 3.8x its forward EV-to-EBITDA multiple, which is lower than its average valuation of 4.8x since September 2009.
How Did Goodyear Tire & Rubber Perform in 2Q16?
Goodyear Tire & Rubber Company (GT) has a market cap of $7.8 billion. It rose by 4.2% to close at $29.09 per share on July 27, 2016.
Why Kansas City Southern’s Operating Margin Rose in 2Q16
Kansas City Southern (KSU) reported a 3% decline in 2Q16 revenues to $568.5 million on a YoY (year-over-year) basis.
Kansas City Southern’s Energy Segment Lost Its Sheen in 2Q16
Kansas City Southern’s Energy segment Previously, we discussed the revenue of Kansas City Southern’s (KSU) Agriculture & Minerals segment in 2Q16. Now, we’ll examine KSU’s Energy freight revenues in 2Q16. In the reported quarter, KSU’s Energy freight revenues came in at $37.2 million, down by 16% from $44.2 million in the same period last year. […]
Why PPG Industries’ 2Q16 Revenue from Performance Coatings Fell
In 2Q16, PPG Industries’ Performance Coatings segment, the largest revenue contributor, accounted for approximately 57.5% of PPG’s total revenues.
Does JetBlue Airways’s Capacity Growth Support Analyst Estimates?
Capacity growth Like other airlines, JetBlue Airways (JBLU) has taken advantage of falling crude oil prices to expand its existing fleet. JetBlue’s double-digit revenue growth has been fueled by double-digit growth in its capacity. Historically, JetBlue Airways has seen the highest capacity growth among the seven major airlines. Spirit Airlines (SAVE) has seen the highest growth, followed by Alaska […]
Pool Corporation’s Top and Bottom Lines Rose in 2Q16
POOL rose by 4.4% to close at $100.32 per share during the third week of July. Its weekly, monthly, and YTD price movements were 4.4%, 11.5%, and 25.0%.
How Did Johnson Controls Perform in 3Q16?
Johnson Controls reported 3Q16 net sales of $9.5 billion, a fall of 1.0% compared to net sales of $9.6 billion in 3Q15.
How Did Polaris Industries’ Segments Fare in 2Q16?
In 2Q16, Polaris Industries (PII) reported sales of $1,130.8 million, a fall of 0.58% compared to the corresponding period last year.
Wabco Holdings Enjoyed Top and Bottom Line Growth in 2Q16
Wabco Holdings (WBC) has a market cap of $5.5 billion. It rose by 7.2% to close at $98.72 per share on July 20, 2016.
Johnson Controls Declares $0.29 Per Share Dividend
Johnson Controls (JCI) has a market cap of $28.8 billion. It rose by 0.29% to close at $44.32 per share on July 20, 2016.
Johnson Rice Downgrades Pool Corporation to ‘Accumulate’
Pool Corporation fell by 0.27% to close at $96.10 per share on July 15. Its weekly, monthly, and YTD price movements were -0.59%, 6.6%, and 19.8%.
Goodyear Tire & Rubber Declares Dividend of $0.07 Per Share
Goodyear Tire & Rubber Company (GT) has a market cap of $7.1 billion.
ROP’s Second-Largest Segment: Radio Frequency Technology
In 2015, ROP’s Radio Frequency Technology segment contributed ~28.9% to its total consolidated revenue and ~30.4% to its consolidated operating profit
Bank of America-Merrill Lynch Downgrades WABCO to ‘Neutral’
WABCO Holdings fell by 1.3% to close at $87.26 per share on July 7. The stock’s weekly, monthly, and YTD price movements were -2.7%, -20.3%, and -14.7%.
Roper Technologies: Recent Acquisitions That Count
Since its inception, Roper Technologies (ROP) has followed an acquisition-based growth strategy. The company has acquired over 50 companies since 1981.
Understanding Zipcar’s Business Model
Founded in 2000, Zipcar was one of the car-sharing industry’s early entrants.
Understanding Roper Technologies’ Business Transformation
Roper Technologies’ Industrial Technology segment’s revenue stood at 21% of its sales in 2015. This segment’s revenue was 41% of its sales in 2014.
Bank of America Merrill Lynch Downgrades Avery Dennison
Avery Dennison (AVY) has a market capitalization of $6.5 billion. It fell by 2.9% to close at $72.62 per share on July 1, 2016.
Newell Brands Sold Its Brands to Hunter Douglas
Newell Brands (NWL) has a market capitalization of $24.0 billion. It rose by 0.43% to close at $48.78 per share on July 1, 2016.
Robert W. Baird Downgrades UniFirst to a ‘Neutral’
UniFirst Corporation (UNF) has a market capitalization of $2.3 billion. It fell by 0.86% to close at $114.73 per share on July 1, 2016.
Why Goldman Sachs and Piper Jaffray Downgraded WABCO to ‘Neutral’
WABCO Holdings (WBC) has a market cap of $5.0 billion. It fell 2.0% to close at $88.07 per share on June 28.Industrials Must-know: External factors that influence the airline industry
The airline industry has contributed to the globalization of the world economy. It connects buyers and sellers. It also transports goods across nations. It breaks the barrier of distance and time. The industry’s future looks bright. Travel expenditure in the U.S. is expected to grow by 4.3% in 2014 and 5.1% in 2015.Industrials Why political and legal factors impact the airline industry
The airline industry is widely impacted by regulations and restrictions related to international trade, tax policy, and competition. It’s also impacted by issues like war, terrorism, and the outbreak of diseases—such as Ebola. These issues are political. As a result, they require government intervention.Industrials Must-know: SARS’ impact on the airline industry
SARS was another disease outbreak in 2003. SARS caused a panic similar to the current Ebola outbreak. SARS was a viral respiratory illness.Industrials The global airline market’s key revenue drivers and profitability
According to IATA (or the International Air Transport Association), the global airline industry passenger volume and capacity increased by 5.3% year-over-year in July 2014. Freight volume increased by 5.8%. In July load factor (or capacity utilization) for passengers was 82.3%, and for freight, it was 44.4%.Industrials Why investors should track labor costs in the airline industry
The second largest cost component for airlines is salaries, wages, and benefits. Employment in the U.S. airline industry has increased in the last couple of years when the U.S. economy recovered from the recession and demand for air travel picked up.Industrials Must-know: Why yield is another key driver for airline revenue
Yield is the average fare per passenger per mile. Passenger revenue is calculated by multiplying RPM (or revenue passenger miles) with yield. Yield varies based on demand and supply factors. Since demand for air travel is seasonal, yield is higher during peak seasons.Industrials Must-know: Why airlines should improve their load factor
Load factor is a measure of capacity utilization. It indicates the percentage of total capacity that is utilized by an airline. Since airlines are capital intensive and have high fixed costs, the efficiency with which they utilize their assets is key to generate adequate return on investment.Industrials Must-know: Why available seat miles affect airlines’ revenue
Available seat miles (or ASM) is the measure of airline capacity. It’s calculated as the total number of seats multiplied by the total distance travelled. While RPM (or revenue passenger miles) is a measure of demand, ASM is the measure of supply.Industrials Must-know: Trends in key economic indicators that impact airlines
The airline industry is an important contributor to the U.S. economy’s growth. According to Airlines for America (or A4A), the industry drives $1.5 trillion in U.S. economic activity and more than 11 million in U.S. jobs.
Must-know: Key indicators impacting airline industry performance
Cyclical industries follow the business cycle, so their revenues are higher during economic prosperity and lower during economic contraction. The airline industry is sensitive to changes in economic growth.Industrials Must-know: Environmental awareness in the airline industry
The global aviation industry consumes over 200 million tons of fuel per year. The rising demand for air transport and the rising crude oil prices could impact the industry’s carbon emissions. The environmental impact could also influence sustainability.Industrials Must-know: The role of technology in the airline industry
Technological advancement has been the driving factor for improving airlines’ operational efficiency. Airlines have been able to reduce costs and improve operations by using advanced aircraft engine technology, IT solutions, and mobile technology. The technology has created better connectivity and enhanced passengers’ travel experience.Industrials Travel preferences for millennials versus non-millennials
The Boston Consulting Group researched the millennial generation’s travel preferences in the business and leisure segment. This will provide a better understanding of how social and demographic factors influence air travel. It will also show how the factors influence company strategies to adopt to the changing trends.Industrials Why social and demographic factors influence air travel demand
Categorizing generations in the U.S. according to the year of birth provides insight into the changing trends in the travel and tourism industry. The demand for air travel has increased significantly over the years. Demographic factors also play an important role in forecasting demand.Industrials Why economic factors support airline industry growth
Like most industries, the airline industry is impacted by the economic cycle’s peaks and troughs. The current growth in developed economies—like U.S.—has resulted in a rise in business confidence, industrial production, and international trade.Industrials PESTEL framework analyzes the industry’s external environment
The Political, Economic, Social, Technological, Environmental, and Legal (or PESTEL) framework covers the six external factors that impact the airline industry. The framework provides a broad perspective on opportunities and threats that surround the industry. The factors can’t be controlled by the industry.
How Yield and Cost structure contribute to Southwest’s low break-even load factor?
As mentioned in the previous article, break-even load factor is calculated by dividing cost per available seat mile (or CASM) with yield per passenger mile and Southwest has the lowest break-even load factor compared to its peers. In this article we will analyze yield and cost structures of Southwest with its peers’ to determine how […]Industrials Must-know: Factors that affect aircraft utilization
Higher aircraft utilization will result in lower fixed costs per unit, as the costs spread across more air trips and passengers and results in lower cost per available seat mile.
