Kansas City Southern: Behind the Freight Volume Rise in Week 33
Kansas City Southern hauled ~26,000 railcars in the same week compared with close to 25,000 units in the week ended August 20, 2016.
Industrials
Dividend Yield of Stanley Black & Decker
Stanley Black & Decker’s (SWK) PE ratio of 21.1x is pitted against a sector average of 29.3x. The dividend yield of 1.8% is pitted against a sector average of 1.6%.
Dividend Yield of W.W. Grainger
W.W. Grainger’s (GWW) PE ratio of 16.3x compares to a sector average of 29.3x. The dividend yield of 3.2% compares to a sector average of 1.6%.
How Genesee and Wyoming’s Volumes Trended in July 2017
In July 2017, Genesee and Wyoming recorded a slight decline in its North American traffic YoY (year-over-year).
Emersion Electric’s Dividend Woes
Emersion Electric’s (EMR) 2016 net sales fell 11.0% due to a fall in every segment.
Can Deere Beat the Analysts’ Earnings Estimate Again in Fiscal 3Q17?
Analysts are expecting Deere (DE) to post EPS earnings per share of $1.91 for fiscal 3Q17, which would be an increase of 23.2% on a YoY basis.
Align Technology Focuses on International Market Strategy
International market strategy In 2Q17, Align Technology (ALGN) reported 85,400 Invisalign case shipments in international markets, which is YoY (year-over-year) growth of ~37.4% and sequential growth of ~13.6%. This growth was mainly attributed to new customers in the EMEA (Europe, the Middle East, and Africa) and Asia-Pacific markets. If Align Technology continues to demonstrate solid […]
How Are Dividends of Caterpillar and Walmart Trending?
Caterpillar’s (CAT) growth of 7.0% in total sales and revenues for the first half of 2017 were mainly driven by sales of the machinery, energy, and transportation segment.
Analyzing the Dividend Curves of General Electric and Cisco Systems
General Electric’s (GE) revenue fell 7.0% in the first half of 2017, driven by its energy connections and lighting business.
A Deep Dive into Kansas City Southern’s Shipments in Week 30
Kansas City Southern (KSU), the smallest Class I railroad in the US, also operates in Mexico.
Genesee & Wyoming’s North American Revenues in 2Q17
In 2Q17, GWR’s North American revenues were $315.7 million, a 3.6% rise from $304.6 million in the same quarter last year.
Norfolk Southern: International Pushed Intermodal Revenues in 2Q17
NSC’s Intermodal segment’s revenues rose 10% to $593.0 million from $538.0 million in 2Q16.
What Boosted DOW’s Agricultural Sciences Segment’s 2Q17 Revenues?
Dow Chemical’s (DOW) Agricultural Sciences segment accounted for 11.8% of DOW’s total revenue as compared to 13.2% in 2Q16.
What Led the Rise in GE’s Healthcare Revenue in 2Q17?
GE’s Healthcare segment remained a top performer in 2Q17. Revenue-wise, this segment remained the third-largest contributor to GE’s total operating revenue of $28.0 billion.
Honeywell’s Safety and Productivity Solutions: Why Revenue Rose
Honeywell’s (HON) Safety and Productivity Solutions segment is the smallest revenue contributor, accounting for 14.2% of HON’s total revenue.
Will China’s Rebound in Manufacturing Activity Continue in 2017?
Manufacturing activity in China expanded in June 2017 compared to its fall in May. Chinese manufacturing activity is showing a mixed outlook for economic growth in 2017.
Why FedEx Sees Volume Growth in the Future of Its Freight Segment
FedEx’s (FDX) Freight segment revenues rose 4% from $1.6 billion in fiscal 1Q16 to ~$1.7 billion in fiscal 1Q17.
How This Emerson Sales Strategy Is Reeling in Big Box Retailers
Emerson Electric’s (EMR) omnichannel sales strategy is a multichannel approach that provides an integrated shopping experience.
How Emerson Process Management Stacks Up to Competitors
Revenues for Emerson’s (EMR) Process Management segment have risen from $7.0 billion in 2011 to $8.5 billion in 2015 at a compound annual growth rate of 4%.
What Are Emerson Electric’s Core Business Areas?
This is the second series in our company overview of Emerson Electric (EMR). The company recently realigned its business after finding buyers for its Network Power segment.
Bernstein Has Rated Johnson Controls ‘Outperform’
Johnson Controls (JCI) has a market cap of $42.3 billion. It rose 0.61% to close at $44.55 per share on September 16, 2016.
Higher Productivity and Lower Sales Highlight Clarcor’s 3Q Results
Clarcor beat Wall Street estimates by four cents with 3Q16 adjusted earnings per share (or EPS) of $0.73.
Goodyear Tire & Rubber’s Financial Targets and Quarterly Dividend
Goodyear Tire & Rubber Company (GT) has a market cap of $8.8 billion. It rose 5.1% and closed at $32.39 per share on September 15, 2016.
How TNT Acquisition Is Driving FedEx’s European Growth
On May 25, 2016, FedEx (FDX) completed the 4.4 billion euro acquisition of the Netherlands-based TNT Express NV.
Looking at US Truckload Carriers through Analysts’ Eyes
In this part of the series, we’ll take a look at what Wall Street analysts are saying about US truckload carriers and how they’re rating the stocks.
This Truckload Carrier’s Capital Expenditure Bucks the Trend
In the current weak freight regime, the extent of capital expenditure throws light on the growth prospects of these trucking carriers.
Citigroup Has Rated Altria Group a ‘Buy’
Altria Group (MO) has a market cap of $129.7 billion. It fell 1.7% to close at $63.55 per share on September 13, 2016.
Are GE’s Free Cash Flows Sufficient for Dividend Growth?
General Electric’s 2016 free cash flows are expected to remain at $8.2 billion. This is mainly due to free cash flows of -$6.0 billion generated in 1H16.
Which Truckload Carrier Posted the Most Debt in 2Q16?
Landstar System (LSTR) and Heartland Express (HTLD) have higher available cash on their balance sheets than total debt.
Macquarie Upgrades Johnson Controls to ‘Outperform’
Johnson Controls (JCI) has a market cap of $30.9 billion. It rose by 1.4% to close at $47.86 per share on September 8, 2016.
Deutsche Bank Rated Wabco Holdings as a ‘Hold’
Wabco Holdings (WBC) has a market cap of $6.0 billion. It rose by 0.15% to close at $107.73 per share on September 7, 2016.
Is Southwest Airlines On Track to Achieve Its Utilization Goals?
In 2015, Southwest Airlines’ prudent approach to capacity growth resulted in the better utilization of its capacity.
Will Alaska Air’s Unit Revenues Continue to Fall in September?
Foreign currency fluctuations and lower fuel surcharges in the international market will have a negative impact on Alaska Air Group’s unit revenues.
Will Alaska Air Group’s Capacity Expand More in 2016?
For August 2016, Alaska Air Group’s (ALK) capacity increased by 10.3% YoY. After average growth of 13% in 1Q16, its growth slowed down to 11% in 2Q16.
Why Did Johnson Controls Rise on September 6?
Johnson Controls (JCI) has a market cap of $31.5 billion. It rose by 2.4% to close at $48.90 per share on September 6, 2016.
Deutsche Bank Upgrades Goodyear to ‘Buy’
The Goodyear Tire & Rubber Company (GT) has a market cap of $8.2 billion. It rose by 4.8% to close at $31.16 per share on September 6, 2016.
Newell Brands Makes Changes in Its Management
NWL fell by 0.20% to close at $53.57 per share during the fifth week of August, with weekly, monthly, and YTD price movements of -0.20%, 0.90%, and 23.1%.
Digging around to Find Drivers in Danaher’s Environmental Segment
Danaher’s Environmental & Applied Solutions (or, EAS) segment represented 25% of company sales in 2015, or $3.5 billion in value terms.
Pall Acquisition Gave Birth to Danaher’s Filtration Business
Danaher’s filtration business came into existence through the acquisition of Pall in 2015.
Understanding the Skeleton of Danaher’s Life Sciences Business
Customers in the Danaher life sciences business generally look at how the technology offered by a company can fit into their workflows.
How Danaher’s Business Segments Are Structured
Each segment of Danaher is made up of roughly about 50 independent operating companies that Danaher has acquired over the years.
Why Did Harley-Davidson Cut Jobs?
Harley-Davidson rose by 0.36% to close at $52.89 per share on September 1, 2016. Its weekly, monthly, and YTD price movements were -0.66%, 2.4%, and 18.5%.
How Traffic Growth Lags behind Capacity at Southwest Airlines
In July 2016, Southwest Airlines’ (LUV) traffic grew by 1.4% YoY, which was slightly lower than its capacity growth of 2.3% YoY.
Johnson Controls’ New Contract with Methodist Healthcare
Johnson Controls (JCI) has a market cap of $28.2 billion. It fell by 1.8% to close at $44.27 per share on August 24, 2016.
Does Emerson Have a Competitive Advantage?
An analysis of Emerson Electric’s (EMR) ROIC between 1995 and 2015 shows that 2001–2003 were the only years when ROIC fell below 13%.
More Losses? Caterpillar Puts Part of Its Mining Business on Sale
Caterpillar logged four consecutive quarters of operating losses in the Resource Industries segment—it houses the mining equipment business.
Investors Shouldn’t Expect Near-Term Optimism from Caterpillar
Caterpillar (CAT) released its retail statistics for July on a three-month rolling basis on August 18. However, Caterpillar’s retail sales fell in July.
Johnson and Tyco Shareholders Approved Merger
Johnson Controls (JCI) has a market cap of $28.7 billion. It rose by 0.43% to close at $44.32 per share on August 17, 2016.
Danaher’s Journey from Corporate Raider to Corporate Statesman
Danaher (DHR) was the brainchild of brothers Steven and Mitchell Rales. It was incorporated as a holding company in 1984.
Will the Cyclical Sector Outperform the Defensive Sector?
The cyclical sector has a sizeable correlation with the different phases of the business cycle.