Sunday, September 25, 2016

Comparing United Parcel Service Inc. to FedEx Corporation

United Parcel Service Inc.'s set of second-quarter earnings gave FedEx Corporation investors a lot of color on industry trends and what to expect when the latter reports. The rivals give earnings in the middle of each other's reporting periods so anything they say is highly informative regarding the other's quarter. Let's take a look at the key things UPS reported that matter to FedEx as it enters its fiscal 2017.

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Thursday, September 22, 2016

Best Stocks in the Rail Sector

U.S. railroad stocks are attractive to dividend investors because they have strong business moats and prospects tied to the economy -- and betting on U.S. growth has been a good idea in recent decades. That said, choosing the best railroad stocks still involves analyzing their dividend prospects and valuations.

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Wednesday, September 21, 2016

Cisco Systems Earnings Analysis

Cisco Systems is best-known for providing the IT hardware (switches and routers) that drive the internet, but investors may need to rethink that view in the future. The company's fourth-quarter results, which were reported Aug. 17, reveal a company generating growth from its non-core product offerings while continuing its transition toward more software and subscription revenue. Let's take a look at trends investors should watch.

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Sunday, September 18, 2016

How UPS is Adjusting to the Ecommerce Economy

Investors in package delivery companies United Parcel Service and FedEx Corporation are likely pleased with 2016 so far. In a year when global growth has disappointed, both stocks have outperformed the S&P 500, partially because of both are taking advantage of positive trends in e-commerce growth and the ongoing strength of the consumer.

UPS, in particular, has been firing on all cylinders as of late. With this in mind, let's take a look at UPS's recent earnings call and five ways management is adjusting to circumstances

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Saturday, September 17, 2016

AgroFresh Solutions Inc Earnings Review

After a series of tumultuous earnings reports, AgroFresh Solutions Inc. finally delivered results that didn't make stockholders check their blood pressure. With the ship now steadied and food industry veteran Jordi Ferre as the new CEO, AgroFresh investors will be hoping the company can get back to growth. Let's take a look at the second-quarter results.

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Monday, September 12, 2016

IDEXX Laboratories Earnings Review

For the second quarter in a row, animal diagnostics company IDEXX Laboratories (NASDAQ:IDXX) increased its revenue and earnings guidance. While other sectors of the economy are experiencing slower growth, IDEXX's core market -- companion animal diagnostics -- is growing nicely, and the company's 2015 shift to a direct sales model continues to generate impressive sales increases. Let's take a look at the details behind a good quarter of execution.

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Jones Lang LaSalle Earnings Review

The message from Jones Lang LaSalle's  second-quarter results was one of optimism despite weakening end markets. Credit market turbulence in January, followed by a slowing in the global growth environment and the political and economic uncertainty created by the Brexit vote in June, have all hit commercial property markets in 2016. However, both companies' managements remain convinced that the market fundamentals are still in place in order to make progress. Let's take a closer look at Jones Lang LaSalle's earnings and outlook.


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Monday, September 5, 2016

Emerson Electric Earnings Review

The one consistent theme running through the current earnings season has been the weaker-than-expected spending from oil and gas and heavy industry businesses. Just a few days before Emerson Electric (NYSE:EMR) reported earnings, its fellow industrial company Rockwell Automation (NYSE:ROK) reduced its full-year sales outlook referencing delays in large projects in heavy industries. Therefore it was hardly surprising to see Emerson Electric lower its outlook. Let's take a look at what happened in the company's third quarter.

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Cognex Corporation Earnings Review

Machine vision company Cognex Corporation  released guidance that trumped earnings, with management signaling more growth to come. As ever with relatively young and fast-growing companies, Cognex's growth rate will fluctuate, but right now performance is ahead of expectations. Moreover, management is doing a good job of opening up new markets. Let's take a look at what happened in the quarter.

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Monday, August 29, 2016

United Parcel Service Inc. Earnings Review

United Parcel Service Inc. released a solid set of second-quarter results and reaffirmed its full-year guidance. In common with its rival FedEx Corporation , UPS appears to be on an even keel for 2016, but there are a lot of moving parts in its results. It's time to take a closer look at the earnings report.

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Cognex Corpration Earnings Preview

Results from machine vision company Cognex Corporation (NASDAQ:CGNX) are rarely short of surprises, so it's worth taking a step back and preparing yourself for what's about to come. As ever with small companies in their high-growth phase, revenue and orders can be highly volatile, so let's take a closer look at three things to look out for when Cognex reports second-quarter earnings on Aug. 1.

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Wednesday, August 17, 2016

BorgWarner Inc. Earnings Analysis


Following a disappointing 2015 and a difficult start to 2016 -- management lowered long-term growth forecasts in January -- powertrain engineer BorgWarner Inc. (NYSE:BWA) was under pressure to deliver. The first-quarter results saw the company get back on track, and the recent second-quarter earnings saw the company trump its own expectations while slightly raising full-year guidance. Let's take a closer look at the earnings.


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Wesco International Earnings Analysis

If there's been one recurring theme in the current earnings season it's that the usual suspects -- heavy machinery, oil and gas, metals and mining -- have been weaker than expected, but other areas of the general industrial activity have stabilized. Such was the case with WESCO International Inc (NYSE:WCC). The company has significant exposure to some of the worst-affected end markets, so under the circumstances its second-quarter results were relatively good, and management had some good news with regard to free cash flow (FCF) guidance. Let's take a closer look.


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Robert Half International Earnings Analysis

Staffing company Robert Half International Inc.'s second-quarter results deserve closer inspection, having provoked a double-digit decline in the share price after they were reported Tuesday. And employment company earnings are always interesting for the color they give on the state of the economy, so let's take a detailed look at what Robert Half International reported.

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Monday, August 8, 2016

Check Point Software Technologies Ltd Earnings Analysis

Check Point Software Technologies Ltd delivered good second-quarter results on Tuesday, but lowered revenue and earnings estimates for the coming quarters. Let's take a look at the results and the nuances behind management's commentary.

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Roper Technologies Earnings Analysis

A combination of weaker-than-expected energy-related revenue and delays in some toll and traffic projects caused Roper Technologies  to deliver earnings at the bottom end of expectations. As a result, management reduced full-year guidance, but it also served notice that outside of the problem issues, Roper's underlying performance was much better. Let's look at the details of the quarter

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Sunday, July 31, 2016

Dassault Systemes Earnings Analysis

Dassault Systemes (NASDAQOTH: DASTY  ) produced a decent set of second-quarter earnings and kept its full-year guidance intact, but question marks will inevitably remain on its prospects for the fourth quarter. Earlier in the year, management predicted that 2016 would see revenue and new licenses revenue growth shift to the back half of the year, and now that the company is past its second quarter, it's time to deliver. Let's take a closer look at the results and guidance to see exactly what's going on.

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Illinois Tool Worls Earnings Analysis

Another quarter, another three months of margin expansion for Illinois Tool Works. After a difficult end to 2015 prompting reduced earnings guidance, management has turned momentum around and for the second quarter in a row has raised its guidance for full-year earnings per share. In truth, the guidance hike is more about internal execution and margin optimism than an improvement in the revenue outlook. That said, it's only really the welding segment that's disappointing right now; elsewhere there are signs of a growth recovery in the engineering-equipment manufacturer's end markets. Let's take a closer look at a nuanced quarter that needs some careful explaining.

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General Electric Company Teams Up With Microsoft Azure

General Electric Company's (NYSE:GE) recently announced partnership with Microsoft Corporation (NASDAQ:MSFT) makes GE's cloud based platform-as-a-service (PaaS) Predix available on Microsoft's cloud service Azure. The deal between the two iconic blue chips makes great copy, but what does it mean for the investment case for General Electric stock?
Ge
General Electric Company is connecting railroads to the industrial internet. Image source: GE Digital. 

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Wednesday, July 20, 2016

FedEx Corporation Earnings Article

FedEx Corporation and United Parcel Service, Inc have traditionally been seen as correlated plays on global growth. Both companies, however, are benefiting from specific business trends, such as e-commerce growth, which favor their abilities to decouple from the economy. Let's take a look at the tale of FedEx's fourth quarter to see what happened, and whether these trends are ongoing.

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