Weekly Comments – August 12, 2024 – DXPE, JOUT, KRT, LEGH, MTW, RPAY, SMLR, WLKP

DXPE  –  Updated outlook following quarter earnings report.  Last week DXP Enterprises reported a buck in earnings per share on $445.6 million in total sales in the second quarter ending June 2024. Higher interest expense and selling, general and… JOUT  –  Revised view on earnings report, management comments.  Ouch!  Johnson Outdoors delivers disappointing sales and […]

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Weekly Comments – August 5, 2024 – BXC, HAYN, HVT, JOUT, LEGH, LXFR, MTW, SMLR, WLKP

BXC  –  Updated outlook following quarter earnings report.  Last week BlueLinx Holding announced delivery of $768 million in total revenue in the quarter ending June 2024, providing $14 million in net income or $1.65 per share.  Comparisons with the year-ago… HAYN  –  Revised view following earnings report, management comments.  Last week Haynes International reported modestly […]

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New Coverage – REV Group, Inc. (REVG)

The REV Group manufactures and markets fire and emergency vehicles, transit buses for transportation organizations., and recreational vehicles for commercial or government use.  The Company also produces aftermarket parts for its vehicle models.   The Company reported $2.6 billion in total sales in the twelve months ending April 2024, providing $87.3 million in operating income. Interestingly, […]

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