New Coverage – Omega Flex, Inc. (OFLX)

Omega Flex manufactures and sells flexible metal hoses in the U.S. and around the world.  Its flexible gas piping is used in both residential and commercial buildings, including in highly specialized situations such as medical and dental facilities.  Its products are sold through independent sales representatives to building owners and operators, construction companies, and original […]

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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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