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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