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Service Corporation International (SCI) Presents at Bank of America Leveraged Finance Conference Transcript
Seeking Alpha· 2025-12-04 15:28
Core Insights - The company has reported strong performance in both the funeral and cemetery segments, indicating a positive outlook for these lines of business [2][3] - The funeral segment has seen a normalization of volumes post-COVID, with average prices experiencing inflationary increases over the past several decades, continuing even during the high inflation periods of 2022 and 2023 [2] - The cemetery segment remains robust, with dynamics in pre-need cemetery sales that include both large sales and core consumer sales, although large sales can be inconsistent [3]
Honeywell International Inc. (HON) Presents at Bank of America 2025 Industrials, Transportation, and Airlines Key Leaders Conference (Transcript)
Seeking Alpha· 2025-05-13 18:26
Core Viewpoint - Honeywell International Inc. is perceived as a neglected stock with significant underlying positive developments in execution and end markets, leading to an upgrade by Bank of America, which views the stock as inexpensive [1]. Business Performance - The company reported strong performance in the first quarter, exceeding top-line commitments and achieving a broad beat across various metrics [6]. - Orders remained robust in the first quarter and continued strong into April and May, instilling confidence in the company's guidance provided during earnings [6]. Demand Outlook - There is some caution regarding demand in the second half of the year, particularly in business segments that may experience fluctuations [7].