3 February 2019 Forward-Looking Statements The statements and certain other information contained in this presentation, which can be identified by the use of forward-looking terminology such as "believes," "expects," "may," "should," "intends," "plans," "estimates" or "anticipates" and variations of such words or similar expressions or the negative of such words, constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securi ...

Tim. Yeah, I I like Reed's comments on Amplify versus Disrupt City Bank. Karen, yes, I like Boeing.I know it's had a run up, but I do think we're early in their turnaround. Court, um, also industrials, we talked about Caterpillar. I like this name here.I think you want to own it, Steve. D-Wave, the best quantum computing company out there. ...

Group 1 - Industrial stocks are currently receiving less attention from investors, despite the presence of strong businesses in the sector [1] - Hubbell Inc. (NYSE: HUBB) is highlighted as a company that may be overlooked by many investors [1]

WALTHAM, Mass., July 09, 2025 (GLOBE NEWSWIRE) -- Crane NXT, Co. (NYSE: CXT), a premier industrial technology company, today announced its schedule for the company’s second quarter 2025 results. Earnings Release: Wednesday, August 6, 2025, after close of market by public distribution. To access the earnings release, please visit the Investors section of Crane NXT’s website at www.cranenxt.com.Earnings Call: Thursday, August 7, 2025, at 10:00 a.m. Eastern Time. To access the webcast, please visit the Investo ...

Core Insights - The near-term outlook for the Zacks Industrial Services industry is positive, driven by increasing e-commerce activity and a recent rise in the production index [1][5] - Companies like Siemens, MSC Industrial Direct, and Eos Energy Enterprises are strategically positioned to leverage these trends through cost-cutting, operational efficiency improvements, and investments in automation and digitization [2] Industry Overview - The Zacks Industrial Services industry includes companies providing industrial equipment products and MRO services, serving diverse sectors such as commercial, government, healthcare, and manufacturing [3] - The industry focuses on reducing MRO supply-chain costs and enhancing productivity through inventory management and procurement solutions [3] Trends Impacting the Industry - E-commerce is expected to drive growth, with global e-commerce revenues projected to grow at a CAGR of 18.9% from 2024 to 2030, and the U.S. market at a CAGR of 16.4% [4] - The manufacturing sector, contributing around 70% to the industry's revenues, has shown signs of recovery with the production index entering expansion territory at 50.3% in June, up from 45.4% in May [5] Cost Management Strategies - The industry faces significant inflation, including rising labor, freight, and fuel costs, prompting companies to implement pricing actions, cost-cutting measures, and productivity improvements [6] Market Performance - The Zacks Industrial Services industry has outperformed both its sector and the S&P 500 over the past year, growing 16.5% compared to the sector's 14.8% and the S&P 500's 11.2% [9] - The industry currently trades at a forward 12-month EV/EBITDA ratio of 30.7X, significantly higher than the S&P 500's 13.89X and the Industrial Products sector's 19.94X [12] Company Highlights - Siemens reported a 10% increase in orders and a 7% rise in revenues in Q2, bolstered by acquisitions that enhance its capabilities in industrial AI and simulation [18][19] - Eos Energy Enterprises secured a $22.7 million loan advance to support its production expansion, with projected revenues for 2025 between $150 million and $190 million, up from $15.7 million in 2024 [21][22] - MSC Industrial noted positive trends in its fiscal third quarter, focusing on long-term growth objectives and recent acquisitions to enhance its market position [25]

Core Viewpoint - Fastenal Company (FAST) is expected to report its second-quarter 2025 results on July 14, with earnings per share estimated at 28 cents, reflecting a 12% year-over-year growth, and net sales projected at $2.06 billion, indicating a 7.6% increase from the previous year [1][2]. Group 1: Sales Performance - Fastenal's net sales in the last reported quarter exceeded the Zacks Consensus Estimate by 0.5%, with a year-over-year increase of 3.4% [1]. - The average daily sales (ADS) for May 2025 grew by 9.3% to $32.7 million, showing a 4.1% increase from April 2025 [3]. - In May 2025, daily sales in Heavy Manufacturing and Other Manufacturing increased by 8.6% and 12.8%, respectively, while Non-residential Construction grew by 3.3% [4]. Group 2: Growth Drivers - The anticipated growth in sales is attributed to improved customer contract signing trends, enhanced digital presence, and increased investments in sales resources [2]. - A balanced mix of onsite and offsite services, along with market share gains across various product categories, is expected to contribute to the sales uptick [2]. - Daily sales growth for contract and non-contract customers was 12% and 4%, respectively, with eBusiness sales increasing by 14% in May [4]. Group 3: Margin and Cost Management - Fastenal's bottom line is projected to improve due to active cost control measures aimed at countering cost inflation, including warehouse automation and increased delivery efficiency [6]. - Despite facing elevated occupancy and employee-related expenses, the company is expected to achieve a 12% growth in EPS driven by sales growth and margin expansion initiatives [7]. - Total operating expenses as a percentage of net sales are expected to contract by 60 basis points to 24.3% for the upcoming quarter [8]. Group 4: Earnings Prediction - The Zacks model predicts an earnings beat for Fastenal, supported by a positive Earnings ESP of +3.05% and a Zacks Rank of 3 (Hold) [9][10].

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Group 1 - Alta Equipment Group Inc. (ALTG) shares increased by 16.1% to close at $8.6, with notable trading volume compared to typical sessions, and a total gain of 23.3% over the past four weeks [1][2] - The rally is driven by optimism regarding rising customer demand, favorable pricing, and increased sales in rental, new and used equipment, and parts, along with the acquisition of Les Chariots Elevateurs Du Quebec Inc. (CEQ) [2] - The company is expected to report a quarterly loss of $0.27 per share, reflecting a year-over-year change of +29%, with anticipated revenues of $477.32 million, down 2.2% from the previous year [2] Group 2 - The consensus EPS estimate for Alta Equipment has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] - Alta Equipment holds a Zacks Rank of 3 (Hold), similar to Illinois Tool Works (ITW), which saw a 1.3% increase to $257.9 and a 3% return over the past month [4] - Illinois Tool Works has a consensus EPS estimate of $2.55, reflecting a -0.1% change over the past month and a +0.4% change from the previous year [5]

Group 1 - Fastenal is predicted to post quarterly earnings of $0.28 per share, reflecting a 12% increase year-over-year, with revenues forecasted at $2.06 billion, representing a 7.6% increase [1] - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 1.2%, indicating a reassessment of initial projections by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Group 2 - Analysts expect 'Business days' to remain at 64 days, unchanged from the previous year [4] - The consensus estimate for 'Daily sales' is $32.12, up from $29.90 a year ago, while 'Weighted FASTBin/FASTVend signings (MEUs)' are expected to reach 7,615, compared to 7,188 in the same quarter last year [5] - The forecast for 'Weighted FASTBin/FASTVend installations (MEUs; end of period)' is 133,889, an increase from 119,306 reported in the same quarter last year [6] Group 3 - Fastenal shares have changed by +0.3% in the past month, contrasting with the Zacks S&P 500 composite's +3.9% movement, indicating that FAST is expected to closely follow overall market performance [6]

Portfolio Overview - STAG Industrial has an enterprise value of $10.1 billion and owns 578 buildings totaling 114.5 million square feet [6] - The portfolio includes properties in 40 states, with 87% exposure to CBRE Tier 1 and Tier 2 markets based on % ABR [8] - The weighted average lease term is 4.3 years, and multi-tenant industrial properties account for 26.9% of the net rentable area [8] Financial Performance and Growth - The company forecasts same-store cash NOI growth between 5.25% and 5.50% for 2024 [9] - Cash rent change is projected to be between 27.5% and 30%, with SL rent change between 35% and 40% [9] - Free cash flow after dividends is approximately $100 million annually, with a CAD payout ratio of 73% [8] Leasing Activity - As of November 11, 2024, 98.4% of expected 2024 new and renewal leasing has been addressed, covering 13.2 million square feet with a cash rent change of 28.5% [30] - 42.2% of expected 2025 new and renewal leasing has been addressed, covering 6.1 million square feet with a cash rent change of 22.4% [30] Market Dynamics - Approximately 31% of STAG's portfolio handles e-commerce activity [15] - Approximately one-third of STAG's portfolio is located within a 60-mile radius of Megasite Projects [19] Balance Sheet and Capitalization - Net debt to annualized run rate adjusted EBITDAre is projected to be between 5.00x and 5.50x [9] - The company maintains a conservative balance sheet with less than 0.1% secured debt [9] Acquisition and Development - The company targets an acquisition volume between $500 million and $700 million [62] - The company has an average annual acquisition volume of approximately $800 million over the last five years [56]