Ferguson Enterprises Inc. (NYSE:FERG) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for FERG suggests an upside of 17%; however, the Street high indicates an upside of 38%. Seth Klarman owns a $259.5 million stake in Ferguson Enterprises Inc. (NYSE:FERG) as of the third quarter of 2025, which represents 5.42% of the billionaire’s total holdings. On December 2, Ryan Merkel, an analyst at William Blair, maintained a Buy recommendation on Ferguson En ...

We came across a bearish thesis on Limbach Holdings, Inc. on Valueinvestorsclub.com by Glory_Warriors. In this article, we will summarize the bulls’ thesis on LMB. Limbach Holdings, Inc.'s share was trading at $69.50 as of December 1st. LMB’s trailing and forward P/E were 23.35 and 15.87 respectively according to Yahoo Finance. HVAC, Aircondition, AC Photo by Taylor Vick on Unsplash Limbach is an HVAC, plumbing, and electrical contractor focused on non-residential buildings, whose stock has surged from ...

Core Points - Ferguson Enterprises Inc. will release its financial results for the quarter ended October 31, 2025, on December 9, 2025 [1][5] - The results will be available on Ferguson's corporate website at 6:45 a.m. ET/11:45 a.m. GMT [1][5] - A conference call and webcast for analysts and investors will take place on the same day at 8:30 a.m. ET/1:30 p.m. GMT [2][5] Company Overview - Ferguson is the largest value-added distributor in the North American construction market, which is valued at $340 billion [3] - The company reported sales of $30.8 billion for FY'25 and employs approximately 35,000 associates across over 1,700 locations [3]

Core Points - Watts Water Technologies announced the departure of Chief Financial Officer Ryan Lada to pursue a new opportunity [1][4] - Diane McClintock has been appointed as the new Chief Financial Officer, effective immediately, bringing extensive experience from her previous role as Senior Vice President of FP&A and Investor Relations [2][3] - The transition aims to ensure financial, operational, and strategic continuity within the company [2][3] Leadership Transition - Diane McClintock has been with Watts since 2010 and has played a significant role in the company's growth and financial performance [3] - McClintock expressed her commitment to executing the company's profitable growth strategy and ensuring a smooth transition [3] - The company emphasizes that Lada's departure is for personal reasons and not related to any business or financial issues [4] Company Overview - Watts Water Technologies is a global manufacturer headquartered in the USA, providing a wide range of plumbing, heating, and water quality products [5] - The company serves commercial, residential, and industrial applications with innovative solutions [5]

Core Points - Watts Water Technologies, Inc. has elected Suzanne L. Stefany to its Board of Directors, where she will also serve on the Governance and Sustainability Committee and the Compensation Committee [1] - Ms. Stefany has extensive experience in the investment banking sector, having served as a Senior Advisor and Partner at PJT Partners, and previously as a Managing Director and Global Industry Analyst at Wellington Management Company [2] - The CEO of Watts Water Technologies, Robert J. Pagano, Jr., highlighted Ms. Stefany's expertise in business strategy, M&A, capital allocation, and governance as valuable assets for the company [3] Company Overview - Watts Water Technologies is a global manufacturer based in the USA, providing a wide range of plumbing, heating, and water quality products [3] - The company focuses on innovative solutions to enhance the efficiency, safety, and quality of water across commercial, residential, and industrial applications [3]

Core Insights - Watts Water Technologies reported strong third quarter results for 2025, exceeding expectations due to robust performance in the Americas, which offset market weaknesses in Europe [2][6][7] - The company announced the acquisition of Haws Corporation, enhancing its product offerings in emergency safety and hydration solutions [2][6] - The company is optimistic about its ability to navigate trade challenges and is increasing its full-year sales and margin outlook for 2025 [2][14] Financial Performance - Net sales for Q3 2025 reached $611.7 million, a 13% increase from $543.6 million in Q3 2024, with organic sales growth of 9% [5][6] - Operating income rose to $111.4 million, up 20% from $93.2 million in the previous year, with an operating margin of 18.2%, an increase of 110 basis points [5][8] - Adjusted diluted earnings per share increased to $2.50, a 23% rise from $2.03 in Q3 2024 [5][6] Regional Performance - In the Americas, sales were $464 million, a 16% increase on a reported basis and 13% organically, driven by favorable pricing and demand [9][10] - European sales reached $112 million, a 4% increase on a reported basis but a 2% decrease organically, impacted by lower volumes and market weakness [10] - APMEA (Asia-Pacific, Middle East, and Africa) sales were $36 million, showing a 1% decrease on a reported basis, with flat organic sales [11] Cash Flow and Capital Allocation - For the first nine months of 2025, operating cash flow was $247 million, with free cash flow of $216 million, compared to $204 million in the same period last year [12] - The company repurchased approximately 15,000 shares for $3.9 million during Q3 2025, with $133 million remaining under the stock repurchase program [13] Full Year 2025 Outlook - The company expects reported sales to increase between 7% to 8% and organic sales to grow between 4% to 5% for the full year [14] - Operating margin is projected to be between 18.1% and 18.2%, with adjusted operating margin expected between 19.1% and 19.2% [14]

Core Points - Watts Water Technologies, Inc. declared a quarterly dividend of $0.52 per share on its Class A and Class B Common Stock, to be paid on December 15, 2025, to stockholders of record as of December 1, 2025 [1][8]. Company Overview - Watts Water Technologies, Inc. is a global manufacturer headquartered in the USA, providing a broad range of plumbing, heating, and water quality products [2]. - The company offers innovative solutions aimed at controlling the efficiency, safety, and quality of water across commercial, residential, and industrial applications [2]. Upcoming Events - Watts Water Technologies will participate in and present at the 2025 Baird Global Industrial Conference [4][6]. - The company has also announced its third quarter 2025 earnings release and earnings conference call [8]. Recognition - Watts Water Technologies was named one of "America's Greenest Companies 2026" by Newsweek [7].

Core Insights - Linde plc (LIN) is scheduled to report its third-quarter 2025 results on October 31, before the market opens [1][9] - The Zacks Consensus Estimate for third-quarter earnings per share is $4.18, reflecting a 6.09% increase year-over-year, while revenue is estimated at $8.6 billion, indicating a 2.93% year-over-year improvement [2][3][9] Q2 Earnings Highlights - In the previous quarter, Linde reported earnings of $4.09 per share, surpassing the Zacks Consensus Estimate of $4.03, driven by higher pricing and increased volumes from the Americas and EMEA segments [2] - Linde has consistently beaten earnings estimates over the past four quarters, with an average surprise of 1.08% [2] Performance Factors - Linde is a leader in industrial gas production, serving various end markets including healthcare, manufacturing, and chemicals [4] - The company is expected to maintain stable performance due to long-term contracts with major on-site clients and operations in resilient markets like healthcare and food and beverages [5] - However, macroeconomic challenges, particularly in Europe, may have weakened demand, affecting performance in cyclical markets such as metals, manufacturing, and energy [6] Segment Performance Estimates - The Zacks Consensus Estimate for operating profit in the Americas segment is $1.22 billion, an increase from $1.15 billion in Q3 2024 [7] - The Engineering business unit's operating profit estimate is $91 million, down from $108 million a year ago, which may impact demand and pricing dynamics [7] Earnings Prediction Insights - Linde's Earnings ESP is -1.30%, indicating that the model does not predict an earnings beat for this quarter [10]

Group 1: Company Overview - Comfort Systems USA, Inc. (NYSE:FIX) is a leading provider of mechanical and electrical contracting services in the U.S., specializing in HVAC, plumbing, electrical, piping, and related off-site construction and monitoring solutions [2] - The company serves a diverse range of commercial, institutional, and industrial clients, positioning itself strongly in the market [2] Group 2: Financial Performance - In the second quarter, Comfort Systems reported a revenue increase of 20.1% year-over-year and earnings per share surged over 70%, driven by rising demand for data center infrastructure [4] - The company has consistently exceeded market expectations this year, with its latest quarter guidance topping forecasts [4] Group 3: Strategic Initiatives - On September 26, 2025, shares rose 2.92% following the announcement of a new strategic HVAC partnership aimed at enhancing cost efficiency and procurement channels [3] - To support its expansion, the company amended and expanded its credit facility to $1.1 billion, providing greater financial flexibility for larger projects [5] - Comfort Systems also raised its quarterly dividend to $0.50 per share, signaling financial strength and commitment to long-term shareholder returns [5]

Group 1 - Ferguson Enterprises Inc. filed a Final Prospectus Supplement on September 19, 2025, and a Form 8-K on September 22, 2025, with the U.S. Securities and Exchange Commission [1][5] - The company is the largest value-added distributor in the $340 billion North American construction market, focusing on water and air specialized professionals [2][5] - Ferguson reported sales of $30.8 billion for FY'25 and employs approximately 35,000 associates across over 1,700 locations [2][5] Group 2 - On September 18, 2025, Ferguson priced a public offering of $750 million in aggregate principal amount of 4.350% senior unsecured notes due 2031 [6][7] - The obligations under the notes will be fully and unconditionally guaranteed by Ferguson UK Holdings Limited, an indirect subsidiary of Ferguson [6][7]