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| Datum / Uhrzeit |
Titel |
Bewertung |
| 20.08.25 13:40:04 |
Sollten Value-Investoren Ashtead Group (ASHTY) Aktien kaufen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a 400-word summary of the text, followed by a German translation:
**Summary (English):**
Zacks Investment Research utilizes a core ranking system built around earnings estimates and estimate revisions to identify promising stocks. However, recognizing diverse investor strategies, the firm actively monitors trends in value, growth, and momentum investing. Value investing, focusing on identifying companies trading below their intrinsic value, remains a particularly favored approach.
The article highlights Ashtead Group (ASHTY) as a prime example of a currently undervalued stock. ASHTY currently holds a Zacks Rank #2 (Buy) and an "A" grade for Value, indicating a strong combination of positive analyst assessments and a favorable valuation.
Key metrics used to evaluate ASHTY’s value include its Price-to-Earnings (P/E) ratio, currently 14.52, which is significantly lower than the industry average of 30.48. This low P/E ratio suggests the stock is trading below its peers. Furthermore, the company’s Forward P/E ratio has fluctuated, ranging from 11.14 to 20.10 over the past 52 weeks, with a median of 15.23.
The article also introduces the PEG ratio (Price/Earnings to Growth), which adds a crucial element – expected earnings growth. ASHTY’s PEG ratio of 1.56 is lower than the industry average of 2.27, suggesting the stock’s valuation isn't excessively optimistic given its growth prospects. The PEG ratio's historical range (1.20 – 1.99) further reinforces this assessment.
Zacks emphasizes that these metrics, combined with the stock’s positive earnings outlook, paint a compelling picture of ASHTY as a currently undervalued value stock. The article encourages readers to explore Zacks’ broader recommendations, specifically the “7 Best Stocks for the Next 30 Days” report.
**German Translation:**
**Zusammenfassung:**
Die Zacks Investment Research konzentriert sich auf ihr bewährtes Ranking-System, das einen Schwerpunkt auf Gewinnprognosen und Prognoseänderungen legt, um erfolgreiche Aktien zu finden. Allerdings erkennt das Unternehmen an, dass Investoren unterschiedliche Strategien verfolgen, und beobachtet daher ständig die aktuellen Trends in den Bereichen Value, Growth und Momentum, um starke Unternehmen für seine Leser zu identifizieren.
Value Investing, das Finden von Unternehmen, die vom Gesamtmarkt unterbewertet sind, ist dabei ein besonders beliebter Ansatz. Die Analyse basiert auf traditionellen Kennzahlen zur Bewertung, um Aktien zu finden, die das Potenzial für Gewinne haben.
Im Artikel wird Ashtead Group (ASHTY) als ein Beispiel für eine derzeit unterbewertete Aktie hervorgehoben. ASHTY hat aktuell einen Zacks Rank #2 (Buy) und eine A-Bewertung für Value, was eine starke Kombination aus positiven Analystenbewertungen und einer günstigen Bewertung widerspiegelt.
Wichtige Kennzahlen zur Bewertung von ASHTY sind unter anderem das Kurs-Gewinn-Verhältnis (KGV), derzeit 14,52, das deutlich niedriger ist als der Branchenmittelwert von 30,48. Dieses niedrige KGV deutet darauf hin, dass die Aktie unter ihren Wettbewerbern liegt. Darüber hinaus hat sich das Forward KGV des Unternehmens von 11,14 auf 20,10 in den letzten 52 Wochen bewegt, mit einem Median von 15,23.
Der Artikel führt auch das PEG-Verhältnis (Kurs-Gewinn-Verhältnis zu Wachstum) ein, das ein entscheidendes Element hinzufügt – die erwartete Gewinnwachstum. Das PEG-Verhältnis von ASHTY von 1,56 ist niedriger als der Branchenmittelwert von 2,27, was darauf hindeutet, dass die Bewertung der Aktie nicht übermäßig optimistisch ist, unter Berücksichtigung ihrer Wachstumsaussichten. Der historische Bereich des PEG-Verhältnisses (1,20 – 1,99) bestätigt diese Einschätzung.
Zacks betont, dass diese Kennzahlen in Kombination mit der positiven Erwartungshaltung für die Aktie ein überzeugendes Bild von ASHTY als einer derzeit unterbewerteten Value-Aktie zeichnen. Der Artikel ermutigt die Leser, die breiteren Empfehlungen von Zacks zu erkunden, insbesondere den Bericht „Die 7 besten Aktien für die nächsten 30 Tage“.
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| 03.08.25 07:04:03 |
Is It Smart To Buy Ashtead Group plc (LON:AHT) Before It Goes Ex-Dividend? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Ashtead Group plc (LON:AHT) stock is about to trade ex-dividend in three days. The ex-dividend date is usually set to be two business days before the record date, which is the cut-off date on which you must be present on the company's books as a shareholder in order to receive the dividend. The ex-dividend date is important because any transaction on a stock needs to have been settled before the record date in order to be eligible for a dividend. In other words, investors can purchase Ashtead Group's shares before the 7th of August in order to be eligible for the dividend, which will be paid on the 10th of September.
The company's next dividend payment will be US$0.72 per share. Last year, in total, the company distributed US$1.08 to shareholders. Based on the last year's worth of payments, Ashtead Group has a trailing yield of 1.6% on the current stock price of UK£49.97. Dividends are an important source of income to many shareholders, but the health of the business is crucial to maintaining those dividends. That's why we should always check whether the dividend payments appear sustainable, and if the company is growing.
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Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. Ashtead Group paid out a comfortable 31% of its profit last year. Yet cash flows are even more important than profits for assessing a dividend, so we need to see if the company generated enough cash to pay its distribution. Fortunately, it paid out only 32% of its free cash flow in the past year.
It's encouraging to see that the dividend is covered by both profit and cash flow. This generally suggests the dividend is sustainable, as long as earnings don't drop precipitously.
View our latest analysis for Ashtead Group
Click here to see the company's payout ratio, plus analyst estimates of its future dividends.LSE:AHT Historic Dividend August 3rd 2025
Have Earnings And Dividends Been Growing?
Companies with consistently growing earnings per share generally make the best dividend stocks, as they usually find it easier to grow dividends per share. If earnings decline and the company is forced to cut its dividend, investors could watch the value of their investment go up in smoke. For this reason, we're glad to see Ashtead Group's earnings per share have risen 11% per annum over the last five years. Earnings per share are growing rapidly and the company is keeping more than half of its earnings within the business; an attractive combination which could suggest the company is focused on reinvesting to grow earnings further. Fast-growing businesses that are reinvesting heavily are enticing from a dividend perspective, especially since they can often increase the payout ratio later.
Story Continues
Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. Ashtead Group has delivered 18% dividend growth per year on average over the past 10 years. It's exciting to see that both earnings and dividends per share have grown rapidly over the past few years.
To Sum It Up
From a dividend perspective, should investors buy or avoid Ashtead Group? Ashtead Group has grown its earnings per share while simultaneously reinvesting in the business. Unfortunately it's cut the dividend at least once in the past 10 years, but the conservative payout ratio makes the current dividend look sustainable. Overall we think this is an attractive combination and worthy of further research.
On that note, you'll want to research what risks Ashtead Group is facing. Case in point: We've spotted 1 warning sign for Ashtead Group you should be aware of.
A common investing mistake is buying the first interesting stock you see. Here you can find a full list of high-yield dividend stocks.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 30.07.25 16:45:02 |
Ist Ashtead Group (ASHTY) ein solider Wachstumsbestand? 3 Gründe, "Ja" zu denken |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Einführung**
Investoren suchen Wachstumsvorräte, um auf überdurchschnittliches Wachstum in Finanzen zu steigern. Es ist jedoch nicht einfach, einen großen Wachstumsbestand zu finden. Die Wachstumsbestände tragen durch ihre Natur ein überdurchschnittliches Risiko, und Investoren können aus einem Bestand verlieren, dessen Wachstumsgeschichte tatsächlich zu Ende geht oder sich nähert. Auf der anderen Seite können hochmoderne Wachstumsbestände mit Hilfe des Zacks Growth Style Score (Teil des Zacks Style Scores-Systems) gefunden werden.
**Der Zacks Growth Style Score**
Der Zacks Growth Style Der Score sieht über die traditionellen Wachstumsattribute hinaus, um die realen Wachstumsaussichten eines Unternehmens zu analysieren. Aktien, die die besten Wachstumseigenschaften haben, schlagen konsequent den Markt, und für Aktien, die eine Kombination aus einem Wachstumsfaktor von A oder B und einem Zacks Rank #1 (Strong Buy) oder 2 (Buy) haben, sind noch besser.
**Ashtead Group PLC (ASHTY)* *
Ashtead Group PLC (ASHTY) ist auf der Liste der Aktien, die derzeit von unserem proprietären System empfohlen werden. Der Bestand trägt einen Top Zacks Rang und hat einen günstigen Wachstumsfaktor von B. Hier sind drei der wichtigsten Faktoren, die ASHTY zu einem großen Wachstumskurs jetzt machen:
### Ergebnis Wachstum
**Historische EPS-Wachstumsrate**: 17% in den letzten Jahren
**Projected EPS Growth**: 20,6% in diesem Jahr, Zerkleinerung des Industriedurchschnitts von 10,8%
**Jahres-Cashflow-Wachstum*: 3,4%, höher als viele Peers, mit einer jährlichen Cashflow-Wachstumsrate von 32% in den letzten 3-5 Jahren gegenüber dem Industriedurchschnitt von 10,3%
### Promising Ergebnisschätzung Revisionen
**Zacks Consensus Schätzung*: 5,4 % Überarbeitung im letzten Monat
**Positive Entwicklung der Ergebnisschätzungsrevisionen**: Eine starke Korrelation zwischen Trends und kurzfristigen Kursbewegungen
### Bottom Line
Ashtead Group hat nicht nur einen Wachstumsfaktor von B verdient, sondern auch einen Zacks-Rank #1 aufgrund der positiven Ergebnisschätzungsrevisionen. Diese Kombination zeigt, dass ASHTY ein potenzieller Vermehrerer und eine solide Wahl für Wachstumsinvestoren ist.
**Ausschluss* *
Ashtead Group PLC (ASHTY) ist ein großer Wachstumskurs mit einem günstigen Growth Score und einem Top Zacks Rank. Während es überdurchschnittliches Risiko birgt, ist sein starkes Ergebniswachstum, Cashflow-Wachstum und vielversprechende Ergebnisschätzungsrevisionen eine attraktive Investitionsmöglichkeit. |
| 30.07.25 16:20:02 |
Surging Earningsschätzt Signal Upside für Ashtead Group (ASHTY) Bestand |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Ashtead Group PLC (ASHTY) Analyse: Starkes Ergebnis Outlook und steigende Ergebnisschätzungen* *
### Einführung
Ashtead Group PLC (ASHTY) scheint aufgrund einer spürbaren Verbesserung der Ergebnisaussichten des Unternehmens attraktiv zu sein. Die Aktie war in letzter Zeit ein starker Performer, und Analysten erhöhen immer noch ihre Ergebnisschätzungen für das Unternehmen, angetrieben durch wachsende Optimismus auf seine Ergebnisaussichten.
### Analysten' Optimismus und Ergebnisschätzungen
Der zunehmende Optimismus der Analysten auf die Ergebnisaussichten der Ashtead-Gruppe treibt die Schätzungen höher an, was sich in ihrem Aktienkurs widerspiegeln sollte. Die empirische Forschung zeigt eine starke Korrelation zwischen den Trends der Ergebnisschätzungsrevisionen und kurzfristigen Aktienkursbewegungen. Unser Stock-Rating-Tool – der Zacks-Rank – hat diese Einsicht im Kern.
### Zacks Rank System
Das fünfstufige Zacks Rank-System, das von einem Zacks Rank #1 (Strong Buy) bis zu einem Zacks Rank #5 (Strong Sell) reicht, verfügt über einen beeindruckenden, extern geprüften Track-Record von Outperformance, mit Zacks #1 Ranked-Beständen, die seit 2008 eine durchschnittliche jährliche Rendite von +25% generieren.
### Ergebnisschätzung der Revisionen
Für die Ashtead-Gruppe gab es eine starke Übereinstimmung zwischen den Absicherungsanalysten bei der Erhöhung der Ergebnisschätzungen, die dazu beigetragen hat, die Konsensschätzungen für das nächste Quartal und das Gesamtjahr erheblich zu erhöhen. Die folgende Grafik zeigt die Entwicklung der Vorwärts 12-Monats Zacks Consensus EPS Schätzung:
* Current-Quarter Estimate Revisionen: +22.7% aus der vor einem Jahr gemeldeten Nummer
* In den letzten 30 Tagen hat sich eine Schätzung für die Ashtead-Gruppe im Vergleich zu keiner negativen Revision erhöht.
* Aktuelle Schätzungen: +20,6% aus dem Vorjahr
### Zacks Rang #1 (Strong Buy)
Die vielversprechenden Schätzungsrevisionen haben Ashtead Group geholfen, einen Zacks Rang #1 (Strong Buy) zu verdienen. Der Zacks Rank ist ein bewährtes Rating-Tool, das Investoren hilft, effektiv die Macht der Ergebnisschätzung Revisionen zu nutzen und die richtige Investitionsentscheidung zu treffen.
### Bottom Line
Investoren setzen auf die Ashtead-Gruppe aufgrund ihrer soliden Schätzungsrevisionen, wie aus dem 6.8% Gewinn der Aktien in den letzten vier Wochen ersichtlich. Da die Gewinnwachstumsaussichten den Bestand höher schieben könnten, können Sie es sofort in Ihr Portfolio hinzufügen.
Fazit
Schließlich scheint die Ashtead Group PLC (ASHTY) aufgrund ihrer attraktiven Ergebnisaussichten und steigenden Ergebnisschätzungen eine starke Investitionsmöglichkeit zu sein. Das Zacks Rank-System und die empirische Forschung zeigen eine starke Korrelation zwischen den Trends der Ergebnisschätzungsrevisionen und kurzfristigen Aktienkursbewegungen. Mit den Analysten, die ihre Ergebnisschätzungen noch erhöhen, dürfte der Aktienkurs weiter steigen, was es zu einer attraktiven Auswahl für Investoren macht. |
| 30.07.25 16:00:03 |
Alles, was Sie über Ashtead Group wissen müssen (ASHTY) Bewertung Upgrade auf Stark Kaufen |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Ashtead Group PLC (ASHTY) Zacks Bewertung Upgrade: Eine solide Investitionsmöglichkeit? **
**Einführung**
Ashtead Group PLC (ASHTY) wurde kürzlich auf einen Zacks Rank #1 (Strong Buy) aufgrund seines kürzlichen Ergebnis-Upgrades aufgerüstet, was Positivity über seine Ergebnisaussichten widerspiegelt. Diese Ratingänderung ist eine signifikante Entwicklung, da sie eine Verbesserung des zugrunde liegenden Unternehmens und eine potenzielle Erhöhung des Aktienpreises anzeigt.
**Zacks Rating System und seine Bedeutung* *
Das Zacks Ratingsystem ist ein weit verbreitetes Instrument zur Bewertung des Aktienmarktes und zur Entscheidungsfindung von Investitionen. Sie stützt sich allein auf das sich ändernde Ergebnisbild eines Unternehmens, das eine starke Kraft ist, die die kurzfristigen Aktienpreise beeinflusst. Das System verfolgt EPS-Schätzungen für die aktuellen und folgenden Jahre von den verkaufsseitigen Analysten, die den Bestand abdecken, und liefert ein Konsensmaß der Erwartungen des Marktes.
**Earnings Estimate Revisionen und ihre Auswirkungen auf die Lagerpreise**
Die empirische Forschung zeigt eine starke Korrelation zwischen den Trends der Ergebnisschätzungsrevisionen und kurzfristigen Aktienbewegungen. Analysten, die diesem System folgen, neigen dazu, ihre Schätzungen für einen Bestand zu erhöhen, da sie erwarten, dass das Ergebnis des Unternehmens in Zukunft wächst. Diese Erhöhung der Ergebnisschätzungen kann zu höheren Fair Values für den Bestand führen, was zu einem erhöhten Ankaufsdruck und Kursbewegung führt.
**Ashtead Group's Earnings Estimate Revisionen*
Die Ashtead-Gruppe wird für das Geschäftsjahr, das am April 2026 endet, voraussichtlich 17,9 $ pro Aktie verdienen, was keinen Jahreswechsel darstellt. In den letzten drei Monaten haben die Analysten ihre Schätzungen für das Unternehmen stetig angehoben, wobei die Schätzung von Zacks Consensus 3,1% ansteigt.
**Warum ist ASHTY eine solide Investitionsmöglichkeit* *
Das Upgrade der Ashtead Group auf eine starke Buy-Rating spiegelt Positivity über ihre Ergebnisaussichten und ihr Potenzial für die Produktion von marktbeherrschenden Renditen in naher Zukunft wider. Investoren sollten dieses Upgrade als Chance betrachten, den Bestand zu kaufen, da es zu einer Erhöhung des Aktienpreises führen kann.
**Zacks Range Stock-Rating System**
Das Zacks-Rating-System hält einen gleichen Anteil von "buy" und "sell" Bewertungen für sein gesamtes Universum von mehr als 4.000 Aktien zu jedem Zeitpunkt. Dies bedeutet, dass unabhängig von Marktbedingungen nur die Top 5% der Zacks-bedeckten Aktien eine "Strong Buy"-Rating erhalten, so dass ASHTY ein solider Kandidat für die Herstellung von marktbeherrschenden Renditen in naher Zukunft.
**Ausschluss* *
Das Zacks Rating-Upgrade für die Ashtead Group PLC (ASHTY) ist eine bedeutende Entwicklung, die eine Verbesserung des zugrunde liegenden Unternehmens und eine potenzielle Erhöhung des Aktienpreises widerspiegelt. Als solide Investitionsmöglichkeit sollten Investoren den Kauf des Bestands berücksichtigen, da es zu einer Erhöhung des Aktienpreises führen kann. |
| 30.07.25 15:40:03 |
ASHTY vs. FAST: Welcher Stock ist die bessere Wert-Option? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Industrial Services Branchenwertvergleich: Ashtead Group PLC (ASHTY) gegen Fastenal Company (FAST)* *
**Einführung**
Wertinvestoren sind oft auf der Suche nach Aktien, die einen besseren Schlag für ihren Buck bieten, vor allem im Bereich Industrial Services. Zwei solcher Aktien, die die Aufmerksamkeit der Wertinvestoren erwischt haben, sind Ashtead Group PLC (ASHTY) und Fastenal Company (FAST). In diesem Artikel werden wir diese beiden Aktien vergleichen und kontrastieren, ihre Zacks Ranks, Style Scores und Bewertungsmetriken untersuchen, um zu bestimmen, welche man den besseren Wert für Investoren bietet.
**Zacks Ranks und Style Scores**
Sowohl ASHTY als auch FAST haben beeindruckende Zacks Ranks, mit ASHTY einen Zacks Rank von #1 (Strong Buy) und FAST mit einem Zacks Rank von #3 (Hold). Darüber hinaus zeichnen unsere Style Scores Bestände mit spezifischen Eigenschaften hervor, darunter ein starker Zacks-Rank und eine beeindruckende Note in der Wertkategorie.
**Forward Valuation Metrics*
Zukunftsbewertungsmetriken wie P/E, P/S, P/B und P/E/Gamma geben Einblicke in den aktuellen Marktwert und die Wachstumsaussichten eines Unternehmens. ASHTY hat ein Vorwärts-P/E-Verhältnis von 15.49, während FAST ein Vorwärts-P/E-Verhältnis von 42.11. aufweist. Das PEG-Verhältnis bietet auch eine nuanciertere Ansicht mit ASHTY-Verhältnis von 1,55 im Vergleich zu FAST 4.26. Darüber hinaus zeichnet sich das P/B-Verhältnis von ASHTY von 3.86 aus dem P/B von 14.05.
**Value Grad**
Unsere In der Wertkategorie werden unterbewertete Unternehmen hervorgehoben, indem man eine Vielzahl von Kennzahlen betrachtet, einschließlich des beliebten P/E-Verhältnisses, des P/S-Verhältnisses, des Ertrags, des Cashflows pro Aktie und anderer Grundlagen. ASHTY hält derzeit eine Wertklasse von B, während FAST eine Wertklasse von F hat.
**Wettbewerb der Key Metrics*
| Metric | ASHTY | FAST |
| --- | --- | ---
| Forward P/E Ratio | 15.49 | 42.11 |
| PEG Ratio | 1.55 | 4.26 |
| P/B Ratio | 3.86 | 14.05 |
| P/S Ratio | 1.33 | 1.24 |
| Ergebnis Ertrag | 1.21% | 2.05% |
**Ausschluss* *
Basierend auf der Analyse scheint ASHTY für Investoren einen besseren Wert zu bieten, mit einem stärkeren Zacks Rank, höheren Bewertungskennzahlen vorwärts und einer beeindruckenderen Wertklasse. Während FAST ein attraktiveres P/B-Verhältnis und ein niedrigeres PEG-Verhältnis aufweist, sind die Ertragsrendite und der Cashflow pro Aktie attraktiver. Daher können Wertinvestoren ASHTY als eine bessere Option im Moment betrachten wollen.
**Empfehlung* *
Wir empfehlen, dass Investoren unseren neuesten Bericht herunterladen, der eine umfassende Analyse sowohl von ASHTY als auch von FAST liefert, einschließlich ihrer Zacks Ranks, Style Scores und der Bewertungsmetriken. In diesem Bericht werden auch andere wichtige Kennzahlen hervorgehoben und Leitlinien für die Identifizierung von unterschätzten Beständen im Bereich der Industriedienstleistungen vorgelegt. |
| 26.07.25 07:29:41 |
Ashtead Gruppe Volljahr 2025 Ergebnis: Einnahmen |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Ashtead Gruppe Gesamtjahr 2025 Ergebnisse Zusammenfassung**
**Key Finanzergebnisse**
* Umsatz: 10,8 Mrd. US$ (auf FY 2024)
* Nettoeinkommen: 1,51 Mrd. US$ (abzüglich 5,5% von FY 2024)
* Gewinnmarge: 14% (nach FY 2024)
* EPS: US$3.47 (ab US$3.66 in FY 2024)
**Revenues Disappoints* *
* Umsatz verfehlte Analystenschätzungen um 3,1%
* Das Ergebnis je Aktie (EPS) entsprach meist den Analystenschätzungen
** Analyse und Ausblick*
* Umsatzwachstumsprognose: durchschnittlich 4,8 % in den nächsten 3 Jahren
* Handel Händlerindustrie im Vereinigten Königreich: Wachstumsprognose: 4,5% p.a.
**Leistung der britischen Händler Industrie**
* Bis 6.6% von vor einer Woche
** Risikoanalyse**
* 1 Warnzeichen für Ashtead Gruppe: geringe Gewinnmarge von 14 %
* Aktie bis 6.6% von vor einer Woche
**Ausschluss* *
Die Ergebnisse des Gesamtjahres 2025 der Ashtead-Gruppe zeigen ein enttäuschendes Umsatzwachstum, mit einem 3,1%-Vermissen, um Schätzungen zu analysieren. Die Gewinnspanne des Unternehmens bleibt konstant bei 14%, aber das Ergebnis pro Aktie (EPS) ist von FY 2024 abgefallen. Die Aktien des Unternehmens sind vor einer Woche um 6,6% gestiegen, was eine positive Einschätzung gegenüber dem Bestand anzeigt. Die Anleger sollten sich jedoch des Warnzeichens für die geringe Gewinnmarge und die prognostizierte Wachstumsrate bewusst sein. |
| 29.05.25 23:07:23 |
David Herro's Strategic Moves: BNP Paribas Reduced by 1.5% |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Insights from the First Quarter of 2025 N-PORT Filing
David Herro (Trades, Portfolio) recently submitted the N-PORT filing for the first quarter of 2025, providing insights into his investment moves during this period. David Herro (Trades, Portfolio) has been a manager of the Oakmark International Fund (OAKIX) since 1992, the Oakmark International Small Cap Fund (OAKEX) since 1995, and the Oakmark Global Select Fund (OAKWX) since 2006. He is also the Chief Investment Officer for International Equities at Harris Associates, which he joined in 1992. His career honors include being named Morningstar's International Stock Fund Manager of the Year in 2006 and International Stock Fund Manager of the Decade for 2000-09. Mr. Herro has an M.A. in Economics from the University of Wisconsin-Milwaukee (1985) and a B.S. in Business/Economics from the University of Wisconsin-Platteville (1983). His investment philosophy focuses on buying businesses trading at a significant discount to intrinsic value, investing in companies expected to grow shareholder value, and partnering with management teams that act as owners.
Warning! GuruFocus has detected 6 Warning Sign with XPAR:BNP.David Herro's Strategic Moves: BNP Paribas Reduced by 1.5%
Summary of New Buy
David Herro (Trades, Portfolio) added a total of 5 stocks, among them:
The most significant addition was Flutter Entertainment PLC (NYSE:FLUT), with 390,700 shares, accounting for 0.67% of the portfolio and a total value of $86,559,590 million. The second largest addition to the portfolio was Asahi Group Holdings Ltd (TSE:2502), consisting of 3,475,700 shares, representing approximately 0.35% of the portfolio, with a total value of ?44,407,520. The third largest addition was Lvmh Moet Hennessy Louis Vuitton SE (XPAR:MC), with 23,600 shares, accounting for 0.11% of the portfolio and a total value of 14,614,960.
Key Position Increases
David Herro (Trades, Portfolio) also increased stakes in a total of 11 stocks, among them:
The most notable increase was KB Financial Group Inc (XKRX:105560), with an additional 2,751,300 shares, bringing the total to 3,153,700 shares. This adjustment represents a significant 683.72% increase in share count, a 1.16% impact on the current portfolio, with a total value of ?170,942,240. The second largest increase was Ashtead Group PLC (LSE:AHT), with an additional 2,377,787 shares, bringing the total to 3,803,900. This adjustment represents a significant 166.73% increase in share count, with a total value of 205,664,490.
Summary of Sold Out
David Herro (Trades, Portfolio) completely exited 4 holdings in the first quarter of 2025, as detailed below:
Story Continues
Liberty Global Ltd (NASDAQ:LBTYA): David Herro (Trades, Portfolio) sold all 5,227,791 shares, resulting in a -0.45% impact on the portfolio. Bunzl PLC (LSE:BNZL): David Herro (Trades, Portfolio) liquidated all 411,500 shares, causing a -0.11% impact on the portfolio.
Key Position Reduces
David Herro (Trades, Portfolio) also reduced positions in 53 stocks. The most significant changes include:
Reduced BNP Paribas (XPAR:BNP) by 3,657,884 shares, resulting in a -38.33% decrease in shares and a -1.5% impact on the portfolio. The stock traded at an average price of 69.43 during the quarter and has returned 11.85% over the past 3 months and 37.62% year-to-date. Reduced CNH Industrial NV (NYSE:CNH) by 14,278,300 shares, resulting in a -31.24% reduction in shares and a -1.08% impact on the portfolio. The stock traded at an average price of $12.54 during the quarter and has returned 0.05% over the past 3 months and 13.74% year-to-date.
Portfolio Overview
At the first quarter of 2025, David Herro (Trades, Portfolio)'s portfolio included 70 stocks. The top holdings included 3.83% in BNP Paribas (XPAR:BNP), 3.67% in Bayer AG (XTER:BAYN), 3.17% in Kering SA (XPAR:KER), 3.01% in CNH Industrial NV (NYSE:CNH), and 2.98% in Continental AG (XTER:CON).David Herro's Strategic Moves: BNP Paribas Reduced by 1.5%
The holdings are mainly concentrated in 9 of the 11 industries: Industrials, Financial Services, Consumer Cyclical, Healthcare, Consumer Defensive, Technology, Basic Materials, Communication Services, and Real Estate.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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| 16.04.25 09:05:00 |
Zacks Industry Outlook W.W. Grainger, Ashtead, Andritz and ClearSign |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
For Immediate Release
Chicago, IL – April 16, 2025 – Today, Zacks Equity Research Equity areW.W. Grainger, Inc. GWW, Ashtead Group ASHTY, Andritz ADRZY and ClearSign Technologies CLIR.
Industry: Industrial Services
Link: https://www.zacks.com/commentary/2449273/4-industrial-services-stocks-to-watch-amid-industry-challenges
The Zacks Industrial Services industry’s near-term outlook has been clouded by a weak manufacturing sector as customers remain wary of the effects of tariffs. Increased input costs and the implementation of tariffs are expected to erode industry margins.
Despite the current setback, the rise in e-commerce activities will be a key catalyst for the industry. Companies like W.W. Grainger, Inc. , Ashtead Group, Andritz and ClearSign Technologies are positioned for growth by leveraging strategies to capitalize on this demand. They have also been lowering costs, increasing productivity and efficiency, and investing in automation and digitization, which will aid growth.
Industry Description
The Zacks Industrial Services industry comprises companies that provide industrial equipment products and MRO (maintenance, repair and operations) services. It includes routine maintenance, emergency maintenance and spare part inventory control, which keep a facility and its equipment in good operating condition. Industry participants serve a wide array of customers, ranging from commercial, government and healthcare to manufacturing.
The industry's products (power tools, hand tools, cutting fluids, lubricants, personal protective equipment and consumables) are utilized in production and plant maintenance but are not directly related to customers’ core products or services. These companies reduce MRO supply-chain costs and improve customers' plant floor productivity by offering inventory management and process and procurement solutions.
Trends Shaping the Future of the Industrial Services Industry
Manufacturing Activity Contracts, Highlighting Industry Struggles: The manufacturing sector contributes around 70% to the industry's revenues. The Institute for Supply Management’s manufacturing index had been in contraction for 26 consecutive months until December 2024. The index expanded in January and February with readings of 50.9% and 50.3%, respectively. But this recovery was short-lived, with the index slipping into contraction again in March with a reading of 49%. Over the past 12 months, the index has averaged 48.5%.
The New Orders Index contracted in February and March after three consecutive months of expansion. The Index was 45.2% in March, the lowest reading since May 2023 (when it was 43.4%). The index has not delivered consistent growth since the end of its 24-month expansion streak in May 2022. After two consecutive months of expansion, the Production Index moved into contraction territory in March, registering 48.3%. Customers are pulling in orders due to anxiety about continued tariffs and pricing pressures.
Story Continues
High Costs and Impact of Tariffs are Concerning: The industry has been experiencing significant inflation levels, including higher prices for labor, freight and fuel. The companies are witnessing labor shortages for some positions and incurring steep labor costs to meet demand. Industry players are focusing on pricing actions, cost-cutting measures, efforts to improve productivity and efficiency and the diversification of the supplier base to mitigate some of these headwinds. The imposition of tariffs and retaliatory tariffs will also heighten costs for the industry.
E-commerce to Be a Growth Driver: MRO demand is significantly impacted by the evolution of e-commerce. Customer demand for highly tailored solutions, with real-time access to information and rapid delivery of products, is rising. Customers want to execute their business activities in the most efficient way possible, which often means online.
According to Statista, global e-commerce revenues are expected to reach $4.3 trillion in 2025 and see a compound annual growth rate (CAGR) of 8% between 2025 and 2029. Turkey is expected to lead, followed by Brazil and India. By 2026, the U.S online retail market is forecast to surpass the $1.5 trillion mark. To capitalize on this trend, industrial service companies are heavily investing in improving their digital capabilities and increasing their e-commerce share.
Zacks Industry Rank Indicates Dull Prospects
The group’s Zacks Industry Rank, basically the average of the Zacks Rank of all the member stocks, indicates bearish prospects in the near term. The Zacks Industrial Services Industry, a 19-stock group within the broader Zacks Industrial Products sector, currently carries a Zacks Industry Rank #191, which places it in the bottom 22% of 246 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.
Before we present a few Industrial services stocks that investors can add to their portfolio, it is worth taking a look at the industry’s stock-market performance and its valuation picture.
Industry vs S&P 500 & Sector
The Industrial Services industry has underperformed its sector and the Zacks S&P 500 composite over the past year.
Over this period, the industry has declined 14.8% compared with the sector’s fall of 11.8%. The Zacks S&P 500 composite has moved up 7.6%.
Industry's Current Valuation
On the basis of the forward 12-month EV/EBITDA ratio, a commonly used multiple for valuing Industrial Services companies, we see that the industry is currently trading at 26.15X compared with the S&P 500’s 12.88X and the Industrial Products sector’s forward 12-month EV/EBITDA of 19.27X.
Over the last five years, the industry traded as high as 35.06X and as low as 7.44X, the median being 19.92X.
Four Industrial Services Stocks to Keep an Eye On
Andritz: The company reported strong order intake of €2.53 billion ($2.87 billion), up 24% year over year, led by Hydropower, Pulp & Paper and Metals. For 2025, the ANDRITZ Group sees project activity picking up across markets and broadly stable development in revenues and operational profitability. Supported by a solid backlog and continued growth in demand for service and green technologies, revenues are projected to be between €8 billion and €8.3 billion ($9.07-$9.41 billion).
Aided by its ongoing measures to increase competitiveness and improvements in revenue mix driven by growing service business, the comparable EBITA margin is expected at 8.6-9.0%. ANDRITZ recently inked a deal to acquire Italian company A.Celli Paper to strengthen its position in the tissue and paper industry. The company has made 82 acquisitions since 2002. Its merger and acquisition strategy is focused on complementary business and technologies , while emphasizing on Service, Digitalization & Decarbonization.
Headquartered in Graz, Austria, Andritz offers a broad portfolio of innovative plants, equipment, systems, services and digital solutions for different industries and end markets. The Zacks Consensus Estimate for ADRZY’s fiscal 2025 earnings has moved up 7% over the past 60 days. The estimate indicates year-over-year growth of 7.3%. The company's shares have gained 13.5% in the past three months. ADRZY currently carries a Zacks Rank #2 (Buy).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Ashtead Group: The company delivered record rental revenue growth and EBITDA in the nine months ended Jan. 31, 2025, an increase of 5% and a 3% respectively. During this period, it invested $2.1 billion in capital across existing locations and greenfields, and $56 million on three bolt-on acquisitions, adding 54 new locations in North America.
ASHTY is well-poised to deliver strong results, aided by its diverse end markets and products, lower debt levels and efforts to strengthen its market position. Initiatives to optimize the cash flow and reduce capital expenditure and operating costs are likely to contribute to growth. It continues to invest in a digital transformation program that will enhance customer experience. The company has a strong pipeline of strategic acquisition opportunities to supplement its organic growth plan. A good quality fleet and a strong financial position bode well.
The Zacks Consensus Estimate for fiscal 2025 earnings for this London, U.K.-based company, which engages in the construction, industrial and general equipment rental business, has been revised upward by 0.1% in the past 60 days. The consensus estimate indicates year-over-year growth of 0.8%. The company has a long-term estimated earnings growth rate of 7%. The company's shares have declined 19.4% in the past three months. ASHTY currently carries a Zacks Rank #3 (Hold).
ClearSign Technologies: The company reported record revenues of $3.6 million in 2024, resulting from both process burner and boiler burner orders. It recently expanded its partnership with Zeeco, Inc. to launch a co-branded process burner line called the Zeeco CS5 and Zeeco hydrogen CS5 Burners. This collaborative effort by ClearSign Technologies and Zeeco is expected to significantly reduce industrial emissions.
The company remains focused on enhancing and innovating product offerings to expand scope and grow the total serviceable market, with an additional focus on diversifying the value of its products. Some of these innovations include the hydrogen burner, the M-Series burners, advanced flares and thermal oxidizers and improvements to ClearSign Eye sensor.
The company recently announced it has received a purchase order for one of its new “M” series process burners, the ClearSign Core M1, from Devco Process. It has received a positive response to this technology, including multiple requests for quotations in addition to this order.
The Zacks Consensus Estimate for Tulsa, OK-based ClearSign Technologies’ earnings for fiscal 2025 has been unchanged over the past 30 days. The estimate currently indicates year-over-year growth of 109%. CLIR has a trailing four-quarter earnings surprise of 11.11%, on average. The company's shares have declined 51.9% in the past three months. The company currently carries a Zacks Rank of 3.
Grainger: The company continues to deliver robust results, aided by margin improvements in its segments and strong operating performance. GWW is well-poised to gain from efforts to increase its customer base through incremental marketing investments and effective marketing strategies.
The High Touch Solutions North America segment will continue to benefit from pricing actions and volume growth. The Endless Assortment segment is gaining from customer acquisitions at its Zoro and MonotaRO businesses. Cost-control measures undertaken by GWW will sustain margins. The company is also focused on improving the end-to-end customer experience by investing in its e-commerce and digital capabilities and executing improvement initiatives within its supply chain.
The Zacks Consensus Estimate for fiscal 2025 earnings for the Lake Forest, IL-based company indicates year-over-year growth of 3.3%. GWW currently has a trailing four-quarter earnings surprise of 0.20%, on average. It has an estimated long-term earnings growth rate of 9.4% and a Zacks Rank of 3 at present. The company's shares have declined 9.7% in the past three months.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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W.W. Grainger, Inc. (GWW) : Free Stock Analysis Report
Ashtead Group PLC (ASHTY) : Free Stock Analysis Report
ClearSign Technologies Corporation (CLIR) : Free Stock Analysis Report
Andritz (ADRZY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments |
| 15.04.25 16:11:00 |
4 Industrial Services Stocks to Watch Amid Industry Challenges |
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|
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The Zacks Industrial Services industry’s near-term outlook has been clouded by a weak manufacturing sector as customers remain wary of the effects of tariffs. Increased input costs and the implementation of tariffs are expected to erode industry margins.
Despite the current setback, the rise in e-commerce activities will be a key catalyst for the industry. Companies like W.W. Grainger, Inc. GWW, Ashtead Group ASHTY, Andritz ADRZY and ClearSign Technologies CLIR are positioned for growth by leveraging strategies to capitalize on this demand. They have also been lowering costs, increasing productivity and efficiency, and investing in automation and digitization, which will aid growth.
Industry Description
The Zacks Industrial Services industry comprises companies that provide industrial equipment products and MRO (maintenance, repair and operations) services. It includes routine maintenance, emergency maintenance and spare part inventory control, which keep a facility and its equipment in good operating condition. Industry participants serve a wide array of customers, ranging from commercial, government and healthcare to manufacturing. The industry's products (power tools, hand tools, cutting fluids, lubricants, personal protective equipment and consumables) are utilized in production and plant maintenance but are not directly related to customers’ core products or services. These companies reduce MRO supply-chain costs and improve customers' plant floor productivity by offering inventory management and process and procurement solutions.
Trends Shaping the Future of the Industrial Services Industry
Manufacturing Activity Contracts, Highlighting Industry Struggles: The manufacturing sector contributes around 70% to the industry's revenues. The Institute for Supply Management’s manufacturing index had been in contraction for 26 consecutive months until December 2024. The index expanded in January and February with readings of 50.9% and 50.3%, respectively. But this recovery was short-lived, with the index slipping into contraction again in March with a reading of 49%. Over the past 12 months, the index has averaged 48.5%. The New Orders Index contracted in February and March after three consecutive months of expansion. The Index was 45.2% in March, the lowest reading since May 2023 (when it was 43.4%). The index has not delivered consistent growth since the end of its 24-month expansion streak in May 2022. After two consecutive months of expansion, the Production Index moved into contraction territory in March, registering 48.3%. Customers are pulling in orders due to anxiety about continued tariffs and pricing pressures.
Story Continues
High Costs and Impact of Tariffs are Concerning: The industry has been experiencing significant inflation levels, including higher prices for labor, freight and fuel. The companies are witnessing labor shortages for some positions and incurring steep labor costs to meet demand. Industry players are focusing on pricing actions, cost-cutting measures, efforts to improve productivity and efficiency and the diversification of the supplier base to mitigate some of these headwinds. The imposition of tariffs and retaliatory tariffs will also heighten costs for the industry.
E-commerce to be a Growth Driver: MRO demand is significantly impacted by the evolution of e-commerce. Customer demand for highly tailored solutions, with real-time access to information and rapid delivery of products, is rising. Customers want to execute their business activities in the most efficient way possible, which often means online. According to Statista, global e-commerce revenues are expected to reach $4.3 trillion in 2025 and see a compound annual growth rate (CAGR) of 8% between 2025 and 2029. Turkey is expected to lead, followed by Brazil and India. By 2026, the U.S online retail market is forecast to surpass the $1.5 trillion mark. To capitalize on this trend, industrial service companies are heavily investing in improving their digital capabilities and increasing their e-commerce share.
Zacks Industry Rank Indicates Dull Prospects
The group’s Zacks Industry Rank, basically the average of the Zacks Rank of all the member stocks, indicates bearish prospects in the near term. The Zacks Industrial Services Industry, a 19-stock group within the broader Zacks Industrial Products sector, currently carries a Zacks Industry Rank #191, which places it in the bottom 22% of 246 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.
Before we present a few Industrial services stocks that investors can add to their portfolio, it is worth taking a look at the industry’s stock-market performance and its valuation picture.
Industry Vs S&P 500 & Sector
The Industrial Services industry has underperformed its sector and the Zacks S&P 500 composite over the past year.
Over this period, the industry has declined 14.8% compared with the sector’s fall of 11.8%. The Zacks S&P 500 composite has moved up 7.6%.
One-Year Price Performance
Industry's Current Valuation
On the basis of the forward 12-month EV/EBITDA ratio, a commonly used multiple for valuing Industrial Services companies, we see that the industry is currently trading at 26.15X compared with the S&P 500’s 12.88X and the Industrial Products sector’s forward 12-month EV/EBITDA of 19.27X. This is shown in the charts below.
Enterprise Value/EBITDA (EV/EBITDA) F12M Ratio
Enterprise Value/EBITDA (EV/EBITDA) F12M Ratio
Over the last five years, the industry traded as high as 35.06X and as low as 7.44X, the median being 19.92X.
Four Industrial Services Stocks to Keep an Eye on
Andritz: The company reported strong order intake of €2.53 billion ($2.87 billion), up 24% year over year, led by Hydropower, Pulp & Paper and Metals. For 2025, the ANDRITZ Group sees project activity picking up across markets and broadly stable development in revenues and operational profitability. Supported by a solid backlog and continued growth in demand for service and green technologies, revenues are projected to be between €8 billion and €8.3 billion ($9.07-$9.41 billion). Aided by its ongoing measures to increase competitiveness and improvements in revenue mix driven by growing service business, the comparable EBITA margin is expected at 8.6-9.0%. ANDRITZ recently inked a deal to acquire Italian company A.Celli Paper to strengthen its position in the tissue and paper industry. The company has made 82 acquisitions since 2002. Its merger and acquisition strategy is focused on complementary business and technologies , while emphasizing on Service, Digitalization & Decarbonization.
Headquartered in Graz, Austria, Andritz offers a broad portfolio of innovative plants, equipment, systems, services and digital solutions for different industries and end markets. The Zacks Consensus Estimate for ADRZY’s fiscal 2025 earnings has moved up 7% over the past 60 days. The estimate indicates year-over-year growth of 7.3%. The company's shares have gained 13.5% in the past three months. ADRZY currently carries a Zacks Rank #2 (Buy).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price: ADRZY
Ashtead Group: The company delivered record rental revenue growth and EBITDA in the nine months ended Jan. 31, 2025, an increase of 5% and a 3% respectively. During this period, it invested $2.1 billion in capital across existing locations and greenfields, and $56 million on three bolt-on acquisitions, adding 54 new locations in North America. ASHTY is well-poised to deliver strong results, aided by its diverse end markets and products, lower debt levels and efforts to strengthen its market position. Initiatives to optimize the cash flow and reduce capital expenditure and operating costs are likely to contribute to growth. It continues to invest in a digital transformation program that will enhance customer experience. The company has a strong pipeline of strategic acquisition opportunities to supplement its organic growth plan. A good quality fleet and a strong financial position bode well.
The Zacks Consensus Estimate for fiscal 2025 earnings for this London, U.K.-based company, which engages in the construction, industrial and general equipment rental business, has been revised upward by 0.1% in the past 60 days. The consensus estimate indicates year-over-year growth of 0.8%. The company has a long-term estimated earnings growth rate of 7%. The company's shares have declined 19.4% in the past three months. ASHTY currently carries a Zacks Rank #3 (Hold).
Price: ASHTY
ClearSign Technologies: The company reported record revenues of $3.6 million in 2024, resulting from both process burner and boiler burner orders. It recently expanded its partnership with Zeeco, Inc. to launch a co-branded process burner line called the Zeeco CS5 and Zeeco hydrogen CS5 Burners. This collaborative effort by ClearSign Technologies and Zeeco is expected to significantly reduce industrial emissions. The company remains focused on enhancing and innovating product offerings to expand scope and grow the total serviceable market, with an additional focus on diversifying the value of its products. Some of these innovations include the hydrogen burner, the M-Series burners, advanced flares and thermal oxidizers and improvements to ClearSign Eye sensor. The company recently announced it has received a purchase order for one of its new “M” series process burners, the ClearSign Core M1, from Devco Process. It has received a positive response to this technology, including multiple requests for quotations in addition to this order.
The Zacks Consensus Estimate for Tulsa, OK-based ClearSign Technologies’ earnings for fiscal 2025 has been unchanged over the past 30 days. The estimate currently indicates year-over-year growth of 109%. CLIR has a trailing four-quarter earnings surprise of 11.11%, on average. The company's shares have declined 51.9% in the past three months. The company currently carries a Zacks Rank of 3.
Price: CLIR
Grainger: The company continues to deliver robust results, aided by margin improvements in its segments and strong operating performance. GWW is well-poised to gain from efforts to increase its customer base through incremental marketing investments and effective marketing strategies. The High Touch Solutions North America segment will continue to benefit from pricing actions and volume growth. The Endless Assortment segment is gaining from customer acquisitions at its Zoro and MonotaRO businesses. Cost-control measures undertaken by GWW will sustain margins. The company is also focused on improving the end-to-end customer experience by investing in its e-commerce and digital capabilities and executing improvement initiatives within its supply chain.
The Zacks Consensus Estimate for fiscal 2025 earnings for the Lake Forest, IL-based company indicates year-over-year growth of 3.3%. GWW currently has a trailing four-quarter earnings surprise of 0.20%, on average. It has an estimated long-term earnings growth rate of 9.4% and a Zacks Rank of 3 at present. The company's shares have declined 9.7% in the past three months.
Price: GWW
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
W.W. Grainger, Inc. (GWW) : Free Stock Analysis Report
Ashtead Group PLC (ASHTY) : Free Stock Analysis Report
ClearSign Technologies Corporation (CLIR) : Free Stock Analysis Report
Andritz (ADRZY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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