$MOD (Modine Manufacturing Company)

$MOD {{ '2016-09-07T06:48:37+0000' | timeago}} • Announcement

The Luvata acquisition increases $MOD's industrial business portfolio to about 40% of sales, leverages expertise in global HVAC&R markets, broadens customer base and reduces cyclical exposure, and expands margin and growth profile. The acquisition is expected to immediately add to EPS before expected benefit of $15MM of cost synergies.

$DAN {{ '2017-07-27T15:46:31+0000' | timeago}} • Announcement

The BoD of $DAN has declared a quarterly dividend of $0.06 per share. The dividend is payable on Sept. 1, 2017, to shareholders as on Aug. 11, 2017.

$BA {{ '2017-07-26T18:19:22+0000' | timeago}} • Announcement

Dreamliner maker Boeing raised its earnings outlook for 2017. $BA now expects non-GAAP EPS of $9.80-10.00 vs. previous guidance for $9.20-9.40 and raised its GAAP EPS by $0.75 to between $11.10-11.30, its second upward revision in 2017. Revenue is still expected between $90.5-92.5Bil, including between 760 to 765 commercial deliveries.

$BA {{ '2017-07-26T17:55:57+0000' | timeago}} • Announcement

$BA said it expects to cut its 2017 capex by $300MM, which is not surprising as its biggest investments for 2017 are already out of the way. The company also said it would contribute $3.5Bil of common stock to its pension plan during 3Q, which is expected to provide $700MM in cash tax savings.

$BA {{ '2017-07-26T17:38:10+0000' | timeago}} • Announcement

$BA derives a significant portion of revenues from a handful of commercial airlines. For 2Q, commercial aircraft deliveries fell to 183 vs. 199 a year ago. Boeing still expects to deliver 760-765 jetliners in 2017. Defense segment sales fell 4% to $6.8Bil, but profit climbed 50% and operating margin improved 4% due to cost cutting efforts.

$BA {{ '2017-07-26T16:03:38+0000' | timeago}} • Announcement

Boeing, world's biggest plane maker, reported that its revenues fell 8% to $22.74Bil. However, the company swung to a profit of $1.76Bil vs. $234MM loss in 2Q16 due to the charges (> $2Bil) related to the 787, 747 and KC-46 tanker aircraft programs. $BA reported strong operating cash flow of $5Bil, of which 787 Dreamliner contributed about $530MM.

$APH {{ '2017-07-26T14:20:40+0000' | timeago}} • Announcement

$APH has inducted John Craig, former Chairman and CEO of $ENS, to the company’s BoD. Craig was instrumental in creating $ENS in 2000 and subsequently built the company into a global leader in stored energy solutions for industrial applications.

$TMO {{ '2017-07-26T14:06:23+0000' | timeago}} • Webcast

$TMO said the upward revision of 2017 financial outlook mainly reflected the less adverse foreign exchange environment. The company continues to expect 4% organic revenue growth for the year. Excluding the effect of foreign exchange headwinds, adjusted EPS is seen growing 12-14%. Adjusted operating margin is forecast to grow 50-60 basis points YoY.

$TMO {{ '2017-07-26T13:46:17+0000' | timeago}} • Webcast

Scientific equipment maker $TMO said pharma and biotec continued to be its strongest end markets in 2Q17, with mid-single digits growth. The company's growth strategy remains centered on launching innovative products and leveraging the scale in Asia Pacific and emerging markets. In 2Q17, Thermo Fisher completed $250MM of share buybacks.

$BA {{ '2017-07-26T13:21:53+0000' | timeago}} • Infographic

$BA Boeing Company Earnings AlphaGraphic: Q2 2017 Highlights

$TMO {{ '2017-07-26T12:48:19+0000' | timeago}} • Infographic

$TMO Thermo Fisher Scientific, Inc. Earnings AlphaGraphic: Q2 2017 highlights

$TMO {{ '2017-07-26T10:56:26+0000' | timeago}} • Announcement

Among $TMO’s business segments, Life Sciences Solutions posted a 3% YoY growth in 2Q17 revenues. Analytical Instruments segment revenues surged 47%, reflecting the acquisition of FEI Company last year. Revenues of the Specialty Diagnostics segment and Laboratory Products & Services segment advanced 1% and 4%, respectively, compared to 2Q16.

$TMO {{ '2017-07-26T10:42:34+0000' | timeago}} • Announcement

$TMO revised up its fiscal 2017 revenue guidance to the range of $19.71-$19.89Bil from the previous outlook of $19.51-$19.71Bil, indicating an 8-9% annual growth. The guidance of adjusted EPS has been raised to $9.15-$9.28 per share from the earlier forecast of $9.12-$9.28 per share, which will result in an 11-12% YoY increase.

$TMO {{ '2017-07-26T10:33:50+0000' | timeago}} • Announcement

Medical instruments maker $TMO reported strong results for 2Q17, continuing the recent trend. Earnings of the company, which is currently on an acquisition spree, jumped 20% YoY to $1.56 per share. Adjusted earnings, excluding special items, grew 13% to $2.3 per share. The bottom line growth was driven by a 10% increase in revenues to $4.99Bil.

$TGI {{ '2017-07-25T17:09:42+0000' | timeago}} • Announcement

$TGI signed agreement with $BA to provide various hydraulic and mechanical actuation assemblies for legacy $BA programs, including the Next-Generation 737, 737 MAX, 747-8, 767, 767-2C and 777, and for the 777X, $BA's newest family of twin-aisle airplanes.

$TGI {{ '2017-07-25T15:13:48+0000' | timeago}} • Announcement

$TGI has promoted Pete Wick as the EVP of Precision Components business unit with immediate effective. Wick will be based in the Arlington office and will continue to report directly to CEO and President Dan Crowley. Wick will lead more than 4,500 employees working in the unit’s seven operating companies across 21 sites.

$TGI {{ '2017-07-25T13:39:48+0000' | timeago}} • Announcement

$TGI signed a long-term agreement with Safran Nacelles to provide thrust reverser cowl opening system (TRCOS) actuators for the engine nacelle on A320neo aircraft. Triumph Integrated Systems will design, develop and supply proprietary actuators to Safran for each nacelle built for the A320neo powered by CFM International LEAP-1A engine offering.

$CR {{ '2017-07-25T13:21:51+0000' | timeago}} • Announcement

$CR's BoD declared regular 3Q17 dividend of $0.33 per share. The dividend is payable on Sept. 8, 2017 to shareholders of record as of the close of business on Aug. 31, 2017.

$BA {{ '2017-07-24T17:41:39+0000' | timeago}} • Announcement

$BA today unveiled its 2017 Pilot and Technician Outlook at EAA AirVenture Oshkosh, an annual gathering of aviation professionals. Boeing forecasts a demand for more than 1.2MM pilots and technicians over the next 20 years.

$TGI {{ '2017-07-20T21:16:45+0000' | timeago}} • Announcement

$TGI BoD declared a regular quarterly dividend of $0.04 per share on its outstanding common stock. The dividend is payable Sept. 15, 2017 to shareholders of record as of Sept. 1, 2017.

$DHR {{ '2017-07-20T15:06:40+0000' | timeago}} • Webcast

With nearly $900MM of free cash flow and strong conversion in 2Q17, $DHR is optimistic on further acqusitions. Adding to its strong cash flow, $DHR has $500MM to $1Bil worth of opportunities slated for 2H17. Notably, the company's two most recent large acquisitions, Pall and Cepheid, continues to perform well and became part of the core revenue.

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BA (The Boeing Company)
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