Airgas ARG

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    1. Airgas Sees Organic Growth Improvement; Shares Remain Inflated Relative to Our Outlook


      Thu, 23 Oct 2014

      After reviewing Airgas ’ second-quarter earnings report, we ..... general, and administrative expenses. Airgas ’ competitive advantage remains intact, and ..... targets has diminished from earlier years. Airgas modestly reduced its fiscal 2015 outlook

    2. Airgas Reports Sluggish Organic Revenue Growth


      Thu, 24 Jul 2014

      Following Airgas ’ fiscal first-quarter report we plan ..... value estimate and narrow-moat rating. Airgas ’ latest report was characterized by 1 ..... acquisitions and investments in implementing Airgas ’ e-commerce and telesales businesses

    3. Airgas Reports Soft Fiscal 4Q Results, Subdued Fiscal 2015 Outlook


      Thu, 1 May 2014

      Narrow-moat Airgas finished its fiscal year on a downbeat ..... below our forecast. For fiscal 2015, Airgas anticipates 4%-6% organic sales growth ..... 2014 outlook is weaker than we expected, Airgas continues to have a strong competitive position

    4. Airgas Reports Tepid Third-Quarter Results, Reduces Guidance


      Thu, 30 Jan 2014

      Narrow-moat Airgas reported decent third-quarter results but revised its fiscal 2014 EPS ..... We expect this subdued environment will provide enough opportunity for Airgas to meet its near-term financial targets, but we wouldn't be surprised

    5. Guaranteed Annuity Payout?


      Fri, 10 Jan 2014

      Airgas is a rare success story in rolling up a fragmented industry through acquisition.

    6. Danger of Investing in Startups


      Wed, 4 Sep 2013

      Airgas is digging a moat in the fragmented packaged-gas industry.

    7. Bill Ackman Amasses Nearly 10% Stake in Air Products; Could He Pursue Airgas ?


      Wed, 31 Jul 2013

      wonder if Pershing would revisit the Airgas ARG acquisition playbook. If this were ..... speculate that Pershing may pursue Airgas ' founder, former CEO, and current ..... launched a hostile takeover bid for Airgas after failing to reach a private

    8. Airgas Reports 1Q Results


      Fri, 26 Jul 2013

      Narrow-moat Airgas ARG reported first-quarter results that ..... row, acquisitions were responsible for Airgas ' year-over-year growth. The 3 ..... 30 basis points to 12.2%. Still, Airgas generated $100 million in free cash

    9. Industrial Gas Firms Pull Economic Moats Out of Thin Air


      Wed, 8 May 2013

      on invested capital. Airgas ARG specializes in the least ..... firm's bottom line. Airgas ' largest customer accounts ..... growth, we forecast that Airgas can capture an additional ..... basis points, enabling Airgas to achieve 15% operating

    10. Airgas Ends Fiscal 2013 With Record EPS, Expects Sluggishness to Persist Into Next Year


      Thu, 2 May 2013

      Narrow-moat Airgas ARG finished its record fiscal 2013 on a ..... the fiscal fourth quarter. Moreover, Airgas ' fiscal 2014 guidance was modestly below ..... growth versus the year-ago period; Airgas did note that one fewer selling day reduced

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