Airgas ARG

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    1. Oil Prices: Forget a Rebound

      Headlines

      Wed, 25 Mar 2015

      We're placing Airgas ARG under review while we reassess some of our valuation assumptions with expectations of raising our fair value estimate.

    2. Airgas Lowers Fiscal 4Q Guidance, but Our Investment Thesis Is Intact

      Commentary

      Fri, 20 Mar 2015

      estimate or narrow moat rating for Airgas following the company's lower guidance ..... industrial gas producers. Within Airgas ' key distribution segment, volume ..... expect nimble, distribution-focused Airgas to follow its roadmap from the 2009

    3. Airgas Reports In Line 3Q Results and Lowers its 4Q Guidance due to Rising Energy-Related Risks

      Commentary

      Tue, 3 Feb 2015

      change to our fair value estimate for Airgas based upon in line third-quarter ..... mainly due to SG&A efficiencies. Airgas continues to leverage its investments ..... traditional distribution outlets. Airgas provided a fourth-quarter 2015 EPS

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

      Commentary

      Thu, 23 Oct 2014

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

    5. Airgas Reports Sluggish Organic Revenue Growth

      Commentary

      Thu, 24 Jul 2014

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

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

      Commentary

      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

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

      Commentary

      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

    8. Guaranteed Annuity Payout?

      Headlines

      Fri, 10 Jan 2014

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

    9. Danger of Investing in Startups

      Headlines

      Wed, 4 Sep 2013

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

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

      Commentary

      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

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