We're placing Airgas ARG under review while we reassess some of our valuation assumptions with expectations of raising our fair value estimate.
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
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
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
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
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
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
Airgas is a rare success story in rolling up a fragmented industry through acquisition.
Airgas is digging a moat in the fragmented packaged-gas industry.
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