Strong earnings growth fueled by a credit retail boom has now come to an end. As we move into a prolonged retail slowdown, retailers will enter a period of downsizing as they adjust to a period of consumer deleveraging. Success has been largely due to The Reject Shop's small scale and
Ingersoll-Rand expands compression business via $850 million acquisition; no effect on valuation.
Xylem has disproportionately suffered relative to its peers from the economy, as witnessed by 2013 financial performance.Europe, at 36% of total revenue, is likely to be an ongoing drag on the company's financial results. Water has proved not to be the great growth market that many think. Xylem's
Another solid quarter provides further confidence that ITW will surpass 2017 financial goals.
After reinventing itself during the previous decade, Cummins has emerged stronger than ever.
Wide-moat Graco continues to operate as a best-of-breed diversified industrial.
As deal sizes increase, acquisition integration risk becomes more prominent for Roper.
The absence of Knowles hasn't deterred Dover's ability to find growth opportunities.
Pentair's focus on operational improvements should boost earnings growth over the long run.
Pall's end markets continue to improve, boosting the firm's operational improvements.