The company's inability to redeploy its capital profitably may mean that decent growth opportunities have dried up.With the board making it quite transparent that it is looking to grow through acquisition, the company runs a risk of overpaying for targets as valuations creep up.Revenues from
Lead price increases have dampened profitability and could continue to dampen the returns to shareholders.The battery industry is intensely competitive and friendly competition will not last forever, making it more difficult for firms to survive.Although EnerSys has made some acquisitions to
Cost-cutting efforts and improving demand should boost Littelfuse's profitability.
Investments in renewable energy and efficiency give Siemens a strong platform heading into 2010.
While manufacturers come back to their factories, it is difficult to project when those companies will begin upgrading technology and needing Rockwell's services.Growth in Asia has slowed considerably since its peak, potentially reducing the growth available to Rockwell.Although margins are higher
A continued downturn in North American auto production and a falloff in international production will continue to erode the profitability of the company's automobile segment.Eaton has used its strong balance sheet to finance value-accretive acquisitions, repurchase shares, and increase
The inability for the company to redeploy its capital profitably may mean that decent growth opportunities have dried up.With the board making it quite transparent that it is looking to grow through acquisition, the company runs a risk of overpaying for targets as valuations creep up.In spite of
We are maintaining our fair value estimate for Ametek AME after reviewing the firm's third-quarter results. Revenue declined 23% from the previous year to $497 million, as sales fell 26% at the electronic instruments group and 22% at the electromechanical group. Though acquisitions improved sales
Ballard Power Systems BLDP released headline financial results for the third quarter that were consistent with our expectations. The firm's earnings announcement did not give complete financial statements, so we will hold off on making any adjustments to our model until more data is released. ...
General Cable's BGC third-quarter earnings declined substantially as higher raw-material prices and continued weak demand squeezed margins. Copper and aluminum prices increased 75% and 33%, respectively, from their first-quarter lows, thanks largely to developing-country demand (especially Chinese