Air Transport Services GroupFinally, Air Transport (NSDQ: ATSG) broke out of its holding pattern when it reported earnings Nov. 3. Revenue of $193 million rose 36% and beat estimates by $10 million. Earnings per share were up 40% to 14 cents and in line with expectations. Demand for Air Transport’s… Read More

Acuity BrandsAfter missing estimates in the fourth quarter, Acuity Brands (NYSE: AYI) slipped 4% on Oct. 5. Despite impressive 27% growth, earnings per share of $2.21 fell short of estimates by 18 cents. Revenue grew 22% but missed estimates by $21 million. Management blamed a manufacturing transition that cost the… Read More

Acuity BrandsThree of Acuity Brand’s (NYSE: AYI) decorative LED luminaires won a 2016 Lighting for Tomorrow award. The prestigious competition recognizes the best decorative, energy-efficient luminaires in the market and is organized by the American Lighting Association, the Consortium for Energy Efficiency, and Underwriters Laboratories. Acuity’s unusual lighting products showcase… Read More

Air Transport Services GroupThe company reported second-quarter 2016 earnings on Aug. 8 that were in line with analysts’ expectations. Earnings per share for the quarter were 13 cents, which beat analyst estimates by a penny. And second-quarter 2016 revenue of $176.5 million was up 19% from second-quarter 2015 revenue of… Read More

Air Transport Services GroupOn June 22 Air Transport (NSDQ: ATSG) bought 3.8 million shares from its largest shareholder for $13.07 per share, a 3% discount to the closing price. The shareholder, Red Mountain Capital, now owns 11.5% of Air Transport’s shares, down from 17.5% previously. Thanks to its strong… Read More

Air Transport Services GroupA recent survey by UPS of online shoppers demonstrates the shift in consumers’ online shopping habits. More than half of participants’ purchases were online versus in physical stores, and 20% chose two day shipping, twice the number of shoppers who did so in 2014. This overwhelming trend… Read More

Air Transport Services GroupThe plane-leasing company reported higher-than-expected revenue for the first quarter with earnings a penny light. Higher expenses for training the flight crews to man Amazon’s 20 leased planes will dissipate in the second half of the year. Management didn’t change its guidance for the year, and noted… Read More

 Brunswick (NYSE: BC) has been a nice winner so far for Profit Catalyst. It’s up 18% since we recommended it 10 weeks ago, but could motor up another 40% as investors recognize its potential.Brunswick will report first-quarter earnings on April 28. This will be the first quarter that includes results from newly acquired Cybex. Just… Read More

Vera Bradley (NSDQ: VRA) took the critical fourth quarter home in the bag. The purveyor of cotton quilted bags and accessories soothed nervous investors with earnings of 41 cents per share, in line with analyst estimates, and guidance for a better-than-hoped-for fiscal 2017 (ends January 2017). Management now forecasts 90… Read More

Cautious noises from fellow consumer product and recreation companies Harley-Davidson and Polaris, in combination with a soupy market, sent the stock down 10%. Yet the rationale for our recommendation is that Brunswick’s increasing investments in fitness products will continue to insulate profits from the cyclical waves of consumer sentiment.Brunswick (NYSE:… Read More