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GOOG Logo
By What Percentage Can Alphabet's Revenues And EBITDA Grow In The Next 3 Years?
  • By , 4/28/16
  • tags: GOOG
  • Have more questions about Alphabet? See the links below: What’s Alphabet’s Revenue And Earnings Breakdown? What’s Alphabet’s Fundamental Value Based On 2015 Results? By What Percentage Did Alphabet’s Revenue And EBITDA Increase In The Last Five Years? How Has Alphabet’s Revenue Composition Changed Over The Last 5 Years? Notes: Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap | More Trefis Research
    LMT Logo
    Lockheed Martin Earnings: Revenues Driven By Sikorsky Inclusion And Aeronautics, While Earnings Fall Short
  • By , 4/28/16
  • tags: LMT
  • Lockheed Martin  (NYSE: LMT) beat consensus revenue estimates while falling short on first quarter earnings. Revenues came in at around $360 million more than expected $11,702 million, while earnings per share came in a cent short of the consensus of $2.59 due to over a $100 million in severance expenses incurred (as the company focuses to reduce their headcount). Guidance for the full year was revised upwards,   Revenues are now expected to fall within the $49.6 billion to $51.1 billion range, while EPS is expected in the range of $11.50 to $11.80. Key information: Sales increased by over $1.6 billion this quarter year over year as a result of the Sikorsky’s inclusion in the Missile Systems and Training (MST) segment’s  results. Furthermore, there was an increase of over $600 million in the Aeronautics segment driven primarily by higher F-35 production volume, coupled with increased C-130 and C-5 aircraft deliveries. As mentioned previously, earnings per share were lower than last year primarily impacted negatively by severance charges and costs associated with the Sikorsky purchase accounting adjustments and integration expenses. Free cash flows were recorded at $1.4 billion this quarter as the company raked in about $1.6 in cash from operations as capital expenditures came in around $150 million. Because of this, the company returned close to a billion dollars to shareholders through dividends and share repurchases. Notes: View Interactive Institutional Research (Powered by Trefis): Global Large Cap  |  U.S. Mid & Small Cap  |  European Large & Mid Cap More Trefis Research
    BSX Logo
    Boston Scientific Raises Full Year Guidance After An Outstanding Q1'16 Performance
  • By , 4/28/16
  • tags: BSX
  • Boston Scientific (NYSE:BSX) reported its Q1 2016 earnings on April 27th. Most of the key financial metrics came in above the company’s guided range and the expected consensus estimates for the quarter. The stock hit a 10 year high, as the investors took note of the strong performance. The company’s strong performance was fueled by: 1) outstanding growth across all the regions of  the operation; 2) double-digit revenue growth in the Interventional Cardiology and MedSurg segments; and, 3) gross margin expansion and  lower SG&A expense. Furthermore, Boston Scientific witnessed a 14% increase in drug-eluting stent sales, led by the strong adoption of Synergy DES, the only FDA approved bioabsorbable polymer drug-eluting stent in in the U.S. Moreover, the company raised its full year revenue guidance for 2016 by $15 million at the midpoint. Notes: See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    GOOG Logo
    How Has Alphabet’s Revenue Composition Changed Over The Last 5 Years?
  • By , 4/28/16
  • tags: GOOG
  • Have more questions about Alphabet? See the links below:   What’s Alphabet’s Revenue And Earnings Breakdown? What’s Alphabet’s Fundamental Value Based On 2015 Results? By What Percentage Did Alphabet’s Revenue And EBITDA Increase In The Last Five Years? By What Percentage Can Alphabet’s Revenues And EBITDA Grow In The Next 3 Years? Notes: Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap | More Trefis Research
    PFE Logo
    Will Pfizer Answer These Two Questions In Its First Quarter Earnings?
  • By , 4/28/16
  • tags: PFE
  • Pfizer will report its Q1 2016 earnings on May 3rd, 2016. What can we expect? Here is what we believe are the key questions to which investors will seek answers. Can Pfizer Revive Its Growth After Years Of Decline?  Pfizer’s revenues have declined ~ 28% in 5 years Reasons-> Lipitor patent loss, generic competition for legacy products, and the divestment of nutritional business, capsugel, animal health and other businesses. We forecast ~ 5%-6% growth in 2016 Easing currency impact, >25% growth in cancer drugs, >10% growth in Prevnar vaccine, a slowdown in the Lipitor decline, Viagra’s material resistance to generic competition, and Eliquis’ ramp up will help. Q1 2016 results could be indicative of the above trends. After Allergan Merger Failure, What’s Pfizer’s Next Move?  Pfizer and Allergan recently called off the proposed merger, following government’s move to make tax inversion strategy less rewarding Pfizer has history of growing through big acquisitions, hence the  failed AstraZeneca bid in 2015 and now the failed Allergan merger attempt in 2016.  This could unsettle investors. Pfizer will be under pressure to clear air on ‘what comes next’. Potential moves could include a high number of smaller collaborations, as well as the potential splitting of legacy and growth businesses. Do you believe there are other major pressing issues that Pfizer must address? Do let us know through the comment section below. Have more questions about Pfizer? See the links below. By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years? By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years? How Has Pfizer’s Revenue Composition Changed Over The Last 5 Years? How Much Additional Synergies Does Pfizer Require To Justify Premium Paid For Allergan? Looking At M&A History, What Metrics Suggest That Pfizer Has Been Conservative While Engineering Allergan Deal? How Much Revenues Can Pfizer’s Phase 3 Pipeline Add By 2020? What’s Pfizer’s Revenue And Earnings Breakdown? Notes: See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    BA Logo
    Boeing Q1 Earnings Review: Earnings Fall Short Of Estimates While Revenues Driven By Higher Aircraft Deliveries In Defense Segment
  • By , 4/28/16
  • tags: BA
  • Boeing  (NYSE:BA) posted a 22% decrease in earnings while reporting a marginal increase in revenues the first quarter. The primary reason for the fall in earnings was attributed to a one-time charge that the company incurred in the development of a tanker aircraft. The company reported an EPS of $2.83 which is one cent short of the consensus estimate. Revenues were driven primarily by the higher deliveries of the F-15 and C-17 military aircraft. Highlights from the quarter: As mentioned previously, earnings took a hit this quarter because of a one time charge of $162 million incurred in the development of the KC-46 tanker. Furthermore, the company spent approximately $148 million on R&D and took a $70 million charge on the 747 program. Deliveries in the Commercial Airplanes segment saw a decrease for the quarter. Total deliveries fell from about 184 to 176 aircraft. Despite this pitfall, Boeing reiterated plans to boost production in the coming years. The company is aiming to deliver more than 900 airplanes a year by the end of the decade. The company hopes to increase the production of the 737 airplane from 42 per month to 47 per month as early as next year, further increasing production to 57 per month by 2019. The production of the 787 family increased to 12 per month this quarter and is expected to reach 14 by the end of the decade. The company bought back about 3.5 billion shares this quarter while paying out $700 million in dividends. Boeing has a $480 billion (down from $489 billion) backlog with 5,700 commercial plane orders. Given all the information above, it seems like Boeing is still on a good growth trajectory. The new products and additional deliveries could help boost the top line, while the backlog will ensure a busy few years to come.   Notes: View Interactive Institutional Research (Powered by Trefis): Global Large Cap  |  U.S. Mid & Small Cap  |  European Large & Mid Cap More Trefis Research
    FSLR Logo
    Reviewing First Solar's Q1
  • By , 4/28/16
  • tags: FSLR SPWR SCTY
  • First Solar  (NASDAQ:FSLR), the largest U.S. solar equipment manufacturer, published a mixed set of Q1 2016 results on Wednesday, beating market expectations on earnings although revenues missed estimates amid choppy revenue recognition for its solar projects business. Below we provide some of the key takeaways from the company’s earnings release. We have a $75 price estimate for First Solar, which is about 20% ahead of the current market price. We will be updating our valuation model to account for the recent earnings release. See Our Complete Analysis For  Trina Solar |  Yingli Green Energy | First Solar |  SunPower Net sales declined on a sequential basis, owing to a delay in revenue recognition for some systems projects and a higher mix of module-only sales to third parties. This was partially offset by higher revenues from the Desert Stateline project. First Solar sold an additional 15% of the Stateline project to Southern Power under an amendment to the original sales agreement. This leaves First Solar with a  34% interest in the project, which will be dropped down into its yieldco this year. Gross margins saw solid improvement, amid a higher mix of revenue from the high-margin Stateline project and lower systems and per-watt module costs. However, margins are expected to be lower for the rest of the year. Year-to-date bookings stood at 0.6 GW. However, the expected revenue added by the recent bookings was low ($300 million), likely because the largest contract for the quarter came from a module supply agreement (200 MW+). Potential booking opportunities also expanded by about 3 GW sequentially, driven by international business and extension of U.S. solar investment tax credit. The company continues to operate at 100% capacity utilization. First Solar is being slightly circumspect with regards to near-term capacity expansion, although it plans to expand to about 5 GW by 2019. The company had a nameplate capacity of about 2.7 GW at the end of last year. Average fleet conversion efficiency improvements remained solid, rising by 10 bps sequentially and 150 bps year-over-year. That said, First Solar’s best line efficiency remained stable as it focuses on rolling out new technologies across all its production lines. View Interactive Institutional Research (Powered by Trefis): Global Large Cap  |  U.S. Mid & Small Cap  |  European Large & Mid Cap More Trefis Research
    DPS Logo
    Dr Pepper Beats Consensus Estimates; Grows Volume In Carbonated Beverages Too
  • By , 4/28/16
  • tags: DPS KO PEP BUD
  • Have more questions on Dr Pepper Snapple? See the links below. What’s Dr Pepper Snapple’s Revenue And EBITDA Breakdown? By What Percentage Have Dr Pepper Snapple’s Revenues And EBITDA Grown Over The Last Five Years? What’s Dr Pepper Snapple’s Fundamental Value Based On Expected 2016 Results? How Has Dr Pepper Snapple’s Revenue And EBITDA Composition Changed Over 2012-2016E? Why North America NCB Revenue Will Grow 5x North America CSD Revenue Over 2015-2018 For Dr Pepper Why Latin America Revenue Will Grow 2.5x North America Revenue Over 2015-2018 For Dr Pepper How Much Revenue Can Latin America Add By 2018 For Dr Pepper? Breakdown Of Dr Pepper’s U.S. CSD Vs Mexico CSD Presence How Much Can CSDs Add To Dr Pepper’s Top Line By 2018? How Much Can NCBs Add To Dr Pepper’s Top Line By 2018? 2015 Year In Review: Dr Pepper Snapple Notes:   See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology  
    LRLCY Logo
    How Did The Top Two Beauty Companies Perform In The Skincare Segment Over The Last Five Years?
  • By , 4/28/16
  • tags: EL LRLCY AVP REV
  • L’Oreal and Estee Lauder are the top two global beauty companies with 2015 revenues of $28 billion and $11 billion, respectively. Skincare comprises around 30% and 47% of our stock price valuation for L’Oreal and Estee Lauder, respectively. We observe that Estee Lauder’s revenue and EBITDA growth rates had been higher than L’Oreal, though the latter enjoys a bigger portion of the global skincare market. Also, though both the companies witnessed a decline in market share between 2010 and 2015, there has been a larger decline for L’Oreal. Have more questions on L’Oreal? See the links below. What Is L’Oreal’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has L’Oreal’s Revenue And EBITDA Composition Changed Over 2012-2016E? L’Oreal: Year 2015 In Review What Is L’Oreal’s Fundamental Value Based On 2016 Estimated Numbers? L’Oreal’s Q1 2016 Earnings Results Notes:
    TXN Logo
    How Did Texas Instruments Fare In Q1'16 Earnings?
  • By , 4/28/16
  • tags: TXN
  • Leading analog chip maker, Texas Instruments  (NASDAQ:TXN) reported its Q1 2016 earnings on April 27th. TI’s analog revenues declined for the quarter due to a weaker demand in the consumer electronics market, which is predicted to remain sluggish through at least the middle of the year. That said, the company is shifting additional analog production to larger 300 mm wafers, which increases the number of devices per wafer while lowering their cost.  This should allow for higher profitability and greater pricing power, once demand picks up as expected. Below we analyse the key metrics as reported by the company for the quarter: See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    DIS Logo
    Can Movies Drive Disney’s Revenue Growth In Future?
  • By , 4/28/16
  • tags: DIS VIA
  • With the resounding success of Star Wars, which was released late last year, Disney ‘s (NYSE:DIS) Studios division has had a great start to 2016.  Released in early 2016, Zootopia  surpassed the $ 900 million mark at the global box office in April this year and became the highest grossing March release of all time in the U.S. In addition, Disney’s recently released live action remake, a new version of The Jungle Book, earned a world-wide gross of nearly $ 240 million  within weeks of its release by performing particularly well in China and India.  Following the success of this live action adaptation, the company now has a long pipeline of live action fairy tales including a sequel to The Jungle Book, a Tinker Bell project and a 101 Dalmatians spin off. The successes of these releases are timely, given the state of other parts of the business.  As its ESPN channels face a decline in subscribers with the rise of digital video platforms and increased cord-cutting, these box office successes, in our view, can mitigate these losses to some extent and drive revenue growth for the company in the coming years. Increase In Global Box Office Market Share Can Compensate ESPN Subscriber Losses To Some Extent   According to our estimates, Disney’s Studio segment accounts for more than 15% of the company’s valuation.  We expect its global box office market share to increase steadily and reach around 14% by the end of our forecast period on the continued success of its animation unit. However, given the success of its live action adaptations thus far, and the pipeline of pending  fairy tale adaptations in particular, there is modest upside, if the company is able to 16% market share by the end of our forecast period. This upside can compensate the downside to our price estimate to some extent, if: 1) the company loses ESPN subscribers at a faster rate we estimate; and, 2) the growth of ESPN fee per subscriber is slower compared to our present estimates. Disney is increasing the focus on its movies division. The company recently announced a partnership with Nokia Technologies to help explore the creation of virtual reality (VR) content for its theatrical releases. The company used Nokia’s Ozo VR camera for two recent pieces as part of the promotional campaign for The Jungle Book.   Disney believes that it can use VR technology to create content which can bring extraordinary experiences to audiences around the world.  Disney’s studios division appears to be on a roll the with continued success of its movies and its focus on content.  We believe ESPN and Parks and Resorts are the two key segments which will impact the valuation of the company the most, as they together account for more than 50% of Disney’s valuation, according to our estimates. An increase in box office market share can partly compensate for ESPN subscriber losses.  Moreover, movies should drive revenues for the company in coming years.  Accordingly, we believe an increased focus to retain ESPN subscribers is critical for Disney’s valuation. View Interactive Institutional Research (Powered by Trefis): Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap More Trefis Research
    CBS Logo
    Why CBS Could Post Decent First Quarter Results?
  • By , 4/28/16
  • tags: CBS TWX DIS VIA
  • View Interactive Institutional Research (Powered by Trefis): Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap More Trefis Research
    UTX Logo
    UTC Q1 2016 Earnings Review: Results Beat Consensus Estimates; Revenue And Earnings Up Year-Over-Year
  • By , 4/28/16
  • tags: UTX
  • United Technologies  (NYSE: UTX) released results for Q1 2016 recently. In terms of net adjusted income, the company posted EPS of $1.47, beating the consensus analyst estimate by a comfortable 8 cents. Revenues came in at $13.5 billion and was primarily driven by 2% organic growth in the quarter. Volatile foreign currency headwinds led to adverse impacts on the revenues of most segments. However, Pratt & Whitney outperformed this quarter with plants in Connecticut and Florida reporting strongest first quarter output in military and commercial jet engines in more than 10 years. Despite a slow growing economy, the company reaffirmed its EPS guidance range of $6.30 to $6.60 for 2016. Highlights from the quarter: The company has decided to repurchase $3 billion shares this year in addition to an accelerated repurchase program of $6 billion announced previously. UTC also increased its dividend to 66 cents a share earlier this week. UTC’s quarterly results were negatively affected by inventory buildup in advance of an increase in ramping aerospace programs. This includes large expected orders at Pratt & Whitney for military and commercial aircraft engines. A payment of $237 million to the Canadian Government related to Pratt & Whitney Canada’s research and development investment pact also had a negative impact on the results this time around. The deal calls for Pratt Canada to spend $1 billion on its Canadian operations over four years, in return for tax incentives and other aid from Canadian government agencies. Otis equipment orders increased by 1% year over year despite a slow growing economy. However, equipment orders at UTC Climate, Controls & Security decreased by 8 percent. This was primarily due to a decline in the Carrier’s refrigeration business.   Notes: View Interactive Institutional Research (Powered by Trefis): Global Large Cap  |  U.S. Mid & Small Cap  |  European Large & Mid Cap More Trefis Research
    VLKAY Logo
    Rundown Of How Volkswagen's 2015 Results Were Impacted By The Dieselgate Issue
  • By , 4/28/16
  • tags: VOLKSWAGEN-AG VLKAY GM TM TTM TSLA DAI DDAIF BMW
  • Have more questions on Volkswagen? See the links below. How Significant Will China Be For Volkswagen By 2020? Where Volkswagen Stands Relative To Its Competitors In Crucial Markets By What Percentage Have Volkswagen’s Revenues And EBITDA Grown Over The Last Five Years? How Has Volkswagen’s Revenue And EBITDA Composition Changed Over 2011-2015? Where Will Volkswagen’s Revenue And EBITDA Growth Come From Over The Next Three Years? How Has Volkswagen’s Revenue And EBITDA Composition Changed Over 2011-2015? Why Premium Brands Are 3x As Valuable As Non-Premium Brands For Volkswagen How Much Will Premium Brands Contribute To Volkswagen’s Top Line By 2018? How Does Volkswagen’s China Market Share Compare With Other Foreign Automakers’? How Much Does Volkswagen Make On The Sale Of One Porsche, Audi, Skoda And Volkswagen Vehicle? Notes:   See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    GOOG Logo
    What’s Alphabet’s Fundamental Value Based On 2015 Results?
  • By , 4/28/16
  • tags: GOOG
  • Trefis Estimates that Alphabet’s Fundamental Value To Be Over $516 Billion Have more questions about Alphabet? See the links below: What’s Alphabet’s Revenue And Earnings Breakdown? By What Percentage Did Alphabet’s Revenue And EBITDA Increase In The Last Five Years? How Has Alphabet’s Revenue Composition Changed Over The Last 5 Years? By What Percentage Can Alphabet’s Revenues And EBITDA Grow In The Next 3 Years? Notes: Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap | More Trefis Research
    REV Logo
    How Did Revlon’s Different Segments Perform Over The Last 5 Years?
  • By , 4/28/16
  • tags: REV EL LRLCY AVP
  • Have more questions on Revlon? See the links below. What Is Revlon’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Revlon’s Revenue And EBITDA Composition Changed Over 2012-2016E? What Is Revlon’s Revenue And EBITDA Breakdown? Revlon: 2015 Year In Review What Is Revlon’s Fundamental Value Based On 2016 Estimated Numbers? How Has The TCG Acquisition Boosted Revlon’s Growth? Notes:
    NDAQ Logo
    How Is NASDAQ Expected To Grow In The Next Five Years?
  • By , 4/28/16
  • tags: NDAQ
  • NASDAQ’s revenues are expected to increase modestly in the coming years, mainly due to the growth in its transaction revenues (helped by the acquisition of ISE), while other divisions grow organically in an improved economic environment. Consequently, EBITDA margins are expected to get a boost from higher revenues.   See the links below for more information and analysis about NASDAQ: How Is NASDAQ’s Financial Leverage Going To Change Post ISE Acquisition? How Have Volumes Of Equity Options Traded On NASDAQ Changed In February? How Is NASDAQ’s Market Share For Equity Options Expected To Change Post ISE’s Acquisition? How Much Value Is International Securities Exchange (ISE) Acquisition Expected To Add To NASDAQ? What Is NASDAQ’s Fundamental Value Based On Expected 2016 Results? What Percentage of Trades In U.S.-Listed Equities Is Matched By Nasdaq? How Has Nasdaq’s Share Of The U.S. Exchanges Industry Changed Over The Last Five Years With Respect To Its Key Rivals? How Is NASDAQ’s Revenue & EBITDA Compensation Expected To Change in 2016? What’s NASDAQ’s Revenue And EBITDA Breakdown In Terms Of Different Operating Segments? How Is NASDAQ’s Revenue & EBITDA Expected To Grow Between 2011 To 2016? View Interactive Institutional Research (Powered by Trefis): Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap
    NDAQ Logo
    What Is NASDAQ's Fundamental Value Based On Expected 2016 Results?
  • By , 4/28/16
  • tags: NDAQ
  • See the links below for more information and analysis about NASDAQ: How Is NASDAQ’s Financial Leverage Going To Change Post ISE Acquisition? How Have Volumes Of Equity Options Traded On NASDAQ Changed In February? How Is NASDAQ’s Market Share For Equity Options Expected To Change Post ISE’s Acquisition? How Much Value Is International Securities Exchange (ISE) Acquisition Expected To Add To NASDAQ? What Factors Are Responsible For Changes In Nasdaq’s Revenues and EBITDA In The Last Five Years? What Percentage of Trades In U.S.-Listed Equities Is Matched By Nasdaq? How Has Nasdaq’s Share Of The U.S. Exchanges Industry Changed Over The Last Five Years With Respect To Its Key Rivals? How Is NASDAQ’s Revenue & EBITDA Compensation Expected To Change in 2016? What’s NASDAQ’s Revenue And EBITDA Breakdown In Terms Of Different Operating Segments? View Interactive Institutional Research (Powered by Trefis): Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap  
    AKAM Logo
    Why Akamai's Operating Income Fell Despite Revenue Growth & Earnings Beat
  • By , 4/28/16
  • tags: AKAM
  • Akamai’s revenue increased 8% driven by strong growth in performance & security solutions, and services & support solutions, partially offset by a fall in media delivery solutions revenue. The company’s net revenue at $568 million was just ahead of the consensus estimate of $563 million. Operating income, however, excluding the impact of restructuring charges and amortization of intangible assets, fell 0.6% as Akamai’s expenses increased at a faster rate then revenues. Barring sales & marketing expenses, which fell 1% year over year, cost of sales, research & development, and general & administrative expenses increased in double digits. Despite a fall in operating income, the company managed to grow its non-GAAP diluted EPS by 8% year over year, with higher interest income and lower other expenses and taxes. Non-GAAP diluted EPS at $0.66 was three cents better than what the analysts had expected. Have more questions about Akamai? See the links below: What’s Akamai’s Revenue & Earnings Breakdown Based On Expected 2016 Results? What’s Akamai’s Fundamental Value Based On Expected 2016 Results? How Has Akamai’s Revenue Composition Changed In The Last Five Years? What Has Led To A ~100% Increase In Akamai’s Revenues & EBITDA In The Last Five Years? By What Percentage Can Akamai’s Revenues Grow Over the Next Five Years? How Are Akamai’s Revenue & EBITDA Composition Expected To Change By 2020? Notes: Global Large Cap |  U.S. Mid & Small Cap |  European Large & Mid Cap | More Trefis Research
    LB Logo
    How Did L Brands’ Different Segments Perform Over The Last 5 Years?
  • By , 4/28/16
  • tags: LRLCY ANN GES
  • Have more questions on L Brands? See the links below. What Is L Brands’ Revenue And EBITDA Breakdown? How Has L Brands’ Revenue And EBITDA Composition Changed Over 2012-2016E? L Brands Q4 2015 Pre-Earnings Report L Brands 2015 Year In Review How Was L Brand’s Monthly Performance In February 2016? How Was L Brand’s Monthly Performance In March 2016? What Is L Brands’ Fundamental Value Based On 2016 Estimated Numbers? Notes:
    EL Logo
    How Did The Top Two Beauty Companies Perform In The Makeup Segment Over The Last Five Years?
  • By , 4/28/16
  • tags: EL LRLCY AVP REV
  • L’Oreal and Estee Lauder are the top two global beauty companies with 2015 revenues of $28 billion and $11 billion, respectively. Makeup comprises around 20% and 40% of our stock price valuation for L’Oreal and Estee Lauder, respectively. We observe that Estee Lauder’s revenue and EBITDA growth rates had been significantly higher than L’Oreal, though the latter enjoys a bigger portion of the global makeup market. L’Oreal’s makeup market share has also declined considerably between 2010 and 2015. Have more questions about Estee Lauder? See the links below. What Is Estee Lauder’s Revenue And EBITDA Breakdown? What Is Estee Lauder’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Estee Lauder’s Revenue And EBITDA Composition Changed Over 2012-2016E? What Is Estee Lauder’s Fundamental Value Based On 2016 Estimated Numbers? What Drove Estee Lauder’s Revenue And EBITDA Growth Over The Last Five Years? Where Can Estee Lauder’s Growth Come From In The Next 5 Years? Notes: See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    FB Logo
    Growth Markets Contribute 66% Of Facebook's User Base; How Much Do They Contribute To Revenue?
  • By , 4/28/16
  • tags: FB TWTR LNKD
  • Facebook ‘s (NASDAQ:FB) first quarter results significantly beat expectations, both in terms of financial and engagement metrics. The company registered 52% growth in revenue over the prior year quarter to about $5.4 billion and 189% year-over-year (y-o-y) growth in earnings to 52 cents a share. In this note, we look at how much of this top line and bottom line growth came from its growth markets in Asia-Pacific, Africa and South America.  Have more questions about Facebook? See the links below. Facebook’s Stock Soars On Robust Earnings And User Growth In Q1 2016 How Much Revenue Can WhatsApp Generate In The Next Five Years? What If Average Ad Pricing Continues To Increase Rapidly On Facebook? The Three Key Drivers To Facebook’s Growth Core Platform vs Payment & Fees: What’s Facebook’s Revenue and EBITDA Margin? Notes: See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology
    LEA Logo
    Lear Earnings Review: Operational Performance Remains Strong, Profits Rise
  • By , 4/28/16
  • tags: LEAR LEA JCI GM F BMW
  • Have more questions on Lear Corporation? See the links below. What’s Lear Corporation’s Fundamental Value Based On Expected 2015 Results? Where Will Lear’s Revenue And EBITDA Growth Come From Over The Next Three Years? What Is Lear Corporation’s Revenue And EBITDA Breakdown? Lear Corporation: Year In Review By What Percentage Have Lear’s Revenues And EBITDA Grown Over The Last Five Years? How Has Lear Corporation’s Revenue And EBITDA Composition Changed Over 2011-2015? What Is Lear Corporation’s Geographical And Client-Wise Revenue Breakdown? Why Lear’s Stock Has Appreciated 90% In The Last Five Years Notes:   See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology  
    X Logo
    How Has The Decline In Oil Prices Impacted U.S. Steel's Tubular Steel Shipments?
  • By , 4/28/16
  • tags: X MT
  • U.S. Steel’s U.S. Tubular division primarily produces seamless and electric resistance welded steel casing and tubing commonly known as Oil Country Tubular Goods (OCTGs). These products are used in oil and gas drilling rigs.  Due to a reduction in the U.S. rig count as a result of the decline in oil prices over the past couple of years, the division’s shipments will be around 80% lower in 2016 as compared to 2014 levels. Have more questions about U.S. Steel? See the links below. What Is U.S. Steel’s Revenue And EBITDA Breakdown? What Is U.S. Steel’s Fundamental Value Based On Expected 2015 Results? How Has U.S. Steel’s Revenue Composition Changed Over The Last 5 Years? By What Percentage Did U.S. Steel’s Revenue & EBITDA Change In The Last 5 Years? By What Percentage Can U.S. Steel’s Revenue & EBITDA Grow In The Next 3 Years? How Has The Increase In Steel Imports To The U.S. Impacted U.S. Steel’s U.S. Flat-Rolled Steel Operations? Notes:   See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology  
    X Logo
    U.S. Steel Q1 2016 Earnings Review: Competition From Imported Steels And Weak Oil & Gas Drilling Activity Adversely Impact Results
  • By , 4/28/16
  • tags: X MT
  • U.S. Steel reported weak earnings results with competition from cheap imported steels negatively impacting pricing and shipments for its U.S. Flat-rolled and European operations. In addition, a decline in oil and gas drilling activity as a result of the decline in oil prices over the course of the past twelve months, adversely impacted the demand for tubular steels and the results of the U.S. Tubular Steel division, as well. Have more questions about U.S. Steel? See the links below. What Is U.S. Steel’s Revenue And EBITDA Breakdown? What Is U.S. Steel’s Fundamental Value Based On Expected 2015 Results? How Has U.S. Steel’s Revenue Composition Changed Over The Last 5 Years? By What Percentage Did U.S. Steel’s Revenue & EBITDA Change In The Last 5 Years? By What Percentage Can U.S. Steel’s Revenue & EBITDA Grow In The Next 3 Years? How Has The Increase In Steel Imports To The U.S. Impacted U.S. Steel’s U.S. Flat-Rolled Steel Operations? Notes:   See More at Trefis | View Interactive Institutional Research (Powered by Trefis) Get Trefis Technology