Research
Industrials
lf0’s Industrials hub collects every equity research note on industrial, infrastructure, and aviation-adjacent companies, where capital cycles, order backlogs, and capacity expansion drive the investment case more than any single quarter. Coverage in this sector currently includes General Electric (GE), Willdan Group (WLDN), and Sky Harbour (SKYH). lf0 revisits these names periodically as new earnings, contract wins, and capacity data reshape the investment case, so each company’s archive is organized chronologically rather than as a single static snapshot.





The Scorecard: 1 Month Update: CAR Sell — Correct so far
Revisiting our Sell call on CAR: entry $186.28, latest $162.24, -12.9%.
The Scorecard: 1 Month Update: BW Sell — Correct so far
Revisiting our Sell call on BW: entry $17.76, latest $9.89, -44.3%.
The Scorecard: MYRG Sell — Correct so far
Revisiting our Sell call on MYRG: entry $391.51, latest $309.39, -21.0%.
The Scorecard: MTZ Sell — Correct so far
Revisiting our Sell call on MTZ: entry $380.63, latest $248.73, -34.7%.
Flowserve Stock Analysis: Buy or Sell? Valuation, Debt, Free Cash Flow
Flowserve Corporation (FLS) is rated Hold as its installed-base service network supports cash generation, but revenue remains flat to down. The stock looks fairly valued,…
The Scorecard: CAR Sell — Correct so far
Revisiting our Sell call on CAR: entry $186.28, latest $145.13, -22.1%.
The Scorecard: BW Sell — Correct so far
Revisiting our Sell call on BW: entry $17.76, latest $7.83, -55.9%.
Ryder Stock Analysis: Buy or Sell? Leverage, Valuation & FCF
Ryder System, Inc. (R) is rated Hold as strong free cash flow is offset by elevated leverage and weak liquidity. The stock looks fairly priced…
L3Harris Technologies Stock Analysis: Buy or Sell? Valuation, Cash Flow & Leverage
L3Harris Technologies (LHX) is rated Hold as the stock already prices in durable defense earnings. Strong operating cash flow and a 1.1% dividend are offsets…
Boeing Stock Analysis: Buy or Sell? Valuation, Margins & Production
Boeing (BA) is rated Sell as its recovery still looks uneven and the stock trades at a rich multiple despite weak profitability. TTM EBITDA margin…
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