Under Armour 2Q17 Earnings Call Notes

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Kevin Plank – Chairman and Chief Executive Officer Company is pivoting “The landscape is evolving quickly. Therefore, we too must evolve quickly. This evolution requires a pivot, and we’re doing just that. We’re pivoting from a product company to a … Continued

Delphi 2Q17 Earnings Call Notes

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Kevin Clark China is forecast to lead the world in powertrain electrification ” China’s forecasted to lead the global trend in Powertrain electrification, representing over 50% of unit production in 2025, reflecting a 40 fold increase over today’s levels. We … Continued

Emerson FY 3Q17 Earnings Call Notes

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David N. Farr – Emerson Electric Co. Global demand conditions strengthened “Global demand conditions strengthened versus the second quarter. Emerging markets were up low single digits and mature markets grew mid-single digits. Growth was supported by improving end markets in … Continued

Vornado 2Q17 Earnings Call Notes

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Steven Roth – Chairman and CEO Demand for office space is robust “New York office leased 543,000 square feet, 402,000 square feet a share in the quarter with average starting rents of $79.50 and positive mark to markets of 17.8% … Continued

Eaton 2Q17 Earnings Call Notes

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Craig Arnold – Eaton Corp. Plc Higher commodity prices “we had somewhat higher commodity prices, and you’ll see that theme really throughout many of the segments.” Industrial activity remains weak “Overall, I’d say industrial activity remains weak with mixed activity … Continued

Lyondell Basell 2Q17 Earnings Call Notes

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Bhavesh Vaghjibhai Patel – LyondellBasell Industries NV Operating rates at 95-99% of capacity “Slide 5/6 illustrates our strong second quarter performance, with operating rates of 98% of nameplate capacity across our U.S. and European ethylene crackers. Our polyethylene production operated … Continued

UPS 2Q17 Earnings Call Notes

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David P. Abney – United Parcel Service, Inc. Industrial production and retail still growing but slower pace than projected “The latest U.S. GDP forecast for the balance of the year remains unchanged. Industrial production in retail are still growing, although … Continued

Amazon 2Q17 Earnings Call Notes

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Brian T. Olsavsky – Amazon.com, Inc. Explanation of Whole Foods purchase Sure, Colin. First, as far as Whole Foods is concerned, as Darin mentioned, it’s not included in this guidance since it hasn’t closed yet, but we are excited about … Continued

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