Список проголосовавших за комментарий " Sector Summary: Industrials trade slightly lower than the broader market<p>The Industrials sector (<strong>XLI</strong>) is trading +0.6% today, higher than the broader market (<strong>SPY</strong> +0.7%). In the Industrial Sector, Int'l Consolidated Airlines (<strong>ICAGY</strong> -0.2%) and Ryanair Hldgs (<strong>RYAAY</strong> +0.8%) report January traffic.</p><p><strong>Earnings/Guidance</strong></p><ul><li>Esterline Techs (<strong>ESL</strong> +11.3%) reports Q1 earnings of $0.82 per share, excluding non-recurring items, $0.36 better than the consensus of $0.46; revenues rose 3.7% year/year to $457.73 mln vs the $446.83 mln consensus.<ul><li>Reaffirms guidance for FY17, sees EPS of $4.50-4.90, excluding non-recurring items, vs. $4.75 consensus; sees FY17 revs of $2.0-2.05 bln vs. $2.02 bln consensus.</li></ul></li><li>Beacon Roofing Supply (<strong>BECN</strong> +3.7%) reports Q1 earnings of $0.44 per share, excluding non-recurring items, $0.01 better than the consensus of $0.43; revenues rose 2.6% year/year to $1 bln vs the $1 bln consensus.<ul><li>Reaffirms FY17 revenue growth of 3-7% and is «comfortable with analysts FY17 EPS estimate of $2.33.</li></ul></li><li>Mueller Water (<strong>MWA</strong> +2.1%) reports Q1 earnings of $0.04 per share, $0.02 worse than the consensus of $0.06; revenues rose 2.5% year/year to $167.2 mln vs the $200.37 mln consensus.<ul><li>Subsequent to the quarter end, the Company's Board of Directors increased the quarterly dividend by 33 percent to $0.04 per share and authorized total share repurchases of up to $250 million, which includes a prior authorization.</li></ul></li><li>Simpson Manufacturing (<strong>SSD</strong> -1.3%) reports Q4 earnings of $0.37 per share, in-line with the consensus of $0.37; revenues rose 8.4% year/year to $200.19 mln vs the $196.83 mln consensus.<ul><li>Co estimates 2017 gross profit margin will be between approx 46.5% and 47.5%.</li></ul></li></ul><p>Additional Industrials reporting earnings/guidance: <strong>SKYW</strong> -4.8% <strong>HUBG</strong> +9.2% <strong>SAIA</strong> +0.5% <strong>SXI</strong> +0.7% <strong>RAVN</strong> +1.2% <strong>GRC</strong> +2.9% <strong>ACET</strong> -14.8% <strong>GENC</strong> +3.0%</p><p><strong>News</strong></p><ul><li>Int'l Consolidated Airlines (<strong>ICAGY</strong> -0.2%) reports group traffic in January increased by 4.4% YoY; Group capacity measured in Available Seat Kilometres rose by 5.1%<ul><li>Group premium traffic for the month of January increased by 6.9 per cent compared to the previous year.</li></ul></li><li>Ryanair Hldgs (<strong>RYAAY</strong> +0.8%) reports January traffic increased 17% YoY<ul><li>Load factor rose 2% points to 90%</li><li>Rolling annual traffic to Jan grew 15% to 118.3 mln customers</li></ul></li></ul><p><strong>Broker Research</strong></p><p><strong>Upgrades</strong></p><ul><li>Kennametal (<strong>KMT</strong> +1.9%) upgraded to Neutral from Underweight at JP Morgan.</li><li>Kirby (<strong>KEX</strong> +5.7%) upgraded to Market Perform from Underperform at Wells Fargo.</li><li>Xylem (<strong>XYL</strong> +1%) upgraded to Outperform from Neutral at Boenning & Scattergood. </li></ul><p><strong>Downgrades</strong></p><ul><li>Eaton (<strong>ETN</strong> +0.4%) downgraded to Neutral from Overweight at JP Morgan.</li></ul><p><strong>Other</strong></p><ul><li>JELD-WEN (<strong>JELD</strong> +2.9%) initiated with a Outperform at Wedbush.</li><li>RBC Capital Mkts raises their Xylem (<strong>XYL</strong> +1%) tgt to $56 from $55.</li><li>Cowen raises their Hub Group (<strong>HUBG</strong> +9.3%) tgt to $48 from $41.</li><li>Needham raises their Mobile Mini (<strong>MINI</strong> +0.8%) tgt to $38 from $34.</li><li>Colfax (<strong>CFX</strong> +2.7%) target raised to $45 from $42 at Stifel.</li><li>Kennametal (<strong>KMT</strong> +2%) upgraded to Buy from Neutral at Seaport Global Securities; tgt raised to $50 from $28.</li></ul>"