Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
February 12, 2026
BDC: First Look at Q4 Results and Outlook
Belden (BDC; $142.23; E/W) reported Q4 non-GAAP EPS of $2.08, which beat our consensus matching $1.95 on some better-than-expected sales ($720mm vs. our and the Street’s $697mm). We estimate non-operating items were a $0.04 per…
February 11, 2026
VRT: Big Backlog Supports Beat and Raise
We raise our 2026E EPS for Vertiv Holdings (VRT; $248.51; E/W) from $4.85 to $6.05 (+44% YoY) after the company produced a robust “beat and raise” that was accompanied by an “eye popping” year-end backlog,…
February 11, 2026
VRT: First Look at Q4 Results and Outlook
Vertiv Holdings (VRT; $199.62; E/W) reported Q4 non-GAAP EPS of $1.36, which was comfortably ahead of our $1.27 and the Street’s $1.29 on some better-than-expected sales of $2,880mm (vs. our $2,850mm and the Street’s $2,876mm)….
February 10, 2026
LYFT: Still on a Robust EBITDA Growth Track; Reiterate Outperform
We stick with our 2026E EBITDA of $700mm for Lyft (LYFT; $16.85; O/P), which equates to another year of 30%+ profit growth, after the company produced Q4 EBITDA of $154mm (3.0% of gross bookings or…
