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Construction & Materials  // Browsing posts in Construction & Materials

Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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Applied Commercial HVAC Still Growing, JCI Not Taking Share

Research Question: Is the applied commercial HVAC cycle reaching its peak? Is Johnson Controls taking share from its competitors? Companies: ABM, CBG, IR, JCI, JLL, KRX:003550/003553, KRX:005930/005935, LII, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The applied commercial HVAC cycle has not reached […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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Trimble Navigation Idea Proposal

Trimble Navigation Idea Proposal

Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Report Available: April 25, 2016   Blueshift’s initial research showed TRMB pushing its solutions with subscription services, a departure from its focus on an out-of-the-box product. The company has acquired various software companies in the last year and is bundling hardware-software solutions with successful […]

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Textura’s Growth Is Aligned with Construction Industry’s Recovery

Research Question:Can Textura grow its SaaS solutions use among existing and new customers? Companies: LON:SGE, TXTR By: David Franklin Click here to download the report (.pdf)   Summary of Findings Textura Corp.’s (TXTR) success with existing and new customers alike will be directly tied to the recovery taking place in the construction market. If the […]

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Residential HVAC Sales Not Cooling Off in 2016

Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks   Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]

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Dycom Industries Idea Proposal

Dycom Industries Idea Proposal

Research Question: How large will the telecom infrastructure build out be for Dycom Industries and how long will it last? Report Available: Feb. 17, 2016   Blueshift’s initial research shows several catalysts likely to cause continued growth for DY: T’s gigabit fiber expansion, the FCC’s Connect America Fund (CAF-II) funding for rural broadband deployment, and GOOG Fiber’s […]

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Major Iron Ore Miners Will Blow Minor Players Away; Explosives Demand Stable

Research Question: Will there be an even bigger decline in the explosives industry given the drop-off in mining associated with iron ore and coal? Companies: AAUKY, ASX:BCI, ASX:BHP, ASX:FMG, ASX: MAH, ASX:MGX, ASX:ORI, ASX:RIO, BOM:526371/NMDC, BVMF:VALE5, CLF, HKG:0267, JSE:KIO, LON:FXPO, X By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Iron ore production […]

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Supply Chain Has Positive Outlook on Home Renovations

Research Question: Will the improving trend in home renovations and remodeling provide widespread stimulation of the building supplier market? By: Susan Jennings Kantari Companies: DHI, FNMA, HD, LOW, MAS, SWK, USG, WHR Click here to download the report (.pdf)   Summary of Findings Service, material and retail suppliers report year to year growth of as much as […]

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Home Renovation Whisper

Research Question: Will the improving trend in home renovations and remodeling provide widespread stimulation of the building supplier market? Companies: Masco (MAS), USG Corporation (USG), Whirlpool (WHR), Lowe’s (LOW), Home Depot (HD), & others Regions Covered: California, Southeast/Florida, Midwest, & Northeast   Blueshift’s initial research indicates positive remodeling trends, with our upcoming report aimed at […]

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