Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Construction & Materials  // Browsing posts in Construction & Materials

Report Update: FivePoint Holdings’ Newhall Ranch Escapes Rye Fire; Development Still on Track (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: FPH, LEN By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings FivePoint Holdings LLC’s (FPH) Newhall Ranch development escaped the Rye Fire in Santa Clarita relatively unscathed, according to two local officials and […]

Read more...

FPH’s Three Developments on Schedule with No Expected Delays (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: AMZN, FPH, LEN, TOL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All three of FivePoint Holdings LLC’s (FPH) major development projects are on schedule to meet their timelines and milestones. […]

Read more...

FivePoint Holdings Idea Proposal (FPH)

FivePoint Holdings Idea Proposal (FPH)

Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones?   Report Available: November 8, 2017   Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]

Read more...

Acuity Brands Idea Proposal (AYI)

Acuity Brands Idea Proposal (AYI)

Will Acuity Brands suffer as upstream LED manufacturers move downstream?   Report Available: September 22, 2017   Blueshift’s initial research found AYI coming off a solid quarter with sales outpacing the industry, but in a position where it needs to defend against LED manufacturers like CREE and those from China moving downstream to compete in […]

Read more...

Commercial Construction Continues to Favor Copper Over PEX

Research Question: Will PEX replace copper in new commercial construction projects? Companies: HEL:UNR1V By: David Franklin Click here to download report (.pdf)   Summary of Findings Cross-linked polyethylene (PEX) is gaining some traction in the commercial construction industry, but copper plumbing is not at risk of losing its dominant market position. PEX is approved in […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...