A Peek Behind the Numbers

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Behind Autodesk’s Numbers- (ADSK)
They manipulated cash flow- but is there anything else going on?
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Behind the Numbers
Manhattan Associates (MANH)- Buyback Math Doesn’t Add Up
Great quality accounting- but questions on capital allocation pop up
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Behind the Numbers

August 2024

EPAM Systems, Inc. (EPAM)- Hidden Challenges in the Path to Turnaround
A look at earnings quality problems in 2Q24
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Behind the Numbers
Coherent Corp.(COHR)- Red Flags Still Flying in 4Q24
More one-time benefits investors should be watching
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Behind the Numbers
Dentsply Sirona Inc. (XRAY) Loses Another CFO
A quick look at recent management changes and reporting blunders
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Behind the Numbers
Vertex Inc. (VERX)- 2Q24 Earnings Quality Update
Earnings quality remains suspect in our view
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Behind the Numbers
Vertex (VERX)- Four Down, One to Go
A quick look at the performance of companies covered in Tech Revenue Warnings
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Behind the Numbers
Update on Johnson Controls’ 3Q24- More Red Flags
The activists may be involved- but you should still be aware of the warning signs
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Behind the Numbers
Arrow Electronics (ARW)- How Much Fluff Was in the 62 cps Beat?
An earnings quality update on 2Q24
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Behind the Numbers
Dentsply Sirona (XRAY)- The Erosion Continues
New restructuring sounds like the old ones- and leaves us unimpressed
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Behind the Numbers
Red Flags Behind Hubbell’s 2Q24 Numbers (HUBB)
Accrual cuts were a large part of the reported outperformance in the quarter
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Behind the Numbers
Confluent, Inc (CFLT) 2Q24- Another Beat Wasn’t Enough
Downward guidance comes after our warning of slower growth
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Behind the Numbers
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