Trading Companies & Distributors

Kaman Corporation (NASDAQ: KAMN) announced today that its Aerospace segment has been awarded a contract modification in the amount of $23.8 million for the procurement of Joint Programmable Fuzes (JPF). The award is the first under Option 8 of Kaman's JPF contract with the U.S. Air Force....

Aircastle Limited (NYSE: AYR) reported 4Q10 adjusted EPS of $0.18 vs $0.27 lastyear and Dahlman Rose's estimate of $0.23 due to the impact of aircraft acquisitions net of disposals. Dahlman is estimating 2011 EPS of $1.12 with a very strong 1Q11 due to higher maintenance revenue. Aircastle...

Grainger (NYSE: GWW) today reported sales results for the month of February 2011. Daily sales increased 11 percent versus February 2010. Results for the month included a 1 percentage point positive contribution from acquisitions and a 1 percentage point contribution from foreign exchange....

Aircastle (NYSE: AYR) announced today its fourth quarter and full year results. Highlights-- Lease rental revenue of $139.3 million and EBITDA(1) of $134.8 million for the fourth quarter and $531.1 million and $491.2 million, respectively, for the full year-- Net income of $20.2 million, or $0.25...

KeyBanc Capital Markets initiates coverage on Beacon Roofing Supply, Inc. (NASDAQ: BECN) with a HOLD rating, with the Company's ability to consolidate the fragmented U.S. roofing distribution industry offset near term by valuation. BECN's current net leverage at 20% can easily fund its target of 10...

Piper Jaffray is raising its price target on shares of Fastenal Company (NASDAQ: FAST) to $63 from $62, and is keeping its Neutral rating on shares. In a note to investors, Piper Jaffray writes, "Fastenal reported February average daily sales growth of 21.5% compared to our18% estimate. Poor...

Acacia Research Corporation (NASDAQ: ACTG) shares moved up 14.68% to $33.52 at 10:20 am. The volume of ACTG shares traded was 448% higher than normal. ACTG shares have surged 169.59% over the past 52 weeks, while the S&P 500 index has gained 16.95% in the same period. Central European Media...

Citi is out with its report today on FLY Leasing (NYSE: FLY), commenting on FLY's Q4 10 results. In a note to clients, Citi writes, "Reported EPS of $0.39 beat our estimate of $0.31 but was below $0.45 a year ago. Excluding gains on sale of aircraft, however, we calculate recurring EPS of $0.24,...

Analysts at Goldman initiate coverage of RSC Holdings Inc (NYSE: RRR) with a “neutral” rating. The target price for RRR is set to $15.50.   RRR shares fell 0.37% to close at $13.43 yesterday.    <a href="http://www.benzinga.com/analyst-ratings">...

Analysts at Goldman initiate coverage of United Rentals Inc (NYSE: URI) with a “buy” rating. The target price for URI is set to $38.   URI shares gained 2.74% to close at $31.07 yesterday.   <a href="http://www.benzinga.com/analyst-ratings">More...

Cusick's Corner We have a market that is challenged by good news and bad news. The good news is that the employment picture is looking better, watch for confirmation with the latest unemployment number this Friday. The bad news is that inflation appears to be growing faster than anticipated,...

Dahlman Rose & Co. has a Buy rating and a $16.50 price target on shares of Fly Leasing Limited (NYSE: FLY). In a note to investors, Dahlman Rose writes, "FLY Leasing reported 4Q10 EPS results in excess of our and the consensus estimates. We believe FLY will continue to grow in 2011 through sale...

Shares of Fastenal Company (NASDAQ: FAST) are higher on the session by 0.36%, trading at $60.79. Overall call volume is now running at 3.51x the daily average, with 49% of all calls traded being purchases on the offer. 3,057 contracts have traded on the session so far. Fastenal Company sells...

Peet's Coffee & Tea Inc (NASDAQ: PEET) shares moved up 7.32% to $46.01 at 10:15 am. The volume of PEET shares traded was 328% higher than normal. Analysts at Janney Capital upgraded PEET from “neutral” to “buy.” Solar Capital Ltd (NASDAQ: SLRC) shares rose 2.93% to $24.91. The volume of SLRC...

Kaman Corp. (NASDAQ: KAMN) today reported financial results for the fourth quarter ended December 31, 2010. Net sales $ 365,109,000 Diluted earnings per share – adjusted $ 0.80