Aeroflex (ARX) Message Board

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Technology Stocks : Aeroflex (ARX)

ARX 13.58

-1.3%

Nov 14 9:30 AM EST

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To: MulhollandDrive who wrote (174)	8/5/1997 4:34:00 PM
From: Todd DeMelle	of 586

Just make sure to keep up on earnings because you know what happens when companies disappoint.Stay on top of it. That is a tall order, bp, but I'll do what I can. <g> I would like to find out a little more about how the Oppenheimer analyst is arriving at his target price and his buy rating. Is there any more meat to be had from Oppenheimer? Here's what Zack's has to say (while my Zack's free trial is still active...) The Whole Enchilada Zacks Company Report: ARX Zacks analyst watch report: ARX Page: 1 AEROFLEX INC 8/ 2/97 ZACKS ANALYST WATCH MEAN HIGH LOW NUMBER MEAN CHG EST LAST MNTH ($) FISC YR END 6/98 0.45 0.45 0.45 1 0.00 FISC YR END 6/97 0.32 0.32 0.32 1 0.00 VS ACTUAL 6/96 0.45 QUARTER END 6/97 0.13 0.13 0.13 1 0.00 VS ACTUAL 6/96 0.20 QUARTER END 9/97 N/A N/A N/A 0 N/A VS ACTUAL 9/96 0.05 NEXT 5 YR GRTH (%) 30.00 30.00 30.00 1 0.00 ESTIMATES & ACTUALS ARE BOTH EPS BEFORE XTRAS & OTHER NRI'S Zacks analyst watch report: ARX Page: 2 AEROFLEX INC 8/ 2/97 WALL STREET RECOMMENDATIONS ARX RANKED 2/ 55 IN ELEC PRODS-MIS IND RANKED 52/211 R R R Z -------- -------- -------- -------- -------- STRONG MODERATE HOLD MODERATE STRONG BUY BUY SELL SELL N = NATIONAL RETAIL BROKER; I = INSTITUTIONAL BROKER R = REGIONAL BROKERAGE FIRM; Z = ZACKS INDICATOR RANKING (EPS FORECAST REVISION MODEL) ( + UPGRADE SINCE LAST WEEK; - DOWNGRADE ) Zacks analyst watch report: ARX Page: 3 AEROFLEX INC 8/ 2/97 COMPANY VS INDUSTRY ---------- EPS GROWTH RATES -------- P/E ON LAST 5 YRS 97/96 98/97 NXT 5 97 ACTUAL (%) (%) (%) YRS(%) EPS COMPANY N/A -28.9 40.6 30.0 18.6 IND: ELEC PRODS-MIS 15.5 15.9 28.3 22.9 20.6 (T=152) S & P 500 12.6 10.9 5.9 7.6 21.2 ------------------------------------------------------------ COMPANY-INDUSTRY N/A -44.8 12.3 7.1 -2.1 COMPANY-S&P N/A -39.8 34.8 22.4 -2.7 Zacks analyst watch report: ARX Page: 4 DISTRIBUTION OF EPS ESTIMATES HISTOGRAM AS OF 8/ 2/97 AEROFLEX INC FY1 - 9706 FY2 - 9806 1 ESTS. 1 ESTS. X X !-----!-----!-----!-----! !-----!-----!-----!-----! 0.32 0.37 0.42 0.47 0.52 0.45 0.50 0.55 0.60 0.65 "X" = EPS ESTIMATE ($) "O" = THREE MOST RECENT ESTS. Zacks analyst watch report: ARX Page: 5 6/97 QTR: AEROFLEX INC 9/97 QTR: EXP.REPT: 8/11/97 EXP.REPT: 10/21/97 O !-----!-----!-----!-----! !-----!-----!-----!-----! 0.13 0.18 0.23 0.28 0.33 0.13 0.18 0.23 0.28 0.33 MEAN 0.13 ( 1) MEAN N/A ( 0) MOST ACC 0.13 ( 1) MOST ACC N/A ( 0) ------------------------------------------------------------ QTR END % SURPRISE ACTUAL ESTIMATE STD DEV. # ANALYSTS 6/97 N/A N/A 0.13 N/A 1 3/97 0.00 0.07 0.07 N/A 1 12/96 7.69 0.07 0.06 0.01 2 Zacks analyst watch report: ARX Page: 6 AEROFLEX INC -OTH - 1.100 5/ 5/88 - 650 EMPLOYEES DESIGNS AND MANUFACTURES VARIOUS MECHANICAL AND ELECTRONIC C OMPONENTS USED FOR MILITARY WEAPON, COMMUNICATION AND SURVEI LLANCE SYSTEMS; MANUFACTURES SPECIALIZED COMMERCIAL ENVELOPE S FOR DIRECT MAILERS AND THE HEALTH CARE INDUSTRY; AND PROVI YEAR EPS BEFORE XTRAS & NRI'S -CUR- HI/LO 1ST 2ND 3RD 4TH YR( 6) PRICE 5 5/ 3 99 NA NA NA NA 0.60E PRC/EPS 15 15/ 8 98 NA NA NA NA 0.45E REL P/E 0.7 0.8/0.5 97 0.05 0.07 0.07 0.13E 0.32E YLD 0.00 IAD NA SINCE 10/87 DEC SLS(MM$) NET(MM$) EPS-XNRI EPS-REP DIV/SH HIGH LOW 97 NA NA NA NA NONE 6 3 96 NA NA 0.45 -1.46 NONE 6 4 95 71 6 0.46 0.58 NONE 5 4 Zacks analyst watch report: ARX Page: 7 OPERATIONAL ANALYSIS SEGMENT INFORMATION NOT PROVIDED SHARES 8.3/OWNED BY 5.53% INSIDERS; 25.41% INSTITUTIONS - -PAID $ (FROM ANNUAL REPORT TO SHAREHOLDERS) TO OUR SHAREHOLDERS : WE ARE PLEASED TO REPORT THAT THE COMPANY HAS FULLY MET ITS OBJECTIVES FOR 1993. AFTER STABILIZING OPERATIONS AND RETURNING TO PROFITABILITY IN 1992, OUR 1993 OBJECTIVES WERE TO INCREASE SALES, IMPROVE OPERATING MARGINS, AND FURTHER R EDUCE OUTSTANDING INDEBTEDNESS. SALES IN 1993 INCREASED 6 .7% TO $67.3 MILLION, GROSS PROFIT MARGINS INCREA CONTINUED Zacks analyst watch report: ARX Page: 8 OPERATIONAL ANALYSIS CONTINUED SED TO 27.9%, AND OPERATING INCOME MARGINS INCREASED OVER 20 % TO 7.3% OF SALES. INTEREST COSTS WERE REDUCED 38% TO $2.2 MILLION IN 1993 FROM $3.6 MILLION IN 1992. NET INCOME IMPR OVED 122% TO $2.2 MILLION IN THE CURRENT YEAR VERSUS $1.0 MI LLION LAST YEAR. FULLY DILUTED EARNINGS PER SHARE DOUBLED T O $.24 IN 1993 FROM $.12 IN 1992. Todd

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