"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
E. I. du Pont de Nemours and Company · DD
Trian Partners · p. 87
Callouts & quotes from 1,047+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
E.I. du Pont de Nemours and Company (DuPont) · DD
Trian Partners · p. 87
"Expanded EBITDA margins: From 8% in 2011 to 20% in 2014"
E.I. du Pont de Nemours and Company · DD
Trian Partners · p. 87
"Vertiv has an opportunity to more than double margins."
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 47
"...and NFLX EBIT margins are ~4,000bps higher than DIS"
The Walt Disney Company · DIS
Trian Partners · p. 33
"Such Improvements Could Add ~10% to Operating Margins"
BMC Software · BMC
Elliott Management · p. 61
"Cleaner Inventory & Assortment = +200bps Gross Margin"
Sotheby's · BID
Marcato · p. 31
"The Company has Led a Staggering Decline of Margins"
Monotype Imaging Holdings Inc. · TYPE
Starboard Value · p. 7
"And what happened to the intended margin leverage?"
athenahealth · ATHN
Greenlight Capital · p. 11
"Wix’s margins are significantly lower than peers."
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 12
"Multiple quarters of Y-o-Y margin contraction"
Canadian Tire Corporation · CTC.A
Spruce Point Capital · p. 44
"EBT margins have declined ~480bps since 2006"
State Street Corporation · STT
Trian Partners · p. 11
"12.0 percentage points EBIT margin expansion"
Norfolk Southern Corporation · NSC
Ancora · p. 166
"...despite below average growth and margins"
LHC Group, Inc. · LHCG
Spruce Point Capital · p. 40
"BELOW peer median driven by LOWER MARGINS"
Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT
Starboard Value · p. 46
"Operating margin of at least 25% by 2014"
Lazard Ltd · LAZ
Trian Partners · p. 5
"Improvement in Services EBIT margins..."
General Electric · GE
Trian Partners · p. 52
"Tom Pike increased margins by ~425bps!"
GoDaddy, News Corp, Fortrea
Starboard Value · p. 65
"Tom Pike increased margins by ~425bps!"
Fortrea Holdings Inc. · FTRE
Starboard Value · p. 13
"Tom Pike increased margins by ~425bps!"
GoDaddy · GDDY
Starboard Value · p. 65
"Tom Pike increased margins by ~425bps!"
Multiple (GoDaddy, News Corp, Fortrea) · GDDY, NWSA, FTRE
Starboard Value · p. 65
"Restoration of Best-in-Class Margins"
Southwest Airlines · LUV
Carl Icahn · p. 57
"36% consolidated margins in 2015"
State Street Corporation · STT
Trian Partners · p. 36
"Significant Margin Opportunity"
GoDaddy Inc. · GDDY
Starboard Value · p. 4
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5
"Average EBIT Margin: 15.5%(2)"
General Electric · GE
Trian Partners · p. 51
"1,000bp+ increase in margins!"
Salesforce, Inc. · CRM
Starboard Value · p. 5