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ASML Holding N.V. (ASML) investment Quality Rating (AAA)
ASML receives a (AAA) Operational Quality Rating for 2025. Forensic analysis of its €32.7B revenue, 52.8% gross margins, and the undisputed monopoly on High-NA EUV lithography.
Taiwan Semiconductor Manufacturing (TSM) investment Quality Rating (AAA)
TSMC (TSM) earns a (AAA) Operational Quality Rating for 2025. Forensic audit of its $122.4B record revenue, 50.8% operating margin, and the 2nm "Monopoly-Lite" moat.
FedEx Corp (FDX) investment Quality Rating (BBB)
FedEx (FDX) receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $87.9B revenue, $2.2B DRIVE savings, and the upcoming FedEx Freight spin-off.
United Parcel Service (UPS) investment Quality Rating (BBB)
UPS receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $88.7B revenue, 9.8% operating margin, and the 1 million piece per day Amazon volume reduction.
Airbus SE (AIR) investment Quality Rating (AA)
Airbus SE (AIR) receives an elite (AA) Operational Quality Rating for 2025. Forensic analysis of its €73.4B revenue, record 8,754 aircraft backlog, and €12.2B net cash.
Rolls-Royce (RR) investment Quality Rating (AA)
Rolls-Royce (RR) receives an elite (AA) Operational Quality Rating for 2025. Forensic analysis of its £3.3B free cash flow, 17.3% operating margin, and 18.9% ROIC.
Boeing (BA) investment Quality Rating (B)
Boeing (BA) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $1.8B negative free cash flow, 777X delays, and the $9.6B asset sale gain.
GE Aerospace (GE) investment Quality Rating (AA)
Access the forensic (AA) rating for GE Aerospace. Old York Financial Analysis GE’s $6B Owner Earnings, 20.4% margins, and its 44,000 engine installed base. See why the "Propulsion Sovereign" is the 2026 industrial gold standard.
Deere & Company (DE) investment Quality Rating (A)
Access the forensic (A) rating for Deere & Company. Old York Financial Analysis Deere’s $8B Owner Earnings, precision ag moat, and inventory management. See why the "Digital Harvester" remains an industrial benchmark in 2026.
Caterpillar Inc. (CAT) investment Quality Rating (A)
Access the forensic (A) rating for Caterpillar (CAT). Old York Financial Analysis CAT’s $10.5B Owner Earnings, 21.5% ROIC, and the $51B backlog. See why the "Iron Sovereign" is the 2026 benchmark for heavy industrial infrastructure.
Tesla, Inc. (TSLA) investment Quality Rating (B)
Access the forensic (B) rating for Tesla (TSLA). Old York Financial audits Tesla’s first revenue drop, 4.6% ROE, and the $20B AI CapEx mandate. See why the "Machine in Mutation" is a high-risk play for the private principal.
Waste Connections (WCN) investment Quality Rating (AA)
Access the forensic (AA) rating for Waste Connections (WCN). Old York Financial Analysis WCN’s $1.5B Owner Earnings, 33% EBITDA margins, and dominant rural market moat. See why the "Rural Fortress" is a premier principal-led investment.
Union Pacific (UNP) investment Quality Rating (AA)
Union Pacific (UNP) 2025 Analysis: Why the Western US rail leader earns an Old York (AA) Rating. Clinical analysis of $7.62B in Owner Earnings, a record 59.3% adjusted operating ratio, and a market-leading 16.3% ROIC.
Canadian Pacific Kansas City (CP) investment Quality Rating (AA)
CPKC (CP) 2025 Analysis: Why the first Canada-USA-Mexico rail earns an Old York (AA) Rating. Analysis of C$4.31B in Owner Earnings, a record 59.9% adjusted operating ratio, and the 2.8x leverage reduction strategy.
Canadian National Railway (CNR.TO) investment Quality Rating (AA)
Canadian National Railway (CNR.TO) 2025 Analysis: Why the three-coast monopoly earns an Old York (AA) Rating. Analysis of C$4.93B in Owner Earnings, a 61.7% operating ratio, and the strategic pivot to a 'Harvest Phase' in 2026.
Berkshire Hathaway (BRK-A) investment Quality Rating (AA)
Berkshire Hathaway (BRK-A) 2025 Analysis: Why the Buffett-led fortress earns an Old York (AA) Rating. Analysis of $45.2B in Owner Earnings, the $174B Insurance Float, and the impact of its $358B Cash Mountain.
Waste Management (WM) investment Quality Rating (AA)
Why Waste Management isn't an Old York AAA. Discover the 2025 Operational Quality Rating for WM, focusing on owner earnings and execution over GAAP metrics.