Dafinchi AI

AME

Industrial

AMETEK acquired FARO Technologies for approximately $920 million, expanding into the digital reality market.
FARO's product suite includes measurement arms, laser scanners, and software, with a strong recurring revenue profile from service and subscriptions.
Management expects a couple of cents benefit in 2025 from synergies, with EBITDA margins potentially doubling from 15% to 30% within three years.
FARO's integration aims to leverage AMETEK's global infrastructure, with a focus on expanding margins and top-line growth, similar to Zygo acquisition success.

ROK

Industrial

Rockwell plans to invest over $2 billion over the next 5 years in plants, digital infrastructure, and talent, primarily in the U.S.
Investments aim to grow market share, build resilience, and expand margins.
Major focus on automation, talent acquisition, and AI-first business systems.
Investments will include CapEx and OpEx, with ROI-based decision-making and a long-term margin expansion goal.
Christian Rothe emphasized that part of the $2 billion is already in current spending levels, not all incremental.

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