Dafinchi AI

APi Group Corporation

APG

Industrial

1w

Record Backlog Reaching $4 Billion for the First Time

Backlog in both Safety Services and Specialty Services segments eclipsed $4 billion, a record high for APi.
Backlog growth driven by disciplined customer and project selection, focus on target end markets, and cross-sell efforts.
Healthy and distributed across all aspects of the business, indicating strong future revenue pipeline.

Ball Corporation

BALL

Industrial

1w

Resilient Aluminum Packaging Outperformance in 2025

Aluminum packaging outperforming other substrates globally, demonstrating resilience and defensive nature.
Continued monitoring of tariffs and consumer pressures, especially in the U.S.
Confident in sustaining positive momentum to deliver 12%-15% EPS growth in 2025.

EMCOR Group, Inc.

EME

Industrial

2w

Record Quarterly Revenue and Operating Margin Achievement

EMCOR achieved a quarterly record revenue of $4.3 billion, up 17.4% YoY.
Operating margins reached a record 9.6%, with operating income of $415.2 million, a 25% YoY increase.
Strong performance across segments, especially Electrical and Mechanical Construction, driven by project execution and productivity improvements.

ADT

Industrial

3w

Strategic Customer Portfolio Acquisition of 50,000 Subscribers for $89 Million

Completed a strategic acquisition of approximately 50,000 subscribers from a single seller for $89 million.
Accounts had high density and good credit scores, with attrition protection built in.
Pipeline for bulk acquisitions remains strong, with continued review as an incremental growth channel.

Forestar Group Inc.

FOR

Industrial

3w

Forestar's Contracted Backlog Reaches 5-Year High at $2.3 Billion

Contracted backlog increased 26% YoY to 25,700 lots, representing 38% of owned lot position.
This backlog is the highest in the last 5 years, indicating strong future revenue potential.
Forestar's focus on market share growth and disciplined investment supports this backlog expansion.

Douglas Dynamics, Inc.

PLOW

Industrial

1w

Record Performance and Profit Growth in Solutions Segment

Solutions delivered a fifth consecutive record quarter with significant profit increase.
Backlog remains near record levels, driven by strong municipal demand.
Margin improvements offset lower preseason shipment volumes, with expectations of continued margin growth into 2026.