Dafinchi AI

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.

WSO

Industrial

2w

Major Product Transition to Next-Generation Equipment with A2L Refrigerants

2025 is a year of significant product transition affecting roughly 55% of sales.
Transition impacts inventories, supply chain, staffing, and operational aspects.
Complete transition expected by end of 2025, leading to simpler operations in 2026.
Regulatory changes historically benefit the business, with a positive outlook for the transition.

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.

Air Products and Chemicals, Inc.

APD

Industrial

2w

Air Products' 5-Year Roadmap to Earnings Growth and Margin Targets

Objective to achieve high single-digit or better adjusted EPS growth starting fiscal year 2026.
Target operating margin of 30% and ROCE in the mid- to high-teens by 2030.
Emphasis on disciplined capital allocation and systematic cost productivity initiatives.

Kaiser Aluminum Corporation

KALU

Industrial

2w

Progress and Delays in Warrick Coating Line Investment

The new coating line at Warrick is in the material qualifications phase, later than initially planned.
Full run rate expected in late Q4 2025, slightly negative impact on packaging shipments and conversion revenue.
Management emphasizes commitment to quality and not compromising standards during qualification.

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.