Dafinchi AI

C.H. Robinson Worldwide, Inc.

CHRW

Industrial

2w

Transformation of Business Model and Operational Discipline

C.H. Robinson initiated a new lean operating model in early 2024, leading to 6 consecutive quarters of outperformance.
The company emphasizes disciplined execution, continuous improvement, and a structural and technological transformation.
Focus on higher highs and higher lows across market cycles, with a strong emphasis on operational efficiency and process improvements.

CF Industries Holdings, Inc.

CF

Industrial

1w

Operational Performance and Supply Chain Management

CF maintained a high utilization rate of 99% for ammonia production, with 5.2 million tons produced in H1 2025.
Operational safety was highlighted with only 3 recordable incidents and zero lost time days, demonstrating operational excellence at scale.
The company effectively managed logistics and inventory, delaying UAN fill programs to optimize supply and meet customer needs amid tight global inventories.

Quaker Chemical Corporation

KWR

Industrial

1w

Strong Organic Growth and Share Gains Across All Regions

Achieved 2% organic volume growth year-over-year, with Asia/Pacific leading at 8%.
All segments showed sequential organic growth, mitigating macroeconomic pressures.
Gained market share in all regions, especially in Asia/Pacific, driven by new business wins and cross-selling.
Confident in sustaining 2-4% long-term growth despite external market challenges.

Johnson Controls International plc

JCI

Industrial

2w

Implementation of a New Business System Focused on Simplification, Acceleration, and Scaling

Johnson Controls is developing a new business system anchored in 80/20 principles, Lean methodologies, digitization, and AI.
The system aims to simplify operations, accelerate growth, and scale impact.
Initial examples include doubling sales team engagement time in HVAC and halving lead times for data center chillers.
The goal is to embed this system into the company's culture to drive long-term results and competitive advantage.

Waste Management, Inc.

WM

Industrial

2w

Strategic Focus on Long-Term Growth and Core Business Strengths

Jim Fish emphasized WM's strategy combining core business with new growth platforms, highlighting 19% operating EBITDA growth in Q2 driven by collection and disposal.
Management described WM as a 'forever stock' with sustained results across market cycles, leveraging technology to lower costs and differentiate.
The company is investing in growth platforms like acquisitions, recycling, renewable energy, and healthcare solutions, with a pipeline expecting over $500 million in acquisitions this year.