Dafinchi AI

Howmet Aerospace Inc.

HWM

Industrial

1w

Significant Capacity Expansion in Engine and IGT Markets with New Plants and Extensions

Two new engine plants in Michigan (Q4 2025 output) and Japan (H2 2026 output) for turbine airfoils and IGT components.
European plant extension supporting capacity in 2026-2027.
Construction and equipment arrival timelines, with full production expected in 2027.
Management expects ramp-up costs to be offset by volume leverage, aiming for improved margins as capacity comes online.

ATI

Industrial

2w

Strategic Long-Term Contract Wins with Boeing and Airbus

ATI signed a new long-term guaranteed volume agreement with Boeing for airframe products, including titanium alloy sheet from Pageland, SC, validating ATI as a strategic supplier.
Expanded agreement with Airbus now positions ATI as Airbus' top titanium flat rolled and long products supplier, with increased customer share and long-term commitments.
These contracts include volume-based minimums, scope expansion, and pricing terms that allow for inflation and cost pass-through, supporting revenue growth and margin expansion.

Landstar System, Inc.

LSTR

Industrial

2w

Strong Performance and Strategic Focus on Heavy Haul Segment

Generated approximately $138 million in heavy haul revenue in Q2 2025, a 9% increase year-over-year.
Heavy haul volume increased by 4%, and revenue per load increased by 5%.
Heavy haul's share of load revenue increased from 33% in Q2 2024 to 35% in Q2 2025.
Management emphasized the segment's domestic focus and resilience, with no tariff-related headwinds expected in the near term.
Jim Applegate highlighted the broad-based demand across industries like machinery, electrical equipment, and data centers, supporting continued growth.

Mercury Systems, Inc.

MRCY

Industrial

2d

International Market Growth and Defense Budget Tailwinds

International operations are expanding, with increased activity from European defense primes and other global customers.
Defense budget increases and executive orders like Golden Dome are creating tailwinds for Mercury’s growth.
Management sees international markets as a significant growth area, especially in land, sea, and space segments.
Customer interest in increased production and accelerated delivery is evident across multiple regions.
The company is well-positioned to capitalize on global defense spending increases and technology adoption.

AIR

Industrial

4w

Successful Integration and Cost Synergies from Product Support Acquisition

Substantially completed integration of the Product Support acquisition.
Full realization of $10 million annual cost synergies expected in FY 2026.
Exiting the Long Island facility and consolidating work into Dallas and Wellington, with full exit planned in Q1 FY 2026.
Synergy realization to contribute to margin expansion and operational efficiency improvements.

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.