Dafinchi AI

JLL

Industrial

The U.S. remains the dominant market for capital markets, with about 60% of revenues, driven by interest rates and rental growth.
European markets, especially the UK, showed strong performance, while France and Germany experienced declines.
Interest rate stability and economic development are key factors influencing activity in different regions.
The company expects the U.S. to continue leading, with potential for growth in Europe as economic conditions improve.
International markets are influenced by local economic trends, but overall, the global pipeline remains strong.

JCI

Industrial

Adjusted EPS grew 11% year-over-year, exceeding the high end of guidance at $1.05 per share.
Disciplined cost management and strategic pricing helped maintain healthy margins despite tariff impacts.
Margins improved in EMEA by 100 basis points to 14.1%, APAC by 70 basis points to 19.4%, and Americas by 10 basis points to 18.5%.
Orders grew 2%, led by strength in the Americas and offset by softness in China; backlog grew 11% to $14.6 billion.
Organic sales grew 6% in Q3 2025, with segment margins expanding 20 basis points to 17.6%.
Regional sales growth: Americas up 7% organically, EMEA up 4%, APAC up 6%, with strong service growth in EMEA and APAC.
Year-to-date adjusted free cash flow nearly doubled to $1.8 billion, with net debt declining to 2.5x within target range.

CENX

Industrial

European duty-paid premiums have decreased slightly to $220 per tonne, but billet premiums have expanded to fill the gap.
European market remains weaker than the U.S., but market acceptance of new billets is positive.
European summer season may influence market activity, with expectations to strengthen in the fall.

JELD

Industrial

Despite current softness, management remains confident in housing as a fundamental long-term need, with homeowners investing in home improvements.
Actions taken now are aimed at positioning the company for future market recovery, which is expected to happen as macroeconomic conditions improve.
The company is focused on operational and strategic initiatives to build a stronger foundation for long-term growth.

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