Dafinchi AI

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.

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.

Ingredion Incorporated

INGR

Industrial

1w

Record High Second Quarter Operating Income in Ingredion's History

Adjusted operating income reached $273 million, the highest for Q2 in company history.
Performance driven by strong segment growth, operational efficiencies, and raw material procurement improvements.

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.

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.

Republic Services, Inc.

RSG

Industrial

2w

Progress and Impact of Polymer Centers and Blue Polymers Joint Venture

Commenced commercial production at Indianapolis Polymer Center in July, with full operations expected in Q4 after equipment commissioning.
Grand opening held in June, with ongoing efficiency improvements and learning curve benefits from initial centers in Vegas and India.
High global demand for recycled PET supports long-term profitability and growth prospects.