Dafinchi AI

Insperity, Inc.

NSP

Industrial

1w

Progress and Milestones in Workday HRScale Strategic Partnership

Target go-live date for Insperity HRScale beta clients early next year, with plans for additional client groups later in 2026.
Development of a detailed work and testing plan with a clear plan for deployment and enablement.
Alignment on go-to-market strategy, including product positioning, messaging, and sales approach.
Strong market receptivity and conceptual buy-in from mid-market companies, validating the product's value proposition.
Completion of market research affirming premium pricing potential and customer willingness to pay, supporting future revenue growth.

UFP Industries, Inc.

UFPI

Industrial

2w

Strategic Investment in New Product Technologies (SureStone and Deckorators)

Management highlighted the launch of SureStone proprietary technology, with sales increasing 45% year-over-year.
Introduction of new products like Summit decking and trim, with plans to expand capacity and reach 1,500 retail locations by 2026.
Focus on organic growth through new product development and strategic acquisitions, aiming for 10% of sales from new products.

ARMK

Industrial

1w

Record Revenue and Profitability Milestones in Q3 2025

Achieved record quarterly revenue of $4.6 billion, up 6% with slight FX favorability.
Record profitability with adjusted EPS growth of nearly 30%.
Milestones include winning one of the largest new client accounts in Sports & Entertainment and maintaining client retention exceeding 97%.
Positioned to exit fiscal year above long-term revenue growth expectations.

United Rentals, Inc.

URI

Industrial

3w

Strategic Focus on Utility Vertical Growth Post Yak Acquisition

The utility vertical now accounts for over 10% of revenue, up from less than 10% 10 years ago.
Recent 5-year agreement with a large utility customer highlights strategic partnership and cross-selling across specialty businesses.
The Yak acquisition has enabled cross-sell opportunities and deepened customer relationships, contributing significantly to utility vertical growth.

Quanta Services, Inc.

PWR

Industrial

1w

Strategic Acquisition of Dynamic Systems Enhances Growth Platform and Market Diversification

Acquisition of Dynamic Systems, a turnkey mechanical, plumbing, and process infrastructure solutions provider, announced during Q2 2025.
Dynamic Systems adds a diversified customer base, advanced digital solutions, and a highly synergistic craft-skilled workforce.
The acquisition is positioned as a platform for exponential growth, with expected synergies and expansion into new markets, including technology and manufacturing.
Management emphasizes the strategic rationale of acquiring companies that complement core capabilities and expand total addressable markets (TAMs).