Dafinchi AI

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.

XPO Logistics, Inc.

XPO

Industrial

2w

Strategic Investment in Network Expansion and Technology

Addition of nearly 6,000 tractors and over 17,000 trailers since 2021 to support growth and efficiency.
Opening of large LTL service centers in Carlisle, PA, and Greensboro, NC, to enhance network density and direct load movement.
Positioning to capture profitable market share and unlock operating leverage through real estate and fleet investments.

Patrick Industries, Inc.

PATK

Industrial

1w

Introduction of New Composite Roofing System for RV OEMs

Patrick Industries developed a new composite roofing system for RV OEMs, which is in the final prototyping stage and expected to supply in the second half of 2025.
This system integrates membranes, adhesives, and composite panels, representing a significant platform win and innovation in RV roofing solutions.

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.

Minerals Technologies Inc.

MTX

Industrial

2w

Strategic Capacity Expansion in Pet Litter and Sustainable Products

Opening a new pet litter packaging facility in Asia in late Q3 to support demand growth.
Retooling facilities in North America and Europe with new process and packaging equipment to improve quality, efficiency, and reduce costs.
Multiple capacity expansion projects underway for renewable fuel purification, animal health solutions, and fabric care, supporting $100 million in revenue growth and margin improvement.

Albany International Corp.

AIN

Industrial

1w

Strategic Footprint Rationalization and Facility Closures

Albany initiated the closure of two additional facilities in France and the UK as part of its global footprint optimization.
The transfer of production and equipment across facilities challenges ramp-up speed at new locations, impacting short-term performance.

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.