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Deere & Company

DE

Industrial

2d

AI and Data Analytics as Growth Drivers in Agriculture Technology

Deere is actively investing in AI and machine learning to enhance farm decision tools, including crop management and automation.
The company’s data platform now covers over 480 million acres globally, enabling advanced analytics and insights for farmers.
Adoption of See & Spray and precision harvesting features has led to measurable productivity gains, with some customers increasing throughput by over 30%.
Deere’s digital solutions are expanding into new segments like road building, leveraging existing investments in ag technology.
The company aims to lead in autonomous and semi-autonomous farm machinery, with ongoing R&D and strategic partnerships.

AMCR

Industrial

2d

Strategic Portfolio Review and Focus on Core Markets

Amcor completed a strategic review of its portfolio, focusing on defining its core markets in consumer packaging and identifying businesses less aligned with these priorities.
The company identified approximately $2.5 billion in sales from businesses that are less aligned with its core portfolio, which will be explored for value maximization through restructuring, partnerships, or sales.
Amcor is emphasizing growth in attractive nutrition and health markets, leveraging its leadership positions and technological capabilities.
The portfolio review aims to enhance focus, drive more consistent organic growth, and create shareholder value by divesting or restructuring non-core assets.
The process of portfolio optimization is ongoing, with no fixed timeline, but some smaller assets are expected to be addressed in fiscal 2026.

Applied Industrial Technologies, Inc.

AIT

Industrial

2d

Record Sales, EBITDA, and EPS Achieved in Fiscal 2025

Applied Industrial Technologies achieved new records for sales, EBITDA, and EPS in fiscal 2025, demonstrating strong operational resilience.
Full year EPS growth of 4% exceeded initial guidance, highlighting effective management despite a muted demand environment.
Gross margins expanded nearly 50 basis points, surpassing 30% for the first time in the company's history, indicating margin improvement.
The company generated over $465 million of free cash flow, a 34% increase, enabling significant capital deployment including acquisitions and share buybacks.
The strategic acquisition of Hydradyne, its largest in 6 years, contributed over 400 basis points of inorganic growth and was a key driver of the record performance.

Caterpillar Inc.

CAT

Industrial

1w

Impact of Incremental Tariffs on Profitability and Margins

The net impact of tariffs was around the top end of the estimated range for the quarter, approximately $250 million to $350 million.
Tariffs impacted all three primary segments, with about 55% of the impact in Construction Industries, 20% in Resource Industries, and 25% in Energy & Transportation.
The company expects the net impact from tariffs for 2025 to be around $1.3 billion to $1.5 billion, net of mitigating actions.
Management emphasized the fluidity of trade negotiations and the uncertainty surrounding future tariff impacts, with plans to implement long-term mitigation strategies once clarity is achieved.
The company is considering all options, including sourcing adjustments and pricing strategies, to mitigate tariff impacts over the medium to long term.

Parker-Hannifin Corporation

PH

Industrial

1w

Transformation and Margin Expansion in Industrial Segment

The Industrial segment achieved a record adjusted operating margin of 25.1%, up 90 basis points from the previous year, driven by The Win Strategy.
The company expects a 700 basis point margin expansion from FY '19 through FY '26, demonstrating significant margin resilience even during negative organic growth periods.
The portfolio's shift towards longer cycle, secular trend, and aftermarket revenues is a key factor, with 67% now in these categories.
International and diversified industrial businesses are using cost reduction and efficiency tools to sustain margin growth amid market challenges.
The transformation includes acquisitions and international distribution growth, with an aim for 85% of the portfolio to be longer cycle, secular, and aftermarket by FY '29.

Eaton Corporation plc

ETN

Industrial

1w

Strategic Acquisition of Ultra PCS to Expand Defense Market Exposure

Eaton signed an agreement in June to acquire Ultra PCS, expected to close in the first half of 2026.
The acquisition enhances Eaton’s position in the growing aerospace and defense markets, especially in Europe.
Anticipated high single-digit to low teens growth over several years with immediate margin accretion to the Aerospace segment.

Emerson Electric Co.

EMR

Industrial

1w

Strategic Collaboration with TotalEnergies for Data Fabric Deployment

Emerson announced a strategic partnership with TotalEnergies to deploy its industrial data fabric across TotalEnergies facilities.
The data fabric will continuously collect, store, and contextualize millions of real-time data points, providing secure and unified data access.
This initiative supports operational optimization and accelerates AI implementation, forming a foundational element of Emerson's enterprise operations platform.

CTVA

Industrial

1w

AI and Biologicals Innovation in Crop Protection

Management highlighted the launch of new biologicals and biological innovations, with double-digit volume gains driven by new products and biologicals, indicating a strategic focus on sustainable crop protection solutions.
The company is investing in biologicals, which are expected to grow to 25-30% of the market over the next decade, with higher margins and faster growth compared to traditional chemicals.
New product launches like Haviza and Reklemel are expected to enhance margins and expand market share, especially in key regions like Brazil and California.
The partnership with FMC for fluindapyr in fungicides aims to scale up premium fungicide offerings, with potential peak revenues around $500 million, signaling a focus on high-value, differentiated products.

TransDigm Group Incorporated

TDG

Industrial

1w

Strategic Leadership Transition and Kevin Stein's Retirement

Kevin Stein announced his retirement effective September 30 after 7+ years as CEO, emphasizing his leadership legacy and the company's growth under his tenure.
Mike Lisman will succeed Kevin as CEO, with Kevin remaining as an adviser during the transition, highlighting leadership continuity and succession planning.

Celanese Corporation

CE

Industrial

4d

Auto Industry Tailwinds from EV and Hybrid Growth Persist

Scott Richardson confirmed that tailwinds from EV and hybrid vehicle growth are still present, especially in Europe.
Demand for EVs in China has slowed, but the future model launches in 2026 and beyond remain promising.
Celanese is maintaining a flexible portfolio to adapt to changing automotive powertrain demands.
The company sees long-term growth opportunities in EV-related applications, despite near-term demand fluctuations.

LIN

Industrial

2w

Record Quarterly EPS and Operating Margin Achieved Despite Macro Challenges

Sanjiv Lamba highlighted all-time quarterly highs in EPS of $4.09 and operating margin of 30.1%.
Results were achieved against a challenging macro environment, demonstrating strong operational resilience.

Curtiss-Wright Corporation

CW

Industrial

1w

Unmanned Systems and Counter-UAS Market Expansion

Curtiss-Wright has a long history in unmanned systems, supporting platforms like Global Hawk and EuroHawk, with ongoing opportunities in smaller UAVs.
The company is developing counter-UAS technologies to address threats from small, inexpensive drones, leveraging its embedded computing and sensor processing solutions.
Growth in both unmanned systems and counter-UAS applications is expected to be a significant driver in defense electronics and tactical edge markets.

Martin Marietta Materials, Inc.

MLM

Industrial

1w

Strategic Asset Exchange with Quikrete

Martin Marietta entered into a definitive agreement with Quikrete Holdings to exchange certain assets, including a cement plant and ready mix assets for approximately 20 million tons of aggregate operations and $450 million in cash.
The transaction, expected to close in Q1 2026, aims to enhance the company's aggregate-focused portfolio and improve earnings resilience by shifting away from cement and ready mix operations.
The assets acquired are located in Virginia, Missouri, Kansas, and Vancouver, British Columbia, aligning with the company's strategic geographic expansion plans.
The exchange supports the SOAR 2025 plan by increasing aggregate production capacity and diversifying the product mix, while preserving balance sheet flexibility for future growth.

Archer Aviation Inc.

ACHR

Industrial

4d

U.S. Government Support and Policy Impact on eVTOL Industry

The U.S. government has shown unprecedented support for advanced aviation, including multiple presidential executive orders and a national priority for air taxis at the 2028 Olympics.
Archer has engaged with high-level officials, including the Vice President, FAA, DOT, and Secretary of Defense, emphasizing the strategic importance of domestic eVTOL deployment.
The June executive order established a White House task force led by the President and Vice President to ensure safety and transportation excellence at the 2028 Olympics.
Federal actions have created a national directive for American dominance in the eVTOL sector, accelerating certification and deployment timelines.
The FAA's Innovate28 roadmap aims to scale eVTOL operations in U.S. cities by 2028, aligning with Archer's certification and operational plans.
The support from the White House and federal agencies is positioning Archer to begin early commercial operations as soon as next year, ahead of the Olympics.

AAON

Industrial

5d

Impact of ERP Implementation on Production and Margins

The ERP rollout at Longview caused a significant slowdown in production, impacting AAON branded equipment and coils in Q2 2025.
Supply chain disruptions, including coil shortages at quarter-end, were exacerbated by simultaneous ERP upgrades at key suppliers.
Production at Tulsa improved month-to-month after initial delays, but was still 6% below benchmark in July, affecting margins.
The Memphis facility incurred $3 million in costs during Q2 with minimal sales, adding to short-term margin pressures.
Management expects ERP-related challenges to lessen by year-end 2026, with full implementation supporting long-term margin targets.
The company actively managed supply chain issues with proactive measures, demonstrating agility in operational response.

Rockwell Automation, Inc.

ROK

Industrial

1w

Rockwell's $2 Billion Investment in U.S. Plants and Digital Infrastructure

Rockwell plans to invest over $2 billion over the next 5 years in plants, digital infrastructure, and talent, primarily in the U.S.
Investments aim to grow market share, build resilience, and expand margins.
Major focus on automation, talent acquisition, and AI-first business systems.
Investments will include CapEx and OpEx, with ROI-based decision-making and a long-term margin expansion goal.
Christian Rothe emphasized that part of the $2 billion is already in current spending levels, not all incremental.

CMI

Industrial

1w

Record Performance in Power Systems and Distribution Segments

Power Systems segment achieved record revenues of $1.9 billion and EBITDA of $433 million, driven by strong demand in data center and mission-critical applications.
Distribution segment also posted record EBITDA of $445 million, with a 14.6% margin, benefiting from higher Power Generation demand and operational efficiencies.
Management emphasized operational improvements and capacity expansion, with capacity doubling expected to be fully online by early 2026.

Axon Enterprise, Inc.

AXON

Industrial

1w

Accelerated Adoption of New Technologies in Public Safety

Customers are adopting new solutions such as Draft One, TASER 10, Axon Body 4, Dedrone, Fusus, and AI Era Plan faster than historical norms.
First-year adoption times have shortened significantly, with products now being integrated in real time, indicating a shift in customer trust and technological readiness.

Iron Mountain Incorporated

IRM

Industrial

1w

Record Quarterly Revenue, EBITDA, and AFFO Achievements

Achieved all-time high for quarterly revenue at $1.7 billion, up 12%.
Adjusted EBITDA reached a record $628 million, up 15%.
AFFO increased 15% to $370 million.
Results exceeded expectations, prompting guidance upgrades across all key metrics.

Advanced Drainage Systems, Inc.

WMS

Industrial

1w

Competitive Landscape and Market Share Stability

Despite new capacity from competitors, the company maintains consistent pricing and resilient margins over the past year.
Management emphasizes disciplined execution, cost management, and market share gains in residential and nonresidential segments.
The company believes its business model remains resilient in a tepid demand environment, with no significant changes in competitive dynamics.

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