Dafinchi AI

Tri Pointe Homes, Inc.

TPH

Industrial

3w

Strategic Land Investment and Expansion Plans for 2026

The company maintains an excellent land position enabling growth in community count in 2026 in the low double digits.
Expansion into new markets in Utah, Florida, and Coastal Carolina is on track, supporting long-term growth and geographic diversification.
Development activity in these new markets is progressing as planned, with strong local execution and scalable operating models.
Expected inflection in performance from new divisions beginning in 2027 as volumes increase and operating leverage improves.

The GEO Group, Inc.

GEO

Industrial

1w

Activation of Four ICE Facilities with $240M Revenue Potential

Four ICE facilities activated in 2025, totaling approximately 6,600 beds.
Expected annualized revenues from these facilities exceed $240 million.
Facilities are at different stages of activation, with ramp-up expected in Q3 and Q4.
Margins for these facilities are consistent with company-owned secure services, averaging 25-30%.
Full revenue contribution from these activations expected in 2026, with partial reflection in 2025 guidance.

Sterling Infrastructure, Inc.

STRL

Industrial

1w

Strategic Expansion into Texas and Northwest Markets for Data Centers

Sterling is actively positioning to expand into Texas and the Northwest to capitalize on increasing data center CapEx from hyperscalers.
Expansion plans include both organic growth and acquisitions, with a focus on establishing a foothold in these regions.
Projected project wins in Texas could occur by the end of 2025, with a longer timeline for the Northwest, estimated at 12-18 months for project start.

Clean Harbors, Inc.

CLH

Industrial

2w

Record Low Safety TRIR Achieved in Q2 2025

Achieved a quarterly TRIR of 0.40, setting a new company benchmark for safety performance.
Year-to-date TRIR stands at 0.45, reflecting ongoing commitment to operational excellence.
Safety improvements deliver tangible benefits such as cost reduction, fewer lost workdays, and enhanced reputation.