Core Viewpoint - FLSmidth & Co. A/S announces preliminary and unaudited financial results for the full year 2025, exceeding previous expectations, and introduces financial guidance for 2026 focusing on organic revenue growth and Adjusted EBITA margin [1][5]. Financial Results for FY 2025 - Preliminary financial figures for FY 2025 show consolidated revenue of DKK 14.6 billion, with an Adjusted EBITA margin of 15.9%, surpassing the previous guidance of 15.0% to 15.5% [5]. - Order intake for FY 2025 reached DKK 15.0 billion, with organic revenue growth at -1% [2]. - The company recognized an impairment of deferred tax assets in Denmark amounting to approximately DKK 600 million in Q4 2025 [2]. Financial Guidance for FY 2026 - FLSmidth expects organic revenue growth to range from -1% to 4% for FY 2026, with an Adjusted EBITA margin projected between 15.5% and 16.5% [7][6]. - The guidance reflects expectations of stable market conditions and customer investment levels in the mining industry, with no significant regulatory changes anticipated [8]. Business Segment Performance - The Service business is expected to achieve organic revenue growth of 2% to 5%, driven by demand for productivity-enhancing solutions [10]. - The Products business anticipates a decline in organic revenue growth of -15% to -5% due to a reduced order backlog and low investment activity [10]. - The Pumps, Cyclones & Valves (PC&V) segment is projected to grow organically by 4% to 7%, supported by robust market conditions [10]. Upcoming Reports - The full annual report for 2025 is scheduled for publication on 18 February 2026 [9].

Core Viewpoint - FLSmidth & Co. A/S has appointed Toni Laaksonen as the new CEO, effective immediately, succeeding Mikko Keto, who left to pursue other opportunities [1][6]. Group 1: Leadership Transition - Toni Laaksonen's appointment follows a thorough recruitment process and comes after several years of restructuring at FLSmidth, positioning the company for its next phase of strategic and operational development [2]. - Mikko Keto has stepped down from his role and the Board of Directors expressed gratitude for his contributions to the company [6]. Group 2: New CEO's Background and Vision - Toni Laaksonen brings over 15 years of international leadership experience in the global mining technology and services industry, ensuring continuity in strategy while focusing on organizational culture and operational performance [3][7]. - Laaksonen has a strong track record in driving profitable growth and operational excellence, having previously served as President and CEO at Glaston Corporation [7]. - He aims to enhance commercial execution and customer experience, positioning FLSmidth to capitalize on future opportunities [5]. Group 3: Company Strategy and Goals - FLSmidth is focused on accelerating growth, improving customer experience, maintaining cost discipline, and strengthening organizational culture as it enters a new growth cycle in the mining industry [2][4]. - The company has a sustainability ambition, MissionZero, aiming for zero emissions in mining by 2030 and plans to become carbon neutral in its operations by the same year [9].

Group 1 - Flowserve Corporation (NYSE:FLS) is recognized for its strong performance and is compared to Roper, indicating a favorable outlook for the company [1] - The company specializes in producing and maintaining industrial equipment, including pumps, valves, and mechanical seals, which are essential for controlling the movement of liquids and gases [3] Group 2 - Jim Cramer has highlighted Flowserve as a significant investment opportunity, suggesting it has been a "huge winner" in the market [1]

Company Overview - Flowserve is a leading provider of flow management solutions with a global footprint and a diversified customer base [7] - The company generates revenue from the sale of engineered products and aftermarket services, serving critical infrastructure sectors such as oil and gas, chemical and pharmaceuticals, power generation, water management, and general industrial markets [9] - Key financial metrics include revenue of $4.69 billion, net income of $452.78 million, and a dividend yield of 1.09% [5] Recent Developments - On January 28, 2026, Paradice Investment Management LLC disclosed a purchase of 178,356 shares of Flowserve, valued at an estimated $11.46 million based on quarterly average pricing [1][2] - This purchase increased Flowserve's stake to 6.98% of Paradice's reportable 13F assets under management [3] - The fund's quarter-end position in Flowserve rose in value by $17.87 million, reflecting both trading activity and stock price changes [2] Stock Performance - As of January 28, 2026, Flowserve shares were priced at $76.90, representing a 28.49% increase over the past year, outperforming the S&P 500 by 12 percentage points [4] - Paradice originally purchased Flowserve stock at $53 per share in Q3 and increased its position at $69 in Q4, indicating strong confidence in the stock's potential [10]

Core Viewpoint - Growth investors are interested in stocks with above-average financial growth, but identifying stocks that can fulfill their potential is challenging due to associated risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score helps in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Flowserve (FLS) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is crucial for attracting investor attention, with double-digit growth being particularly desirable [3] - Flowserve has a historical EPS growth rate of 19.6%, with projected EPS growth of 13.3% this year, surpassing the industry average of 10.2% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, indicates how efficiently a company generates sales from its assets [5] - Flowserve's S/TA ratio is 0.83, outperforming the industry average of 0.81, indicating better efficiency [5] Group 4: Sales Growth - Sales growth is another important metric, with Flowserve expected to achieve a 4.6% sales growth this year, compared to the industry average of 4.2% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [7] - Flowserve has seen upward revisions in current-year earnings estimates, with a 0.2% increase in the Zacks Consensus Estimate over the past month [8] Group 6: Overall Assessment - Flowserve has a Zacks Rank of 2 and a Growth Score of A, indicating it is a potential outperformer and a solid choice for growth investors [9]

Group 1 - Gabelli Funds, LLC will host the 36th Annual Pump, Valve, & Water Systems Symposium on February 26, 2026, in New York, NY [1] - The symposium will focus on discussions related to critical infrastructure, aerospace and defense, machine tools, and the oil and gas industry [2] - Attendees will have opportunities for one-on-one meetings with management from participating companies [2] Group 2 - Participating companies include AMETEK, Graco, Badger Meter, ITT, Crane, Landis+Gyr, Enpro, Mueller Water Products, Flowserve, Oil States International, Franklin Electric, and Watts Water Technologies [2] - A lunch presentation will be given by Robert Powelson, President & CEO of the National Association of Water Companies [3]

Core Viewpoint - Flowserve Corporation will release its fourth quarter and full year 2025 earnings results and 2026 outlook on February 5, 2026, after market close [1] - A conference call will be held on February 6, 2026, to discuss the results and financial outlook [1] Group 1 - Flowserve Corporation is a leading provider of fluid motion and control products and services, operating in over 50 countries [3] - The company produces engineered and industrial pumps, seals, and valves, along with related flow management services [3] - More information about Flowserve can be found on its website [3] Group 2 - Earnings materials and the webcast of the conference call will be accessible on Flowserve's Investors page [2]

Core Insights - Flowserve Corporation (FLS) is experiencing growth driven by strong demand in its aftermarket business across North America, the Middle East, and Africa, contributing to the success of its Pumps Division [1] - The company anticipates total revenues to increase by 4-5% in 2025 compared to the previous year, supported by solid momentum in both original equipment and aftermarket businesses [1] Group 1: Business Performance - The Flow Control Division is benefiting from increased demand across various regions, including North America, Latin America, Asia Pacific, and Europe [1] - FLS completed the acquisition of MOGAS Industries in October 2024, enhancing its valve and automation product portfolio and increasing its exposure to mining and mineral extraction [2] - The acquisition of intellectual property and R&D from NexGen Cryogenic Solutions in July 2024 expanded FLS' LNG product portfolio, complementing its existing offerings [2] Group 2: Shareholder Returns - In the first nine months of 2025, FLS distributed $82.7 million in dividends and repurchased shares worth $197.9 million [3] - The company increased its quarterly dividend by approximately 5% to 21 cents per share in the first quarter of 2024 [3] Group 3: Financial Performance - FLS shares have gained 38.7% over the past six months, outperforming the industry growth of 7.1% [4] - The cost of sales increased by 1.5% year over year to $2.35 billion in the first nine months of 2025, with selling, general, and administrative expenses rising by 12.1% [5] Group 4: Risks and Challenges - Currency headwinds negatively impacted net earnings by $36.8 million in the first nine months of 2025, with the strong U.S. dollar affecting the company's top line [8]

Core Viewpoint - FLSmidth has successfully completed the sale of its Air Pollution Control (APC) business to Rubicon Partners, with a small net gain expected from the divestment, which will be recorded under discontinued operations in Q4 2025 [1]. Group 1: Transaction Details - The sale was officially closed on 30 December 2025, following the announcement made on 30 June 2025 [1]. - The financial guidance for the full year 2025 remains unchanged despite the closing of the transaction [2]. Group 2: Company Overview - FLSmidth is a comprehensive technology and service provider for the global mining industry, focusing on enhancing performance, reducing operating costs, and minimizing environmental impact [3]. - The company has set a sustainability goal, MissionZero, aiming for zero emissions in mining by 2030, and is committed to becoming carbon neutral in its operations by the same year [3].

Group 1 - Flowserve (FLS) has decided to continue its operations independently after Chart Industries (GTLS) withdrew from a bidding war for Flowserve's business [1] - The investment group "Value In Corporate Events" focuses on identifying opportunities in IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes [2] Group 2 - The service provides coverage of 10 major events each month, aiming to find the best investment opportunities [2]