Core Insights - CPS Technologies Corp. has secured a contract worth approximately $15.5 million from a multinational semiconductor manufacturer, marking a significant business expansion [1][2] - The contract represents a 16.5% year-over-year increase in business from this customer, driven by rising demand for CPS' high-performance solutions [2] - The components will be utilized in systems for high-speed rail and energy infrastructure, indicating CPS' involvement in critical sectors [2][3] Company Performance and Strategy - The CEO of CPS, Brian Mackey, expressed optimism regarding the company's aluminum silicon carbide product line and highlighted the growing demand across industrial, energy, and mobility sectors [3] - The new contract reflects the strength of CPS' customer relationships and its expanding role in next-generation technologies, supporting the company's strategic focus on electrification and energy solutions [3] - CPS plans to relocate to a larger production facility, facilitated by a recent capital raise, to enhance operational efficiency and support future growth [3] Company Overview - CPS is recognized as a leader in high-performance materials solutions, addressing needs in various applications such as electric trains, wind turbines, hybrid vehicles, and smart electric grids [4] - The company is committed to innovation and aims to support the transition to clean energy through its advanced materials and technologies [4] - CPS articulates its vision to pioneer next-generation materials and tackle significant engineering challenges [4]

Core Viewpoint - Dover Corporation is recognized as a profitable manufacturing stock, but its growth is currently muted, leading to a cautious investment stance despite long-term positive trends in the industrial sector [1][2]. Group 1: Company Overview - Dover Corporation designs and manufactures a range of industrial products, including fluid management, refrigeration, material handling, mobile equipment, and identification systems, catering to global markets from infrastructure to process industries [3]. Group 2: Market Performance and Analyst Insights - RBC Capital Markets has maintained a "Sector Perform" rating on Dover, reducing the 12-month price target from $206 to $183, reflecting concerns over weak organic growth, which has been below 1% in recent quarters [1][2]. - The company faces uneven demand in end-markets such as residential construction and HVAC, which contributes to its current performance challenges [2]. - While margins and cost-cutting efforts are supporting the company's financials, significant revenue growth remains elusive, suggesting a need for caution among investors [2].

Financial Data and Key Metrics Changes - Hubbell reported a 4% increase in sales to approximately $1.5 billion and a 4% increase in operating profit to $358 million for Q3 2025 [12][13] - Adjusted diluted EPS rose by 12%, and free cash flow increased by 34% to $254 million [14][15] - The company raised its full-year 2025 outlook, anticipating stronger margin performance to offset lower organic growth [7][21] Business Line Data and Key Metrics Changes - The utility segment saw sales increase by 1% to $944 million, with operating profit remaining stable at $242 million [15][16] - Grid infrastructure within the utility segment achieved high single-digit organic growth, while grid automation sales declined by 18% [4][5] - The electrical segment experienced double-digit sales growth of 10% and a 17% increase in operating profit, with 8% organic growth across end markets [18][19] Market Data and Key Metrics Changes - Strong performance was noted in T&D markets, driven by utility investments in grid interconnections and aging infrastructure [4][16] - The telecom and enclosures markets returned to growth after previous declines due to overstock situations [16] - The company anticipates robust project pipelines in utility solutions, particularly in substation and transmission markets [29] Company Strategy and Development Direction - Hubbell's acquisition of DMC Power is aimed at enhancing its utility connector offerings and is expected to contribute approximately $0.20 to adjusted EPS in 2026 [8] - The company is focused on capital allocation strategies to acquire high-growth, high-margin businesses [8] - Hubbell aims to leverage its strong market positions and proactive cost management to drive long-term margin expansion [6][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong performance in 2026, driven by megatrends in grid modernization and electrification [7][29] - The company noted that supply chain normalization dynamics are expected to improve as they exit 2025 [25] - Management highlighted the importance of managing pricing and productivity to offset cost inflation [6][21] Other Important Information - Bill Sperry, the CFO, announced his retirement at the end of the year, with Joe Capozzoli set to succeed him [9][10] - The company has successfully managed cost inflation through pricing and productivity actions [6][14] Q&A Session Summary Question: Insights on 2026 utility growth expectations - Management acknowledged the potential for strong growth but emphasized a prudent approach to planning resources [33][34] Question: Clarification on September-October order strength - Management noted broad-based order strength in T&D markets, indicating a positive outlook for future growth [40][41] Question: Sustainability of the lower tax rate into 2026 - Management indicated that the lower tax rate is project-driven and expected to normalize next year [42] Question: Recovery pace for utility segment - Management confirmed that the organic guidance reduction was entirely within the utility segment, with recovery timing shifting as expected [47][50] Question: Pricing dynamics and market elasticity - Management reported strong price realization and constructive discussions with channel partners regarding pricing [71][72]

Core Viewpoint - EnerSys (ENS) shares experienced a significant increase of 5.7% in the last trading session, closing at $115.56, driven by strong trading volume and positive momentum in its Energy Systems segment [1][2]. Company Performance - EnerSys is expected to report quarterly earnings of $2.36 per share, reflecting an 11.3% year-over-year increase, with revenues projected at $888.23 million, a 0.5% rise from the previous year [3]. - The consensus EPS estimate for EnerSys has remained stable over the last 30 days, indicating no recent changes in earnings estimate revisions [4]. Industry Trends - The growth in EnerSys is supported by global megatrends such as 5G expansion, rural broadband development, modernization of energy grids, electrification, automation, and decarbonization [2]. - EnerSys operates within the Zacks Manufacturing - Electronics industry, which includes other companies like Franklin Electric (FELE), also holding a Zacks Rank of 3 (Hold) [4][5].

So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

Precious Metals Market - Ddollarization, debasement trade, and diversification are driving the metals market [1][2][3] - Central banks now hold 27% of their reserves in gold, exceeding US Treasury holdings [2][4] - An ETF experienced 110 tons of inflows recently due to the debasement trade [2] - ETFs are an excellent way to invest in precious metals, particularly gold, as investors gain access to physical bars [5] Industrial Metals Market - Copper is experiencing a "perfect storm" due to long-term underinvestment and unexpected demand surges from AI data centers and defense-related needs [6][7] - Copper is considered "the new oil" due to its strategic importance in global electrification [7] - Approximately 500,000 tons of copper supply has been lost due to problems at three major mines [7][8] - Copper prices are near all-time highs, with expectations of further upside [8] - Copper is up nearly 25% year-to-date [6] Crude Oil Market - Crude oil has been under pressure for over a year due to an expected supply glut [9] - The supply glut has not impacted physical markets, with front-end crude oil being backwardated and refining margins near all-time highs [9][10] - Economics suggest that consumers will burn the oil in refineries due to wide refining margins, rather than store it [11] - Despite concerns about a large wave of supply, crude oil prices remain around $65-$66 per barrel [12]

Industry Outlook - Next generation electrification requires skilled trades people for maintenance [1] Company Focus - Ford Motor Company's Global Truck division discussed the future of transportation at the 2025 ForbesBLKSummit [1]

"We went about [electrification in the U.S.] the wrong way. We made it very political instead of making it based on the dollar."Josh Aviv, Sparkcharge founder and CEO, spoke about EV incentive rollbacks at the 2025 #ForbesBLKSummit in Atlanta, Georgia. https://t.co/eXrVhMiua6 https://t.co/ay7Dwwd2TP ...

Core Insights - ConnectM Technology Solutions, Inc. has successfully transitioned its common stock to the OTCQB Venture Market, enhancing trading access and visibility for shareholders [1][2] - The company has achieved significant financial milestones, including a 70% year-over-year revenue increase in Q2 2025 and substantial debt reduction [5][6] Financial Management Progress - Revenue Growth: Q2 2025 revenue increased approximately 70% year-over-year to $8.5 million; first-half 2025 revenue rose approximately 69% to $17.5 million [5] - Debt Reduction: The company retired approximately $13.2 million in liabilities in Q2 2025 and approximately $15.8 million across the first half of 2025 [5] - Lower Interest Expense: Interest expense declined 84.1% year-over-year in Q2 2025 and 48.3% in the first half of 2025, primarily due to prior debt conversions [5] Outlook - The company expects continued revenue momentum in the second half of 2025, supported by order backlog, organic expansion initiatives, and synergies from recent acquisitions [6] - ConnectM intends to pursue high-growth opportunities through targeted mergers and acquisitions to broaden service offerings and expand into strategic geographies [6] - Management remains focused on disciplined expense management, operating leverage, and balance-sheet improvements [6] Advantages of OTCQB - Greater transparency and higher credibility due to current SEC reporting obligations and annual verification requirements [3] - Increased visibility and improved liquidity, allowing normal market access for brokers [4] - Qualification for a penny stock exemption, facilitating broader broker and investor access to shares [4]

The funds will support electrification, modernize power grids, and improve access to renewables https://t.co/pXCPHcpAWA ...