EQT has been holding talks with potential acquisition targets including Coller Capital as the private equity firm seeks to expand its secondaries business, people with knowledge of the matter said https://t.co/IvYWANtK2I ...

Acquisition - Mubadala Capital is considering acquiring Clear Channel Outdoor [1] Industry - The outdoor advertising industry may experience consolidation through potential acquisitions [1]

🚨 NEW: Ripple acquires GTreasury for $1B to expand into corporate treasury and real-time liquidity solutions. https://t.co/J9fsBYW0yf ...

Binance completes Gopax acquisition, paving way for South Korea comeback: report https://t.co/PEUttcVs0R ...

🔥 JUST IN: Nvidia and BlackRock are teaming up on a $40B acquisition of a major global data center firm. https://t.co/CkKILPSPAL ...

SoftBank's PayPay Acquires 40% Stake in Binance Japan https://t.co/MMyPR9AkyK ...

Core Insights - Berkshire Hathaway (BRK.B) is acquiring Occidental's chemical business, OxyChem, for $9.7 billion in cash, enhancing its oil and gas sector presence [1][8] - The acquisition is expected to close in the fourth quarter of 2025, subject to approvals and closing conditions [1][8] Group 1: Business Strategy - OxyChem is a global manufacturer of essential base chemicals, providing resilience through industrial cycles [2] - Berkshire's energy portfolio includes significant stakes in Occidental and Berkshire Hathaway Energy Company, focusing on renewable energy, which offers steady cash flow and long-term capital growth [2] - The company aims to grow its non-insurance business whenever opportunities arise, contributing to overall stability [3] Group 2: Acquisition and Financial Position - Berkshire Hathaway has a strong acquisition strategy, targeting businesses with durable earnings power and skilled management [4] - With over $344 billion in liquidity, Berkshire is well-positioned to deploy capital for acquisitions, which have historically fueled growth and diversified income streams [4] Group 3: Competitive Landscape - Competitors like NextEra Energy and Dominion Energy are also focused on renewable energy, with NextEra leading due to early investments in wind, solar, and battery storage [5] - Dominion plans to invest $50 billion from 2025 to 2029 to enhance its clean energy projects, aiming for a 15% annual increase in renewable energy capacity [6] Group 4: Stock Performance and Valuation - BRK.B shares have increased by 10.3% year-to-date, outperforming the industry [7][8] - The stock trades at a price-to-book value ratio of 1.61, slightly above the industry average of 1.57, indicating a relatively expensive valuation [10] Group 5: Earnings Estimates - The Zacks Consensus Estimate for BRK.B's 2025 EPS has seen a slight increase of 0.3% over the past 30 days, while estimates for 2026 remain unchanged [12] - Revenue estimates for 2025 and 2026 indicate year-over-year increases, although the 2025 EPS suggests a decline [13]

RT Bloomberg Live (@BloombergLive)"Any acquisition, I think there are a lot of options out there in terms of what might be actionable in the near future." David Ellison #BloombergScreentime @Lucas_Shaw⏯️https://t.co/SRNm6rWY6G https://t.co/WnJZBVa2Zk ...

Core Insights - Modine Manufacturing Company's Climate Solutions business is experiencing growth due to successful integration and contributions from recent acquisitions, including AbsolutAire, L.B. White, and Climate by Design International (CDI), all finalized in 2025 [1] Acquisitions and Market Impact - The acquisition of AbsolutAire in April 2025 added a premium HVAC solution to Modine's portfolio, enhancing its ability to serve customers in commercial, industrial, food service, and warehousing markets, which are seeing strong demand due to stricter HVAC and air quality standards [2] - In May 2025, Modine acquired L.B. White, a supplier of specialty heating products, which supports the company's strategy to address thermal management challenges while expanding into fast-growing markets [3] - The acquisition of CDI in July 2025 enhances Modine's Commercial IAQ offerings with advanced humidity control technologies, broadening its reach and adding U.S. manufacturing capacity for air-handling systems [4] Financial Performance - The Climate Solutions segment sales rose 11% year-over-year to $397.4 million in the first quarter of fiscal 2026, driven by $10 million in revenues from the new acquisitions [5][9] - Modine shares have gained 33.3% year-to-date, outperforming the Zacks Automotive-Original Equipment industry's growth of 13.5% [8] Valuation and Earnings Estimates - Modine appears overvalued with a forward price/sales ratio of 2.63, compared to the industry's 2.14 [10] - The Zacks Consensus Estimate for Modine's fiscal 2026 and 2027 EPS has increased by 11 cents and 46 cents, respectively, in the past 90 days [11]

Core Insights - Applied Industrial Technologies, Inc. (AIT) is positioned for growth due to strong demand in technology, food & beverage, pulp & paper, and oil & gas markets [1] - The Engineered Solutions segment is benefiting from increased investments in datacenter infrastructure and semiconductor manufacturing [1] Segment Performance - The Engineered Solutions segment's organic revenues increased by 1.8% year over year in Q4 FY25 [2] - Acquisitions of IRIS Factory Automation and Hydradyne contributed positively, adding 6.5% to sales [3][8] - Service Center revenues declined by 1.5% due to reduced maintenance, repair, and operations spending, particularly in international markets [9] Financial Performance - AIT paid out dividends totaling $63.7 million in fiscal 2025, a 14% increase year over year, and raised its quarterly dividend rate by 24% in January 2025 [4] - The company's cost of sales rose by 1.2% year over year, while SG&A expenses increased by 5.2%, reaching 19.4% of total revenues [10] Market Position - AIT's stock has gained 15.9% over the past year, outperforming the industry growth of 3.6% [7]