Precision measurement company Mettler-Toledo (NYSE:MTD) reported Q3 CY2025 results topping the market’s revenue expectations , with sales up 7.9% year on year to $1.03 billion. On the other hand, next quarter’s revenue guidance of $1.08 billion was less impressive, coming in 2.4% below analysts’ estimates. Its non-GAAP profit of $11.15 per share was 4.5% above analysts’ consensus estimates. Is now the time to buy MTD? Find out in our full research report (it’s free for active Edge members). Mettler-Tole ...

Economic Impact of Immigration Policies - Immigrants constitute nearly 20% of the U.S. labor force and are crucial for economic growth, driving over 75% of U.S. population growth [4] - The current business cycle has seen average annual productivity gains of 1.8%, attributed to automation and AI, which may offset some negative impacts of immigration policies [5][6] - Companies are increasingly able to generate growth with a static or declining workforce, making slower population growth more compatible with economic growth [7] Tariffs and Globalization - The U.S. has seen a decline in tariffs since the 1970s, leading to low-cost manufacturing in countries like China, which has resulted in stagnant wage growth in the U.S. [9][10] - Trump's tariff policies are unlikely to reverse the trend of offshoring, as tariffs are paid by U.S. companies and can lead to inflationary pressures [11][12] - The U.S. manufacturing PMI has been in contraction for seven consecutive months, indicating no evident benefits from tariffs [12] Federal Reserve Independence - The independence of the Federal Reserve is critical for economic stability, and recent attempts by Trump to influence Fed policies have raised concerns [17] - Chair Jerome Powell has resisted political pressure, maintaining the Fed's independence [18] - The structure of the Fed, with long-term appointees, protects it from significant political meddling [20] Secular Trends and Investment Opportunities - Focus on high-quality companies benefiting from secular growth trends such as AI efficiency and near-shoring/deglobalization [21] - Key areas for investment include cloud computing hyperscalers, advanced semiconductor companies, and data center construction [23] Macroeconomic Indicators - U.S. real GDP grew at a 3.8% annualized pace in the second quarter, with unemployment at 4.3% and manageable inflation at 2.9% [22] - Corporate profits have increased, with third-quarter growth at 8% year-over-year and projected earnings growth of 11% over the next twelve months [22]