Core Viewpoint - Strattec Security Corporation will participate in two upcoming virtual investor conferences, showcasing its position as a leading provider of smart vehicle access and security solutions for the automotive industry [1][5]. Group 1: Investor Conference Details - The iAccess Alpha Virtual Best Ideas Winter Investment Conference will take place on December 9 and 10, 2025, with a presentation scheduled for 10:00 a.m. Eastern Time on December 9 and one-on-one meetings on December 10 [5]. - The Sidoti Year End Virtual Investor Conference is set for December 11, 2025, featuring a presentation at 1:00 p.m. Eastern Time and one-on-one meetings [5]. - Live audio webcasts and accompanying slides for both events will be available on the STRT Investor Relations website, with archives accessible post-conference [2]. Group 2: Company Overview - Strattec Security Corporation is a prominent global provider of advanced automotive access, security, and authorization solutions, primarily serving vehicle manufacturers in the U.S. [3]. - The company has over 110 years of history and has evolved from mechanical to integrated electro-mechanical systems in vehicle security [3]. - Strattec's product offerings include power access solutions, latches, vehicle start systems, keys, fobs, locks, and door handles, among others [3].

Core Insights - Toyota Boshoku America, Inc. has acquired full ownership of TBDN Tennessee Company, LLC, a joint venture with DENSO International America, Inc., and will rebrand it as Toyota Boshoku Jackson Tennessee, LLC [1][2][3] Company Overview - TBDN Tennessee Company was originally established to manufacture automotive powertrain products, including air cleaners, air filters, oil filters, intake manifolds, oil mist separators, cylinder head covers, and cabin air filters [2] - The acquisition allows Toyota Boshoku America to streamline decision-making, accelerate innovation, and enhance service to customers and stakeholders [3] Strategic Implications - The transition to Toyota Boshoku Jackson Tennessee, LLC marks a new chapter for the company while honoring its 35-year legacy in the automotive filtration industry [3][4] - Production of DENSO branded products will continue, ensuring a seamless transition with no disruption to service [4] Community Commitment - The company emphasizes its commitment to the Jackson community and aims to cultivate meaningful partnerships that contribute to regional growth and long-term success [4] Milestone Celebration - To commemorate the acquisition and rebranding, Toyota Boshoku Jackson Tennessee will host a 35th Anniversary employee celebration in December [5]

As filed with the United States Securities and Exchange Commission on November 25, 2025 under the Securities Act of 1933, as amended. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––– Vine Hill Capital Investment Corp. II (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––– Cayman Islands 6770 N/A (Primary Standard Industrial (State or other juris ...

Core Insights - Oshkosh Corporation will participate in the UBS Global Industrials and Transportation Conference with a presentation by President and CEO John Pfeifer scheduled for December 2, 2025 [1][2] Company Overview - Oshkosh Corporation is a leading innovator of purpose-built vehicles, equipment, and services, headquartered in Wisconsin, employing over 18,000 team members globally [3][6] - The company operates under various brands, including JLG, Pierce, and Oshkosh Defense, and its products are available in more than 150 countries [3] Recent Achievements - Oshkosh Corporation has been recognized as a 2026 Military Friendly® Employer for the 15th consecutive year, highlighting its commitment to creating career opportunities for veterans and their spouses [6] - The company received two CES Innovation Awards® 2026 Best of Innovation and multiple Honoree distinctions in categories such as Robotics and Construction, showcasing its technology leadership [7] Financial Performance - For the third quarter of 2025, Oshkosh Corporation reported a net income of $196.2 million, or $3.04 per diluted share, an increase from $180.3 million, or $2.75 per diluted share, in the same quarter of 2024 [8]

Core Insights - The company reported a 6.8% increase in Normalized Earnings per Share despite a slight decline in sales [1] - Free Cash Flow for Q3 2025 reached $320.9 million, an increase of $51.3 million from the previous year, attributed to effective cash management [6] - The company has successfully diversified its strategy, leading to growth in the Mobility segment and increased market share in the Industrial segment [3][4] Financial Performance - Sales for Q3 2025 were $2,541.7 million, down from $2,635.7 million in Q3 2024, while net earnings rose to $169.2 million from $138.0 million [5] - Normalized Operating Earnings increased by 87.7% to $165.9 million, with margins expanding to 8.6% [6] - The company maintained a strong liquidity position of $2.2 billion, up 54.9% from Q3 2024 [6] Shareholder Returns - The company declared a quarterly dividend of CDN$0.29 per share, payable on or after December 2, 2025 [10] - The Toronto Stock Exchange approved the renewal of the Normal Course Issuer Bid, allowing the company to repurchase up to 3,850,534 shares over the next 12 months [9] Strategic Acquisitions - The company announced the acquisition of Georg Fischer's Leipzig casting facility and Aludyne's North American assets, enhancing its manufacturing capabilities [7] - These acquisitions are expected to contribute significantly to the company's growth strategy for 2026 [8] Segment Performance - The Mobility segment showed strong performance, with operating earnings of $161.1 million, while the Industrial segment faced challenges with earnings of $89.8 million [5] - The company increased its market share in aerial work platforms and newer agricultural products despite a decline in industrial markets [3]

Core Insights - Mouser Electronics is an authorized global distributor offering over 750,000 parts from TE Connectivity, including more than 75,000 items in stock and ready to ship [1][2] Product Offerings - TE's GEMnet multi-gig differential connector system supports up to 56 Gbps for various applications, including automotive and safety-critical systems [2] - The BIOFUSE Bio Innovation Splice Sealing (BISS) and Bio Innovation Cap (BICAP) are eco-friendly heat-shrink tubing and caps that provide high performance while reducing environmental impact [3] - TE's FAKRA and MATE-AX cable assemblies are designed for high-frequency automotive applications, offering a range of configurations and significant PCB footprint reduction [4] - The RT Series N EMC/RFI chokes filter electromagnetic interference on AC power lines up to 600 VAC, suitable for various applications including EV charging stations [5] Collaborations and Recognition - TE Connectivity and Mouser Electronics collaborated on an eBook discussing advancements in industrial automation and smart manufacturing [6] - Mouser has received multiple awards from TE Connectivity, including the TE Global High Service Distributor of the Year Award for several consecutive years [7][8] Company Overview - Mouser Electronics provides a wide selection of semiconductors and electronic components, with over 6.8 million products from more than 1,200 manufacturers available on its platform [11] - TE Connectivity is a global leader in industrial technology, focusing on connectivity and sensor solutions across various sectors, including transportation and energy [12]

Core Insights - Atmus Filtration Technologies reported a strong financial performance for the third quarter of 2025, with net sales increasing by 10.9% year-over-year to $448 million, driven by higher volume, pricing increases, and favorable currency impacts [5][7][21] - The company has completed its operational separation from Cummins Inc., achieving full operational control and a fully integrated distribution network [4][5] - Atmus has raised its guidance for 2025, indicating positive expectations for future performance [3] Financial Performance - Net sales for Q3 2025 were $448 million, up from $404 million in Q3 2024 [5][21] - Gross margin increased to $129 million, representing 28.9% of net sales, compared to 27.6% in the same period last year [6][21] - GAAP net income was $55 million, or $0.66 per diluted share, compared to $44 million, or $0.52 per diluted share in Q3 2024 [9][21] - Adjusted EBITDA was $92 million, with an adjusted EBITDA margin of 20.4%, up from $79 million and 19.6% in Q3 2024 [8][21] Cash Flow and Shareholder Returns - Cash provided by operating activities was $82 million, an increase from $71 million in Q3 2024 [10][11] - Adjusted free cash flow was $72 million, compared to $65 million in the same quarter last year [11] - The company repurchased $30 million of common stock under its $150 million share repurchase program and declared a quarterly cash dividend of $0.055 per share, a 10% increase from the previous quarter [3][32] Operational Developments - The operational separation from Cummins Inc. has been completed, marking a significant milestone for Atmus [4][5] - The company has established a fully integrated distribution network, enhancing its operational capabilities [4]

Core Insights - XPEL, Inc. is set to debut its innovative XPEL COLOR Paint Protection Film (PPF) at the 2025 SEMA Show, featuring a palette of 16 colors for vehicle personalization and protection [2][18] - The live demonstration will showcase a transformation of a 2025 BMW M5 Touring from its factory finish to a custom livery using the new COLOR PPF [2][3] - XPEL will also display an ultra-exclusive 2025 Pagani Imola Roadster, one of only eight in the world, featuring unique color-shifting paint and protected with XPEL's premium products [3][4] Product Launch - The XPEL COLOR PPF combines high-quality vehicle paint protection with customizable color options, enhancing both protection and personalization for car owners [2][18] - Live installations and demonstrations will be conducted on various vehicles, including a Mazda CX-90, to showcase the clarity, durability, and protection of XPEL products [5][4] Special Appearances - Notable guests at the SEMA Show include Will Castro, INDYCAR driver Scott McLaughlin, Moto Superbike racer P.J. Jacobsen, and championship drag racer Ryan Martin, who will participate in meet-and-greet sessions [6][7][8][9] - Will Castro will highlight his automotive mentorship program, Unique Academy USA, which trains aspiring technicians in automotive film applications [6][12] Company Overview - XPEL, Inc. is a leading provider of protective films and coatings, including automotive paint protection film, surface protection film, and ceramic coatings, with a commitment to high-quality products and customer service [11][18] - The company is publicly traded on Nasdaq under the symbol "XPEL" and has a global footprint with a network of trained installers [11][18]

Core Insights - Broad Arrow Auctions successfully held its inaugural Las Vegas Auction on October 31, 2025, achieving a total sales amount of $13.7 million with an impressive 82% sell-through rate [1][2][4] Auction Performance - The auction featured a total sales figure of $13,716,840, with 82% of the lots sold, indicating strong demand and participation [2] - More than one third of the bidders were first-time participants in a Broad Arrow auction, showcasing the auction's ability to attract new collectors [2] Notable Sales - The highlight of the auction was the sale of a 2010 Bugatti Veyron EB 16.4 Coupe, which sold for $2,205,000, setting a new world record for a standard Veyron at auction, surpassing its pre-sale estimate of $1.5 million to $1.8 million [3][6] - Other significant sales included a 1962 Mercedes-Benz 300 SL Roadster, which sold for $1,831,000 (estimate: $1.45 million to $1.6 million) and a 1965 Aston Martin DB5 Vantage, which fetched $1,116,000 (estimate: $850,000 to $1 million) [4][6] Market Trends - The auction results reflect a growing market demand for original, unmodified supercars, particularly the Bugatti Veyron, which has seen increased interest over the past year [4] - Classic cars, especially best-of-category examples, continue to attract discerning collectors, as evidenced by the strong performance of post-War classics at the auction [4][5] Future Outlook - Broad Arrow Auctions plans to expand its global footprint and bring its auction experience to new regions in 2026, following the success of its Las Vegas event [6]

Q3 2025 Performance Highlights - Sales increased by 2% to $10462 million compared to Q3 2024[32,40] - Adjusted EBIT increased by 3% to $613 million with a margin of 59%, a 10 bps increase[30,35,40] - Adjusted Diluted EPS increased by 4% to $133[30,40] - Free Cash Flow increased by $398 million to $572 million[30,45] Updated 2025 Outlook - Sales are projected to be in the range of $411 billion to $421 billion[23] - Adjusted EBIT Margin is expected to be between 54% and 56%[23] - Capital spending is now expected to be approximately $15 billion, which is about 36% of sales[12] - Free cash flow outlook raised by $200 million, now expected to be between $10 billion and $12 billion[12,23] Segment Performance - Seating sales increased by 10% with EBIT margin up 40 bps[42] - Power & Vision sales increased by 3% with EBIT margin up 60 bps[42] - Body Exteriors & Structures sales remained flat, but EBIT margin decreased by 120 bps[42] - Complete Vehicles sales decreased by 6% with EBIT margin up 40 bps[42] Other Key Points - The company expects the leverage ratio to be below 17x by the end of 2025[12] - Magna has been awarded new complete vehicle assembly business with China-based OEMs, including XPENG[13,14] - Phil Fracassa was named CFO in September[24]