Financial Performance - Q2 record revenue reached $1.91 billion, a 3.5% increase from the previous year[6] - Adjusted EBIT decreased by 11.2% year-over-year to $226.6 million[6] - Adjusted EPS decreased by 13.7% year-over-year to $1.20[6] - Cash flow from operations was $345.7 million, up $66.3 million from prior year[34] Sales Analysis - Organic sales experienced a 0.5% decline, while acquisitions contributed a 3.4% increase and foreign exchange provided a 0.6% tailwind[12] - North America accounted for 76% of total sales, with a 1.9% increase[14] - Europe experienced a 13.9% sales growth, representing 16% of total sales[14] - Asia/Pacific sales decreased by 3.5%, accounting for 2% of total sales[14] Segment Performance - Construction Products Group (CPG) sales increased by 2.4% to $737.4 million, with a 10.9% decrease in Adjusted EBIT[19] - Performance Coatings Group (PCG) sales increased by 4.4% to $533.8 million, with Adjusted EBIT decreasing by 0.3%[24] - Consumer Group sales increased by 4.1% to $638.7 million, with Adjusted EBIT decreasing by 6.2%[29] Outlook - The company anticipates mid-single-digit sales growth and mid-single-digit to high-single-digit Adjusted EBIT growth for Q3 2026[38] - For Q4 2026, the company projects mid-single-digit sales growth and low-single-digit to high-single-digit Adjusted EBIT growth[41]

Asian shares ended mixed on Thursday amid escalating China-Japan tensions and ahead of key U.S. jobs data due this week that could influence the Federal Reserve's rate trajectory. Oil ticked higher in Asian trade after the U.S. said it plans to control Venezuela's oil sales 'indefinitely'. Gold extended overnight losses, pressured by a firm dollar. China's Shanghai Composite index finished marginally lower at 4,082.98 after a choppy session. Hong Kong's Hang Seng index declined 1.17 percent to 26,149.31, d ...

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investments [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - Zyryanov acknowledges that while he favors underappreciated and misunderstood equities, some growth stocks may justifiably have premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinion on a stock is accurate or not [1]

This Week’s Deep-Value LandscapeThis week’s Acquirer’s Multiple® Large-Cap Screen reinforces a persistent and increasingly concentrated theme: extreme value continues to cluster in cash-rich Financials and select Industrials and Cyclicals, while Communication Services and Technology-linked businesses quietly enter the deep-value conversation.Despite resilient operating income and aggressive capital returns, the market continues to price many large-cap businesses as though current cash flows are unsustainabl ...

We last wrote about Future Fuel Corp. ( FF ) in October 2024, when we maintained our bullish stance on the Biofuels and Chemicals-related outfit. As outlined in previous commentary, the company's generous dividend (which, in real terms, was significantlyIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our pos ...

International value stocks have underperformed US counterparts for over a decade. But after DFIV's 47% surge this past year, the question isn't whether international value can work—it's whether this moment represents genuine rotation or temporary reversal that could leave latecomers exposed. Geographic Diversification With a Value Tilt Dimensional International Value ETF (NYSEARCA:DFIV) provides exposure to undervalued companies in developed markets outside the United States. The fund uses active, research- ...

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials Inc. ("RYAM†or the "Company†) today announced that its Board of Directors has appointed Scott M. Sutton as Chief Executive Officer, and President, effective January 5, 2026. Mr. Sutton will also join the Company's Board of Directors. Mr. Sutton, former President and Chief Executive Officer of Olin Corporation, brings more than three decades of global leadership experience in the chemicals and materials sectors, including a proven track recor ...

Houston, Texas-based LyondellBasell Industries N.V. (LYB) is a major petrochemical and chemical company. With a market cap of $14.3 billion, it produces and markets key chemical building blocks such as ethylene, propylene, polyethylene and polypropylene, along with a wide range of polymers, specialty chemicals, and fuels, which are used in everyday applications including packaging, automotive components, construction materials, textiles, and consumer goods. The company’s operations are organized into Olefi ...

Core Viewpoint - The Guizhou Provincial Government has issued a three-year action plan to expand private investment, aiming for private investment growth to exceed the overall fixed asset investment growth by 2027, with a target of private investment accounting for approximately 42% of total fixed asset investment [1] Group 1: Private Investment Growth - By 2027, the growth rate of private investment in Guizhou is expected to surpass the growth rate of total fixed asset investment [1] - The plan sets a target for private investment to reach about 42% of total fixed asset investment [1] Group 2: Digital Transformation and Industry Support - The action plan emphasizes the involvement of private enterprises in the "Smart Guizhou" initiative [1] - It includes the implementation of the "Artificial Intelligence +" initiative to promote the application of large models in industries such as sauce-flavored liquor, chemicals, and energy [1] - Support will be provided for leading private enterprises and service providers to build comprehensive digital empowerment platforms [1] Group 3: Infrastructure and Resource Development - The plan encourages qualified private enterprises to invest in the construction of computing power infrastructure [1] - It aims to accelerate the large-scale and green development of computing power resources [1] - The initiative will leverage the national integrated computing power network hub in Guizhou to explore collaborative development mechanisms for computing and electricity [1]

转自：新华财经 中国银行宁波市分行秉持服务实体经济初心，近年来始终在科技创新、绿色产业、制造业等领域加大金 融支持，充分发挥集团全球化、综合化优势特色，为企业提供股、贷、债、保、租一体化综合服务。自 AIC股权投资试点范围扩大到宁波市之后，中国银行宁波市分行已设立全国首支AIC链主并购基金，推 进AIC股权投资项目落地，为宁波实体经济输送更稳定的金融"活水"。 下阶段，中国银行宁波市分行将紧扣宁波"十五五"发展战略，携手AIC加快宁波区域股权投资布局，进 一步拓宽企业全生命周期金融服务，强化"长期资本""耐心资本"对地方产业升级的支撑作用，助力宁波 制造业"单项冠军第一城"谱写新篇章。（王宁捷） 近日，中国银行宁波市分行联动中银金融资产投资有限公司成功对宁波某"独角兽"企业开展股权融资， 首期投入"耐心资本"2亿元，助推当地绿色科技创新产业升级。 据悉，该"独角兽"企业为国内领先的科技创新和绿色石化化工企业，并纳入胡润研究院《2025年全球独 角兽榜单》。企业拥有全产业链一体化生产和绿色化工制造水平，其产品广泛应用于化工、印染、制 药、食品、精密电子、光学等多个行业领域。本次投资聚焦绿色、环保型化工产品升级， ...