ABB's new Color-Keyed, Ocal and T&B Liquidtight Systems solutions ABB Installation Products' new solutions integrate easily and support growing demand for data capacity and electrical reliability, helping save labor and space. ATLANTA, GEORGIA, Aug. 26, 2025 (GLOBE NEWSWIRE) -- Compact Color-Keyed® aluminum narrow-tongue lugs from ABB Installation Products optimize electrical applicationsDesigned for high-density installations, ABB’s T&B Liquidtight Systems® cable entry plates support scalability and de ...

证券日报网讯英杰电气（300820）8月25日发布公告，在公司回答调研者提问时表示，射频电源按型号 研发，不同供应商供应型号不同，市占率目前难以明确划分。国产化替代持续推进，部分型号国内尚未 完全突破，仍有国外供应，未来突破后将提升国内市场占比。目前不太容易统计相关电源厂商各自的市 场占比。 ...

Blackstone has struck a deal to acquire electrical equipment services provider Shermco in its latest bet on the increasingly critical role of electrification https://t.co/3dMMhdp2z9 ...

Core Viewpoint - Powell Industries, Inc. announced a $12.4 million investment to expand production capacity at its Jacintoport manufacturing facility, bringing total investments in the facility to approximately $20 million over the past eight years and nearly $40 million across its three Houston facilities to support organic growth plans [1][2]. Group 1: Investment Details - The investment will add 335,000 square feet of productive capacity for Power Control Room laydown area, representing a 62% increase from the current capacity [2]. - The length of the existing shoreline bulkhead will be doubled to 1,150 feet to enhance schedule flexibility and accommodate multiple ship lanes for various project needs [2]. Group 2: Market Outlook - The expansion is expected to support a strong cycle of Oil & Gas order activity driven by LNG project development over the next three to five years [2]. - Powell's facility will provide customers with a premier location for building onshore and offshore Power Distribution solutions, reinforcing the company's position in the market [2]. Group 3: Construction Timeline - Construction is anticipated to begin in the first quarter of Fiscal 2026 and is expected to be completed by late Fiscal 2026 [3]. Group 4: Company Overview - Powell Industries, Inc. designs, manufactures, and services custom-engineered equipment and systems for the distribution, control, and monitoring of electrical energy, serving large industrial customers including utilities and oil and gas producers [4].

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 15th:Everus Construction Group, Inc. (ECG) : This company which provides a full spectrum of construction services through its electrical and mechanical and transmission and distribution specialty contracting services principally in United States, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.3% over the last 60 days.Everus C ...

Core Viewpoint - The report highlights the rapid growth of global AIDC capital expenditure driven by high demand in the industry, particularly due to advancements in AI technology and the increasing investment in data centers by cloud service providers (CSPs) [2] Group 1: Industry Growth and Trends - Global data center installed capacity is expected to exceed 100 GW by 2025, with projected growth rates of 21% and 15% for the periods 2024-2030 under optimistic and neutral scenarios, respectively [2] - AIDC is evolving towards direct current (DC), high voltage, and high density, moving away from traditional power supply methods [2][3] - The market for external power supply is projected to reach 99.6 billion yuan by 2030, with a compound annual growth rate (CAGR) of approximately 50% from 2024 to 2030 [2] Group 2: Technological Advancements - AI server power supplies are adhering to OCP ORV3 standards, with power density increasing as GPU power rises, leading to higher value and profit margins [3] - The introduction of high-power supplies (5.5 kW and above) is expected to coincide with the next generation of technology, enhancing market dynamics [3] - New demands are emerging in the AIDC sector, with products like supercapacitors and battery backup units (BBUs) becoming essential for stabilizing power fluctuations from AI chips [3][4] Group 3: Investment Recommendations - The report recommends focusing on companies that are well-positioned in the evolving landscape, including those in power supply, distribution, and related technologies [4] - Key companies highlighted for investment include Megmeet, Zhongheng Electric, and Keda Data, among others, across various segments such as supercapacitors and BBU [4]

Company Overview - Powell Industries, headquartered in Houston, TX, specializes in manufacturing and supplying custom-engineered equipment and systems for distributing, controlling, and monitoring electrical energy flow [11] - The company was founded in 1947 and employs 2,748 individuals as of September 30, 2024 [11] - Key products include integrated power control room substations, electrical houses, medium-voltage circuit breakers, monitoring and control communications systems, switches, motor control centers, bus duct systems, and arc-resistant distribution switchgears [11] Investment Potential - Powell Industries holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating strong investment potential [12] - The company is particularly appealing to growth investors, with a Growth Style Score of B and a forecasted year-over-year earnings growth of 17.1% for the current fiscal year [12] - Recent upward revisions in earnings estimates by two analysts over the last 60 days have led to an increase in the Zacks Consensus Estimate by $0.22 to $14.39 per share [12] - Powell Industries has demonstrated an average earnings surprise of +7.3%, further enhancing its attractiveness to investors [12][13]

Core Viewpoint - Hubbell Incorporated has announced a definitive agreement to acquire DMC Power, LLC for $825 million in cash, enhancing its Utility Solutions portfolio and addressing growing market demands in utility substation and transmission sectors [2][3][4] Company Overview - Hubbell Incorporated is a leading manufacturer of utility and electrical solutions, with 2024 revenues of $5.6 billion [6] - DMC Power specializes in connector technology systems for high voltage power infrastructure, employing over 350 people across two manufacturing facilities in California and Mississippi [3][8] Acquisition Details - The acquisition is valued at $825 million and will be financed through a combination of cash on hand and debt, with expectations for adjusted EPS accretion in 2026 [2][4][6] - The transaction is anticipated to close by the end of 2025, pending customary closing conditions and regulatory approvals [4] Strategic Rationale - The acquisition is expected to enhance Hubbell's presence in high-growth, high-margin markets driven by load growth, data center buildouts, and aging infrastructure [3][6] - DMC Power's swage connection system complements Hubbell's existing solutions, facilitating faster and more reliable infrastructure buildouts [3][6] Financial Projections - DMC Power anticipates 2026 revenue of approximately $130 million and EBITDA of approximately $60 million [3]

Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the value of understanding macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through various crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical capabilities across multiple disciplines [1] Group 2 - There are no disclosures regarding stock positions or plans to initiate any positions in the companies mentioned, indicating an unbiased perspective in the analysis [2] - The article does not provide any investment recommendations or advice, reinforcing the notion that past performance does not guarantee future results [3]

Financial Data and Key Metrics Changes - The company reported net sales of $107.9 million for Q2 2025, a decline of approximately $15.1 million compared to the previous year [29] - Adjusted EBITDA for the quarter was $13.2 million, with an adjusted EBITDA margin of 12.2%, reflecting an increase of 130 basis points year-over-year [29] - Adjusted operating income increased to $4.9 million, marking a strong increase of $2.8 million compared to the prior year [29] Business Line Data and Key Metrics Changes - In the Power Solutions segment, net sales were $44.6 million, down $5.5 million year-over-year, primarily due to the sale of the Lubbock operations [30] - The Mobile Solutions segment reported net sales of $63.4 million, a decrease from $72.9 million in the previous year, impacted by rationalized business and lower automotive volume [32] - Adjusted EBITDA in the Mobile Solutions segment was $8.6 million, reflecting a slight year-over-year growth due to cost control actions [33] Market Data and Key Metrics Changes - The automotive market accounted for 39% of the company's revenue, with overall light vehicle production remaining flat globally [12] - The U.S. GDP-linked businesses showed a rebound in the second quarter after a weak first half, although trade uncertainty continues to impact demand [14] - The medical equipment market is growing, with the company increasing its participation significantly above market growth [18] Company Strategy and Development Direction - The company aims to achieve approximately 20% gross margin as part of its long-term plan, with a focus on margin expansion and operational efficiency [22] - A commitment to increase personnel in specialized growth areas, including the hiring of a new Chief Commercial Officer, indicates a strategic focus on expanding into electrical and medical markets [38] - The company is actively pursuing M&A opportunities to enhance its growth strategy and improve its operational footprint [90] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth despite uncertainties in the automotive market, emphasizing the importance of new business launches [41] - The company is leaning towards the lower end of its revenue guidance due to macroeconomic uncertainties and customer feedback [41] - The outlook for the electrical market remains positive, with growth opportunities identified in power generation and distribution sectors [50] Other Important Information - The company plans to launch approximately 112 new programs in 2025, contributing an estimated $48 million in annual revenue at peak run rate [36] - The company is preparing for an Investor Day in December 2025 to provide further insights into its strategy and performance [42] Q&A Session Summary Question: Can you remind us about the incremental margin from new business wins? - New business wins are accretive by three to four points on the EBITDA line overall, with a focus on existing open capacity and strategic investments [46] Question: What are the growth opportunities in the electrical market? - The company is seeing growth in power generation, particularly with customers like Cummins, while residential distribution has been softer [50] Question: How does the company plan to achieve its revenue guidance? - The company expects to benefit from new business launches and a consistent performance from its base business, without relying on market rebounds [55] Question: What is the status of the Group of Five facilities? - All facilities are on track to be profitable this year, with expectations for run rate profitability by the end of the year [60] Question: Can you provide details on the M&A program? - The company is actively pursuing specific acquisitions that align with its strategy, focusing on synergies and operational improvements [90]