Headquartered in Shelton, Connecticut, Hubbell Incorporated (HUBB) designs, manufactures, and markets a broad portfolio of electrical and utility solutions. With a market capitalization of roughly $25 billion, the company supplies wiring devices, connectors, grounding products, lighting fixtures, industrial controls, and communication systems, alongside utility offerings such as distribution gear, arresters, insulators, smart meters, and protection devices. Against this backdrop, earnings visibility take ...

Electrical equipment maker Forgent Power Solutions filed for an initial public offering in the United States on Friday. ...

Stadtratte/iStock via Getty Images Despite the threat of economic slowdown and high-interest rates, the US industrials sector delivered a solid performance in fiscal 2025, beating the S&P 500 and MSCI USA indices. The sector is expected to accelerate its growth in 2026 amid the favorable market conditions. The robust US GDP growth rate along with rate cuts is likely to translate into mid-teen percentage earnings growth for the industrials sector. Therefore, I initiate coverage of Fidelity MSCI Industria ...

1月9日，四方股份涨5.04%，截至发稿，报32.69元/股，成交2.53亿元，换手率0.96%，总市值272.37亿 元。 资料显示，北京四方继保自动化股份有限公司位于北京市海淀区上地信息产业基地四街9号，成立日期 1994年4月8日，上市日期2010年12月31日，公司主营业务涉及继电保护、电网自动化及发电厂自动化产 品的研发、生产、销售和技术服务。主营业务收入构成为：电厂及工业自动化49.82%，电网自动化 42.94%，其他7.09%，房屋租赁、技术服务、材料销售等0.15%。 从基金十大重仓股角度 数据显示，国金基金旗下1只基金重仓四方股份。国金国鑫发起A（762001）三季度减持10.89万股，持 有股数20.03万股，占基金净值比例为4.89%，位居第二大重仓股。根据测算，今日浮盈赚取约31.45万 元。 国金国鑫发起A（762001）成立日期2012年8月28日，最新规模7476.32万。今年以来收益3.36%，同类 排名3237/8827；近一年收益17.94%，同类排名5432/8084；成立以来收益362.6%。 国金国鑫发起A（762001）基金经理为王小刚。 截至发稿，王小刚累计任职 ...

Honeywell International Inc. (NASDAQ:HON) is included among the 12 Best DOW Stocks to Buy in 2026. Honeywell (HON) Target Trimmed as Mizuho Warns of Uneven Industry Backdrop Photo by Vitaly Taranov on Unsplash On January 5, Mizuho analyst Brett Linzey lowered his price target on Honeywell International Inc. (NASDAQ:HON) to $240 from $250 and kept an Outperform rating. The changes came as Mizuho refreshed ratings and targets across the electrical equipment and multi-industry space for its 2026 outlook. ...

ab 4 January 2026 Powered by YES UBS Evidence Lab US Electrical Equipment & Multi-Industry 2026 OUTLOOK - Rinse, Repeat; Expecting another strong year This report presents our 2026 UBS Multi-Industry Outlook. We have also published our detailed 4Q Preview note, released concurrently with this report. We expect 2026 to be another strong year for Industrial equities We are positive on Industrial equities in 2026, and think last year's outperformance (XLI +18% vs. S&P +16%) can repeat in the New Year. We proje ...

Hubbell (HUBB) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find it ...

南财智讯1月6日电，美硕科技在投资者关系活动中表示，随着下游行业及客户应用的不断变化，继电器 未来会往大通量（大电流、大电压）、小型化、低功耗、高可靠性、快速切换、抗振动等技术方向发 展，公司将积极关注行业动态及客户需求，充分发挥研发优势，推出能够满足行业及客户需求的优质产 品。 ...

Core Insights - Artisan Mid Cap Value Fund's Investor Class returned 0.97%, Advisor Class returned 0.98%, and Institutional Class returned 0.97% in Q3 2025, underperforming the Russell Midcap Value Index which returned 6.18% [1] - The equity markets rallied in Q3 2025, driven by strong corporate earnings, rising AI capital expenditures, and expectations of economic support from US fiscal policy and lower interest rates [1] Company Highlights - NVent Electric plc (NYSE:NVT) was highlighted as a top contributor in the fund's performance, with a one-month return of -0.27% and a 52-week gain of 49.75% [2] - NVent Electric's stock closed at $106.82 on January 02, 2026, with a market capitalization of $17.24 billion [2] - The company reported strong organic sales growth, particularly in its data center and power utilities businesses, which contributed to its stock performance [3] - NVent Electric has a leading position in liquid cooling solutions, which are increasingly important for energy efficiency and sustainability in AI infrastructure [3] - The company has benefited from multiple secular tailwinds including electrification, clean energy, energy efficiency, digitalization, and onshoring, alongside AI growth [3] - NVent Electric has effectively allocated capital towards product development, M&A, and returning capital to shareholders through dividends and share repurchases [3]

Core Viewpoint - The article discusses the rapid growth of "pick-and-shovel" companies in the AI sector, suggesting that these companies may offer better investment opportunities than traditional AI firms like OpenAI, Microsoft, and Alphabet due to their impressive revenue and profit growth rates [1][2]. Revenue Growth - Alphabet has increased its trailing-12-month (TTM) revenue by 37.3% over the last three years, while Microsoft has seen a TTM revenue growth of 44% during the same period [4]. - In contrast, Vertiv Holdings has experienced a TTM revenue growth of 70.4%, and Arista Networks has achieved a remarkable 92.8% growth over the same timeframe [6]. Profit Growth - Microsoft’s net income has grown by 55.5% since December 2022, and Alphabet's net income has more than doubled, with a three-year growth of 107.2% [9]. - Arista Networks has reported a net income growth of 148.2%, while Vertiv has seen an extraordinary 1,250% increase in net income over the same period [9][10]. Market Valuation - Vertiv is trading at 40.6 times forward earnings, and Arista at 45.8 times forward earnings, compared to Microsoft and Alphabet, which are valued at approximately 30 times and 29.7 times forward earnings, respectively [12]. - The higher valuations for companies like Vertiv and Arista indicate investor confidence in their growth potential within the AI infrastructure space [13]. Investment Strategy - Investors are encouraged to monitor "pick-and-shovel" AI companies for potential short-term price dips that may present attractive buying opportunities as the AI buildout continues [14].