If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

Regal Rexnord Corporation (NYSE:RRX) is one of the best breakout stocks to invest in. On November 3, Barclays analyst Julian Mitchell increased Regal Rexnord Corporation’s (NYSE:RRX) price target to $165 from $161 while reiterating an Overweight rating. The positive stance is in response to what the research firm touts as data center exposure becoming increasingly material than expected. Barclays Lifts Regal Rexnord Corporation (RRX) Price Target amid Robust Order Growth Christian Lagerek/Shutterstock.co ...

I have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early background also includes equity research analyst, where I built strong expertise in market analysis, valuation models, and investment strategy. What ties my journey together is my ability to connect companies' strategy, industry-specif ...

Core Insights - Cummins Inc. (NYSE:CMI) is highlighted as a significant player in the industrial machinery sector, particularly due to its role in the data center industry, which is often overlooked [2]. Group 1: Company Overview - Cummins Inc. is recognized as one of the largest industrial machinery companies globally [2]. - The company has been frequently discussed by Jim Cramer, emphasizing its underappreciated exposure to the data center market [2]. Group 2: Importance in Data Centers - Jim Cramer asserts that Cummins is essential for data centers, providing critical backup solutions to prevent outages [2]. - Cramer notes that without Cummins, the operation of data centers could be severely compromised, highlighting the company's superior engine technology [2]. Group 3: Investment Perspective - While Cummins is acknowledged as a potential investment opportunity, there is a belief that certain AI stocks may offer higher returns with lower risk [2].

Group 1 - The session is led by Scott Rowe, with Michael Halloran from Baird facilitating the discussion [1][2] - Audience participation is encouraged through email and raised hands for questions [2] Group 2 - The format includes prepared remarks followed by a fireside chat Q&A session [2]

Core Viewpoint - Ingersoll Rand Inc. (IR) has underperformed in operational performance due to rising operating costs, high debt levels, and foreign currency challenges, leading to a Zacks Rank of 4 (Sell) [1][6] Rising Expenses - Ingersoll Rand's cost of sales increased by 4.4% year over year in the first nine months of 2025, driven by higher raw material and component costs [4] - Selling and administrative expenses rose by 6.9% year over year, increasing as a percentage of revenues by 50 basis points to 19.5% [4] - The company faces escalating costs related to investments in demand generation, digital initiatives, and IT, which are pressuring its bottom line [4] High Debt Level - Ingersoll Rand's long-term debt increased by 4.3% CAGR over the last five years, reaching $4.79 billion at the end of Q3 2025, slightly up from $4.78 billion at the end of Q2 [5] - Interest expenses in Q3 were $65.1 million, reflecting a 2% year-over-year increase, indicating rising financial obligations that could impact profitability [5] Forex Woes - The company's international operations expose it to risks from adverse currency fluctuations, particularly with a strengthening U.S. dollar, which may necessitate price increases or margin contractions [6] - The Zacks Consensus Estimate for 2025 earnings has been revised downward by 2.1% in the past 60 days, reflecting market concerns [6]

Core Points - EBARA Corporation and Mitsubishi Electric Corporation have reached an agreement for the transfer of assets from Mitsubishi Electric to EBARA on November 12, 2025 [1] Company Overview - EBARA Corporation is headquartered in Ota-ku, Tokyo, with Shugo Hosoda serving as the Director, CEO & COO [1] - Mitsubishi Electric Corporation is based in Chiyoda-ku, Tokyo, with Kei Uruma as the Representative Executive Officer, President, and CEO [1]

Graham Corporation ( GHM ) is a small-cap industrial machinery stock (market-cap of close to $700M) that is noted for its expertise in producing critical equipment and technologies for the Defense, Energy, and Space Industries.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

Company Overview - Graham Corporation (GHM) is a small-cap industrial machinery stock with a market capitalization of approximately $700 million, recognized for its expertise in producing essential equipment and technologies for the Defense, Energy, and Space Industries [1]

Core Insights - Parker-Hannifin reported Q3 CY2025 revenue of $5.08 billion, exceeding analyst expectations of $4.94 billion, reflecting a year-on-year growth of 3.7% [1][6] - The company's non-GAAP profit was $7.22 per share, which was 9% above the consensus estimate of $6.62 [1][6] - Management raised full-year Adjusted EPS guidance to $30 at the midpoint, indicating a 3.8% increase [6] Performance Highlights - The third quarter performance was positively received by the market, driven by strong organic growth and a return to positive performance in North America industrial operations [3][5] - Key growth areas included aerospace and defense, with significant contributions from both commercial and aftermarket sectors [3][5] - Improved productivity and a favorable margin mix were noted, particularly in North America, alongside disciplined cost controls and successful integration of recent acquisitions [3][4] Future Outlook - Management expressed confidence in several growth areas, particularly in aerospace and energy, leading to an increase in full-year organic sales growth expectations [4] - The integration of Curtis Instruments and increased capital expenditures focused on automation and capacity are expected to support sustained margin expansion [4] - The company anticipates solid growth in power generation, collaborating with leading industry customers [4]