Core Insights - BizClik has launched the January editions of its Procurement & Supply Chain portfolio, featuring insights from various publications [1][10] - The editions focus on global leaders, breakthrough technologies, and strategies for enhancing resilience, visibility, and traceability in supply chains [2] Procurement Magazine Highlights - The cover feature discusses SAP's strategic approach to AI [3] - A company feature highlights how Sarantis Group is optimizing third-party procurement [4] - The Top 10 rankings spotlight strategic sourcing leaders in the US [5] - Editorial highlights include discussions on integrating carbon accounting into procurement workflows and the importance of sustainable sourcing [7] Leadership Insights - Etosha Thurman from SAP emphasizes the need for procurement to prepare for disruptions [9] - Dimitris Antonopoulos from Sarantis Group discusses the benefits of integration for negotiation power and value creation [9] - Smitha Shetty from Achilles highlights the alignment of carbon insights with procurement decisions [9] Upcoming Events - BizClik is organizing the Procurement & Supply Chain LIVE: The Net Zero Summit, focusing on decarbonization in supply chains [11][12] - The event aims to gather over 2,000 attendees to discuss sustainability and its impact on procurement and supply chain practices [12] About BizClik - BizClik is a global B2B media and events company that produces content across various sectors, including technology, sustainability, and procurement [13]

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL), a global leader in engineering, supply chain, and manufacturing solutions provider, today announced the successful acquisition of Hanley Energy Group, a provider of energy management and critical power solutions serving the data center infrastructure market. The acquisition was completed Jan. 2, 2026, for approximately $725 million plus contingent consideration up to $58 million, subject to achieving future revenue thresholds, in an. ...

Group 1: Investment News Highlights - Bill Ackman has made a $2.1 billion deal to acquire an insurer, aiming to create a "modern Berkshire Hathaway" [1] - Ray Dalio discusses the evolving nature of market crises and their impact on investment strategies [1] - A rotation from growth stocks to value stocks is anticipated to strengthen in the upcoming year [1] Group 2: Value Investing Insights - 2026 is projected to be a significant year for value stocks, indicating a potential shift in market dynamics [4] - Polen Capital emphasizes a multi-dimensional approach to small-cap investing, highlighting the importance of diversification [4] - The Fear & Greed Index indicates a strongly overvalued market, suggesting caution among investors [4] Group 3: Research and Analysis - Research indicates that regulation may not effectively mitigate bad behavior in financial markets [7] - Professionals recommend various books that can enhance investment knowledge and strategies [7] - Predictions for 2026 suggest that the equal-weight S&P 500 may outperform the traditional market cap-weighted version [7]

Core Insights - The latest issue of Procurement Magazine focuses on global leaders, breakthrough technologies, and strategies that are shaping the future of resilience, visibility, and traceability in procurement [1][2] Company Features - The magazine includes a cover feature on Coupa, discussing its approach to addressing the disconnect in Agentic AI [3] - It also highlights the Top 10 BPO Providers in Procurement, showcasing leading companies in the sector [4] Editorial Highlights - Dale Creaser, VP of Global Supply Chain at Mars Food & Nutrition, emphasizes the importance of direct farmer partnerships and climate-smart agriculture for sustainable sourcing [9] - Peter Truman, Senior Director of Technical Architects at Coupa, discusses the application of AI in spend management, noting that it is not a generic capability [11] - The issue features insights on how AI is transforming supplier negotiations, with enterprises achieving significant savings through contract intelligence [10] Upcoming Events - BizClik is organizing the Procurement & Supply Chain LIVE: The Net Zero Summit in 2026, aimed at senior executives focused on decarbonization [12] - The event will gather over 2,000 attendees, both in-person and virtual, to discuss the intersection of sustainability and supply chains [13] Company Overview - BizClik is a global B2B media and events company that produces content across various sectors, including technology, sustainability, procurement, fintech, and AI [14]

https://t.co/IYA4U13sNP Inc.’s supply-chain technology unit has started gauging investor interest for a Hong Kong IPO, according to terms of the deal seen by Bloomberg News, setting it on course to complete a more than two-year attempt to go public https://t.co/qSmj34dQ42 ...

Company Overview - Ryder System, Inc. is a leading provider of logistics and transportation solutions, focusing on fleet management and supply chain sectors [6] - The company operates a diversified business model across three segments: Fleet Management Solutions, Supply Chain Solutions, and Dedicated Transportation Solutions [9] - Ryder generates revenue from leasing, rental, maintenance, and value-added logistics services, serving a broad customer base in North America and internationally [9] Financial Performance - As of November 14, 2025, Ryder's stock price was $170.49, with a market capitalization of $6.88 billion [4] - The company reported a revenue of $12.68 billion and a net income of $502 million for the trailing twelve months (TTM) [4] - Ryder's third-quarter earnings rose 2% year over year to $3.33 per share, marking the fourth consecutive quarter of earnings growth on a per-share basis [10] Recent Developments - HG Vora Capital Management, LLC sold 300,000 shares of Ryder, resulting in a $37.77 million decrease in the fund's position value, reducing its stake to 8.56% of reportable assets under management (AUM) [2][8] - Despite the sale, Ryder remains the fifth largest holding in HG Vora's portfolio, with a total of 335,000 shares valued at $63.19 million [2][8] - Ryder's stock has fallen by 9.6% since the end of September, underperforming the S&P 500 by 8.82 percentage points [7][8] Market Conditions - The freight market conditions have been challenging this year, yet Ryder has managed to grow its business [10] - Outsourcing logistics to companies like Ryder is increasingly attractive for smaller businesses that cannot manage their own fleets [11] - Ryder has maintained dividend payments for over 49 years, with a recent 12% increase in its payout to $0.81 per share, offering a yield of 2.1% at recent prices [11]

供应链技术提供商Descartes表示，由于进口商对美国总统特朗普不断变化的关税政策持谨慎态度，美国10月集装箱货物进口量同比下降7.5%，其中来自中国的货物骤降16.3%。 ...

Core Insights - The "Value Qianxing" 2025 high-quality enterprise investment and financing roadshow focuses on strategic emerging industries such as AI, new energy, and ecological environmental protection [1][2] - The event featured presentations from various companies highlighting their core technological advantages, market prospects, and financing needs [1] Group 1: Participating Companies - Guizhou Oruixin Environmental Protection Co., Ltd. introduced its core technology in comprehensive treatment of filter press return liquid, achieving breakthroughs in solid waste disposal, wastewater treatment, and environmental pollution control [1] - Guizhou Fengmao Supply Chain Management Co., Ltd. focuses on the liquid inorganic chemical sector, utilizing digital management to enhance logistics services, including trade, transportation, warehousing, and freight forwarding [1] - Xidao Technology Co., Ltd. is expanding smart community governance through intelligent maintenance, AI elevators, and community traffic value-added services [1] Group 2: Investment and Collaboration - The event was attended by nearly 20 investment institutions, including Huachuang Securities, Qiansheng Fund, and Bank of China Guizhou Branch, facilitating professional discussions on technology routes, market expansion, and profit models [2] - The roadshow aims to match capital with industry needs, providing a growth acceleration path for quality enterprises [2] - The Guizhou Capital Market Service Center plans to implement a comprehensive service system of "roadshow + incubation + listing" to support more quality enterprises transitioning from "laboratory" to "capital market" [2]

Supply Chain Risks - German firms are providing sensitive supply chain information to Beijing due to new Chinese controls on rare earths [1] - This information could potentially be used by Beijing to pressure manufacturers or halt production [1] Geopolitical Implications - New Chinese controls on rare earths are impacting German firms [1]

Financial Data and Key Metrics Changes - Ryder reported operating revenue of $2.6 billion in Q3 2025, up 1% from the prior year, primarily due to growth in contractual revenue [11] - Comparable EPS from continuing operations increased to $3.57, up 4% from $3.44 in the prior year, reflecting higher contractual earnings and benefits from share repurchases [11] - Return on equity (ROE) was 17%, up from the prior year, driven by higher contractual earnings and share repurchases, partially offset by lower rental demand and used vehicle sales [11] - Year-to-date free cash flow increased to $496 million from $218 million in the prior year due to reduced capital expenditures and lower income tax payments [11] Business Line Data and Key Metrics Changes - Fleet Management Solutions (FMS) operating revenue was in line with the prior year, with pre-tax earnings of $146 million, reflecting higher ChoiceLease performance [12] - Supply Chain Solutions (SCS) operating revenue increased 4%, driven by new business in omnichannel retail, but earnings decreased 8% due to e-commerce network performance and higher medical costs [15] - Dedicated Transportation Solutions (DTS) operating revenue decreased 6% due to lower fleet count, but EBT was in line with the prior year, reflecting acquisition synergies [16] Market Data and Key Metrics Changes - 93% of Ryder's revenue is generated in the U.S., positioning the company to benefit from increased domestic industrial manufacturing [5] - The rental demand was lower than historical seasonal trends, with rental utilization on the power fleet at 70%, down from 71% the prior year [12] - Used vehicle pricing declined 6% for tractors and 15% for trucks year-over-year, reflecting ongoing weakness in market conditions [13] Company Strategy and Development Direction - Ryder's balanced growth strategy focuses on operational excellence and investment in customer-centric technology, aiming to improve full-cycle returns and unlock long-term shareholder value [5] - The company expects earnings growth in 2025 driven by resilient contractual businesses and strategic initiatives, with a forecasted ROE of 17% [22] - Ryder has authorized a new discretionary share repurchase program, reflecting a commitment to disciplined capital allocation [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's cycle-tested business model, which has demonstrated resiliency during the freight cycle downturn [6] - The company anticipates continued earnings growth from multi-year strategic initiatives, with expected annual pre-tax earnings benefits of approximately $150 million [24] - Management noted that while there are near-term headwinds in lease and dedicated sales due to market conditions, robust sales activity in SCS is encouraging [22] Other Important Information - Ryder's forecast for free cash flow remains unchanged at $900 million to $1 billion, reflecting lower capital spending and an annual cash flow benefit of approximately $200 million from tax bonus depreciation [8] - The company has repurchased approximately 22% of its shares outstanding since 2021 and increased the quarterly dividend by 57% [7] Q&A Session Summary Question: Impact of CDL regulations on business model - Management indicated that tighter driver markets could benefit the dedicated business as companies seek assistance in driver recruitment [30][32] Question: Drivers of earnings growth for 2026 - Management expects contractual earnings growth and benefits from strategic initiatives to drive earnings growth, with strong performance anticipated in supply chain solutions [34][35] Question: Challenges in used vehicle pricing - Management acknowledged challenges in used vehicle pricing but noted that higher new truck pricing could eventually support used truck values [39][40] Question: Supply chain performance and headwinds - Management highlighted that recent headwinds in supply chain performance were temporary and attributed to specific customer issues, with expectations for recovery [49][50] Question: Bonus depreciation impact on financials - Management clarified that the bonus depreciation will provide a cash tax benefit of approximately $200 million annually, with no significant impact on operating margins [61][62]