Amphenol Corporation (APH), headquartered in Wallingford, Connecticut, designs, manufactures, and markets electrical, electronic, and fiber optic connectors. Valued at $159.1 billion by market cap, the company's products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics. Shares of this interconnect giant have notably outperformed the broader market over the past year. APH has gai ...

TORONTO and CALGARY, Alberta, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Colliers (NASDAQ, TSX: CIGI) announced today that its Canadian engineering platform, Englobe Corporation (“Englobe”), has acquired Tetranex Solutions Inc. (“Tetranex”), a leading multidiscipline engineering consulting firm in Alberta. Under Colliers’ unique partnership model, Tetranex’s senior team will become shareholders of Englobe and play a key role in leadership going forward. Terms of the transaction were not disclosed. Founded in 2010, T ...

Group 1: Betterware de Mexico SAPI de C - Betterware de Mexico SAPI de C has a Zacks Rank 1 (Strong Buy) and a Zacks Consensus Estimate for current year earnings increased by 0.6% over the last 60 days [1] - The company's shares gained 52.6% over the last three months compared to the S&P 500's gain of 2.5% [2] - Betterware de Mexico possesses a Momentum Score of A [2] Group 2: Lam Research - Lam Research has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.8% over the last 60 days [2] - The company's shares gained 49.8% over the last three months compared to the S&P 500's gain of 2.5% [3] - Lam Research possesses a Momentum Score of B [3] Group 3: Amphenol - Amphenol has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.3% over the last 60 days [3] - The company's shares gained 12.9% over the last three months compared to the S&P 500's gain of 2.5% [4] - Amphenol possesses a Momentum Score of B [4]

Core Insights - Ongoing public and private investment is driving demand in the U.S. construction and infrastructure sectors, benefiting companies like EMCOR Group, Inc. and Tutor Perini Corporation [1] - EMCOR focuses on diversified electrical, mechanical, and building services, while Tutor Perini specializes in large-scale civil and complex building projects [2] - Easing financial conditions are creating a supportive environment for infrastructure investment and project financing, making both companies comparable in terms of fundamentals [3] EMCOR Group, Inc. Insights - EMCOR is experiencing strong project demand across various sectors, including data centers, healthcare, and transportation, supported by effective labor planning and digital construction tools [4] - The company's remaining performance obligations reached $12.61 billion in Q3, up from $9.79 billion year-over-year, indicating broad-based growth and revenue visibility extending into 2026 [5] - Despite challenges such as labor availability and competitive bidding, EMCOR expects steady demand to support long-term growth and margin stability [6][7] Tutor Perini Corporation Insights - Tutor Perini is benefiting from robust project wins in its Civil and Building segments, with a record backlog of $21.6 billion, a 54% year-over-year increase [8][10] - The company is well-positioned due to elevated infrastructure spending and large institutional development activity, driving execution across various projects [9] - However, Tutor Perini faces risks related to large, complex projects that can introduce earnings volatility and higher share-based compensation expenses [11] Stock Performance & Valuation - EMCOR's share price performance has lagged behind Tutor Perini and the Zacks Building Products - Heavy Construction industry over the past six months [13] - EMCOR is trading at a premium valuation compared to Tutor Perini based on forward 12-month price-to-earnings (P/E) ratios [15] - The Zacks Consensus Estimate indicates EMCOR's 2026 revenues and EPS will grow by 5.9% and 8.6% respectively, while Tutor Perini's estimates show 12.5% revenue growth and 17.7% EPS growth [17][19] Investment Outlook - Both companies are positioned to benefit from sustained U.S. infrastructure spending, but their fundamentals suggest different investment profiles [20] - EMCOR's diversified business mix and strong backlog visibility make it resilient, while Tutor Perini's record backlog offers greater growth potential but with higher execution risks [20]

Core Viewpoint - Amphenol Corporation is highlighted as a significant player in the AI stock market, particularly following its acquisition of CommScope's Connectivity and Cable Solutions business, which is expected to enhance its market position and financial performance [1][2]. Group 1: Acquisition Details - Amphenol has completed the acquisition of CommScope's Connectivity and Cable Solutions (CCS) business, which adds substantial fiber optic interconnect capabilities for IT datacom and communications networks, as well as industrial interconnect products for building infrastructure [2]. - This acquisition, valued at $10.5 billion, is Amphenol's largest to date and is projected to increase sales by approximately 17% [3]. Group 2: Financial Projections - Truist Securities has raised its earnings per share (EPS) estimate for Amphenol to $4.71 for 2027, up from $4.33, reflecting a 4% EPS accretion in 2026 and an anticipated long-term accretion of about 16% within two years [4]. - Analysts note that Amphenol has a strong track record with acquisitions, which typically lead to increased sales, improved operating profit margins, and enhanced return on invested capital [3].

Core Insights - Fenimore Asset Management's Q4 2025 investor letter indicates a solid yet volatile stock market, influenced by AI enthusiasm, economic uncertainty, and monetary policy concerns [1] - The firm anticipates mixed market conditions in 2026, with many AI-related stocks appearing expensive while high-quality companies are trading at multi-year lows, presenting potential investment opportunities [1] Group 1: Market Performance - The S&P 500 Index rose by 2.66% in Q4 2025, driven by large-cap technology and communication services stocks [1] - Fenimore Small Cap Strategy returned -4.12%, underperforming the Russell 2000 Index, which returned 2.19% [1] - Fenimore Dividend Focus Strategy declined by -4.41% compared to the Russell Midcap Index's 0.16% return [1] - Fenimore Value Strategy saw a decline of -1.17% in Q4, also underperforming the Russell Midcap Index [1] Group 2: Company Focus - Amphenol Corporation - Amphenol Corporation (NYSE:APH) was highlighted as a top performer in both the Fenimore Value Strategy and Fenimore Dividend Focus Strategy [2] - As of January 15, 2026, Amphenol's stock closed at $154.22 per share, with a one-month return of 13.99% and a 52-week gain of 122.15% [2] - Amphenol has a market capitalization of $188.774 billion [2] - The company benefits from data center buildouts supporting AI, leading to a 128% organic growth in its IT Datacom segment in the most recent quarter [3]

Summary of Limbach Holdings Conference Call Company Overview - Limbach Holdings is a building systems solutions firm that partners with building owners and facility managers to maintain critical mechanical, electrical, and plumbing (MEP) infrastructure [1][2] - The company operates in two segments: Owner-Direct Relationships (ODR) and General Contractor Relationships (GCR) [1][9] - Limbach has approximately 21 locations and 1,700 team members, utilizing a standardized platform for operations [2] Core Business Model - Limbach focuses on proactive sales, emphasizing long-term relationships with customers rather than short-term revenue maximization [4][22] - The company operates in six vertical markets: healthcare, industrial manufacturing, data centers, life sciences, higher education, and cultural entertainment [3][5] - Limbach aims to provide tailored solutions that ensure critical infrastructure operates efficiently, particularly in environments where temperature, humidity, and air quality are vital [3][4] Financial Performance and Strategy - The company reported that approximately one-third of ODR revenue comes from quick-burning work, while two-thirds is project-based with an average project size of $245,000 [9] - GCR projects are typically larger, averaging $2 million, but are more cyclical and competitive [10] - Limbach's strategic focus is on shifting revenue towards ODR, expanding margins through evolved offerings, and scaling through acquisitions [10][20] Market Dynamics - The competitive landscape includes OEM firms, contractors, and consulting firms, with Limbach positioning itself as system-agnostic and a one-stop shop for MEP solutions [7][8] - The company has seen stable demand across its verticals, with a focus on long-term relationships that can withstand short-term disruptions [5][22] - The healthcare and industrial manufacturing sectors have been identified as having the most penetration due to their critical infrastructure needs [23][24] Acquisition Strategy - Limbach has pursued both tuck-in acquisitions and geographic expansions, with a focus on companies that align with its long-term vision and customer base [18][19] - The recent acquisition of Pioneer Power Group is expected to enhance margins and expand capabilities in the industrial manufacturing sector [19][35] - The company aims to integrate acquired firms into its operational platform to drive value and improve margins over time [36][38] Future Outlook - Limbach is optimistic about growth opportunities, particularly in expanding its footprint and enhancing service offerings [21][43] - The company is focused on building a proactive sales team to enhance customer relationships and drive long-term value [39][42] - There is a belief that the market is still in the early stages of development, with significant potential for growth in both ODR and GCR segments [21][43] Key Metrics - Gross margins for ODR in 2024 were reported at 31.2%, significantly higher than GCR margins [34] - The company aims to improve margins for acquired firms like Pioneer Power, which currently operate below Limbach's average [35][36] Conclusion - Limbach Holdings presents a differentiated business model focused on long-term customer relationships and critical infrastructure maintenance, with a strategic emphasis on acquisitions and market expansion [43]

Group 1 - Artificial intelligence (AI) is evolving rapidly, becoming a critical partner in various sectors, including coding, healthcare, and scientific research [1] - By 2026, companies are expected to invest over $500 billion in AI, facing pressure to deliver tangible returns from these investments [2] - Investors are shifting focus from quick wins to long-term value, seeking companies with solid business models that can maximize AI's potential [3] Group 2 - The Motley Fool's report indicates that 93% of AI investors plan to maintain or increase their investments in AI over the next year [4] - In 2026, there may be a shift in investor interest towards companies that provide foundational technology for AI, such as data center builders and network suppliers [6] - Emcor, a company providing critical infrastructure, has seen a 29% year-over-year increase in its remaining performance obligations, driven by demand from data centers [8]

Company Overview - Amphenol Corporation (NYSE:APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors, along with interconnect systems, antennas, sensors, and specialty cables [4] Stock Performance - The stock price of Amphenol Corporation rose more than 97% in 2025, with Wall Street's 12-month average price target reflecting around 8% upside from current levels [1] - Truist Financial analyst William Stein raised the price target on the stock from $147 to $180 while maintaining a Buy rating [1][2] Sector Insights - The increased price target reflects bullish sentiment on the semiconductor and AI sector, despite challenges such as power constraints and funding shortages [2] - Truist believes that AI infrastructure stocks remain undervalued considering their growth potential, with continued upside expected in 2026 driven by AI capital expenditure [2] Financial Expectations - Amphenol Corporation is expected to release its fiscal Q4 2025 results on January 28, with Wall Street anticipating quarterly revenue of around $6.19 billion and GAAP EPS of $0.96 [3] - Management expects Q4 revenue to be in the range of $6.0 billion to $6.1 billion, reflecting a year-over-year increase of 39% to 41% [3]

Core Viewpoint - W.W. Grainger, Inc. is set to announce its fiscal fourth-quarter earnings for 2025, with analysts projecting a slight decline in profit per share compared to the previous year [1][2]. Financial Performance - Analysts expect GWW to report a profit of $9.45 per share on a diluted basis for Q4 2025, down 2.7% from $9.71 per share in the same quarter last year [2]. - For the full fiscal year 2025, GWW is projected to report an EPS of $39.48, reflecting a 1.3% increase from $38.96 in fiscal 2024 [3]. - EPS is anticipated to rise 10.7% year over year to $43.71 in fiscal 2026 [3]. - GWW's adjusted EPS for Q3 was reported at $10.21, exceeding Wall Street expectations of $9.93, with revenue reaching $4.7 billion, surpassing forecasts of $4.6 billion [6]. Stock Performance - GWW stock has underperformed the S&P 500 Index, which gained 16.4% over the past 52 weeks, with GWW shares down 4.7% during the same period [4]. - The stock also lagged behind the Industrial Select Sector SPDR Fund, which saw a 17.6% increase [4]. Market Position and Strategy - GWW is facing challenges from inflation and tariffs, which have impacted margins despite steady demand [5]. - The company is implementing productivity initiatives and price hikes to mitigate costs [5]. - GWW is streamlining its portfolio by exiting the UK business and investing in digital transformation to enhance growth and profitability [5]. Analyst Sentiment - The consensus opinion on GWW stock is cautious, with a "Hold" rating overall; out of 19 analysts, three recommend a "Strong Buy," 13 suggest a "Hold," one advises a "Moderate Sell," and two advocate a "Strong Sell" [7]. - The average analyst price target for GWW is $1,034.15, indicating a potential upside of 2.5% from current levels [7].