Certain statements in this presentation and discussion are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on Perimeter Solutions, Inc.'s ("we," "us," "our" or the "Company") expectations, intentions and projections regarding the Company's future performance, anticipated events or trends and other matters that are not historical facts. Words such as "anticipate," "estimate," "expect," "forecast," "project," "plan," "intend," "believe," "may ...

HYSTER-YALE ANNOUNCES DATES OF FOURTH QUARTER AND FULL YEAR 2025 EARNINGS RELEASE AND WEBCAST [Accessibility Statement] Skip NavigationCLEVELAND, Feb. 24, 2026 /PRNewswire/ -- Hyster-Yale, Inc. (NYSE: HY) announced today it will release its Fourth Quarter and Full Year 2025 financial results after the market closes on Tuesday, March 3, 2026.In conjunction with this release, the Company will host a webcast with the financial community at 11:00 a.m. ET on Wednesday, March 4, 2026, to discuss the financial res ...

Ultra Clean Reports Fourth Quarter and Full Year 2025 Financial Results [Accessibility Statement] Skip NavigationHAYWARD, Calif., Feb. 23, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today reported its financial results for the fourth quarter and full year ended December 26, 2025."UCT delivered fourth quarter results in line with expectations, reflecting disciplined execution in a dynamic operating environment," said James Xiao, CEO. "As AI adoption gains momentum, we are increasing our ...

Core Insights - Finning International Inc. reported strong financial performance for 2025, with significant growth in revenue, earnings, and cash flow, driven by focused execution and resilience in various market conditions [3][4]. Financial Performance - Q4 2025 revenue reached $2.7 billion, a 6% increase from Q4 2024, with annual revenue of $10.6 billion, up 7% [6]. - Product support revenue grew 8% to $1.5 billion, marking the seventh consecutive quarter of year-over-year growth [6]. - New equipment sales increased by 9% to $1.0 billion, with a record equipment backlog of $3.1 billion as of December 31, 2025 [6]. - Adjusted EPS for Q4 2025 was $1.00, a 3% increase from $0.97 in Q4 2024 [6]. - Free cash flow from continuing operations was $642 million, a 61% increase compared to Q4 2024 [6]. Operational Highlights - The company achieved an Adjusted ROIC of 19.2%, up 130 basis points from the previous year [6]. - SG&A margin was reduced to 15.4%, despite a $21 million long-term incentive plan expense impacting margins [6]. - Adjusted EBIT for Q4 2025 was $209 million, with an Adjusted EBIT margin of 7.8%, down 60 basis points from Q4 2024 [6]. Regional Performance - South America operations saw a 5% revenue increase, driven by strong construction and power & energy sectors, while mining sector sales were lower [12]. - Canada operations reported steady activity levels in mining and power & energy sectors, with expectations for increased construction activity [22][23]. - UK & Ireland operations faced soft demand in construction but anticipated growth in power & energy due to strong quoting activity [25]. Market Outlook - The company is optimistic about growth opportunities in 2026, particularly in construction equipment as political and economic conditions improve [4][27]. - In South America, demand for mining equipment is expected to remain strong, supported by high copper prices and capital investments [18][21]. - The company plans to invest over $350 million in net capital and rental fleet expenditures in 2026 to capture market opportunities [28].

Core Viewpoint - AutoNation Inc. is highlighted as a top investment opportunity in the used-car sector, with a recent upgrade from JPMorgan indicating strong confidence in its earnings potential and strategic growth initiatives [1][3]. Group 1: Analyst Upgrades and Market Position - JPMorgan upgraded AutoNation from Neutral to Overweight, setting a price target of $235, reflecting confidence in the company's earnings trajectory compared to peers in the auto retail sector [1][3]. - The investment bank emphasized AutoNation's consistent share buybacks and strong balance sheet, which enhance shareholder value [3]. Group 2: Strategic Growth Initiatives - AutoNation is expanding its market presence through the acquisition of Jerry's Toyota for $123 million, which is projected to generate approximately $123 million in annual revenue from 2,600 vehicle sales [4]. - The company operates over 300 locations across the U.S., providing a wide range of services including financing, insurance, maintenance, and vehicle reconditioning [5]. Group 3: Competitive Advantages - AutoNation's brand mix and focus on the U.S. market are expected to yield organic performance that is in line or slightly better than its competitors [3].

Group 1 - Pool Corporation (NASDAQ:POOL) is recognized as a mid-cap stock to buy, with Baird raising its rating from Neutral to Outperform and adjusting the price target to $320 from $345, citing encouraging indicators for discretionary spending in the pool market [1] - Baird anticipates that Pool Corporation will stabilize this year and expects gains through 2027 as the market recovers from a three-year recession, suggesting it is suitable for small and mid-cap quality investors with a two- to three-year holding plan [2] - Stifel analyst W. Andrew Carter maintained a Hold rating on POOL while lowering the price objective from $295 to $240, indicating a positive overall bias for building products in 2026, including home improvement stores [3] Group 2 - Pool Corporation is the world's largest wholesale distributor of swimming pool equipment, parts, supplies, and outdoor living products [3]

Core Viewpoint - Ultra Clean Holdings, Inc. has announced a leadership change with the departure of Harjinder Bajwa and the appointment of Robert Wunar as Chief Operating Officer, effective March 23, 2026, which is expected to enhance the company's operational capabilities in the semiconductor industry [1][2]. Company Overview - Ultra Clean Holdings, Inc. is a leading developer and supplier of critical subsystems, components, parts, and ultra-high purity cleaning and analytical services primarily for the semiconductor industry [5]. - The company offers integrated outsourced solutions for major subassemblies, improved design-to-delivery cycle times, design for manufacturability, prototyping, and high-precision manufacturing [5]. Leadership Change - Harjinder Bajwa has left the company effective January 25, 2026, and Robert Wunar will take over as COO on March 23, 2026 [1]. - Robert Wunar brings over 30 years of experience in operations and supply chain leadership within the semiconductor capital equipment industry, having previously served as COO/Managing Director at Applied Materials, Inc. [2][3]. Robert Wunar's Qualifications - Wunar has a strong track record in driving gross-margin improvement, enhancing on-time delivery, and reducing manufacturing cycle times [3]. - He holds a Bachelor of Science degree in Electronics Engineering Technology from DeVry Institute of Technology and has experience in building high-performance, cross-functional teams in complex manufacturing environments [4]. Strategic Importance - CEO James Xiao emphasized that Wunar's operational excellence and focus on speed and agility will be crucial as the company prepares for the next semiconductor ramp [3]. - Wunar's ability to translate strategy into disciplined execution across global operations is expected to ensure quality, responsiveness, reliability, and trust for customers [3].

Group 1 - Caterpillar Inc. is perceived as a "richly valued" stock, with discussions around its potential decline before initiating a position [1] - The company is involved in providing heavy machinery, engines, turbines, and rail equipment, along with power systems and support [2] - The current market environment suggests that industrial stocks like Caterpillar may benefit from lower interest rates, despite some skepticism about the actual impact [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to Caterpillar, indicating a shift in investment focus [3]

Core Viewpoint - Finning International Inc. is set to report its Q4 and annual results for 2025 on February 10, 2026, with an investor call scheduled for February 11, 2026, at 10:00 AM Eastern Time [1] Group 1: Company Overview - Finning is recognized as the world's largest Caterpillar dealer, providing exceptional service to customers for over 90 years [2] - The company is headquartered in Surrey, British Columbia, and offers Caterpillar equipment, parts, services, and performance solutions across various regions including Western Canada, Chile, Argentina, Bolivia, the United Kingdom, and Ireland [2] Group 2: Investor Communication - The investor call can be accessed via a toll-free number for Canada and the US (1-833-752-3398) and an international toll number (1-647-846-2852) [1] - The investor call will be available as a live webcast and will be archived for three months for future access [1] - Additional information, including the webcast and accompanying presentation, can be found on the company's website [1]

Group 1 - Pool Corporation (NASDAQ:POOL) is recognized as one of the 15 Dividend Stocks with low payout ratios and strong upside potential [1] - CFRA upgraded Pool Corporation from Hold to Buy with a price target of $304 on December 23 [2] - Stifel analyst W. Andrew Carter lowered the price target for Pool Corporation from $295 to $240 while maintaining a Hold rating, indicating a positive overall bias toward building products in 2026 [3] Group 2 - Approximately one-third of Pool Corporation's revenue is derived from new pool installations, which surged during the pandemic but has since cooled due to higher interest rates and a slower housing market [4] - The remaining two-thirds of revenue comes from maintaining and repairing existing pools, which provides a steadier income stream as maintenance is essential for pool functionality [5] - Pool Corporation is the world's largest wholesale distributor of swimming pool equipment, parts, supplies, and outdoor living products [5]