Daily Brief Industrials: Binjiang Service Group, Nidec Corp, GATX Corp, Hunt (Jb) Transprt Svcs, Hexcel Corp, Waste Management, Crane NXT , Knight Transportation, Paccar Inc, Valmont Industries and more

• Binjiang Service is a high-growth property management firm with a strong brand in the premium segment of the Yangtze River Delta, benefiting from the stable pipeline of its reputable parent developer, Binjiang Real Estate.
• The company is strategically shifting its focus towards high-margin ‘5S’ value-added services (VAS), particularly in soft decoration and community living, to offset declining revenues and margins in its non-owner VAS segment.
• While demonstrating robust top-line growth and a generous dividend policy, the company faces significant risks from the broader downturn in China’s property market, intense industry competition, and rising operational costs.

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• Nidec (6594 JP)‘s deletion is a LOT of stock to sell. The Ibiden (4062 JP)‘s Nikkei 225 inclusion is huge. It’ll make the stock enormously squeezy for a long while.
• Palliser has a point. LG Chem (051910 KS) should pare down its LG Energy Solution (373220 KS) stake, and buy back shares. Yet, would/will management stubbornly swat away any such proposal?
• The latest twist in the Mayne Pharma (MYX AU) saga as FIRB looks set to ding the transaction if there is a possibility Cosette closes a manufacturing site in Adelaide.

• GATX Corporation’s third-quarter earnings for 2025 reflect both strengths and challenges across its diverse operations in North America, Europe, and India, as well as its involvement in locomotive engine leasing.
• The company reported a net income of $82.2 million ($2.25 per diluted share), a slight decrease compared to the previous year’s third-quarter net income of $89 million ($2.43 per diluted share).
• This financial outcome incorporates a positive impact of $5.3 million from tax adjustments and other items.

• J.B. Hunt Transport Services, a leader in the transportation and logistics industry, presented a mixed performance in the third quarter of 2025 that reflects a strategic emphasis on operational excellence, cost management, and preparation for long-term growth.
• The company is navigating a challenging freight demand environment while focusing on maintaining service excellence, which remains at the forefront of its operational priorities.
• The transportation giant continues to adapt its strategies in response to market dynamics, including potential rail consolidations that could influence its substantial Intermodal operations.

• Hexcel Corporation’s third-quarter results illustrate a company navigating a complex aerospace and defense landscape with several positives and challenges impacting performance and future prospects.
• On the positive side, Hexcel reported a firm standing in its core aerospace and defense markets.
• There is a strong projected demand for fuel-efficient, lightweight aircraft, with the commercial aerospace sector showing signs of recovery.

• Waste Management, Inc. recently presented its third-quarter 2025 financial results, reflecting a robust operational and financial performance.
• The company reported over a 15% increase in operating EBITDA and a 33% rise in free cash flow, demonstrating the success of its core businesses and strategic investments.
• Positively, the Collection and Disposal (C&D) segment is driving growth, showing strong organic revenue and volume increases.

• Crane Company recently reported its third-quarter 2025 earnings, citing a strong performance that exceeded expectations.
• The company’s adjusted earnings per share (EPS) reached $1.64, supported by a core sales growth of 5.6%.
• This growth was largely driven by solid performance in its Aerospace & Electronics segment and robust execution in the Process Flow Technologies segment.

• Knight-Swift Transportation’s third quarter of 2025 revealed a mix of developments reflecting both challenges and opportunities within the company’s operational segments.
• The overall environment remains uncertain, with freight markets still adjusting to shifting seasonal patterns and regulatory changes impacting capacity.
• Key observations from the quarter point to stability in freight demand across different trucking brands despite challenges.

• PACCAR Inc.’s third quarter 2025 results reveal a mixed performance amidst challenging market conditions.
• The company achieved robust revenues of $6.7 billion and a net income of $590 million, attributed primarily to the contributions of Peterbilt, Kenworth, and DAF Trucks.
• Further adding to the solid revenue base was PACCAR Parts, which recorded a historic high in quarterly revenues at $1.72 billion, with an increment of 4% compared to the previous year.

• Valmont Industries, Inc. reported a mixed set of financial data for the third quarter of 2025, demonstrating both strengths and challenges in its diversified operations.
• The company achieved a 2.5% year-over-year increase in net sales, benefiting from remarkable performance in its Utility and Telecom segments.
• Operating margin saw a substantial improvement of 120 basis points, and diluted earnings per share grew by an impressive 21% from the same period last year.