In today’s briefing:
- Deere & Company: Precision Agriculture Technology Integration & International Market Expansion Are Propelling Its Future Growth!
- Stantec Inside the Data Center Boom: What 100+ Projects Reveal About Its Future!
- Applied Industrial Technologies (AIT): A Closer Look At Its Strategy & Recent Margin Initiatives!
- Quiddity Leaderboard BSE SENSEX Dec25: Tech Mahindra Likely to Escape Sensex Deletion
- Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!
- Elbit Systems: Will $1.6 Billion European Contracts Help Build Its Market Position?
- Asia File Update : Value Remains There
Deere & Company: Precision Agriculture Technology Integration & International Market Expansion Are Propelling Its Future Growth!
- Deere & Company’s third-quarter earnings report presents a mixed outlook for the company, marked by ongoing challenges due to global uncertainties and shifting market dynamics, tempered with strategic operational efficiencies and modest positive trends in some segments.
- The segments of Production and Precision Agriculture, Small Agriculture and Turf, and Construction and Forestry each tell a distinct story of both struggle and strategic positioning.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
Stantec Inside the Data Center Boom: What 100+ Projects Reveal About Its Future!
- Stantec’s second quarter of 2025 presents a mixed picture, with various factors suggesting both opportunities and challenges for potential investors.
- The company reported net revenue of $1.6 billion, marking a 6.9% increase compared to the previous year.
- This growth was primarily driven by a 4.8% in organic growth, pointing to consistent demand across its operations, particularly in sectors like water, transportation, mining, energy, and mission-critical projects.
Applied Industrial Technologies (AIT): A Closer Look At Its Strategy & Recent Margin Initiatives!
- Applied Industrial Technologies demonstrated a strong performance in the fiscal year 2025, marked by record sales, EBITDA, and earnings per share (EPS) amidst a muted demand backdrop.
- The company achieved a fullyear EPS growth of 4%, surpassing its initial guidance, and expanded its gross margins by nearly 50 basis points to exceed 30% for the first time.
- The strategic acquisition of Hydradyne, Applied’s largest in six years, contributed materially to inorganic growth, emphasizing the company’s capital deployment capacity and strategic expansion efforts.
Quiddity Leaderboard BSE SENSEX Dec25: Tech Mahindra Likely to Escape Sensex Deletion
- BSE SENSEX represents the 30 largest stocks listed in the Bombay Stock Exchange (BSE) of India.
- In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX Index in the December 2025 index rebal event.
- As things stand, there will be no index changes for the BSE SENSEX index.
Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!
- Vertiv’s second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy.
- In terms of financial performance, Vertiv reported an adjusted diluted earnings per share (EPS) of $0.95, representing a substantial 42% increase from the second quarter of 2024.
- This growth was primarily driven by higher adjusted operating profits and strong performance across regions — notably, sales growth was robust in the Americas and Asia-Pacific (APAC), with respective increases in the mid-40s and mid30s percentages.
Elbit Systems: Will $1.6 Billion European Contracts Help Build Its Market Position?
- Elbit Systems Ltd. reported strong financial results for the second quarter of 2025, showcasing robust year-overyear growth across multiple financial metrics.
- The company’s revenues for the quarter rose to $1.973 billion, a significant increase from $1.626 billion in the same period in 2024.
- This growth was driven by heightened sales across all business segments and geographic areas, particularly in Europe.
Asia File Update : Value Remains There
- Operating results for filing business in line, while consumer business is showing steady growth
- Stock trades below Cash (RM 1.64) while operating business is available for free
- Besides Cash the company has property and associates which are available for free
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For your kind consideration
This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum. We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.
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