Daily Brief Industrials: Mitsubishi Electric, ANE Logistics, Casella Waste Systems Inc A, Huntington Ingalls Industries, KBR and more

• Mitsubishi Electric is strategically divesting non-core assets, including a motor and insurance business, to free up capital and focus resources on the high-growth Factory Automation Digital Solution business.
• Capital optimization efforts have generated financial resources to fund the company’s ambitious Digital Transformation goals and M&A pipeline, including the acquisition of Nozomi Networks.
• Company now focused on structural enhancement, including significant CapEx plan for FY26 prioritizing the Semiconductor & Device segment, which covers SiC technology for semiconductor applications; large R&D investments also planned

• ANE Logistics is a leading player in China’s less-than-truckload (LTL) market, leveraging a freight partner platform model to achieve extensive network coverage across approximately 99.2% of China’s counties and townships.
• The company has successfully executed a strategic shift from a scale-driven approach to one centered on profitability and service quality, resulting in significant improvements in gross profit, net profit, and operational efficiency.
• Future growth is expected to be driven by the continued expansion of e-commerce, particularly for larger goods, and the ongoing consolidation of China’s fragmented LTL market, where ANE’s scale and technological investments provide a competitive advantage.

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• Casella Waste Systems, Inc. recently presented its third quarter 2025 results, showcasing a blend of accomplishments and challenges, which together compose an intriguing outlook for the company.
• The report included key personnel, such as John Casella, Chairman and CEO, who will transition to Executive Chairman at the end of 2025, passing the CEO role to Ned Coletta on January 1.
• Despite the leadership overhaul, the company’s operational consistency and growth strategy appear solid.

• Huntington Ingalls Industries (HII) reported robust financial results for the third quarter of 2025, showcasing both strong top-line growth and significant operational progress.
• The company’s quarterly revenues reached a record $3.2 billion, marking a 16.1% increase year-over-year.
• This growth was predominantly driven by an impressive 18% rise in shipbuilding sales and an 11% expansion in the Mission Technologies segment.

• KBR’s third-quarter 2025 earnings call covered several key aspects of the company’s performance and strategic direction.
• On the revenue front, KBR reported a flat year-on-year figure but highlighted a sequential increase of 5% year-to-date compared to the previous year.
• The company’s book-to-bill ratio stood at a notable 1.4x for the quarter, indicating healthy future growth prospects.