In today’s briefing:
- Rheinmetall AG (RHM GR): Fast-Entry Into EURO STOXX50 In June 2025
- The AZEK Company: Will Its Recent Mergers & Acquisitions Help Enhance Market Reach & Customer Value?
- Uber Technologies: Adoption & Integration of Autonomous Vehicles In An Attempt To Build A Unique Competitive Edge In Mobility!
- Butler National Corp ($BUKS)
- KBR Inc.: Will Its Diversified Global Business Mix Make It A More Sustainable Business?
- What’s News in Amsterdam – 28 May 2025 (TKH Group | ForFarmers | Dutch Economy)
- Emerson Electric’s Global Playbook: How Diversification Can Potentially Fuel Its Industrial Domination!
Rheinmetall AG (RHM GR): Fast-Entry Into EURO STOXX50 In June 2025
- If Rheinmetall AG (RHM GR) remains ranked above 26 on 30 May, it will replace Kering (KER FP) in EURO STOXX50 at the June 2025 quarterly review.
- Main forecasted additions to EURO STOXX50 at the September 2025 annual review are Siemens Energy AG (ENR GR) and Deutsche Bank (DBK GR).
- Main forecasted deletions from EURO STOXX50 at the September 2025 annual review are Pernod Ricard SA (RI FP) and Stellantis NV (STLAM IM).
The AZEK Company: Will Its Recent Mergers & Acquisitions Help Enhance Market Reach & Customer Value?
- AZEK recently shared its second-quarter fiscal 2025 financial results, highlighting both positive performances and notable challenges.
- The quarter saw consolidated net sales grow by 8% year-over-year to $452 million, while the residential segment led growth with a 9% year-over-year increase in net sales.
- This robust performance was driven by mid-single-digit sell-through growth and continued expansion in product lines such as TimberTech and AZEK Exteriors.
Uber Technologies: Adoption & Integration of Autonomous Vehicles In An Attempt To Build A Unique Competitive Edge In Mobility!
- Uber Technologies’ Q1 2025 earnings call provided insights into the company’s performance, operations, and strategic outlook.
- The results reflected robust growth across key metrics, albeit in a competitive and dynamic environment.
- Here’s a synopsis of the key points from the call, reflecting both strengths and challenges faced by the company.
Butler National Corp ($BUKS)
- Butler National Corp is one of the larger companies we have profiled in the OTC A-Z edition. It has been public since 1995.
- Their life as a public company is just 5 years younger than me and has operated out of Kansas, US for all its life.
- Butler has 2 businesses that you wouldn’t typically see together – Aircraft modification & services, and Casino Management.
KBR Inc.: Will Its Diversified Global Business Mix Make It A More Sustainable Business?
- KBR, Inc.’s latest quarterly earnings revealed several significant aspects of its current performance and future outlook, presenting an investment thesis that reflects both the company’s achievements and the challenges it faces.
- The company reported strong financial results in the first quarter of fiscal 2025, showcasing a remarkable increase in revenues and adjusted EBITDA driven primarily by its recent strategic initiatives.
- On the positive side, KBR recorded a notable 13% year-over-year increase in revenues, reaching $2.1 billion, with a corresponding 17% rise in adjusted EBITDA to $243 million.
What’s News in Amsterdam – 28 May 2025 (TKH Group | ForFarmers | Dutch Economy)
- Germany’s defense ministry is openly flagging concerns over the use of Chinese kit in German offshore wind farms and reportedly could halt construction of the Waterkant project, which developer Luxcara is planning to build with turbines from Ming Yang.
- The policy of the defense ministry is to balance the goal of climate neutrality with the goals of military security and the operational capability of the Bundeswehr [German Army].
- Comment | At the start of 25Q2 TKH’s subsidiary TKF signed cable supply contract with Luxcara for offshore wind park Waterkant
Emerson Electric’s Global Playbook: How Diversification Can Potentially Fuel Its Industrial Domination!
- Emerson Electric Co. delivered a robust performance in its second quarter of 2025, underscored by underlying orders growth of 4% across all regions, including China.
- The company witnessed increased demand in its process and hybrid businesses, which grew by 6%, while its discrete businesses showed a marked improvement with a notable 8% rise in Test & Measurement orders.
- Overall, Emerson’s underlying sales came in strong, landing at the top of their guidance, and the company achieved record margin performance in the quarter.
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