In today’s briefing:
- Generac Holdings’ Capacity Expansion Plan – Smart Move or Risky Bet on Future Demand?
- StubHub (STUB US): Delayed but Strong Global & US Index Inclusion
- FedEx Battles $1B Trade Headwinds With Smart Strategy!
- Intel Lands $5 Billion Boost From NVIDIA: The AI Deal Shaking Wall Street!
- Why Commercial Metals’ $675 Million Bet On Concrete Pipe Could Reshape The Construction Landscape!
- BUY D.R. Horton – The Fed’s First Cut Unlocks a New Cycle for Homebuilders
- Southern Copper: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!
- LH US – Labcorp: Is The Innovative Testing & Specialty Growth Here To Stay?
- Stanley Black & Decker: An Insight Into Its Supply Chain Transformation
- Boyd Gaming: An Insight Into Its FanDuel Stake Monetization
Generac Holdings’ Capacity Expansion Plan – Smart Move or Risky Bet on Future Demand?
- Generac Holdings, Inc., in its second quarter of 2025 earnings call, reported net sales of $1.06 billion, marking a 6% increase compared to the prior year.
- The growth was driven by a rise in commercial and industrial (C&I) product sales and residential energy storage system shipments.
- Residential product sales increased by 7% due to notable growth in residential energy technology solutions and portable generators.
StubHub (STUB US): Delayed but Strong Global & US Index Inclusion
- StubHub Holdings (STUB US) went public on 17 September at an offer price of $23.50. It closed at $18.46 on 19 September, implying a company valuation of $6.8bn.
- StubHub Holdings (STUB US) is expected to be added to US TMI at the December 2025 review.
- The security is expected to be added to other US and Global indices in 2026, following the lock-up expiry that raises free float and public voting rights above minimum thresholds.
FedEx Battles $1B Trade Headwinds With Smart Strategy!
- FedEx Corporation recently announced its first-quarter results for fiscal 2026, presenting a mixed bag of positives and challenges.
- On the revenue side, the company showed a 3% year-over-year increase, primarily driven by strength in the U.S. domestic package services.
- Despite this growth in revenue, FedEx faces continuing headwinds from global trade uncertainties and the expiration of a significant contract with the U.S. Postal Service, which together posed a notable financial impact.
Intel Lands $5 Billion Boost From NVIDIA: The AI Deal Shaking Wall Street!
- Intel is suddenly at the center of a high-stakes drama.
- Just this month, the Trump administration reversed its public criticism of CEO Lip Bu Tan—who had been accused of being “conflicted” due to his past China ties—and moved into “constructive discussions” about a possible government equity stake in the company .
- That shift followed a White House meeting that apparently reset the tone, with Trump calling Tan’s journey “amazing” after once demanding his resignation .
Why Commercial Metals’ $675 Million Bet On Concrete Pipe Could Reshape The Construction Landscape!
- In a bold move signaling its intent to deepen its footprint in early-stage construction solutions, Commercial Metals Company has announced its plan to acquire Concrete Pipe & Precast (CP&P) for $675 million in cash.
- This acquisition comes at a pivotal time for CMC, which has been actively executing a strategy focused on higher-margin, lower-volatility segments, and expanding its exposure to infrastructure-heavy regions such as the U.S. South and Mid-Atlantic.
- CP&P, a supplier of precast concrete products, offers CMC the opportunity to integrate earlier into the construction value chain—a key element of its long-term growth strategy.
BUY D.R. Horton – The Fed’s First Cut Unlocks a New Cycle for Homebuilders
- The latest Fed’s rate cut will directly impact the US residential market. With 2 more rate cuts expected in 2025, it will unlock a new cycle for homebuilders
- D.R. Horton is the strongest and most resilient player among the US homebuilders. We think it is well positioned to capture the tailwind from the interest rate cut cycle
- D.R. Horton also demonstrates strong capital management, increasing its dividend and established a share repurchase program over the years
Southern Copper: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!
- Expansive Exploration Ventures in Northern Chile Southern Copper is currently engrossed in a meticulous ground study of its Especularita copper-gold project, located within the metallic-rich coastal belt of northern Chile.
- Spread across 19,076 hectares, the Especularita project encompasses both exploration and mining ventures, either granted or in the process of being so.
- The firm further boasts rights to potentially secure full ownership of the project.
LH US – Labcorp: Is The Innovative Testing & Specialty Growth Here To Stay?
- Laboratory Corporation of America Holdings (Labcorp) reported strong financial results for the second quarter of 2025.
- The company delivered double-digit top-line growth, with total revenue reaching $3.5 billion, representing a 10% increase compared to the previous year.
- This growth was driven by both its Diagnostic Laboratories and Biopharma Laboratory Services (BLS) segments.
Stanley Black & Decker: An Insight Into Its Supply Chain Transformation
- Stanley Black & Decker’s financial results for the second quarter of 2025 highlight a mixed performance amidst a challenging economic environment.
- The company reported revenues of $3.9 billion, a 2% decrease compared to the previous year, with organic revenues down by 3%.
- This decline was primarily impacted by a slow start to the outdoor buying season and disruptions in shipments due to customers’ reactions to tariffs.
Boyd Gaming: An Insight Into Its FanDuel Stake Monetization
- Boyd Gaming reported a quarter characterized by strong operational results, significant capital deployment, and a transformative monetization of its digital gaming stake.
- The company announced the sale of its 5% equity interest in FanDuel to Flutter Entertainment for $1.755 billion in cash, with after-tax proceeds of approximately $1.4 billion.
- Proceeds will be used to repay outstanding credit facility debt, lowering leverage from 2.8x to below 2x and resulting in estimated annual interest savings of $85 million.
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