Earnings Feed

AMCR

Industrial

Amcor completed a strategic review of its portfolio, focusing on defining its core markets in consumer packaging and identifying businesses less aligned with these priorities.
The company identified approximately $2.5 billion in sales from businesses that are less aligned with its core portfolio, which will be explored for value maximization through restructuring, partnerships, or sales.
Amcor is emphasizing growth in attractive nutrition and health markets, leveraging its leadership positions and technological capabilities.
The portfolio review aims to enhance focus, drive more consistent organic growth, and create shareholder value by divesting or restructuring non-core assets.
The process of portfolio optimization is ongoing, with no fixed timeline, but some smaller assets are expected to be addressed in fiscal 2026.

DCI

Industrial

Adjusted EPS for Q4 2025 was $1.03, up approximately 10% year over year.
Fiscal 2025 sales reached a record $3.7 billion, with growth across all segments.
Full-year EPS was $3.68, near the higher end of guidance.
Industrial solutions sales rose 8% to $310 million, with IFS up 11%.
Life sciences sales grew double digits, driven by food and beverage and disk drive businesses, offset by bioprocessing declines.
Mobile solutions segment sales were $588 million, up 2%, with aftermarket sales up 3%.
Operating profit margin expanded to a record 15.7%, with an incremental margin near 30%.
Q4 sales increased 5% year over year to $981 million, driven by volume growth, pricing, and currency benefits.

ABM

Industrial

ABM actively engaged in re-negotiating long-term contracts with marquee clients in pressured markets, often at slightly lower margins to secure extensions.
The company strategically lowered bid thresholds by approximately 100 basis points in high-growth sectors like semiconductor and pharma to win new business.
These contract re-negotiations are designed to extend client relationships for 3-5 years, with the expectation of margin recovery over time.
Scott emphasized that these pricing strategies are part of a long-term relationship-building approach, not just short-term margin sacrifices.