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Key Takeaways Ongoing decline in traditional paper and pulp demand, combined with alternative packaging trends, threatens Valmet's core revenue streams and order growth prospects. Regulatory, environmental, and supply chain pressures heighten operational costs and risks, squeezing margins and challenging long-term profitability.

Key Takeaways Rising automation and economic uncertainty threaten core product demand, while operational delays and hesitancy increase execution risks and earnings volatility. Intensifying competition, protectionism, and tariff risks may limit global expansion, exert ongoing margin pressure, and hinder revenue diversification.

Key Takeaways Regulatory and competitive pressures threaten to erode demand and margins for Wärtsilä's legacy and core marine and energy solutions. Supply chain disruptions, project delays, and global economic instability risk undermining profitability and long-term revenue growth.

Key Takeaways High reliance on China and a declining construction market expose KONE to ongoing revenue and margin risks, with little sign of recovery. Rising local competition, regulatory challenges, and sustainability demands threaten profitability and long-term growth due to cost pressures and eroding pricing power.

Key Takeaways Localized decision-making and reinvestment into services, coupled with rapid restructuring, support continued margin expansion and higher future revenue growth. Strategic focus on advanced circularity, service-model innovation, and emerging markets drives recurring revenue, margin resilience, and strong long-term order inflows.

Key Takeaways Konecranes is positioned for sustained market share and margin expansion due to supply chain resilience, favorable regulations, and strong pricing power. Investments in automation, digital services, and eco-efficient equipment are set to drive recurring revenue, diversification, and premium earnings quality.

Key Takeaways Strategic advances in decarbonization, modular power solutions, and digital services are set to strengthen margins and recurring revenues across expanding end markets. Growing demand from data centers and renewable energy integration gives Wärtsilä a competitive edge, positioning it for substantial long-term growth and market leadership.

Key Takeaways Services and digitalization are driving much higher margin expansion and earnings outperformance than consensus expects, establishing KONE as a leader in data-driven, recurring revenue streams. Strong adoption of sustainable technologies and strategic modernization capitalize on global trends and regulations, creating new premium growth avenues and strengthening KONE's industry moat.

Key Takeaways Production transfer to China and operational efficiencies are expected to enhance margins and improve earnings through cost savings and profitability programs. Reorganization and customer focus are likely to boost high-margin services revenue, with R&D investments driving innovation and future revenue growth.