Key Takeaways Strong growth anticipated from leadership in advanced technology sectors and expansion into high-value markets, underpinned by innovations and sector-wide investment. Transition toward recurring software and service revenues boosts margins, reduces earnings volatility, and enables aggressive strategic capital deployment.Read more

Key Takeaways Strategic regional rebalancing and leadership changes in North America could foster expansion into new markets and drive revenue growth. Operational improvements and transformation programs aim to enhance efficiencies, reduce costs, and bolster operating margins across divisions.Read more

Key Takeaways Export controls, localization, and changing customer preferences threaten market access, revenue stability, and exposure to future growth sectors. Rising compliance costs, funding uncertainties, and increased competition risk continued margin pressures and limit predictable long-term earnings growth.Read more
