Capital Goods U.S. Community

RECENT PAST AGX has consistently delivered robust revenue growth, with fiscal year 2025 revenue rising 53% year-over-year to $874.2 million and net income surging 164% to $85.5 million. In recent quarters, revenue growth has exceeded 60% year-over-year, particularly fueled by performance in its Power Services segment.

Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.

The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.

A Caterpillar (CAT) é uma empresa centenária com um histórico de excelência operacional e uma marca reconhecida globalmente como sinônimo de máquinas pesadas, motores industriais e soluções para os setores de construção, mineração, energia e transporte. Com uma receita média anual crescendo 12,76% ao ano nos últimos 5 anos , a empresa tem demonstrado consistência em seu desempenho financeiro, mesmo em cenários macroeconômicos desafiadores.

Long term price target of $25 Originally published on 3/31/25 in The Millegan Memo https://www.woodworth.fund/news/the-millegan-memo-march-2025 ALL ABOARD THE VALUE TRAIN: WHY $RAIL MIGHT BE HEADED NORTH - FREIGHTCAR AMERICA Freightcar America continues to deliver on operational results. Freightcar America, which despite the name has no actual manufacturing operations in the US, reported its four quarter and full year 2024 earnings results earlier this March.

Fluence Energy, Inc. (NASDAQ: FLNC) is a global leader in energy storage solutions, operating within a rapidly expanding sector driven by the global shift towards renewable energy.

Company Overview EMCOR Group (NYSE: EME) is a leader in mechanical and electrical construction services, infrastructure solutions, and industrial facility management. With strong exposure to data center expansion, electrification, infrastructure spending, and industrial reshoring, the company has demonstrated consistent revenue growth and improving profitability.

Drivers of Growth and Valuation Commercial Aviation Recovery: Global air travel demand has rebounded to pre-pandemic levels and continues to grow. Airlines are rebuilding and expanding fleets, fueling large aircraft orders.

Catalysts Infrastructure Investment : Governments and private sectors worldwide are increasingly investing in infrastructure projects. CAT’s construction equipment, machinery, and services play a vital role in building roads, bridges, airports, and other critical infrastructure.