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Applied Industrial's Engineered Solutions Growth Picks Up: More Upside to Come?
ZACKS· 2025-09-18 23:50
Key Takeaways AIT's Engineered Solutions organic revenues rose 1.8% in Q4 fiscal 2025 on solid market demand.Weak off-highway OEM demand hit fluid power sales, but automation and tech orders stayed strong.The IRIS buyout boosted automation offerings, lifting Engineered Solutions sales by 19.7% in Q4.Applied Industrial Technologies, Inc. (AIT) is poised for growth on the back of strength across its served markets of technology, food & beverage, pulp & paper and oil & gas. Solid demand for the company’s techn ...
Aviat Networks: Potential To Double From Here
Seeking Alpha· 2025-05-07 23:20
公司定位与行业趋势 - Aviat Networks是一家专注于微波回传技术的纯业务公司 提供无线传输解决方案 [1] - 公司受益于农村宽带需求激增 5G网络部署加速 以及私有LTE/5G网络兴起等多重行业利好 [1] 投资逻辑 - 微波回传技术在5G时代具有重要战略地位 公司作为专业供应商将直接受益于基础设施投资增长 [1]