Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the stocks Jim Cramer had in this week’s game plan. Cramer called it a “terrific company” and commented: “Let’s see what the first week of November has in store for us. Now, we don’t have to wait until Monday for some important news. We get Berkshire Hathaway’s earnings tomorrow morning, and apparently, there will no longer be any commentary from the greatest investor of all time, Warren Buffett, who’s retiring as CEO. The 95-year-old Buffett has agreed to tu ...

Knife River (NYSE:KNF – Get Free Report) is projected to announce its Q3 2025 results before the market opens on Monday, November 3rd. Analysts expect Knife River to post earnings of $2.45 per share and revenue of $1.2170 billion for the quarter. Knife River has set its FY 2025 guidance at EPS.Interested persons can find conference call details on the company’s upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Tuesday, November 4, 2025 at 11:00 AM ET. Get Knife River aler ...

Key Takeaways GLDD's Q3 revenues are projected to grow 3.4% year over year, driven by strong coastal protection activity.Improved project mix and equipment utilization likely boosted margins despite higher labor costs.Offshore wind expansion and infrastructure spending continue to support GLDD's long-term growth outlook.Great Lakes Dredge & Dock Corporation (GLDD) is slated to report its third-quarter 2025 financial results on Nov. 4, before the opening bell.In the last reported quarter, the company’s adjus ...

Vulcan Materials Company (NYSE:VMC) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsMary Andrews Carlisle - SVP and CFORonnie Pruitt - COOTom Hill - Chairman and CEOMark Warren - VP of Investor RelationsConference Call ParticipantsAndrew Maser - AnalystIvan Yi - AnalystKeith Hughes - AnalystSteven Fisher - AnalystGarik Shmois - AnalystAngel Castillo - AnalystTrey Grooms - AnalystBrent Thielman - AnalystAsher Sohnen - AnalystJoe Nolan - AnalystAdrian Huerta - AnalystKathryn Thompson - ...

Vulcan Materials Company (NYSE:VMC) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsMary Andrews Carlisle - SVP and CFORonnie Pruitt - COOTom Hill - Chairman and CEOMark Warren - VP of Investor RelationsConference Call ParticipantsAndrew Maser - AnalystIvan Yi - AnalystKeith Hughes - AnalystSteven Fisher - AnalystGarik Shmois - AnalystAngel Castillo - AnalystTrey Grooms - AnalystBrent Thielman - AnalystAsher Sohnen - AnalystJoe Nolan - AnalystAdrian Huerta - AnalystKathryn Thompson - ...

Carlisle Companies (NYSE:CSL) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Speaker3Good afternoon. My name is Kelsey, and I'll be your conference operator for today. At this time, I would like to welcome everyone to the Carlisle Companies Incorporated Quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, we will conduct a question and answer session. I would like to turn the call over to Mr. Mehul Patel, Carlisle Compani ...

In my previous article on Loma Negra (NYSE: LOMA ), I highlighted the advantages of the company's positioning in the Argentine construction materials sector. At that time, the company was coming out of a transition year inIndividual investor and financial analyst. I mostly cover energy and mining sector companies. When it comes to my investment approach I like businesses with some kind of competitive advantage and excellent future prospects. Particularly, I prioritize good cash flow generation along with a ...

评级与目标价调整 - Scotiabank于10月20日将Cemex评级从跑赢大盘下调至板块持平 [1] - 同时将目标价从10.90美元上调至11.10美元 [1] 评级调整原因 - 评级下调原因为公司股价在年内上涨后可能需要暂停 [2] - 缺乏短期催化剂来支撑近期上涨势头 [2] - 建议投资者为明年春季的建筑周期做准备或等待价格修正 [3] 公司业务概况 - Cemex是一家全球性建筑材料公司 [4] - 主要产品包括预拌混凝土、水泥、骨料和城市化解决方案 [4] - 业务按地理区域划分为墨西哥、美国、欧洲、中东、非洲和亚洲以及南美、中美洲和加勒比地区 [4]

霍尼韦尔公司业务表现 - 公司建筑自动化板块成为主要增长动力，第二季度有机销售额同比增长8% [1] - 建筑产品业务销售额同比增长9%，受消防、安防和楼宇管理系统强劲需求推动 [2] - 建筑解决方案业务销售额同比增长5%，主要得益于中东地区的强劲增长 [2] - 该板块订单量连续第五个季度实现同比增长，显示需求持续和市场状况稳健 [3] - 公司预计2025年该板块有机销售额将实现中高个位数增长 [4] 霍尼韦尔公司市场与前景 - 建筑自动化板块受益于数据中心、机场和酒店项目的订单增加 [1] - 北美、中东和印度地区建筑项目增加推动了对公司产品和解决方案的强劲需求 [1] - 未来增长动力包括对节能基础设施和数字楼宇管理系统日益增长的需求 [4] 同业公司表现 - 3M公司安全与工业板块第二季度收入同比增长3.6%，受个人安全、屋面颗粒、工业胶带和电气市场推动 [5] - 卡莱尔公司建筑材料板块第二季度收入同比增长0.6%，受益于美国和非住宅建筑市场的强劲需求 [6] 霍尼韦尔公司股价与估值 - 公司股票过去六个月上涨0.4%，同期行业增长2.8% [7] - 公司远期市盈率为17.94倍，高于行业平均的11.03倍 [10] - 市场对公司2025年每股收益的共识预期在过去60天内上调0.2%至10.54美元 [11][12] - 对公司下一财年每股收益的共识预期为11.38美元 [12]

We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. Vulcan Materials Company (NYSE:VMC) is one of the stocks analysts were recently talking about. Kathryn Thompson, CEO of Thompson Research Group, said in a latest program on CNBC that she likes VMC due to the company’s AI and data center exposure. Here is what the analyst said: “The thing is that there’s been a lot of talk about AI for the past couple of years, but the first companies to see it are actually the heavy mate ...