TransDigm operates as a private-equity-like public company, so its capital allocation is meaningfully different than most aerospace and defense companies we cover. TransDigm maintains a significant ...
Advancements in AI-optimized hardware, including graphics processing unites, application-specific integrated circuits, and specialized chips, are fueling a boom in data center investments and ...
In a financial report released Tuesday, Cummins said it has reorganized its Accelera business unit because of a slowdown in demand for some of its alternative-fuel products.
Legacy Ingersoll Rand's climate segment was renamed Trane Technologies. We had long viewed legacy Ingersoll Rand's climate business as more attractive than its industrial segment because the former ...