Group 1 - Gabelli Funds, LLC will host the 36th Annual Pump, Valve, & Water Systems Symposium on February 26, 2026, in New York, NY [1] - The symposium will focus on discussions related to critical infrastructure, aerospace and defense, machine tools, and the oil and gas industry [2] - Attendees will have opportunities for one-on-one meetings with management from participating companies [2] Group 2 - Participating companies include AMETEK, Graco, Badger Meter, ITT, Crane, Landis+Gyr, Enpro, Mueller Water Products, Flowserve, Oil States International, Franklin Electric, and Watts Water Technologies [2] - A lunch presentation will be given by Robert Powelson, President & CEO of the National Association of Water Companies [3]

Core Viewpoint - Flowserve Corporation will release its fourth quarter and full year 2025 earnings results and 2026 outlook on February 5, 2026, after market close [1] - A conference call will be held on February 6, 2026, to discuss the results and financial outlook [1] Group 1 - Flowserve Corporation is a leading provider of fluid motion and control products and services, operating in over 50 countries [3] - The company produces engineered and industrial pumps, seals, and valves, along with related flow management services [3] - More information about Flowserve can be found on its website [3] Group 2 - Earnings materials and the webcast of the conference call will be accessible on Flowserve's Investors page [2]

Core Insights - Flowserve Corporation (FLS) is experiencing growth driven by strong demand in its aftermarket business across North America, the Middle East, and Africa, contributing to the success of its Pumps Division [1] - The company anticipates total revenues to increase by 4-5% in 2025 compared to the previous year, supported by solid momentum in both original equipment and aftermarket businesses [1] Group 1: Business Performance - The Flow Control Division is benefiting from increased demand across various regions, including North America, Latin America, Asia Pacific, and Europe [1] - FLS completed the acquisition of MOGAS Industries in October 2024, enhancing its valve and automation product portfolio and increasing its exposure to mining and mineral extraction [2] - The acquisition of intellectual property and R&D from NexGen Cryogenic Solutions in July 2024 expanded FLS' LNG product portfolio, complementing its existing offerings [2] Group 2: Shareholder Returns - In the first nine months of 2025, FLS distributed $82.7 million in dividends and repurchased shares worth $197.9 million [3] - The company increased its quarterly dividend by approximately 5% to 21 cents per share in the first quarter of 2024 [3] Group 3: Financial Performance - FLS shares have gained 38.7% over the past six months, outperforming the industry growth of 7.1% [4] - The cost of sales increased by 1.5% year over year to $2.35 billion in the first nine months of 2025, with selling, general, and administrative expenses rising by 12.1% [5] Group 4: Risks and Challenges - Currency headwinds negatively impacted net earnings by $36.8 million in the first nine months of 2025, with the strong U.S. dollar affecting the company's top line [8]

Core Viewpoint - FLSmidth has successfully completed the sale of its Air Pollution Control (APC) business to Rubicon Partners, with a small net gain expected from the divestment, which will be recorded under discontinued operations in Q4 2025 [1]. Group 1: Transaction Details - The sale was officially closed on 30 December 2025, following the announcement made on 30 June 2025 [1]. - The financial guidance for the full year 2025 remains unchanged despite the closing of the transaction [2]. Group 2: Company Overview - FLSmidth is a comprehensive technology and service provider for the global mining industry, focusing on enhancing performance, reducing operating costs, and minimizing environmental impact [3]. - The company has set a sustainability goal, MissionZero, aiming for zero emissions in mining by 2030, and is committed to becoming carbon neutral in its operations by the same year [3].

Group 1 - Flowserve (FLS) has decided to continue its operations independently after Chart Industries (GTLS) withdrew from a bidding war for Flowserve's business [1] - The investment group "Value In Corporate Events" focuses on identifying opportunities in IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes [2] Group 2 - The service provides coverage of 10 major events each month, aiming to find the best investment opportunities [2]

Group 1 - EnerSys (ENS) has shown strong year-to-date performance, returning approximately 63.4% since the start of the calendar year, significantly outperforming the average gain of 7.3% in the Industrial Products sector [4] - The Zacks Rank for EnerSys is currently 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for EnerSys' full-year earnings has increased by 5.3% over the past quarter, reflecting improving analyst sentiment [3] Group 2 - EnerSys is part of the Manufacturing - Electronics industry, which consists of 15 companies and is currently ranked 34 in the Zacks Industry Rank, with stocks in this group gaining about 2.6% year-to-date [5] - Another company in the Industrial Products sector, Flowserve (FLS), has also performed well, with a year-to-date return of 23.5% and a Zacks Rank of 2 (Buy) [4][5] - The Manufacturing - General Industrial industry, which includes Flowserve, has 41 stocks and is ranked 98, with an average gain of 9.8% since the beginning of the year [6]

Group 1 - FLS has received an order valued at approximately DKK 405 million to supply key comminution technologies for a greenfield copper concentrator in South America, with equipment delivery expected in 2027 [1][2] - The order includes a 1600 x 2400 TSU gyratory crusher, two Rapture 900 cone crushers, two dual pinion SAG mills, two dual pinion ball mills, and two clusters of gMAX cyclones [1] - This order reinforces FLS's market-leading position in comminution technologies and highlights its proven track record in the South American mining market [2] Group 2 - FLSmidth aims to improve performance, lower operating costs, and reduce environmental impact in the global mining industry [3] - The company has a sustainability ambition called MissionZero, targeting zero emissions in mining by 2030, and aims to become carbon neutral in its own operations by 2030 [3]

Core Points - FLSmidth & Co. A/S holds a total of 2,895,790 treasury shares, which represents approximately 5.02% of the Company's total share capital and voting rights, exceeding the 5% threshold [1] Company Overview - FLSmidth is a full flowsheet technology and service supplier to the global mining industry, focusing on improving performance, lowering operating costs, and reducing environmental impact [2] - The company's sustainability ambition, MissionZero, aims for zero emissions in mining by 2030, with a commitment to improving sustainability performance and becoming carbon neutral in its own operations by 2030 [2]

Core Insights - Flowserve Corporation has acquired Greenray Turbine Solutions, enhancing its capabilities in servicing industrial gas turbines and expanding its product offerings in the power generation market [1][2] Acquisition Details - The acquisition of Greenray was completed for approximately $72 million in cash [2] - It is expected to contribute around $25 million in annual revenue to Flowserve [2] Company Overview - Flowserve Corporation is a leading provider of fluid motion and control products and services, operating in over 50 countries [3] - The company specializes in engineered and industrial pumps, seals, valves, and related flow management services [3]

Core Insights - Azumah Resources Gh Limited has selected FLS as its strategic technology partner for the Black Volta gold project in Ghana, with an order valued at approximately DKK 235 million for long-lead equipment and technical support services [1][4]. Equipment and Services - The order includes a range of equipment such as gyratory crushers, a raptor cone crusher, SAG and ball mills, a pre-leach thickener, screens, apron feeders, and KREBS cyclones and pumps, along with equipment for absorption, desorption, refining, and detoxification [2]. - FLS will provide technical support during the detailed engineering phase, site support for installation, start-up, commissioning, and training, as well as spare parts and a performance guarantee for the process equipment [3]. Strategic Importance - The partnership is significant as it marks the development of the first fully Ghanaian-owned gold mine, highlighting FLS's capability in providing industry-leading gold processing solutions and lifecycle support [4].