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Newmont Corporation (NEM): Margin recovery with renewed cash generation and balance sheet
Basic Materials

Newmont Corporation (NEM): Margin recovery with renewed cash generation and balance sheet

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SLB N.V. (SLB): Cash generation supporting reinvestment and shareholder return focus
Energy

SLB N.V. (SLB): Cash generation supporting reinvestment and shareholder return focus

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GE Vernova Inc. (GEV): Margin and cash recovery with improving cost structure
Utilities

GE Vernova Inc. (GEV): Margin and cash recovery with improving cost structure

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Johnson & Johnson (JNJ): Cash generation and internal funding amid elevated reinvestment
Healthcare

Johnson & Johnson (JNJ): Cash generation and internal funding amid elevated reinvestment

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Netflix, Inc. (NFLX): Expanding margins and returns from rising operating efficiency
Communication Services

Netflix, Inc. (NFLX): Expanding margins and returns from rising operating efficiency

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GE Aerospace (GE): Cash generation maintained amid margin compression and reinvestment
Industrials

GE Aerospace (GE): Cash generation maintained amid margin compression and reinvestment

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Prologis, Inc. (PLD): Margin structure strengthens despite modest revenue expansion
Real Estate

Prologis, Inc. (PLD): Margin structure strengthens despite modest revenue expansion

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CRH plc (CRH): Margin structure strengthened by integrated, solutions-focused portfolio
Basic Materials

CRH plc (CRH): Margin structure strengthened by integrated, solutions-focused portfolio

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