Grégoire Legrand
Analyst
HealthEquity, Inc. : Saving Americans One HSA at a Time
Founded in 2002, HealthEquity has built its business around a simple premise: help Americans spend and save smarter on healthcare through tax-advantaged accounts. With employer healthcare costs hitting $25,000 per employee in 2026 - up 9% YoY - and one in three adults having skipped or postponed care due to cost, the company's value proposition has never been more timely. Let's take a closer look.
June 22, 2026 at 05:01 am
Allegion plc : Security Everywhere
Allegion is a Dublin-headquartered security products company spun out of Ingersoll Rand in 2013, built around a portfolio of category-defining brands - Schlage, Von Duprin, CISA, SimonsVoss - that together cover everything from mechanical locks and exit devices to cloud-based access control. With $4.1 billion in 2025 revenue split across Americas and International segments, the company sits at the center of a long-cycle shift from mechanical to electronic access solutions. Let's take a closer look.
June 22, 2026 at 03:59 am
Corpay, Inc. : 1% of Everything
Founded in 1986 and headquartered in Atlanta, Georgia, Corpay - formerly known as FLEETCOR Technologies - has grown from a fuel card provider into a global business payments platform. Today, the company operates across three core markets - Employee Payments, B2B Payments, and Cross-Border Payments - serving businesses ranging from SMBs to large enterprises with tools for spend management, AP automation, and international transactions across 145 currencies and 35+ countries. Let's take a closer look.
June 09, 2026 at 11:26 am
Paccar, Inc. : Built for the Trough
PACCAR traces its origins to January 25, 1905, when William Pigott Sr. founded the Seattle Car Manufacturing Company to build railway and logging equipment - pivoting to trucks only after a 1917 merger created the Pacific Car and Foundry Company, and adopting the PACCAR name in 1971. It builds Kenworth and Peterbilt in North America, DAF in Europe. As of Q4 2025, the company has posted 87 consecutive years of net profit - through World War II, the oil crises, 2008, and COVID. Let's take a closer look.
May 27, 2026 at 11:12 am
WEX Inc. : Three Segments, One Edge
WEX is a Portland, Maine-based global commerce platform that processes hundreds of billions of dollars in transactions annually across three segments: Mobility (fleet payment solutions), Corporate Payments (B2B virtual card solutions), and Benefits (employee health account administration). It now benefits from WEX Bank, an FDIC-insured industrial bank in Utah - that provides access to low-cost deposit funding unavailable to most competitors.
May 18, 2026 at 11:27 am
Planet Fitness, Inc.: The Budget Gym Flexing Its Muscles
Founded in 1992 in Dover, New Hampshire, Planet Fitness has grown into one of the most recognizable fitness brands in the world. It's a franchisor: roughly 90% of its 2,896 clubs are independently owned and operated, meaning the company collects royalties, fees, and mandatory equipment placements - combined with a membership model priced to reach consumers who have historically never held a gym membership. At the end of 2025, the group served approximately 20.8 million members across the United States, Canada, Australia, Mexico, Panama, and Spain, making it the largest gym operator in North America by membership count.
May 18, 2026 at 11:25 am
It's kicking off, but they're still talking
The renewed saber-rattling between the United States and Iran, along with a few exchanges of fire, has pushed oil prices higher and increased tension across financial markets. Europe has taken the biggest hit, especially as the White House has threatened to reinstate 25% tariffs on auto imports from the region. The main story still centers on oil prices and the pull of AI.
May 05, 2026 at 05:18 pm
Coherent Corp. : A Photonics Giant at an Inflection Point
Founded in 1971 and headquartered in Saxonburg, Pennsylvania, Coherent operates across more than 20 countries, serving industry-leading customers in datacenter, communications, and industrial markets. Over the past several years, the company has executed a deliberate transformation from a diversified industrial conglomerate into a focused photonics and optics powerhouse. Let's take a closer look.
April 29, 2026 at 10:43 am
Darling Ingredients Inc. : Waste to Value
Founded in 1882 and headquartered in Irving, Texas, Darling Ingredients collects what the food industry discards - animal by-products, used cooking oil, bakery waste - and converts it into protein meals, collagen, renewable fuel feedstocks, and fertilizers. It operates over 260 facilities across five continents and generated $6.1 billion in revenues in 2025. Let's take a closer look.
April 29, 2026 at 10:42 am
Lamar Advertising Company : The Quiet Giant of Outdoor Advertising
Founded in 1902 in Baton Rouge, Louisiana, Lamar Advertising Company is the largest outdoor advertising operator in the United States by display count, with over 361,000 advertising structures across 45 states and Canada. The company operates billboards (traditional and digital), interstate logo signs - the federally regulated blue directional signs on US highways - and transit advertising across bus shelters, airports, and urban transit infrastructure. Let's take a closer look.
April 20, 2026 at 10:41 am
Primerica, Inc. : Helping Families
Founded in 1977 and listed on the NYSE since 2010, Primerica is a financial services distribution platform serving North American middle-income households - defined as those earning roughly $30,000 to $130,000 per year, a cohort representing 54% of U.S. households according to the 2022 Census Bureau Annual Social and Economic Supplement. Its model is simple: a network of 151,524 licensed reps (as of Dec 2025) sells life insurance and investment products through personal relationships in their communities, not ads or cold outreach. Let's take a closer look.
April 07, 2026 at 10:36 am
Lear Corporation : Sitting on Growth
Founded in 1917 as American Metal Products, Lear Corporation is today one of the world's largest automotive suppliers, producing seating systems and electrical distribution components for major automakers like General Motors, Ford, BMW, and Mercedes-Benz. Headquartered in Southfield, Michigan, and operating in 37 countries, holding roughly 26% share in automotive seating. Let's take a closer look.
April 07, 2026 at 10:35 am
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