Goldman Sachs SELL

Americas Business & Information Services What's Powering Your Services Recap 7 24 26

Jul 24, 2026

From the report报告摘录Bifurcated Sector Dynamics: Recurring revenue models (e.g., MCO’s 25% y/y MIS growth, MA ARR accelerating to 9%) outperform cyclical businesses (e.g., ROL’s residential pest slowdown, RHI’s Protiviti weakness)…

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