Very strong update from Mitie for H126. Upgrading profit guidance by 11% vs 2025 as well as similar upgrade to market consensus. Integration with Marlow is going as planned, so all is looking positive. The only small concern is that the TCV(Total Contract value) is below H1 25 at £3bn. But still much higher than H1 24 which stood at £2.4bn. In addition they resumed the share buyback(£100m or 5% of mcap) which is a positive sign that they are confident of achieving their targets. Trading at PE of 10 with 3% div yield, I think this is a solid business which is gaining market share in the UK vs competitors. I think now it has reasonable scale so it can achieve some economies of scale vs competitors in the UK. Tempted to add more at these levels(£1.5 share price).