Dafinchi AI

ADT

Industrial

Adjusted earnings per diluted share rose 35% to $0.23 in Q2.
Adjusted EBITDA for the quarter was $674 million, up 7%.
Adjusted free cash flow including interest rate swaps was $500 million through the first half, up 38%.
ADT reported a record recurring monthly revenue (RMR) balance of $363 million, up 2% year-over-year.
Generated 242,000 new subscriber additions, adding $14.3 million of new RMR.
Leverage decreased to 2.8x adjusted EBITDA with net debt of $7.5 billion.
Returned $589 million to shareholders year-to-date through share repurchases and dividends.
Total revenue increased 7% to $1.3 billion in Q2 2025.

FOR

Industrial

Forestar reported third quarter net income of $32.9 million or $0.65 per diluted share on revenues of $390.5 million, a 23% increase year-over-year.
Gross profit margin was 20.4%, down from 22.5% last year, impacted by a low-margin community closeout; adjusted margin was approximately 21.1%.
Liquidity remained strong with $792 million available, including $189 million cash and $603 million credit facility capacity.
Lots sold increased 11% year-over-year to 3,605 lots with an average sales price of $106,600, influenced by geographic and lot size mix.
Pretax income was $43.6 million with a pretax margin of 11.2%, down from 16.2% last year, which included a $5 million gain on sale of assets.
SG&A expenses rose to $37.4 million or 9.6% of revenues, driven by expansion into 7 new markets and a 16% increase in community count.
Total debt was $873 million with a net debt-to-capital ratio of 28.9%, and book value per share increased 11% to $33.04.

UNP

Industrial

Adjusted debt-to-EBITDA ratio finished at 2.8x, maintaining A-ratings from all three credit rating agencies.
Adjusted operating ratio was 58.1%, improving 230 basis points versus last year, reflecting a 90 basis point impact from the Brakeperson agreement.
Cash from operations totaled $4.5 billion, up over $500 million versus last year, with $4.3 billion returned to shareholders through share repurchases and dividends.
Freight revenue growth was driven by volume growth adding 375 basis points and price/mix contributing 200 basis points, offset partially by a $100 million decline in fuel surcharge revenue due to lower fuel prices.
Fuel expense declined 8% due to an 11% decrease in fuel prices and improved fuel consumption rate by 2%, setting a second quarter record.
Operating expenses increased only 1% to $3.6 billion despite a 4% increase in volume, with compensation and benefits up 5% due to a $55 million Brakeperson buyout agreement.
Operating revenue was $6.2 billion, up 2% year-over-year, while freight revenue set a second quarter record at $5.8 billion, increasing 4%.
Reported operating income grew to $2.5 billion, a second quarter record, and net income totaled $1.9 billion.
Union Pacific reported second quarter 2025 earnings per share of $3.15, with adjusted EPS of $3.03 excluding unusual items, up 12% versus last year's adjusted results.

Earnings Feed