Dafinchi AI

AIR

Industrial

AAR Corp delivered record full year fiscal 2025 results with $2.8 billion in sales, a 20% increase over the prior year.
Adjusted diluted EPS rose to $3.91 from $3.33, a 17.4% increase year-over-year.
Adjusted EBITDA for Q4 increased 19% to $90.9 million, with margins improving to 12.4%.
Adjusted EBITDA margin increased by 140 basis points to 11.8%, reflecting strong growth across core segments.
Integrated Solutions sales increased 10%, with adjusted EBITDA up 13% and margin improvement to 5.9%.
Net leverage reduced to 2.7x from 3.06x in Q3, driven by strong cash flow and proceeds from Landing Gear divestiture.
Parts Supply segment sales grew 17% with a 36% increase in adjusted EBITDA and margin expansion to 17.1%.
Q4 sales grew 12% to $736 million, setting a new quarterly sales record, with organic sales growth of 14% excluding Landing Gear.
Repair & Engineering sales increased 3%, with organic growth of 8% excluding Landing Gear, but adjusted EBITDA declined 6% due to integration costs.

LPX

Industrial

Siding segment achieved record volume, revenue, and EBITDA in Q2 2025.
Revenue grew by 11% YoY, driven by 2% price increase and 8% volume increase.
Market backdrop remains challenging with softening housing starts and commodity OSB prices.
Siding EBITDA was $142 million with an EBITDA margin of 27%.
Operational efficiency improved with Siding OEE at 78%.
LP's strategy focuses on value delivery through durable, sustainable products like SmartSide and ExpertFinish.
LP's culture and safety record continue to be a key driver of results, with multiple safety awards.

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