Dafinchi AI

Air Lease Corporation

AL

Industrial

1w

Record Fleet Net Book Value and Insurance Recoveries from Russia Fleet

Fleet net book value and book value per share reached all-time highs as of the end of Q2.
Recognized a net benefit of $344 million from Russia fleet insurance settlements in Q2, with an additional $60 million expected in Q3.
Total recovery or signed agreements to recover 104% of initial Russia fleet write-off, significantly mitigating previous losses.

Joby Aviation, Inc.

JOBY

Industrial

1w

Financial Performance Summary

Adjusted EBITDA loss was $132 million, about $4 million higher than the prior quarter and $24 million higher than the same period last year.
GAAP net loss for Q2 was $325 million, including a $168 million operating loss and a $157 million nonoperating loss impacted by noncash items.
Joby ended Q2 2025 with $991 million in cash and short-term investments.
Q2 2025 cash use totaled $112 million, $10 million lower than the prior quarter, mainly due to one less payroll run.
The company closed the first $250 million tranche from Toyota and received an additional $41 million through its ATM facility.
Total operating expenses were $168 million, up $5 million from the prior quarter due to higher staffing and program spend.

Custom Truck One Source, Inc.

CTOS

Industrial

2w

Robust Growth in Rental Equipment Capital Expenditure (CapEx) and Fleet Investment

End of Q2 rental fleet OEC reached over $1.56 billion, the highest ever, up more than $100 million from Q2 2024.
Strategic investment in rental fleet continues, with plans to maintain mid-single-digit percentage growth in OEC for the remainder of 2025.
Net rental CapEx in Q2 was $64 million, with fleet age slightly improved to 3 years, indicating ongoing fleet modernization and capacity expansion.

Hyliion Holdings Corp.

HYLN

Industrial

1d

Financial Performance Summary

Cash and investments totaled $185.3 million at quarter-end, with a forecasted year-end balance of approximately $155 million.
Gross profit for Q2 2025 was $131,000, reflecting early-stage commercialization efforts.
Net loss widened to $13.4 million in Q2 2025 from $10.9 million in Q2 2024 but improved from $17.3 million in Q1 2025.
Operating expenses increased to $15.8 million in Q2 2025 from $14 million in Q2 2024, driven by higher R&D costs.
Q2 2025 revenue was $1.5 million, primarily from R&D services related to U.S. Navy contracts, compared to no revenue in Q2 2024.
R&D expenses rose to $10.1 million from $8.3 million year-over-year, reflecting ramped-up development and additive manufacturing.
SG&A expenses decreased slightly to $6 million from $6.3 million, due to lower facilities and insurance costs offset by higher labor.
Year-to-date revenue reached $2 million with a gross profit of $143,000, compared to zero revenue in the first half of 2024.