Dafinchi AI

ATKR

Industrial

Adjusted EBITDA for the quarter was $100 million, and adjusted EPS was $1.63.
Adjusted EBITDA margins compressed in the Electrical segment due to pricing declines but improved in the S&I segment due to volume growth and productivity gains.
Atkore reported net sales of $735 million in Q3 2025, with 2% organic volume growth.
Cash flow from operations was $192 million year-to-date, with $14 million proceeds from divestitures and equipment sales.
The balance sheet remains strong with no debt maturities until 2028 and a net leverage ratio of approximately 1x.
Year-to-date volume growth was driven by metal framing, cable management, construction services, PVC and fiberglass conduit products, and electrical cable and flexible conduit.

Industrial

Adjusted diluted EPS grew nearly 30% year-over-year to $0.27, exceeding expectations.
Adjusted EBITDA was $114 million with a margin of 29.2%, improving by 270 basis points versus prior year pro forma.
Adjusted operating cash flow increased 17% year-over-year to nearly $48 million.
First Advantage reported Q2 2025 revenues of $391 million, up 1.5% year-over-year on a pro forma basis.
Net leverage ratio was 4.3x on a synergized pro forma adjusted EBITDA basis at quarter end.
Retention remained strong at over 96%, with combined new logo, upsell, and cross-sell revenue growing 9% in the quarter.
Voluntary debt repayments totaled over $45 million year-to-date, including $25 million post-quarter in August.

KMT

Industrial

Adjusted EBITDA margin in Q4 was 14.8%, down from 17.7% in the prior year quarter, mainly due to lower volumes and tariff impacts.
Adjusted EPS for fiscal 2025 was $1.34, supported by one-time items and restructuring savings despite lower sales and production volumes.
Adjusted EPS in Q4 declined to $0.34 from $0.49 in the prior year quarter.
Capital expenditures were $87 million in fiscal 2025, compared to $102 million the prior year.
Free operating cash flow for fiscal 2025 was $121 million, down from $175 million the prior year, impacted by lower net income and higher inventory costs.
Kennametal reported a 4% organic sales decline for fiscal 2025, with Metal Cutting down 5% and Infrastructure down 2%.
Kennametal returned $122 million to shareholders in fiscal 2025 through $60 million in share repurchases and $62 million in dividends.
Q4 sales declined 5% organically year-over-year, with Metal Cutting down 4% and Infrastructure down 5%.

IEX

Industrial

Adjusted EBITDA margin declined 40 basis points year-over-year reflecting gross margin performance and lower variable compensation expense compared to prior year.
Adjusted gross margin declined 10 basis points due to Mott acquisition dilution, unfavorable mix, and volume deleverage, partially offset by price/cost and operational productivity.
Free cash flow increased 25% year-over-year to $147 million, representing 94% conversion versus adjusted net income.
In Q2 2025, IDEX delivered strong financial performance with revenue toward the midpoint of guidance, adjusted EBITDA margin at 27.4%, and adjusted EPS outperforming expectations.
Liquidity remained strong at approximately $1.1 billion, with $568 million in cash and $541 million in undrawn revolver capacity after debt repayments.
Organic orders grew 2% and organic sales increased 1% year-over-year, supported by positive pricing and favorable results in aerospace, defense, data centers, pharmaceuticals, and North American fire OEMs.
Platform optimization and delayering initiatives delivered $14 million in savings in Q2, on track for $62 million full year savings.
Segment performance: HST organic orders +2%, sales +4%, adjusted EBITDA margin 26%; FMT organic orders +7%, sales -2%, adjusted EBITDA margin 35%; FST organic sales +2%, orders -7%, adjusted EBITDA margin 29.4%.

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