Dafinchi AI

AXL

Industrial

Adjusted earnings per share were $0.21, compared to $0.19 in the prior year quarter.
Adjusted EBITDA was $202 million, representing a 13.2% margin, up 40 basis points year-over-year despite lower sales.
AXL reported Q2 2025 sales of $1.54 billion, down from $1.63 billion in Q2 2024, primarily due to lower volumes.
Net debt stood at $2.0 billion with a net leverage ratio of 2.8x and total liquidity over $1.5 billion.
Net income was $39.3 million or $0.32 per share, up from $18.2 million or $0.15 per share in Q2 2024.
Operating cash flow was $91.9 million, with adjusted free cash flow of approximately $49 million.

ASPN

Industrial

Aspen Aerogels reported Q2 2025 revenue of $78 million, a 34% year-over-year decline but flat quarter-over-quarter, with an annual run rate of approximately $312 million.
Debt was reduced by $6.5 million, ending the quarter with $168 million in cash and equivalents and $308.8 million in shareholders' equity.
Energy Industrial segment revenue declined 38% year-over-year to $22.8 million due to distributor inventory rebalancing and project delays, especially in the Subsea market.
EV Thermal Barrier segment revenue was $55.2 million, down 32% year-over-year but up 14% quarter-over-quarter, driven by stabilized and increased GM production volumes.
Gross profit margin was 32% with gross profit of $25.3 million, down 51% year-over-year; Energy Industrial margins held at 36%, and EV Thermal Barrier margins improved to 31%, up 8 points quarter-over-quarter.
Net loss was $9.1 million or $0.11 per diluted share, with adjusted EBITDA of $9.7 million, exceeding guidance by 38% and nearly doubling quarter-over-quarter despite slightly lower revenues.
Operating cash flow was $3.9 million positive, with $12.9 million in CapEx, including $3.6 million for Plant 2 obligations, which are largely completed.

Earnings Feed