Dafinchi AI

Industrial

Backlogs: BCA backlog at $522 billion, BDS backlog at $74 billion, BGS backlog at $22 billion.
BCA delivered 150 airplanes with revenue of $10.9 billion and an operating margin of minus 5.1%.
BDS revenue was $6.6 billion, up 10%, with an operating margin of 1.7%, showing improved operational performance.
BGS revenue was $5.3 billion, up 8%, with a 19.9% operating margin, up 210 basis points year-over-year.
Cash and marketable securities ended at $23 billion; debt was $53.3 billion, down $300 million in the quarter.
Core loss per share improved significantly to $1.24 compared to last year, reflecting better operational performance.
Free cash flow usage was $200 million in the quarter, better than expectations due to higher commercial deliveries and favorable CapEx timing.
Total company revenue was $22.7 billion, up 35%, driven primarily by higher commercial delivery volume.

JCI

Industrial

Adjusted EPS grew 11% year-over-year, exceeding the high end of guidance at $1.05 per share.
Disciplined cost management and strategic pricing helped maintain healthy margins despite tariff impacts.
Margins improved in EMEA by 100 basis points to 14.1%, APAC by 70 basis points to 19.4%, and Americas by 10 basis points to 18.5%.
Orders grew 2%, led by strength in the Americas and offset by softness in China; backlog grew 11% to $14.6 billion.
Organic sales grew 6% in Q3 2025, with segment margins expanding 20 basis points to 17.6%.
Regional sales growth: Americas up 7% organically, EMEA up 4%, APAC up 6%, with strong service growth in EMEA and APAC.
Year-to-date adjusted free cash flow nearly doubled to $1.8 billion, with net debt declining to 2.5x within target range.

NUE

Industrial

Capital expenditures totaled $954 million in Q2, with a full-year CapEx guidance of approximately $3 billion.
Debt to capital ratio was approximately 24% with $2.5 billion in cash at quarter end; next major debt maturity is in 2027.
Nucor generated EBITDA of approximately $1.3 billion and earned $2.60 per diluted share in Q2 2025, a significant improvement over Q1 results.
Raw materials segment pretax earnings were approximately $57 million, a 95% increase over Q1.
Returned $329 million to shareholders in Q2 via dividends and buybacks, totaling $758 million for the first half of 2025.
Second quarter net earnings were $603 million or $2.60 per share, at the midpoint of guidance, compared to $0.77 adjusted EPS in Q1 and $2.68 EPS in Q2 2024.
Steel mills segment pretax earnings were $843 million, more than triple Q1, driven by higher average selling prices and stable volumes.
Steel Products segment pretax earnings were $392 million, up 28% over Q1, marking the best quarter since Q2 2024.

WLK

Industrial

Cash and investments stood at $2.3 billion with total debt of $4.7 billion; net cash from operations was $135 million while capital expenditures were $267 million in the quarter.
FIFO accounting method caused an unfavorable pretax impact of $13 million in PEM compared to LIFO.
HIP segment delivered strong EBITDA of $275 million on sales of $1.1 billion, representing a 24% EBITDA margin, driven by seasonal volume increases and demand in municipal water applications.
Net income improved by $28 million sequentially but decreased by $325 million year-over-year due to higher feedstock and energy costs and lower average sales prices.
PEM segment EBITDA was $52 million, down from prior quarters due to planned and unplanned outages and global oversupply pressures, with sales of $1.8 billion.
Westlake reported second quarter 2025 EBITDA of $340 million on net sales of $3 billion, with a net loss of $12 million or $0.09 per share.

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