Dafinchi AI

Boise Cascade Company

BCC

Industrial

1w

Financial Performance Summary

BMD gross margin improved by 60 basis points year-over-year to 15.4%, despite stagnant demand and declining product prices.
Boise Cascade reported consolidated second quarter sales of $1.7 billion, down 3% from the prior year.
Building Materials Distribution (BMD) sales were $1.6 billion, down 2%, with segment EBITDA of $91.8 million compared to $97.1 million prior year.
Capital expenditures totaled $132 million in the first half of 2025, with $70 million in Wood Products and $62 million in BMD.
Net income was $62 million or $1.64 per share, compared to $112.3 million or $2.84 per share in the year-ago quarter.
Second quarter EBITDA margins for BMD were 5.7%, down slightly from 5.9% last year but up from 4.5% in the first quarter.
Wood Products segment sales were $447.2 million, down 9%, with EBITDA of $37.3 million versus $95.1 million last year.

M/I Homes, Inc.

MHO

Industrial

3w

Financial Performance Summary

Average closing price slightly decreased by 1% to $479,000 compared to $482,000 last year.
Earnings per diluted share decreased 14% to $4.42 from $5.12 last year, while book value per share increased 17% to $117.
Gross margins declined to 25% from the previous year, impacting pretax income which decreased 18% to $160.1 million, but still resulted in a strong 14% pretax income return and 17% return on equity.
M/I Homes reported record second quarter revenue of $1.2 billion, a 5% increase year-over-year, and record homes delivered at 2,348, a 6% increase from last year.
Mortgage and title operations achieved a pretax income of $14.5 million, slightly up from $14.4 million last year, with revenue increasing 2% to a record $31.5 million.
The company ended the quarter with a strong balance sheet including $800 million cash, zero borrowings on a $650 million credit facility, and a debt-to-capital ratio of 18%, down from 20% a year ago.

The Brink's Company

BCO

Industrial

1w

Financial Performance Summary

Adjusted EBITDA increased 3% overall and 5% on a constant currency basis to $232 million, with record Q2 EBITDA margins of 17.8%.
Brink's reported Q2 2025 revenue of approximately $1.3 billion, up 4% year-over-year with 5% organic growth.
Capital allocation prioritized share repurchases, with $130 million used year-to-date to retire approximately 1.5 million shares.
Earnings per share remained flat at $1.79, supported by a 6% reduction in diluted share count due to share repurchases.
Free cash flow exceeded $100 million in Q2, with a year-to-date increase of $36 million and improved cash cycle efficiency.
Operating profit rose 6% (9% constant currency) to $165 million, with record operating margins of 12.6%, up 20 basis points year-over-year.

ESAB Corporation

ESAB

Industrial

1w

Financial Performance Summary

EMEA and APAC regions showed robust performance with 11% total sales growth and EBITDA margins reaching 20.6%, driven by high-growth markets and acquisitions.
ESAB delivered strong Q2 2025 results with total sales growth of 2% and record adjusted EBITDA margins of 20.4%, the highest in company history.
Free cash flow for the quarter was $46 million, with expectations for improved cash flow in H2 2025 due to reduced tariff-related inventory and seasonal trends.
The Americas faced volume headwinds due to tariff-related uncertainty, particularly impacting Mexico and delaying automation orders, resulting in flat organic growth in the region.
The company maintained net leverage within its 2x target range, supporting flexible investment in growth opportunities.

JELD-WEN Holding, Inc.

JELD

Industrial

1w

Financial Performance Summary

Adjusted EBITDA was $39 million, a $46 million decrease from the prior year, with a margin of 4.7%, impacted by lower volumes, unfavorable mix, and cost pressures.
Europe segment revenue decreased 2.7% to $268 million with adjusted EBITDA of $17 million, down $3 million year-over-year.
Free cash flow was negligible compared to $12 million in Q2 2024, driven by lower EBITDA despite positive working capital generation.
JELD-WEN reported Q2 2025 revenue of $824 million, down 16% year-over-year, primarily due to a 14% volume decline and the court-ordered divestiture of the Towanda operation.
Net debt leverage ratio increased to 5.7x due to lower sales volume and EBITDA, exceeding the targeted range.
North America segment revenue declined 22% to $556 million with adjusted EBITDA falling to $35 million from $76 million last year.