Dafinchi AI

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.

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.

Primoris Services Corporation

PRIM

Industrial

1w

Financial Performance Summary

Backlog totaled just under $11.5 billion, up $100 million sequentially, with MSA backlog increasing by over $600 million.
Energy segment gross profit increased 9.4% to $134.2 million, but margins declined to 10.8% from 12.6% due to fewer project closeouts and weather impacts on renewables.
Gross profit increased 24.1% to $231.7 million with gross margins improving to 12.3% from 11.9% the prior year.
Net income increased approximately 70% to $84.3 million or $1.54 per diluted share; adjusted EPS rose over 60% to $1.68; adjusted EBITDA grew over 30% to $154.8 million.
Net interest expense decreased by $9.6 million to $7.6 million due to lower debt and interest rates.
Operating cash flow for Q2 was a record $78 million, with year-to-date cash flow nearly $145 million, a $157 million improvement over prior year.
Primoris reported record Q2 2025 results with revenue just under $1.9 billion, up 20.9% year-over-year, driven by double-digit growth in both Energy and Utilities segments.
SG&A expenses rose modestly by $4.4 million to $104.5 million, representing 5.5% of revenue, showing improved operating leverage.
Strong liquidity position with $690 million available, including $390 million cash and $300 million revolver capacity; net debt-to-EBITDA ratio improved to 0.5x.
Utilities segment gross profit rose 52.3% to $97.5 million with margins expanding to 14.1% from 10.3%, led by power delivery improvements.

Fortune Brands Innovations, Inc.

FBIN

Industrial

1w

Financial Performance Summary

Earnings per share were $1.00 for the quarter.
Fortune Brands reported second quarter net revenue of $1.2 billion, down 3% year-over-year or down 1% excluding China.
Free cash flow was approximately $119 million in the quarter, with $93 million returned to shareholders including $63 million in share repurchases.
Net debt stood at $2.6 billion with a net debt-to-EBITDA leverage of 2.8x, expected to be between 2.2x and 2.5x at year-end.
Operating income was $199 million with an operating margin of 16.5%.
Outdoors segment sales were $379 million, down 3%, with operating income down 23% to $48.6 million and operating margin of 12.8%.
Security segment sales declined 7% to $178 million, with operating income down 27% to $26.3 million and operating margin of 14.8%.
Water segment sales were $647 million, down 2% but up 2% excluding China, with operating income up 8% to $165.5 million and operating margin of 25.6%.