Dafinchi AI

BHE

Technology

Benchmark reported Q2 2025 revenue of $642 million, up 2% sequentially and in line with prior guidance.
Cash balance decreased by $90 million to $265 million due to one-time customs and transition tax payments and other working capital items.
Free cash flow was negative $15 million in Q2 but $80 million positive over trailing 12 months.
Inventory days improved by 6 days sequentially, cash conversion cycle improved by 1 day sequentially and 5 days year-over-year.
Non-GAAP EPS was $0.55, at the midpoint of guidance range $0.52 to $0.58.
Non-GAAP gross margin was 10.2%, up 10 basis points sequentially and flat year-over-year.
Non-GAAP operating margin was 4.7%, up 10 basis points sequentially.
Returned $6 million in dividends and repurchased $8 million in stock during the quarter.

SABR

Technology

Gross margin decreased by 110 basis points due to foreign exchange impacts and a stronger mix of lower-margin U.S. bookings, expected to improve in H2 2025.
Normalized adjusted EBITDA grew 6% year-on-year to $127 million, with margin expansion of approximately 120 basis points to around 19%.
Pro forma free cash flow was negative $2 million, excluding a $227 million payment-in-kind interest impact from refinancing activity.
Sabre reported Q2 2025 revenue of $687 million, down 1% year-on-year, with distribution revenue decreasing by $5 million primarily due to lower air distribution bookings.
Total debt was reduced by over $1 billion year-to-date, improving the debt maturity profile with nearly 60% of debt maturing in 2029 or later.

GLW

Technology

Automotive sales were $460 million, down 4% year-over-year, but net income was up 11%.
Display segment sales were $898 million with net income of $243 million, consistent with the first quarter.
Earnings per share grew 28% year-over-year to $0.60, more than double the rate of sales growth.
Free cash flow grew 28% to $451 million.
Hemlock and Emerging Growth Businesses sales were up 31% year-over-year driven by solar and semiconductor polysilicon volume.
Life Sciences sales were consistent with prior year and net income grew 6%.
Net income for the second quarter was $247 million, up 73% year-over-year.
Operating margin expanded 160 basis points to 19%.
Return on invested capital grew 210 basis points to 13.1%.
Second quarter sales grew 12% year-over-year to $4 billion.
Specialty Materials sales were up 9% year-over-year with net income up 29%.

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