Dafinchi AI

BLD

Industrial

Adjusted earnings per diluted share was $5.31 versus $5.42 last year.
Adjusted EBITDA was $261.3 million or 20.1% of sales, up 110 basis points sequentially and down 20 basis points year-over-year.
Adjusted gross profit was 30.3%, down 70 basis points year-over-year.
Adjusted SG&A was 13.3% of sales, improved from 13.6% last year.
Installation adjusted EBITDA margin was 22.3%, flat year-over-year and up sequentially.
Installation segment sales were $780.7 million, down 8.3%, with volume down 10.5%, partially offset by acquisitions and pricing.
Net debt leverage ratio was 1.01x trailing 12 months pro forma adjusted EBITDA, or approximately 1.65x including Progressive Roofing acquisition.
Other expenses increased to $16.2 million from $7.2 million due to lower interest income and higher interest expense from expanded credit facility.
Specialty Distribution adjusted EBITDA margin was 17.2%, down 50 basis points year-over-year but up sequentially.
Specialty Distribution sales improved 1.1% to $599.2 million, with acquisitions and pricing offsetting a 2.1% volume decline.
Total TopBuild sales in Q2 2025 declined 5% to $1.3 billion, driven by a 7.8% volume decline partially offset by M&A and pricing.
Year-to-date free cash flow was $321.4 million, up 38% from prior year, driven by improved working capital timing.

SLDP

Industrial

Capital expenditures totaled $5 million, mainly for the continuous electrolyte production pilot line construction.
Ended Q2 with liquidity of $279.8 million and contract receivables of $4.6 million.
Operating expenses increased to $33.4 million in Q2 from $30 million in Q1, driven by costs related to factory acceptance testing.
Q2 2025 revenue was $7.5 million, up from $6 million in Q1 2025, bringing year-to-date revenue to $13.5 million.
Year-to-date operating loss was $49.9 million and net loss was $40.5 million or $0.22 per share.

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