Dafinchi AI

Industrial

The company's pipeline of identified projects exceeds $7.6 billion, indicating strong future growth potential.
Backlog at the end of Q2 increased by 49% year-over-year to $418.1 million, reflecting robust demand.
Management attributes the backlog growth to higher baseload generation demand and strategic project wins.
The project pipeline includes potential plant conversions, upgrades, and behind-the-meter data center projects.
The backlog and pipeline reinforce the company's optimistic outlook for 2025 and beyond.

ARMK

Industrial

Achieved record quarterly revenue of $4.6 billion, up 6% with slight FX favorability.
Record profitability with adjusted EPS growth of nearly 30%.
Milestones include winning one of the largest new client accounts in Sports & Entertainment and maintaining client retention exceeding 97%.
Positioned to exit fiscal year above long-term revenue growth expectations.

PWR

Industrial

Free cash flow outlook remains unchanged despite higher adjusted EBITDA guidance due to timing and prudence around a large Canadian receivable.
Quanta Services reported strong second quarter 2025 results with revenues of $6.8 billion, net income attributable to common stock of $229 million or $1.52 per diluted share, adjusted diluted earnings per share of $2.48, and adjusted EBITDA of $669 million.
Record backlog reached $35.8 billion along with other record financial metrics.
Second quarter performance was ahead of expectations across most financial metrics and similar to the first quarter.
The company generated healthy cash flows with cash flow from operations of $296 million and free cash flow of $170 million in Q2.
The company is seeing mid-single digit organic top-line growth and close to double-digit EPS growth organically.

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