Dafinchi AI

CBRE

Industrial

Advisory Services revenue rose 14% with SOP growth of 31%, driven by 250 basis points of margin expansion.
BOE segment saw 18% top line growth and 21% SOP growth, supported by new client wins and expansions.
CBRE's second quarter 2025 results exceeded expectations with core EBITDA and core EPS growing 30% and 47%, respectively.
Free cash flow for trailing 12 months was $1.3 billion, in line with expectations, with full year expected over $1.5 billion.
Global leasing revenue rose 13%, with U.S. office leasing up 15% and industrial leasing up 15%.
Global property sales rose 19%, accelerating from the first quarter, with U.S. sales up 25%.
Investment Management AUM ended the quarter at $155 billion, up $6 billion from Q1, mainly due to favorable currency movements.
Mortgage origination fees increased by more than 40%, driven by volume from GSEs, debt funds, and CMBS lenders.
Project Management achieved 13% revenue growth and 18% SOP growth, reflecting benefits from Turner & Townsend integration.
Resilient revenues rose 17%, surpassing the 15% growth rate for transactional businesses.

Industrial

Adjusted EBITDA margin increased by 80 basis points to 26.4%, and adjusted EPS grew by 7%.
Adjusted net income for Q4 was $992 million with an 18.9% return on sales, and adjusted EPS was $7.69, up 14%.
Backlog finished at a record $11 billion, driven by strong Aerospace orders and backlog growth.
Fiscal year 2025 was a record year for Parker Hannifin with sales reaching $19.9 billion and adjusted segment operating margin expanding to 26.1%, up 120 basis points from prior year.
Fourth quarter 2025 saw record sales growth of 1%, organic growth of 2%, and adjusted segment operating margin of 26.9%, up 160 basis points year-over-year.
Record cash flow from operations was $3.8 billion, free cash flow was $3.3 billion, with conversion at 109%, both up 12% from prior year.

Industrial

Adjusted EPS was $1.49 driven by 6.5% core sales growth reflecting strength across Aerospace & Electronics and Process Flow Technologies.
Adjusted operating profit increased 15% driven by strong net price and productivity.
Adjusted segment margin for Aerospace & Electronics was a record 26.3%, up 250 basis points from last year.
Aerospace & Electronics sales increased 12% organically to $258 million with record backlog over $1 billion, up 29% year-over-year.
Company remains in a net cash position with leverage post-PSI acquisition expected around 1x net debt to EBITDA.
Core FX-neutral backlog in Process Flow Technologies decreased 4%, while core FX-neutral orders increased 4%.
Core orders were up nearly 20% in the quarter, primarily driven by Aerospace & Electronics.
Corporate expenses were about $25 million in the quarter, higher in first half due to accelerated stock compensation amortization.
Process Flow Technologies sales were $319 million, up 7%, including 3% core growth and 3% from acquisitions.

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