Dafinchi AI

Adjusted EBITDA increased 3% year on year, with a focus on cost control and margin expansion.
Net debt to EBITDA decreased from 3.4x to 3.3x, reflecting improved profitability and cash flow.
The company has tightened its full-year guidance, emphasizing disciplined financial management.
Cash flow from operations increased 13%, supporting leverage reduction and strategic flexibility.
Capex was reduced to approximately $140 million to preserve financial health amid uncertain conditions.

FUL

Industrial

Adjusted earnings per share rose 12% year on year to $1.26.
Adjusted gross profit margin increased 190 basis points to 32.3%.
EBITDA grew 3% year on year to $171 million, with EBITDA margin expanding 110 basis points to 19.1%.
Net debt to adjusted EBITDA ratio improved from 3.4x to 3.3x sequentially.
Operating cash flow increased 13% year on year, driven by improved profitability.
Organic sales decreased 0.9% in Q3 2025 with positive pricing of 1% offset by a volume decline of 1.9%.
Revenue declined 2.8% year on year, with currency positively impacting by 1% and acquisitions/divestitures negatively impacting by 2.9%.

AIR

Industrial

AAR secured a multiyear exclusive distribution agreement with AmSafe Bridport, becoming the sole distributor for KC-46 and C-40 platforms globally, highlighting a strategic focus on defense markets.
The company is expanding its parts supply capabilities across commercial and government sectors, demonstrating a dual-market growth approach.
Expansion efforts include ongoing airframe MRO capacity increases in Oklahoma City and Miami, set to add 15% capacity in 2026.
The exclusive distribution model with OEMs is resonating strongly, leading to increased market share and new business wins, such as Reliance.

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