Dafinchi AI

DEA

Industrial

Balance sheet remains strong with $122 million revolver capacity and expected $115 million liquidity inflow later in the year.
Cash available for distribution was $29.3 million.
Core FFO per share increased 3% year-over-year to $0.74.
Easterly reported net income per share of $0.09 on a fully diluted basis for Q2 2025.
Leverage ratio remains within target range of 6.5 to 7.5x.
The company exceeded consensus expectations for the quarter.

Industrial

16h

Adjusted net income was $8.4 million or $0.34 per diluted share, compared to $9.7 million or $0.38 last year.
Adjusted operating income was $19.6 million or 5.2% of sales, slightly below prior year’s 5.3%.
Automotive sales declined 13% year-over-year to $184 million, impacted by loss of electronic braking program in Reynosa.
Cash generated from operations was $78.1 million in Q4, marking the sixth consecutive quarter of positive cash flow.
Gross margin in Q4 was 8%, down 50 basis points from prior year but showing sequential improvement.
Industrial sales decreased 12% year-over-year excluding AT&M, with some stability in climate control systems.
Medical segment sales grew 5% year-over-year to $107 million, representing 28% of total revenue.
Q4 net sales were $381 million, down 8% year-over-year excluding divested AT&M business.

SKYW

Industrial

Cash ended at $727 million, down from $751 million last quarter and $834 million in Q2 2024.
Contract revenue was $842 million, prorate and charter revenue was $145 million, and leasing and other revenue was $47 million in Q2.
Debt decreased to $2.5 billion from $2.7 billion at year-end 2024.
Debt net of cash and leverage ratios are at their lowest point in over a decade.
Generated over $200 million in free cash flow in the first half of 2025, including $68 million in Q2.
Invested $169 million in CapEx including new E175s, CRJ900s, CRJ550 fleet, spare engines, and fixed assets.
Q2 GAAP results included $23 million of previously deferred revenue recognized this quarter.
Repurchased 195,000 shares for $17.3 million in Q2, 39% more than Q1.
SkyWest reported net income of $120 million or $2.91 per diluted share for Q2 2025.
Total Q2 revenue was $1 billion, up 9% from Q1 2025 and 19% from Q2 2024.

ITT

Industrial

Adjusted EPS grew 10% year-over-year, or 16% excluding the Wolverine divestiture, reflecting profitable growth and operational improvements.
Free cash flow increased to $214 million year-to-date, with a free cash flow margin of 14% in Q2, and $500 million of shares repurchased year-to-date.
In Q2 2025, ITT delivered $1 billion in orders, up 16% total and 13% organic, driven by all businesses including acquisitions kSARIA and Svanehøj.
Margins expanded across segments: IP margin grew 100 basis points to nearly 22%, MT margin grew 140 basis points despite 100 basis points FX headwind, and CCT margin grew 270 basis points excluding M&A dilution.
Operating income grew more than twice the organic sales growth rate, with operating margin expanding over 100 basis points excluding M&A impacts.
Operating margin increased 30 basis points to 18.4%, driven by higher volumes, pricing actions, and operational improvements, offsetting FX and temporary acquisition amortization costs.
Revenue reached a record quarterly level of over $970 million, up 7% total and 4% organic, with contributions from all segments.
Segment highlights include Industrial Process growing 5% organically, Svanehøj growing 43%, Connect & Control (CCT) growing 4% organically, and Motion Technologies (MT) friction OE growing 7% organically.

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