Dafinchi AI

DGII

Technology

Digi reported a new record of approximately 30% of trailing 12-month revenues coming from annual recurring revenue (ARR).
ARR growth has been consistent for three consecutive quarters, with double-digit increases year-over-year.
Adjusted EBITDA margins reached a record 25.6%, driven by ARR and favorable product mix.
Management expects ARR and profit growth to outpace revenue growth as the company scales.
The company highlighted disciplined operations, AI-driven productivity, and inventory optimization as key drivers of fiscal 2025 performance.
Digi is on track to become net cash positive by the end of fiscal 2025 after retiring $30 million in debt.

Technology

Adjusted diluted EPS grew over 5% to $1.24 compared to $1.18 in Q2 2024, despite a $0.10 per share negative impact from foreign exchange losses.
Adjusted EBITDA for Q2 2025 was $107.7 million, a nearly 12% increase from the prior year period, with a margin of 30.6%.
Four of five reportable segments showed revenue growth, with Cybersecurity & Martech declining less than 1% but posting over 5% adjusted EBITDA growth.
Q2 2025 revenues were $352.2 million, up nearly 10% year-over-year, marking the strongest quarterly revenue growth since 2021.
Trailing 12 months free cash flow was $233 million, up nearly 27% year-over-year.

LITE

Technology

Cloud & Networking segment revenue grew 16% sequentially and 67% year-over-year to $424.1 million.
Fiscal 2025 non-GAAP gross margin was 34.7%, up 450 basis points from prior year.
Full fiscal year 2025 revenue was $1.65 billion, up 21% year-over-year.
GAAP gross margin for Q4 was 33.3%, non-GAAP gross margin was 37.8%, up 260 basis points sequentially.
Industrial Tech segment revenue declined 6% sequentially but increased 6% year-over-year.
Non-GAAP EPS for Q4 was $0.88, above expectations.
Non-GAAP operating margin improved to 15%, up 420 basis points sequentially.
Q4 revenue was $480.7 million, exceeding the high end of revised guidance.

LDOS

Technology

Adjusted EBITDA was $647 million, up 16% year-over-year, with a 170 basis point margin increase to 15.2%.
Closed Kudu Dynamics acquisition for $291 million net and completed $500 million accelerated share repurchase retiring 3.6 million shares.
Ended quarter with $5.1 billion debt (2.2x leverage) and $930 million cash.
Generated $486 million cash from operations and $457 million free cash flow, with 110% free cash flow conversion.
Leidos reported 4.8% year-to-date revenue growth and a record 15.2% EBITDA margin in Q2 2025, with operating cash flow up 28%.
Non-GAAP diluted EPS grew 22% to $3.21, surpassing the prior quarter's record of $2.97.
Q2 revenues were $4.25 billion, up 3% year-over-year and sequentially despite award delays and contract reviews.
Segment performance: National Security and Digital grew 3% with stable margins; Health and Civil grew 1% with 24.9% margin; Commercial International grew 1% with margin improvement of 780 basis points; Defense Systems grew 10% with margins down year-over-year but up sequentially.

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