Dafinchi AI

DXPE

Industrial

Adjusted EBITDA was $57.3 million with a margin of 11.5%, marking a new record high.
Diluted earnings per share were $1.43, up from $1.00 in Q2 2024.
DXP reported Q2 2025 sales of $498.7 million, up 11.9% year-over-year and 4.7% sequentially.
Free cash flow was $8.3 million, up from $5.9 million in Q2 2024.
Gross profit margins improved by 72 basis points year-over-year.
Return on invested capital (ROIC) was 34.6%, well above the cost of capital.
SG&A expenses increased in absolute terms but decreased as a percentage of sales by 12 basis points year-over-year.

SYY

Industrial

Adjusted EBITDA was $1.3 billion, up 1.8% year-over-year.
Adjusted operating expenses increased 28 basis points to 13.7% of sales due to investments in fleet, buildings, and sales headcount.
Adjusted operating income was $1.1 billion, up 1.1% year-over-year, with adjusted EPS growth of 6.5% to $1.48.
A noncash goodwill impairment charge of $92 million was recorded related to the guests worldwide business.
Gross profit grew 3.9% with 19 basis points of gross margin expansion, driven by strategic sourcing efforts.
International segment posted 3.6% top line growth reported and 8.3% excluding Mexico, with 4% local case growth and 20.1% adjusted operating income increase.
Local U.S. Foodservice case volume declined 1.5%, a 200 basis point improvement from Q3, with a 1% decline excluding an intentional business exit.
SYGMA segment sales grew 5.9% in Q4 and 8.3% for the year, with bottom line growth of 12.5%.
Sysco reported Q4 sales of $21.1 billion, up 2.8% on a reported basis and 3.7% excluding the divestiture of the Mexican business.
US Foodservice national sales volume grew 1.3%, with gross profit growing nearly 3x faster than volume due to customer optimization and contract provisions.

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