Dafinchi AI

EME

Industrial

Building Services operating income grew 6.8% to $50 million with a 6.3% margin; Industrial Services reported a slight operating loss of $419,000.
Diluted earnings per share were $6.72, up 28% from $5.25 in the prior year period.
EMCOR reported a record quarterly revenue of $4.3 billion for Q2 2025, a 17.4% increase year-over-year.
Industrial Services revenues declined 13.3% to $281.1 million, impacted by lower field and shop services volumes.
Operating cash flow was $194 million for the quarter and $302.2 million year-to-date.
Operating income for Electrical Construction rose 78% to $157.7 million with an 11.8% margin; Mechanical Construction operating income increased nearly 12% to $238.7 million with a 13.6% margin.
Operating margins reached 9.6%, a 50 basis point improvement year-over-year, with operating income of $415.2 million.
U.K. Building Services revenues grew 26.3% to $134.6 million, driven by increased service revenues and new contract awards.
U.S. Building Services revenues increased 1.6% to $793.2 million, with Mechanical Services growing 6.5%.
U.S. Electrical Construction revenues increased 67.5% to $1.34 billion, driven by strong organic growth and the Miller Electric acquisition.
U.S. Mechanical Construction revenues were a record $1.76 billion, up 6% organically.
Year-to-date share repurchases totaled $432.2 million and acquisitions $887.2 million.

Industrial

Adjusted EPS was $1.31 in the second quarter versus $1.73 in the prior year.
Adjusted leverage ratio was 1.1x at the end of the second quarter.
Adjusted segment EBIT was $376 million in the quarter versus $519 million last year.
Discretionary cash flow was approximately $1.1 billion with a cash flow yield of 9.8% compared to cost of equity of 8.2%.
Merchandising improved in Global Grains and Oils but was offset by lower results in Financial Services and ocean freight.
Milling results were higher in North America but lower in South America.
Net interest expense was $60 million, down from last year due to lower average rates and higher capitalized interest.
Processing results were higher in South America, especially Brazil and Argentina, driven by large soybean crops and slow farmer selling.
Refined and Specialty Oils results were down in all regions due to a balanced supply-demand environment and U.S. biofuel policy uncertainty.
Second quarter earnings per share was $2.61 compared to $0.48 in the second quarter of 2024.
Trailing 12 months adjusted ROIC was 8.4% and ROIC was 7.4%.

LPX

Industrial

Capital expenditures totaled $68 million in the quarter, with $19 million returned to shareholders via dividends.
LPX reported Q2 2025 sales of $755 million and EBITDA of $142 million, with adjusted EPS of $0.99.
Operating cash flow was $162 million, supported by $142 million EBITDA and seasonal working capital reductions.
Operating efficiencies improved with Siding OEE at 78% and OSB OEE at 79%.
OSB segment faced multi-year low commodity prices, resulting in $19 million EBITDA, outperforming algorithmic guidance due to cost control and price realization lag.
Siding segment revenue grew 11% year-over-year, driven by 2% price and 8% volume increases, achieving record volume, revenue, and EBITDA.

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