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FedEx Corporation

FDX

Industrial

2w

Financial Performance Summary

Adjusted earnings per share (EPS) for Q1 was $3.83, up 6% year-over-year, despite headwinds from reduced international export demand and the expiration of the U.S. Postal Service contract.
Adjusted operating income grew by 7%, with Federal Express Corporation (FEC) showing a 17% increase in adjusted operating income and a 70 basis point margin expansion.
Capital allocation included $500 million in opportunistic stock repurchases and an increased quarterly dividend, with $6.2 billion cash on hand and a healthy balance sheet.
Consolidated revenue increased by 3% year-over-year, driven primarily by strength in U.S. domestic package services.
FedEx Freight revenue remained under pressure due to weakness in the industrial economy, with adjusted operating income declining by over $70 million and margin contracting by 250 basis points.
Pension cash contributions were reduced to up to $400 million for fiscal 2026, down from prior forecast of $600 million.
Q1 capital expenditures were $623 million, focused on Network 2.0 facility enhancements and fleet maintenance.
Transformation-related savings of $200 million were achieved in Q1, contributing to improved profitability.

PAYX

Industrial

1w

Financial Performance Summary

Cash flow from operations was $718 million; returned $549 million to shareholders via dividends and share repurchases.
Diluted earnings per share decreased 10% to $1.60, but adjusted diluted EPS increased 5% to $1.22.
Interest on funds held for clients increased 27% to $48 million due to Paycor balances.
Management Solutions revenue grew 21% to $1.2 billion, driven by Paycor acquisition and higher revenue per client.
Operating income margin was 35.2%, with adjusted operating income margin at 40.7%.
PEO and Insurance Solutions revenue rose 3% to $329 million, supported by mid-single-digit worksite employee growth.
Total expenses increased 29% to $998 million, primarily due to Paycor acquisition.
Total revenue increased 17% year-over-year to $1.5 billion in Q1 FY2026.
Twelve-month rolling return on equity remained strong at 40%.

Cintas Corporation

CTAS

Industrial

1w

Financial Performance Summary

Diluted EPS rose 9.1% to $1.20 compared to $1.10 last year.
Fire Protection Services grew 10.3% organically but faced margin pressure due to SAP implementation costs.
First Aid and Safety Services segment grew 14.1% organically, maintaining a strong gross margin of 56.8%.
First quarter total revenue grew 8.7% to $2.72 billion, with organic growth at 7.8%.
Gross margin improved 20 basis points to 50.3% overall, with segment-specific margins showing mixed results.
Operating income increased 10.1% to $617.9 million, with operating margin expanding 30 basis points to 22.7%.
Uniform Direct Sale declined 9.2% organically, representing 2.6% of total revenue.
Uniform Rental and Facility Services segment grew organically by 7.3% with a 40 basis point gross margin increase.

KFY

Industrial

4w

Financial Performance Summary

Adjusted diluted earnings per share rose 11% year-over-year to $1.31.
Adjusted EBITDA increased by $9 million or 8% year-over-year to $120 million, with margin expansion of 50 basis points to 17%.
Average bill rates increased 9% in Consulting and 4% in Interim year-over-year.
Consolidated fee revenue grew 5% year-over-year to $709 million, marking the second consecutive quarter of positive growth.
Digital subscription and licensed new business grew 10% year-over-year, contributing 39% of total digital new business.
Executive Search fee revenue grew 8% year-over-year, marking the fifth consecutive quarter of growth.
Marquee & Diamond accounts generated nearly 40% of consolidated fee revenue, growing over 7% year-over-year.
Professional search and interim fee revenue increased 10% year-over-year, with interim up 14%.

H.B. Fuller Company

FUL

Industrial

1w

Financial Discipline and Leverage Management in a Volatile Environment

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.