Dafinchi AI

Forestar Group Inc.

FOR

Industrial

3w

Forestar's Contracted Backlog Reaches 5-Year High at $2.3 Billion

Contracted backlog increased 26% YoY to 25,700 lots, representing 38% of owned lot position.
This backlog is the highest in the last 5 years, indicating strong future revenue potential.
Forestar's focus on market share growth and disciplined investment supports this backlog expansion.

Douglas Dynamics, Inc.

PLOW

Industrial

1w

Record Performance and Profit Growth in Solutions Segment

Solutions delivered a fifth consecutive record quarter with significant profit increase.
Backlog remains near record levels, driven by strong municipal demand.
Margin improvements offset lower preseason shipment volumes, with expectations of continued margin growth into 2026.

Schneider National, Inc.

SNDR

Industrial

2w

Strategic Focus on Margin Restoration and Through-Cycle Returns

Schneider is actively working to restore margins and maximize returns across economic cycles.
Efforts include disciplined customer freight allocation, cost containment, and improving Truckload earnings resiliency.
Truckload segment saw nearly 60% sequential earnings improvement, emphasizing operating leverage.

Alaska Air Group, Inc.

ALK

Industrial

3w

Long-term Earnings Outlook and Share Repurchase Strategy

Confidence in reaching $10 EPS by 2027, with ongoing buybacks and operational improvements.
Share repurchases of $535 million YTD, executed at attractive prices, with plans to balance buybacks with earnings growth.
Focus on unlocking earnings potential through synergies, fleet optimization, and revenue diversification.

APi Group Corporation

APG

Industrial

1w

Record Backlog Reaching $4 Billion for the First Time

Backlog in both Safety Services and Specialty Services segments eclipsed $4 billion, a record high for APi.
Backlog growth driven by disciplined customer and project selection, focus on target end markets, and cross-sell efforts.
Healthy and distributed across all aspects of the business, indicating strong future revenue pipeline.

Weyerhaeuser Company

WY

Industrial

2w

Financial Performance Summary

Adjusted EBITDA totaled $336 million, a slight increase over the first quarter of 2025.
Cash from operations was $396 million; ended quarter with approximately $600 million cash and total debt just under $5.2 billion.
Engineered Wood Products adjusted EBITDA was $57 million, a slight increase compared to the first quarter.
Lumber adjusted EBITDA was $11 million, a $29 million decrease compared to the first quarter.
OSB adjusted EBITDA was $30 million, a $29 million decrease compared to the first quarter.
Real Estate and ENR contributed $106 million to second quarter earnings and $143 million to adjusted EBITDA, $61 million higher than the prior quarter.
Share repurchase activity totaled $100 million in the second quarter, highest quarterly level since late 2022.
Timberlands contributed $88 million to second quarter earnings with adjusted EBITDA of $152 million, a $15 million decrease compared to the first quarter.
Weyerhaeuser reported second quarter GAAP earnings of $87 million or $0.12 per diluted share on net sales of $1.9 billion.
Wood Products contributed $46 million to second quarter earnings and $101 million to adjusted EBITDA.