Dafinchi AI

FOR

Industrial

Forestar reported third quarter net income of $32.9 million or $0.65 per diluted share on revenues of $390.5 million, a 23% increase year-over-year.
Gross profit margin was 20.4%, down from 22.5% last year, impacted by a low-margin community closeout; adjusted margin was approximately 21.1%.
Liquidity remained strong with $792 million available, including $189 million cash and $603 million credit facility capacity.
Lots sold increased 11% year-over-year to 3,605 lots with an average sales price of $106,600, influenced by geographic and lot size mix.
Pretax income was $43.6 million with a pretax margin of 11.2%, down from 16.2% last year, which included a $5 million gain on sale of assets.
SG&A expenses rose to $37.4 million or 9.6% of revenues, driven by expansion into 7 new markets and a 16% increase in community count.
Total debt was $873 million with a net debt-to-capital ratio of 28.9%, and book value per share increased 11% to $33.04.

MRCY

Industrial

Bookings in Q4 were a record $342 million with a book-to-bill ratio of 1.25, resulting in a record backlog of $1.4 billion, up 6% year-over-year.
Free cash flow for Q4 was $34 million, exceeding expectations, and full year free cash flow was a record $119 million.
GAAP net income in Q4 was $16 million versus a net loss of $11 million in the prior year quarter; full year GAAP net loss improved to $38 million from $138 million.
Q4 adjusted EBITDA was $51 million with a margin of 18.8%, up over 700 basis points sequentially; full year adjusted EBITDA was $119 million with a 13.1% margin.
Q4 revenue was $273 million, up 9.9% year-over-year, with full year revenue of $912 million, up 9.2%.

ADT

Industrial

Adjusted earnings per diluted share rose 35% to $0.23 in Q2.
Adjusted EBITDA for the quarter was $674 million, up 7%.
Adjusted free cash flow including interest rate swaps was $500 million through the first half, up 38%.
ADT reported a record recurring monthly revenue (RMR) balance of $363 million, up 2% year-over-year.
Generated 242,000 new subscriber additions, adding $14.3 million of new RMR.
Leverage decreased to 2.8x adjusted EBITDA with net debt of $7.5 billion.
Returned $589 million to shareholders year-to-date through share repurchases and dividends.
Total revenue increased 7% to $1.3 billion in Q2 2025.

SPXC

Industrial

Cash at quarter end was $137 million with total debt of approximately $1 billion; leverage ratio was approximately 1.7x including Sigma & Omega acquisition.
Consolidated segment income grew by $18 million or 15.5% to $136 million, with segment margin increasing by 110 basis points.
Detection & Measurement segment revenues increased 21% year-over-year, with 5.5% organic growth and 14.9% from the KTS acquisition; segment income grew 18% but margin declined 60 basis points.
HVAC segment revenues grew 5.7% year-over-year with 4.9% organic growth; segment income grew 14.5% with margin up 190 basis points.
Q2 adjusted EPS grew 16% year-over-year to $1.65.
Q2 adjusted free cash flow was approximately $37 million.
Segment backlog at quarter end was $540 million for HVAC (up 19.5% from Q1) and $365 million for Detection & Measurement (up 6% sequentially).
Total company revenues increased 10% year-over-year, driven by acquisitions and higher project sales in Detection & Measurement.

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