Dafinchi AI

GLW

Technology

Automotive sales were $460 million, down 4% year-over-year, but net income was up 11%.
Display segment sales were $898 million with net income of $243 million, consistent with the first quarter.
Earnings per share grew 28% year-over-year to $0.60, more than double the rate of sales growth.
Free cash flow grew 28% to $451 million.
Hemlock and Emerging Growth Businesses sales were up 31% year-over-year driven by solar and semiconductor polysilicon volume.
Life Sciences sales were consistent with prior year and net income grew 6%.
Net income for the second quarter was $247 million, up 73% year-over-year.
Operating margin expanded 160 basis points to 19%.
Return on invested capital grew 210 basis points to 13.1%.
Second quarter sales grew 12% year-over-year to $4 billion.
Specialty Materials sales were up 9% year-over-year with net income up 29%.

FTV

Technology

Adjusted EPS grew 4% year-over-year, helped by lower interest expense and share repurchases; tariff costs created a $0.02 EPS headwind.
Adjusted gross profit was $650 million, roughly flat year-over-year, with adjusted EBITDA of $288 million and margins steady versus prior year.
For continuing operations post-spin, adjusted EPS was $0.58 with 14% growth in trailing 12 months free cash flow despite tariff uncertainty and constrained government spending.
Fortive delivered adjusted EPS of $0.90 in Q2 2025 at the high end of guidance, with 8% growth in trailing 12 months adjusted free cash flow on a consolidated basis including Precision Technologies.
Segment results showed flat revenue growth in Intelligent Operating Solutions (IOS) and a 1.3% revenue decline in Advanced Healthcare Solutions (AHS), with margin improvements in AHS due to software mix shift.
Total Q2 revenue was just over $1 billion, down 0.4% year-over-year, with core revenue declining 0.7%.
Trailing 12-month free cash flow was $939 million, a 14% increase year-over-year, with 107% free cash flow conversion on adjusted net income.

BHE

Technology

Benchmark reported Q2 2025 revenue of $642 million, up 2% sequentially and in line with prior guidance.
Cash balance decreased by $90 million to $265 million due to one-time customs and transition tax payments and other working capital items.
Free cash flow was negative $15 million in Q2 but $80 million positive over trailing 12 months.
Inventory days improved by 6 days sequentially, cash conversion cycle improved by 1 day sequentially and 5 days year-over-year.
Non-GAAP EPS was $0.55, at the midpoint of guidance range $0.52 to $0.58.
Non-GAAP gross margin was 10.2%, up 10 basis points sequentially and flat year-over-year.
Non-GAAP operating margin was 4.7%, up 10 basis points sequentially.
Returned $6 million in dividends and repurchased $8 million in stock during the quarter.

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