Dafinchi AI

HLF

Consumer

Adjusted EBITDA was $174 million, exceeding the high end of guidance, with a margin of 13.8%, down 30 basis points due to unfavorable currency impacts.
Gross profit margin improved by 10 basis points to 78%, driven by favorable pricing and lower inventory write-downs, partially offset by FX headwinds and input cost inflation.
Net income attributable to Herbalife was $49 million, with adjusted net income of $61 million and adjusted diluted EPS of $0.59, including an $0.11 FX headwind.
Net sales for Q2 2025 were $1.3 billion, down 1.7% year-over-year but flat on a constant currency basis.
Operating cash flow was strong at $96 million, and the company paid down $55 million in debt, maintaining a total leverage ratio of slightly under 3x as of June 30.

SMP

Consumer

Adjusted EBITDA increased by 190 basis points to 12%, with Nissens contributing significantly to profit gains.
Capital expenditures totaled $19.3 million, including $7 million for the new distribution center, with net debt at $577.8 million and leverage ratio at 3.2x EBITDA.
Cash used in operations improved to $5.9 million from $10.1 million last year, despite higher tariff cash costs.
Engineered Solutions sales declined 8.3% due to softness in end markets, with adjusted EBITDA at 10%, down from last year but still healthy.
Nissens contributed $90.5 million in net sales and $16.3 million in adjusted EBITDA, outperforming expectations with an 18% EBITDA margin.
Standard Motor Products reported a 26.7% increase in consolidated sales for Q2 2025, driven largely by the acquisition of Nissens, with legacy business up 3.5%.
Temperature Control sales increased 5.5%, with adjusted EBITDA margin rising to 16.1% due to higher sales volumes and improved operating expenses.
Vehicle Control segment sales rose 6.9% with adjusted EBITDA margin improving to 10.7%, driven by higher sales and lower factoring expenses despite tariff cost pressures.
Year-to-date sales increased 25.8%, or 4.1% excluding Nissens, with adjusted EBITDA margin up 250 basis points and non-GAAP diluted EPS up 47.9%.

CENT

Consumer

Adjusted EBITDA increased by $11 million to $167 million overall, with segment EBITDA improvements in Garden and declines in Pet.
Cash provided by operations was $265 million, with inventory reduced by $67 million and share repurchases of $55 million during the quarter.
GAAP EPS increased 28% to $1.52, and non-GAAP EPS rose 18% to $1.56, both record Q3 results.
Garden segment sales declined 4%, impacted by exit of two product lines and adverse weather, but showed margin expansion and strong category growth.
Gross profit increased 5% to $332 million, with gross margin expanding by 280 basis points to 34.6%.
Net sales for Q3 2025 were $961 million, down 4% year-over-year.
Non-GAAP operating income rose 9% to $139 million, with operating margin expanding by 170 basis points to 14.5%.
Pet segment sales declined 3%, driven by exit of lower margin durable products; consumables now represent 82% of Pet sales.

KAR

Consumer

Adjusted EBITDA increased by 21% to $87 million, with a margin expansion of 190 basis points to 18%.
Adjusted free cash flow for the quarter was $87 million, representing a 100% conversion rate, with a trailing 12-month conversion rate of 91% versus 66% in 2024.
Finance segment average managed receivables increased 4% to $2.3 billion, with adjusted EBITDA up 9% to $42 million.
Loan loss provision remained stable at 1.5%, 60 basis points lower than the prior year.
Marketplace adjusted EBITDA grew 36% to $45 million, with margin expansion of 220 basis points to 12%.
Marketplace segment revenue grew with a 10% increase in GMV to $7.5 billion, driven by 32% growth in dealer GMV and flat commercial GMV.
OPENLANE reported consolidated revenues of $482 million in Q2 2025, representing 9% year-over-year growth.
Share repurchases totaled approximately 1.3 million shares for $31 million under an increased program through 2026.
The company used $210 million of cash to pay off senior notes, resulting in a net debt position of zero at quarter-end.

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