Dafinchi AI

Hillman Solutions Corp.

HLMN

Industrial

1w

Hillman Raises 2025 Guidance on Strong H1 Performance

Hillman now expects full year 2025 net sales between $1.535 billion and $1.575 billion, midpoint $1.555 billion, up from previous guidance.
Guidance reflects 5.6% to 7% growth over 2024.
Adjusted EBITDA guidance increased to $265 million to $275 million, midpoint $270 million, representing 11.7% growth.
Management attributes the raise to strong execution, resilient demand, and better clarity on tariff impacts.

American Axle & Manufacturing Holdings, Inc.

AXL

Industrial

6d

Financial Performance Summary

Adjusted earnings per share were $0.21, compared to $0.19 in the prior year quarter.
Adjusted EBITDA was $202 million, representing a 13.2% margin, up 40 basis points year-over-year despite lower sales.
AXL reported Q2 2025 sales of $1.54 billion, down from $1.63 billion in Q2 2024, primarily due to lower volumes.
Net debt stood at $2.0 billion with a net leverage ratio of 2.8x and total liquidity over $1.5 billion.
Net income was $39.3 million or $0.32 per share, up from $18.2 million or $0.15 per share in Q2 2024.
Operating cash flow was $91.9 million, with adjusted free cash flow of approximately $49 million.

MP Materials Corp.

MP

Industrial

1w

Financial Performance Summary

Adjusted diluted EPS improved compared to last year, supported by EBITDA gains but partially offset by lower interest income and higher depreciation.
Adjusted EBITDA improved year-over-year due to higher sales volumes and lower production costs, including $8.3 million in lower inventory reserves.
Second quarter revenue increased 84% year-over-year, driven by ramp-up in sales of magnet precursor products and record NdPr oxide production at Mountain Pass.
Sequentially, adjusted EBITDA declined due to reduced sales of REO concentrate following strategic decision to stockpile excess production.

AMCR

Industrial

1d

Financial Performance Summary

Adjusted EBIT for Global Flexible Packaging Solutions was $450 million, up 11% on a constant currency basis.
Adjusted EBIT for Global Rigid Packaging Solutions was $204 million, up 173% on a constant currency basis, driven by Berry earnings.
Annual adjusted free cash flow was $926 million, within guidance range.
Capital expenditures increased to $580 million, primarily due to Berry acquisition.
Combined volume performance for legacy businesses was 1.7% lower year-over-year, below expectations of flat volumes.
Leverage ratio was 3.5x at quarter end, expected to reduce to 3.1-3.2x within 12 months.
North American beverage business earnings declined due to operational challenges and lower volumes.
Q4 net sales and EBITDA increased significantly due to 2 months contribution from Berry acquisition.

Iron Mountain Incorporated

IRM

Industrial

1w

Financial Performance Summary

Adjusted EBITDA grew 15% to $628 million, setting an all-time quarterly record with a margin of 36.7%, up 120 basis points.
AFFO increased 15% to $370 million, with AFFO per share rising 15% to $1.24.
Asset Life Cycle Management (ALM) revenue surged 70% to $153 million, including 42% organic growth.
Data Center revenue increased 24% to $189 million with 26% organic storage rental growth and adjusted EBITDA up 46%.
Global RIM business achieved record revenue of $1.32 billion, driven by revenue management and digital solutions.
Iron Mountain delivered record financial performance in Q2 2025 with revenue of $1.7 billion, up 12% year-over-year.