Dafinchi AI

HNI Corporation

HNI

Industrial

2w

Significant 41% YoY Increase in Non-GAAP EPS Driven by Volume Growth and Profitability Improvements

Non-GAAP earnings per share of $1.11 for Q2 2025, up 41% YoY, exceeding internal expectations.
Strong volume growth across segments was a primary driver of earnings upside.
Record-high EBIT margin of 11%, expanded by 200 basis points YoY, driven by volume, profit transformation, and KII synergies.

XMTR

Industrial

1w

AI-Driven Marketplace Margin Expansion and Technological Advancements

Marketplace gross margin reached a record 35.4% in Q2, up 190 basis points year-over-year, driven by AI-powered pricing and selection algorithms.
Overall company gross margin hit a record 40.1%, reflecting continuous improvements in AI technology and data utilization.
The company has increased its AI deployment, including new features like automated extraction from technical drawings and natural language search on Thomasnet.
These technological enhancements are central to driving operating leverage and expanding gross margins, with ongoing product rollouts planned for the second half of 2025.

Schneider National, Inc.

SNDR

Industrial

1w

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.

NOV

Industrial

2w

Financial Performance Summary

Adjusted EBITDA was $252 million or 11.5% of sales.
Dividends paid year-to-date were $135 million, with total shareholder returns of $602 million combined with buybacks.
Energy Equipment segment revenue grew 5% sequentially but margins declined due to unfavorable mix; it delivered its 12th straight quarter of year-over-year margin expansion.
Energy Products and Services segment revenue grew 3% sequentially but declined 2% year-over-year; adjusted EBITDA declined $38 million to $146 million or 14.2% of sales.
For Q2 2025, NOV reported revenues of $2.2 billion, up 4% sequentially and down 1% year-over-year.
Free cash flow generated was $108 million in Q2, with 83% EBITDA to free cash flow conversion over the last 12 months.
Net income was $108 million or $0.29 per fully diluted share.
Share repurchases totaled 10.9 million shares for $150 million in Q2; total repurchases since Q2 2024 are approximately 25 million shares.
Tariff expense was approximately $11 million in Q2, expected to rise to $20-$25 million in Q3 and $25-$30 million in Q4.
Working capital improved by 300 basis points year-over-year as a percentage of revenue.

Element Solutions Inc

ESI

Industrial

1w

Financial Performance Summary

Adjusted EBITDA margin declined roughly 40 basis points year-over-year in constant currency, impacted by higher pass-through metal prices.
Adjusted EBITDA was $136 million, exceeding guidance of $120 million to $125 million.
Electronics segment showed 9% organic growth, broad-based across verticals.
Excluding pass-through metal sales, adjusted EBITDA margin improved by 30 basis points year-over-year.
Generated $59 million of adjusted free cash flow in Q2, with $18 million CapEx focused on growth investments.
Industrial & Specialty segment showed 10% adjusted EBITDA growth excluding graphics divestiture impact.
Net leverage ratio was 2.1x at quarter end, with no debt maturities until 2028.
Organic sales grew 6% in Q2 2025, with adjusted EBITDA increasing 7% excluding the graphics business divestiture.
Repurchased approximately 1 million shares at an average price of $20.45 early in the quarter.

Stanley Black & Decker, Inc.

SWK

Industrial

2w

Financial Performance Summary

Adjusted earnings per share was $1.08, inclusive of a discrete tax benefit.
Adjusted EBITDA margin was 8.1%, down 260 basis points versus prior year, reflecting gross margin changes and growth investments.
Adjusted gross margin rate was 27.5%, down due to a 3-point impact from tariffs and lower volume, partially offset by supply chain efficiencies and price actions.
Adjusted segment margin for Tools & Outdoor was 8%, down 240 basis points due to tariffs, lower volume, and growth investments.
Engineered Fastening adjusted segment margin was 10.8%, down due to softness in automotive fasteners.
Engineered Fastening segment revenue was down 2% reported and 1% organically, with aerospace growing over 20% organically.
Second quarter 2025 revenue was $3.9 billion, down 2% versus the previous year and down 3% organically.
Second quarter free cash flow was $135 million, strong despite operational impacts from trade policies.
The quarter was impacted by a slow outdoor buying season and shipment disruptions related to tariffs.
Tools & Outdoor segment revenue was approximately $3.5 billion, down 2% year-over-year and 3% organically.

Jacobs Engineering Group Inc.

J

Industrial

1w

Financial Performance Summary

Adjusted EBITDA increased more than 13% year-over-year to $314 million with an adjusted EBITDA margin of 14.1%, up 80 basis points from last year.
Backlog grew 14% year-over-year to a record $22.7 billion, with a trailing 12-month book-to-bill ratio of 1.2x.
Free cash flow for Q3 was $271 million, in line with expectations, and the company repurchased $101 million in shares during the quarter.
Jacobs delivered strong Q3 2025 results with adjusted EPS growing 25% to $1.62, supported by 7% net revenue growth and significant margin expansion.
Jacobs returned $927 million to shareholders through dividends and share repurchases over the first three quarters of fiscal 2025.
PA Consulting achieved double-digit revenue growth of 15% and operating profit growth of 15%, with a 22% operating margin.
The company ended Q3 at the low end of its 1.0x to 1.5x net leverage target, maintaining a strong balance sheet.

Honeywell International Inc.

HON

Industrial

2w

Financial Performance Summary

Adjusted earnings per share were $2.75, up 10% year-over-year; reported EPS was $2.45, up 4%.
Backlog grew 10% organically to a record $36.6 billion.
Capital deployment included $2.2 billion for Sundyne acquisition and $2.4 billion returned to shareholders via buybacks and dividends.
Free cash flow was $1 billion, down roughly $100 million due to tariff-related cost inflation and increased capital spending.
Honeywell delivered solid second quarter results, meeting or exceeding all financial commitments amid global economic changes.
Orders increased 6% year-over-year to $10.5 billion, led by Aerospace with strong double-digit order growth.
Organic sales grew 5% in Q2, with 3 out of 4 segments above this level; Defense and Space and UOP led with double-digit growth.
Segment profit expanded 8% year-over-year, with segment margin nearly flat and within guidance range.