Dafinchi AI

HWM

Industrial

Earnings per share increased 36% year-over-year to $0.91.
EBITDA was $589 million with margins at 28.7%, up 300 basis points year-over-year.
Engineered Structures revenue grew 5% with EBITDA margin improving 690 basis points to 21.4%.
Engine Products revenue broke $1 billion with 13% growth and EBITDA margin at a record 33%.
Fastening Systems revenue increased 9% with EBITDA margin at 29.2%, despite tariff recovery delays.
Forged Wheels revenue was down slightly with volume down 11%, but EBITDA margin held steady at 27.5%.
Forged Wheels segment margin was 27.5%, Structure segment margin was 21.4%, and Howmet incrementals were above 60% year-over-year.
Free cash flow was strong at $344 million, enabling $175 million in share repurchases and $76 million in debt repayment.
Revenue growth increased 9% year-over-year to $2.53 billion, exceeding the high end of guidance.

ROK

Industrial

Adjusted EPS of $2.82 exceeded expectations, driven by higher volume and strong cost reduction efforts.
Free cash flow was $489 million, a $251 million increase from the prior year, with a conversion rate of 153% in Q3.
Intelligent Devices segment sales were flat year-over-year with a 1% organic increase, while Software & Control grew 22%.
Lifecycle Services sales declined 6% year-over-year but maintained a book-to-bill above 1.0.
Rockwell Automation reported Q3 fiscal 2025 sales growth of 5% year-over-year, with organic sales up over 4%.
Segment margin was 21.2%, above guidance, supported by productivity programs and price realization.

Industrial

Comparable earnings per share from continuing operations were $3.32 in the second quarter, up 11% from $3 in the prior year.
Dedicated operating revenue decreased 3% due to lower fleet count, but earnings before tax (EBT) increased 1% due to acquisition synergies and prior year integration cost benefits.
Fleet Management Solutions operating revenue increased 1%, driven by ChoiceLease revenue up 2%, but pretax earnings declined due to weaker freight market conditions and increased used vehicle wholesale volumes.
Operating revenue for the second quarter was $2.6 billion, up 2% year-over-year, primarily reflecting contractual revenue growth in Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS).
Return on equity (ROE) was 17% for the trailing 12-month period, in line with expectations during a freight cycle downturn.
Ryder delivered its third consecutive quarter of double-digit earnings per share growth with second quarter results above expectations, driven by outperformance in the Supply Chain segment.
Supply Chain operating revenue increased 3%, with earnings up 16% reflecting new business, higher volumes, pricing, and operational improvements.
Used vehicle sales pricing declined 17% year-over-year for tractors and trucks, with increased wholesale volumes to manage aged inventory impacting results.
Year-to-date free cash flow increased to $461 million from $71 million in the prior year, reflecting lower working capital needs and reduced capital expenditures.

GPK

Industrial

Capital expenditures for 2025 are estimated at $850 million, up from prior guidance, mainly due to higher labor and permitting costs on the Waco recycled paperboard project.
Inflation and inventory management decisions negatively impacted margins, with a $64 million EBITDA reduction from lower prices, input cost inflation, labor and benefits inflation, and the Augusta divestiture.
Inflation moderated in Q2 with lower resin, recovered fiber, and logistics costs compared to Q1. Foreign exchange provided an $11 million tailwind.
In Q2 2025, Graphic Packaging reported sales of $2.2 billion and adjusted EBITDA of $336 million with a margin of 15.3%. Adjusted EPS was $0.42.
Inventory reduction efforts removed 50,000 tons (12%) of inventory, though FX effects offset balance sheet inventory declines.
Share repurchases totaled 1.6% of outstanding shares at an average price of $22.26, with $1.75 billion available under repurchase authorizations.
Volumes in the Americas were modestly better than expected, driven by beverage promotions and targeted food and foodservice promotions.

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