Dafinchi AI

INGR

Industrial

Adjusted operating income reached $273 million, the highest for Q2 in company history.
Performance driven by strong segment growth, operational efficiencies, and raw material procurement improvements.

AIT

Industrial

19h

EPS for Q4 was $2.80, up 5.9% year-over-year and beating guidance by nearly 5%.
Fiscal 2025 achieved record sales, EBITDA, and EPS with full year EPS growth of 4%, exceeding high-end guidance.
Fourth quarter sales increased 5.5% year-over-year, with organic daily sales up 0.2%, reversing prior declines.
Free cash flow reached a record $465 million, up 34% year-over-year, supporting $560 million in capital deployment including acquisitions and share buybacks.
Gross margins expanded nearly 50 basis points, surpassing 30% for the first time in company history.
Net leverage ended at 0.3x EBITDA, slightly higher than prior year but stable.
Reported EBITDA margin declined 73 basis points year-over-year to 12.5%, impacted by higher AR provisioning and LIFO expense.
Service Center segment sales declined 0.4% organically, while Engineered Solutions segment sales grew 1.8% organically.

VMI

Industrial

Adjusted EPS declined slightly to $4.88 due to lower international infrastructure profitability.
Agriculture segment sales increased 2.7% to $289.4 million, with international sales up 22% led by EMEA and Brazil.
Capital allocation included $32 million in growth CapEx, $13.6 million dividends, and $100 million share repurchases at $279.35 average price.
GAAP operating income was $29.3 million or 2.8% of net sales, with adjusted operating income at $141.4 million or 13.5%.
Gross profit margin was 30.6%, slightly below prior year due to lower international infrastructure profitability.
Infrastructure segment sales were $765.5 million, stable year over year, with utility sales up 5.4% and telecom sales up over 40%.
Net sales for Q2 2025 were $1.05 billion, a 1% increase year over year, driven by utility, telecom, and international agriculture growth.
Operating cash flow was strong at $167.6 million, with net working capital days reduced below 90.
The company ended the quarter with $208.5 million cash, no borrowings, and net debt leverage below one time.

DEA

Industrial

Balance sheet remains strong with $122 million revolver capacity and expected $115 million liquidity inflow later in the year.
Cash available for distribution was $29.3 million.
Core FFO per share increased 3% year-over-year to $0.74.
Easterly reported net income per share of $0.09 on a fully diluted basis for Q2 2025.
Leverage ratio remains within target range of 6.5 to 7.5x.
The company exceeded consensus expectations for the quarter.

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