Dafinchi AI

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.

J.B. Hunt Transport Services, Inc.

JBHT

Industrial

4w

Financial Performance Summary

Brokerage business is making progress but still requires cost structure adjustments.
Dedicated segment showed strong results despite challenging freight environment, with net fleet growth expected in second half of 2025.
Diluted earnings per share declined less than 1% year over year.
Free cash flow generated in the quarter exceeded $225 million.
Inflationary pressures in wages, insurance, and equipment costs weighed on margins.
Intermodal volumes grew 6% year over year with strong Eastern network growth of 15%.
Operating expenses increased by $8 million year over year, driven largely by insurance and medical claims costs.
Operating income decreased by 4% compared to the prior year quarter.
Second quarter revenue was flat year over year on a consolidated GAAP basis.

Montrose Environmental Group, Inc.

MEG

Industrial

5d

Financial Performance Summary

Consolidated adjusted EBITDA grew nearly 70% to $39.6 million with a margin of 16.9%, a 340 basis point improvement over the prior year.
GAAP net income was positive at $18.4 million or $0.42 per diluted share, compared to a net loss in the prior year period.
Leverage ratio improved to 2.5x at quarter end and pro forma leverage after preferred stock redemption is 2.99x.
Montrose Environmental reported record Q2 2025 revenue of $234.5 million, a 35.3% increase year-over-year, driven by organic growth, environmental emergency response revenue, and acquisitions.
Operating cash flow improved by $48.5 million year-over-year to $27.4 million in the first half of 2025, with free cash flow increasing by $63.1 million to $16.7 million.
Year-to-date revenue increased 25.5% to $412.4 million, and adjusted EBITDA rose 46% to $58.6 million with a 14.2% margin.

JELD-WEN Holding, Inc.

JELD

Industrial

1w

Financial Performance Summary

Adjusted EBITDA was $39 million, a $46 million decrease from the prior year, with a margin of 4.7%, impacted by lower volumes, unfavorable mix, and cost pressures.
Europe segment revenue decreased 2.7% to $268 million with adjusted EBITDA of $17 million, down $3 million year-over-year.
Free cash flow was negligible compared to $12 million in Q2 2024, driven by lower EBITDA despite positive working capital generation.
JELD-WEN reported Q2 2025 revenue of $824 million, down 16% year-over-year, primarily due to a 14% volume decline and the court-ordered divestiture of the Towanda operation.
Net debt leverage ratio increased to 5.7x due to lower sales volume and EBITDA, exceeding the targeted range.
North America segment revenue declined 22% to $556 million with adjusted EBITDA falling to $35 million from $76 million last year.