Dafinchi AI

JBHT

Industrial

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.

IRM

Industrial

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.

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