Dafinchi AI

Industrial

20h

Adjusted net income was $8.4 million or $0.34 per diluted share, compared to $9.7 million or $0.38 last year.
Adjusted operating income was $19.6 million or 5.2% of sales, slightly below prior year’s 5.3%.
Automotive sales declined 13% year-over-year to $184 million, impacted by loss of electronic braking program in Reynosa.
Cash generated from operations was $78.1 million in Q4, marking the sixth consecutive quarter of positive cash flow.
Gross margin in Q4 was 8%, down 50 basis points from prior year but showing sequential improvement.
Industrial sales decreased 12% year-over-year excluding AT&M, with some stability in climate control systems.
Medical segment sales grew 5% year-over-year to $107 million, representing 28% of total revenue.
Q4 net sales were $381 million, down 8% year-over-year excluding divested AT&M business.

ENVX

Industrial

Board authorized a $60 million share buyback program, with no purchases made yet.
Cash balance at end of Q2 was $203.4 million after acquisition payments and capital expenditures related to Fab2.
Net loss per share was $0.13, improved from guidance range of $0.15 to $0.21.
Non-GAAP gross margin reached 31%, driven by higher margin defense products from the Korean factory.
Operating expenses were $28.8 million for the quarter, down 5% year-over-year.
Q2 revenue was $7.5 million, exceeding guidance range of $4.5 million to $6.5 million and up 98% year-over-year.

Industrial

Adjusted EBITDA reached $703 million with a margin of 26%, marking the 20th consecutive quarter with adjusted EBITDA margins at or above 20%.
Capital additions increased to $198 million, up $41 million from the prior year, reflecting investments in capacity expansion and modernization.
Debt-to-EBITDA ratio stood at 2.1x, within the targeted range of 2 to 3x.
Earnings per diluted share were $4.21, reflecting strong earnings and ongoing share repurchase activity.
Free cash flow was $129 million, down from $336 million in the prior year quarter due to working capital timing and higher capital expenditures.
Owens Corning reported a 10% revenue increase year-over-year in Q2 2025, driven by the addition of the Doors business and strong commercial execution.
Returned $279 million to shareholders in Q2 through $220 million in share repurchases and $59 million in dividends.

Industrial

Blue Point project cost is expected to be $3.7 billion, with CF's portion and common facilities totaling about $2 billion over the next 4 years.
CF Industries reported adjusted EBITDA of $1.4 billion for the first half of 2025 and $760 million for Q2 2025.
EBITDA and free cash flow expected to increase by over $100 million annually starting Q3 due to Donaldsonville CCS project tax incentives and product premiums.
Net earnings attributable to common stockholders were $698 million for the first half and $386 million for Q2 2025, with diluted EPS of $4.20 and $2.37 respectively.
Returned approximately $280 million to shareholders in Q2 2025, including $202 million for repurchasing 2.8 million shares.
Trailing 12-month net cash from operations was $2.5 billion and free cash flow was $1.7 billion, including a net benefit from the Blue Point joint venture.

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