Dafinchi AI

KFY

Industrial

Adjusted diluted earnings per share rose 11% year-over-year to $1.31.
Adjusted EBITDA increased by $9 million or 8% year-over-year to $120 million, with margin expansion of 50 basis points to 17%.
Average bill rates increased 9% in Consulting and 4% in Interim year-over-year.
Consolidated fee revenue grew 5% year-over-year to $709 million, marking the second consecutive quarter of positive growth.
Digital subscription and licensed new business grew 10% year-over-year, contributing 39% of total digital new business.
Executive Search fee revenue grew 8% year-over-year, marking the fifth consecutive quarter of growth.
Marquee & Diamond accounts generated nearly 40% of consolidated fee revenue, growing over 7% year-over-year.
Professional search and interim fee revenue increased 10% year-over-year, with interim up 14%.

KBH

Industrial

Adjusted housing gross profit margin of 18.9%, above the high end of guidance but 180 basis points lower year-over-year.
Book value per share increased 11% year-over-year to over $60.
Diluted earnings per share of $1.61, benefiting from a 12% reduction in diluted shares outstanding.
Homebuilding operating income margin of 8.8% excluding inventory-related charges, driven by cost management and operational efficiency.
Repurchased approximately 3.3 million shares for $188 million in Q3, totaling $440 million year-to-date, representing 11% of shares outstanding at start of year.
SG&A expenses held to 10% of housing revenues, a slight increase of 20 basis points from prior year.
Total revenues of $1.62 billion in Q3 2025, exceeding midpoint guidance but down 8% year-over-year.

FUL

Industrial

19.1% EBITDA margin, up 110 basis points year on year

Margin expansion achieved through pricing, raw material cost actions, acquisitions, and cost reductions despite 1.9% volume decline.

AIR

Industrial

Adjusted diluted EPS increased 27% to $1.08 from $0.85 in the prior year quarter.
Adjusted EBITDA increased 18% to $86.7 million, with margins improving to 11.7% from 11.3%.
Adjusted operating income rose 21% to $71.6 million, with operating margin up to 9.7% from 9.1%.
Integrated Solutions sales increased 10% to $185 million, with adjusted operating income up 5%.
Net debt leverage increased slightly to 2.82x due to organic and inorganic investments, including $15 million acquisition of AeroStrat.
Parts Supply segment sales grew 27% to $318 million, with adjusted EBITDA margin rising to 13.8%.
Repair and Engineering sales declined 1% but showed 8% organic growth excluding divestitures, with margin expansion to 11.6%.
Total adjusted sales grew 13% year-over-year to $740 million, with 17% organic sales growth excluding divestitures.

CNM

Industrial

Adjusted diluted EPS rose 13% to $0.87 from $0.77 in the prior year, reflecting higher net income and share repurchases.
Adjusted EBITDA increased 4% to $266 million, but adjusted EBITDA margin declined 40 basis points to 12.7% due to higher SG&A as a percentage of sales.
Gross margin improved to 26.8%, up 10 basis points sequentially and 40 basis points year over year, driven by private label and sourcing initiatives.
Net debt stood at $2.3 billion with a leverage ratio of 2.4x, and total liquidity was $1.1 billion.
Net sales grew nearly 7% to $2.1 billion in Q2 2025, with approximately 5% organic growth and the remainder from acquisitions.
Operating cash flow was $34 million, down from $48 million last year, mainly due to higher working capital investment.
SG&A expenses increased 13% to $302 million, impacted by acquisitions, inflation, and one-time costs.

FDX

Industrial

Adjusted earnings per share (EPS) for Q1 was $3.83, up 6% year-over-year, despite headwinds from reduced international export demand and the expiration of the U.S. Postal Service contract.
Adjusted operating income grew by 7%, with Federal Express Corporation (FEC) showing a 17% increase in adjusted operating income and a 70 basis point margin expansion.
Capital allocation included $500 million in opportunistic stock repurchases and an increased quarterly dividend, with $6.2 billion cash on hand and a healthy balance sheet.
Consolidated revenue increased by 3% year-over-year, driven primarily by strength in U.S. domestic package services.
FedEx Freight revenue remained under pressure due to weakness in the industrial economy, with adjusted operating income declining by over $70 million and margin contracting by 250 basis points.
Pension cash contributions were reduced to up to $400 million for fiscal 2026, down from prior forecast of $600 million.
Q1 capital expenditures were $623 million, focused on Network 2.0 facility enhancements and fleet maintenance.
Transformation-related savings of $200 million were achieved in Q1, contributing to improved profitability.

Earnings Feed