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Lennar Corporation

LEN

2025 Q3

Industrial

Operational Excellence and Technology-Enabled Manufacturing Approach

Lenar has achieved a 14% year-over-year reduction in cycle time, now at 126 days, the lowest in company history.
The company’s manufacturing approach emphasizes real-time data, efficient scheduling, and quality assurance to improve home quality and reduce costs.
Cost reductions in construction have been achieved in 10 of the last 11 quarters, with an average decrease of $1.50 per square foot.
Land development costs are being negotiated downward through volume-based strategies and phased takedowns.
The focus on efficiency and technology is aimed at creating a durable, cost-effective, and scalable homebuilding ecosystem.

Core & Main, Inc.

CNM

2025 Q2

Industrial

Financial Performance Summary

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.

Cintas Corporation

CTAS

2026 Q1

Industrial

Strategic Investment in Technology to Enhance Customer and Employee Success

Cintas continues to invest heavily in technology to improve customer experience and employee productivity, including AI and analytics tools.
The company has built a strong SAP foundation to leverage for future technological advancements.
Investments focus on making it easier for customers to manage their accounts and for employees to serve customers more effectively.
Ongoing technology initiatives aim to eliminate administrative tasks and optimize sales and service processes.

KB Home

KBH

2025 Q3

Industrial

Financial Performance Summary

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.

KB Home

KBH

2025 Q3

Industrial

Adjusted Housing Gross Profit Margin Beat

18.9%

Adjusted housing gross profit margin exceeded the high end of guidance, driven by strong cost management despite pricing pressure and higher land costs.

Worthington Industries, Inc.

WOR

2026 Q1

Industrial

Sustainability and Safety Leadership as Differentiators in Business Growth

Worthington published its second sustainability report, highlighting safety performance with incident rates 40% lower than industry peers.
The company renamed its safety culture to LiveSafe, focusing on proactive mindsets and actions to ensure team well-being.
Safety and sustainability initiatives are integrated into the company's growth strategy, supporting employee engagement and customer trust.
Worthington's safety culture and sustainability efforts are seen as key differentiators that attract talent and foster innovation.
Management expressed pride in outperforming industry benchmarks and leveraging safety and sustainability as competitive advantages.

Worthington Industries, Inc.

WOR

2026 Q1

Industrial

Financial Performance Summary

Adjusted EBITDA rose 34% year-over-year to $65 million with a margin of 21.4%, up from 18.8%.
Building Products sales surged 32% to $185 million, driven by volume growth and Elgen contribution.
Consumer Products sales grew 1% to $119 million but adjusted EBITDA declined due to tariffs and lower volumes.
Free cash flow was $28 million for the quarter, with a 94% free cash flow conversion rate on adjusted net earnings over trailing 12 months.
GAAP earnings per share were $0.70, up from $0.48, with adjusted EPS at $0.74 excluding restructuring charges.
Gross margin expanded to 27.1% from 24.3% last year despite a $2.2 million purchase accounting charge.
Leverage remains low with net debt to trailing adjusted EBITDA ratio at approximately 0.5x.
Q1 sales increased 18% year-over-year to $304 million, including $21 million from Elgen acquisition.

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