Dafinchi AI

PANW

Technology

Diluted non-GAAP EPS was $0.95, ahead of guidance.
Free cash flow margin was 38% for the third consecutive year, with $3.5 billion free cash flow generated in FY25.
Next-Generation Security ARR reached $5.58 billion, up 32% year-over-year, with net new ARR up 12%.
Operating margins expanded by 340 basis points to above 30% for the first time in company history.
Product revenue grew 19%, driven by software form factors, while services revenue grew 15%, with subscription revenue up 17%.
RPO grew 24% year-over-year to $15.8 billion, the highest growth in 7 quarters.
Software firewalls and SASE showed strong ARR growth, with software ARR up nearly 20% year-over-year.
Total revenue for Q4 FY25 was $2.54 billion, growing 16% year-over-year, exceeding the high end of guided range.

LAMR

Technology

Adjusted EBITDA increased by 2% on an acquisition-adjusted basis, with margins slightly improving compared to Q2 2024.
Adjusted funds from operations (AFFO) rose 5.5% to $225.3 million, with diluted AFFO per share increasing 6.7% to $2.22.
Billboard operations showed low single-digit growth, while airport and logos divisions outpaced with 11.7% and 6.1% revenue growth respectively.
Lamar reported acquisition-adjusted revenue growth of 1.9% in Q2 2025, marking the 17th consecutive quarter of growth.
Total CapEx for Q2 was $38.2 million, with $13.3 million allocated to maintenance; full year CapEx guidance is $180 million.

MANH

Technology

Adjusted EPS was $1.31, up 11%, and GAAP EPS was $0.93, up 9%.
Cloud revenue grew 22% to $100 million, driving top-line outperformance and earnings leverage.
Deferred revenue increased 16% to $300 million, and the company ended the quarter with $231 million in cash and zero debt.
Manhattan Associates delivered better-than-expected Q2 2025 results with total revenue of $272 million, up 3% year-over-year.
Operating cash flow increased 1% to $74 million, with year-to-date operating cash flow up 17% to $149 million.
Remaining performance highlights include RPO increasing 26% year-over-year to $2.01 billion, adjusted operating profit of $101 million with a 37.1% margin, up 210 basis points year-over-year.
Services revenue declined 6% to $129 million, reflecting customer budget constraints and timing shifts.
The company repurchased $50 million in shares during the quarter, totaling $150 million year-to-date, with a replenished $100 million share repurchase authority approved by the Board.

Technology

Adjusted earnings per share were $0.87, up $0.09 sequentially but down $0.05 year-over-year due to divestitures.
Adjusted operating income was about $179 million, representing a 19.0% margin, including $12 million of tariff pass-through revenues which diluted margins by 20 basis points.
Adjusted operating margins improved 70 basis points sequentially from Q1 2025 and were flat year-over-year excluding tariff impacts.
Corporate and other adjusted operating expenses increased by $4 million year-over-year, mainly due to higher variable compensation.
Free cash flow was $116 million, a 17% increase year-over-year, with a 91% cash conversion rate, up 17 percentage points from Q1 2025 and 20 points from Q2 2024.
Performance Sensing revenue declined 10% year-over-year to $652 million due to divestitures and lower on-road truck production, but margins expanded 20 basis points to 22.5%.
Sensata reported Q2 2025 revenue of approximately $943 million, down from $1.036 billion in Q2 2024, primarily due to divestitures but up $32 million sequentially from Q1 2025.
Sensing Solutions revenue grew 9% year-over-year to $291 million, driven by industrials and aerospace growth, with margin expansion of 50 basis points to 30.2%.

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