ADI segment achieved 33% reported net revenue growth and 10% organic growth, with gross margin up 280 basis points to 22.2%.
Adjusted EBITDA reached a record $210 million, up 20% year-over-year, exceeding the high end of the outlook range.
Adjusted EPS was $0.66, above the high end of the outlook and up from $0.62 in the prior year period.
Gross margin expanded by 120 basis points to 29.3%, driven by margin-accretive activities at ADI and operational efficiencies at Products & Solutions (P&S).
P&S segment delivered 6% net revenue growth and 5% organic growth, with gross margin expanding 160 basis points to 42.9%.
Resideo reported record net revenue of $1.94 billion in Q2 2025, up 22% year-over-year and 8% on an organic basis excluding Snap One acquisition and currency impacts.
Capital expenditures totaled $954 million in Q2, with a full-year CapEx guidance of approximately $3 billion.
Debt to capital ratio was approximately 24% with $2.5 billion in cash at quarter end; next major debt maturity is in 2027.
Nucor generated EBITDA of approximately $1.3 billion and earned $2.60 per diluted share in Q2 2025, a significant improvement over Q1 results.
Raw materials segment pretax earnings were approximately $57 million, a 95% increase over Q1.
Returned $329 million to shareholders in Q2 via dividends and buybacks, totaling $758 million for the first half of 2025.
Second quarter net earnings were $603 million or $2.60 per share, at the midpoint of guidance, compared to $0.77 adjusted EPS in Q1 and $2.68 EPS in Q2 2024.
Steel mills segment pretax earnings were $843 million, more than triple Q1, driven by higher average selling prices and stable volumes.
Steel Products segment pretax earnings were $392 million, up 28% over Q1, marking the best quarter since Q2 2024.
Dafinchi