Dafinchi AI

ROL

Industrial

An adjustment of approximately $6 million was made to reserves for legacy auto claim cases, impacting incremental margins.
Cash flow conversion was strong at 119% for the quarter and 125% for the first half of 2025.
Dividends increased 10% year-over-year and represent approximately 45% of operating cash flow in Q2.
GAAP earnings were $0.29 per share; excluding acquisition-related expenses, earnings were $0.30 per share.
Gross margin was 53.8%, one of the highest quarterly gross margins reported despite headwinds from insurance claims and less vehicle gains.
Operating cash flow improved by 21% to $175 million, and free cash flow increased by over 23% to $168 million.
Residential revenues increased 11.6%, commercial pest control rose 11.4%, and termite and ancillary increased by 13.9%.
Rollins delivered strong second quarter results with total revenue growth of 12.1% and organic growth of 7.3%.
Second quarter EBITDA was $230 million, up 9.4%, with adjusted EBITDA at $231 million, up 10%, representing a 23.1% margin.
Second quarter GAAP operating income was $198 million, up 8.7% year-over-year; adjusted operating income was $206 million, up 10.3%.

JLL

Industrial

Adjusted EBITDA grew by 17%, and adjusted EPS increased by 29%, reflecting strong margin expansion and earnings growth.
Capital Markets Services grew 7% overall, with Debt Advisory up 27% and Investment Sales up 9%, supported by resilient debt markets and refinancing activity.
Investment Management experienced lower assets under management compared to the prior year due to dispositions but raised $1 billion in private equity capital in Q2.
JLL reported a 10% increase in consolidated revenue for Q2 2025, marking the fifth consecutive quarter of double-digit revenue growth.
Real Estate Management Services saw high single-digit to low double-digit revenue growth, led by Workplace Management and Project Management.
Software and Technology Solutions showed low double-digit revenue growth but faced reduced spend from some large clients.

RUSHA

Industrial

Aftermarket operations accounted for approximately 63% of total gross profit, with parts, service, and collision center revenues reaching $636.3 million, a 1.4% increase year-over-year.
Board of Directors approved a $0.19 per share cash dividend, a 1% increase over the prior quarterly dividend and the ninth increase since July 2018.
Medium-duty Class 4-7 commercial vehicle sales increased 1% year-over-year with 3,626 units sold in the U.S., representing 6.2% market share.
New Class 8 truck sales in the U.S. were 3,178 units, a 20% year-over-year decrease primarily due to timing of large fleet deliveries in the prior year.
Repurchased $83.9 million of common stock during the quarter and paid $14.5 million in cash dividends.
Rush Truck Leasing achieved record revenues of $93.1 million, up 6.3% year-over-year.
Second quarter revenues were $1.9 billion with net income of $72.4 million or $0.90 per diluted share.
Technician turnover reached a 12-month low and aftermarket revenues reached their highest level in the past 12 months.
Used commercial vehicle sales were flat year-over-year at 1,715 units.

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