Dafinchi AI

RPM

Industrial

Adjusted EBIT increased 2.9% to a record, supported by volume growth and MAP 2025 initiatives.
All three segments achieved record quarterly sales and adjusted EBIT, with 6% or better growth despite a challenging macro environment.
Consolidated sales increased 7.4% to a record, driven by a balance of organic growth and acquisitions.
First quarter adjusted EPS was a record $1.88, despite higher interest expense from acquisition financing.
Healthcare costs rose significantly, driven by high-cost cases and weight loss drug coverage increases.
Inventory increased due to strategic purchases to mitigate tariffs and support plant consolidations.
SG&A increased due to higher healthcare costs (+$8.8 million), M&A expenses, and growth investments.
Unit volume growth was 4% in Construction Products Group and 8% in Performance Coatings Group.

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.

FUL

Industrial

Adjusted earnings per share rose 12% year on year to $1.26.
Adjusted gross profit margin increased 190 basis points to 32.3%.
EBITDA grew 3% year on year to $171 million, with EBITDA margin expanding 110 basis points to 19.1%.
Net debt to adjusted EBITDA ratio improved from 3.4x to 3.3x sequentially.
Operating cash flow increased 13% year on year, driven by improved profitability.
Organic sales decreased 0.9% in Q3 2025 with positive pricing of 1% offset by a volume decline of 1.9%.
Revenue declined 2.8% year on year, with currency positively impacting by 1% and acquisitions/divestitures negatively impacting by 2.9%.

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.

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