Dafinchi AI

Regal Rexnord Corporation

RRX

Industrial

1w

Financial Performance Summary

Adjusted earnings per share rose 8.3% to $2.48.
Adjusted EBITDA margin was 22%, down 20 basis points excluding Industrial Systems.
Adjusted gross margin was 38.2%, up 10 basis points excluding Industrial Systems, aided by $17 million in cost synergies.
Free cash flow was $493 million, including $368.5 million from an accounts receivable securitization program used to pay down higher cost debt.
Regal Rexnord reported second quarter 2025 sales down 1.2% organically, in line with expectations, with headwinds from project timing in metals and mining and rare earth magnet availability.

RBC Bearings Incorporated

RBC

Industrial

1w

Financial Performance Summary

Adjusted EBITDA was $141.5 million or 32.5%, a 5.6% increase year-over-year.
Aerospace and Defense sales grew 10.4% year-over-year, with commercial aerospace up 9.6% and defense up 11.9%.
Consolidated gross margin was 44.8% versus 45.3% last year, with adjusted diluted EPS of $2.84 versus $2.54 per share.
First quarter sales were $436 million, a 7.3% increase over last year, driven by strong Aerospace and Defense and solid industrial performance.
Free cash flow set a new record at $104.3 million with 152% conversion, up from $88.4 million and 144% last year.
Industrial gross margins were 46% (47.1% adjusted), Aerospace and Defense margins were 42.3%.
Industrial segment grew 5.5% year-over-year, with distribution and aftermarket up 10%.
Interest expense was $12.2 million, down 29.1% year-over-year due to debt payments and lower rates.
SG&A costs were $73.9 million or 16.9% of sales, including personnel and IT investments.

ROL

Industrial

3w

Financial Performance Summary

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%.

General Dynamics Corporation

GD

Industrial

3w

Financial Performance Summary

Net debt decreased by $1.2 billion to $7.2 billion, interest expense expected around $330 million for the year.
Net debt decreased by $1.2 billion to $7.2 billion, interest expense increased slightly to $88 million for the quarter.
Operating cash flow was $1.6 billion, free cash flow $1.4 billion, with a cash conversion rate of 138% for the quarter.
Operating cash flow was $1.6 billion with free cash flow of $1.4 billion and a cash conversion rate of 138% for the quarter.
Orders totaled over $28 billion with a book-to-bill ratio of 2.2:1, backlog at a record $103.7 billion, up 14% year-over-year.
Orders totaled over $28 billion with a book-to-bill ratio of 2.2:1, backlog at record $103.7 billion, up 14% year-over-year.
Reported earnings of $3.74 per diluted share on revenue of $13 billion, operating earnings of $1.3 billion, and net income slightly over $1 billion for Q2 2025.
Revenue increased 8.9% year-over-year, operating earnings up almost 13%, net earnings up 12%, and EPS up 14.7%.
Segment highlights: Aerospace revenue $3.06 billion (+4.1%), operating earnings $403 million (+26.3%), Marine revenue $4.22 billion (+22.2%), Combat Systems revenue flat at $2.28 billion, Technologies revenue $3.5 billion (+5.5%).
Year-to-date revenue of $25.3 billion is up 11.3%, operating earnings nearly $2.6 billion up 17.4%, and EPS up 20.5%.

DMC Global Inc.

BOOM

Industrial

1w

Financial Performance Summary

Adjusted EBITDA margins declined year-over-year across segments, with Arcadia at 10.9%, DynaEnergetics at 13.4%, and NobelClad at 16.5%.
Arcadia sales totaled $62 million, down 5% sequentially and 11% year-over-year due to weakness in high-end residential and commercial exterior markets.
DynaEnergetics sales were $66.9 million, up 2% sequentially but down 12% year-over-year, impacted by pricing pressure and weak U.S. unconventional market demand.
NobelClad sales were $26.6 million, down 5% sequentially but up 6% year-over-year, with a declining order backlog due to tariff-related customer hesitancy.
Second quarter adjusted net income attributable to DMC was $2.5 million, with adjusted EPS of $0.12.
Second quarter consolidated sales were $155.5 million, with adjusted EBITDA attributable to DMC at $13.5 million, exceeding guidance.
Total debt was reduced by 17% sequentially to approximately $59 million, improving the balance sheet.