Dafinchi AI

RSG

Industrial

Adjusted earnings per share were $1.77 for the quarter.
Adjusted EBITDA margin expanded by 100 basis points to 32.1%.
Average yield on total revenue was 4.1%, and average yield on related revenue was 5%.
Combined tax rate and equity investment impacts resulted in an equivalent tax rate of 23.3% during the quarter.
Environmental Solutions revenue declined, causing a 90 basis point headwind to total company revenue, but maintained flat EBITDA margin compared to prior year.
Organic volume increased 20 basis points, driven by special waste and C&D landfill activity related to hurricane and wildfire recovery efforts.
Republic Services delivered second quarter revenue growth of 4.6% and adjusted EBITDA growth of 8%.
Total debt was $13.1 billion with total liquidity of $3 billion and a leverage ratio of approximately 2.5x.
Year-to-date adjusted free cash flow was $1.42 billion.

VMI

Industrial

Adjusted EPS declined slightly to $4.88 due to lower international infrastructure profitability.
Agriculture segment sales increased 2.7% to $289.4 million, with international sales up 22% led by EMEA and Brazil.
Capital allocation included $32 million in growth CapEx, $13.6 million dividends, and $100 million share repurchases at $279.35 average price.
GAAP operating income was $29.3 million or 2.8% of net sales, with adjusted operating income at $141.4 million or 13.5%.
Gross profit margin was 30.6%, slightly below prior year due to lower international infrastructure profitability.
Infrastructure segment sales were $765.5 million, stable year over year, with utility sales up 5.4% and telecom sales up over 40%.
Net sales for Q2 2025 were $1.05 billion, a 1% increase year over year, driven by utility, telecom, and international agriculture growth.
Operating cash flow was strong at $167.6 million, with net working capital days reduced below 90.
The company ended the quarter with $208.5 million cash, no borrowings, and net debt leverage below one time.

MATW

Industrial

Brand Solutions segment sales dropped to $57.7 million from $133.4 million due to the SGK divestiture, with adjusted EBITDA decreasing to $5 million from $16.1 million.
Consolidated adjusted EBITDA was $44.6 million, relatively flat compared to $44.7 million last year, despite the SGK divestiture.
Consolidated sales for Q3 fiscal 2025 were $349 million, down from $428 million a year ago, primarily due to the divestiture of SGK.
Debt was reduced by $120 million during the quarter to $702 million, aided by proceeds from the SGK sale.
Industrial Technologies segment sales declined to $87.9 million from $91.7 million, but adjusted EBITDA improved to $9 million from $4.2 million due to cost reductions and higher warehouse automation sales.
Memorialization segment sales increased slightly to $203.7 million with adjusted EBITDA rising to $42.8 million from $38.7 million last year.
Net income increased to $15.4 million or $0.49 per share from $1.8 million or $0.06 per share a year ago, driven by a gain on the SGK divestiture.

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