Dafinchi AI

SITE

Industrial

Adjusted EBITDA increased 8% to $226.7 million with margin expansion of 60 basis points to 15.5%.
Gross profit increased 4% and gross margin improved by 30 basis points to 36.4%.
Net cash provided by operating activities was $137 million, slightly down from prior year due to higher inventory.
Net debt was $532 million with leverage at 1.3x trailing 12-month adjusted EBITDA, consistent with prior year.
Net income attributable to SiteOne increased 7% to $129 million.
SG&A expenses increased 2% but SG&A as a percentage of net sales decreased 40 basis points to 23.9%, showing strong operating leverage.
Share repurchases totaled approximately 466,000 shares for $54.3 million in Q2, the largest quarter since plan inception.
SiteOne achieved 3% net sales growth in Q2 2025 with flat organic daily sales and 3% growth from acquisitions.
Working capital increased to approximately $1.06 billion due to inventory purchases ahead of tariffs.

NVT

Industrial

Adjusted EPS increased 28% to $0.86, exceeding the high end of guidance.
Adjusted operating income grew 18% year-over-year with a return on sales of nearly 21%.
Electrical Connections segment sales increased 11% to $331 million, with organic sales up 7%.
Free cash flow generated was $74 million in the quarter.
Inflation impact was over $35 million, including approximately $15 million from tariffs, partially offset by price and productivity gains.
nVent delivered record second quarter results with sales up 30% to $963 million and organic sales growth of 9%.
Segment income for Systems Protection was $137 million, up 32%, with a return on sales of 21.7%.

NEM

Industrial

Adjusted EBITDA was $3 billion and adjusted net income was $1.43 per share, including gains from asset sales and mark-to-market equity investments.
Gold all-in sustaining costs for the quarter were $1,593 per ounce on a co-product basis and $1,375 per ounce on a by-product basis, with core managed portfolio costs at $1,276 per ounce by-product.
Newmont ended the quarter with $6.2 billion in cash and reduced debt to $7.4 billion, below the $8 billion target.
Newmont produced 1.5 million ounces of gold and 36,000 tonnes of copper in Q2 2025, in line with full year guidance.
Since the last earnings call, Newmont retired $372 million of debt and returned over $1 billion to shareholders through dividends and share repurchases.
The Board approved an additional $3 billion share repurchase program, doubling total authorization to $6 billion, with $2.8 billion executed to date.
The company generated $2.4 billion of cash flow from operations after working capital and a record quarterly free cash flow of $1.7 billion.

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