Dafinchi AI

SKY

Industrial

Adjusted EBITDA grew 26% to $94 million, with margin expanding to 13.4% from 11.9% in the prior year period.
Gross profit rose 16% to $190 million with gross margin expanding 90 basis points to 27.1%, aided by higher average selling prices and favorable product mix.
Manufacturing backlog decreased 12% sequentially to $302 million with an average backlog lead time of 7 weeks, within the target range.
Net income attributable to Champion Homes increased by $19 million to $65 million, with earnings per diluted share rising to $1.13 from $0.79 year-over-year.
Net sales increased 12% year-over-year to $701 million in Q1 fiscal 2026, driven by a 7% increase in homes sold in the U.S. and a 50% increase in homes sold in Canada.
SG&A expenses increased slightly due to higher variable compensation and acquisition-related costs but were partially offset by nonrecurring expenses from the prior year.

DXPE

Industrial

Adjusted EBITDA was $57.3 million with a margin of 11.5%, marking a new record high.
Diluted earnings per share were $1.43, up from $1.00 in Q2 2024.
DXP reported Q2 2025 sales of $498.7 million, up 11.9% year-over-year and 4.7% sequentially.
Free cash flow was $8.3 million, up from $5.9 million in Q2 2024.
Gross profit margins improved by 72 basis points year-over-year.
Return on invested capital (ROIC) was 34.6%, well above the cost of capital.
SG&A expenses increased in absolute terms but decreased as a percentage of sales by 12 basis points year-over-year.

MTW

Industrial

Cash used in operating activities was $68 million, including the EPA payment; capital expenditures were $6 million.
GAAP diluted EPS was $0.04; adjusted diluted EPS was $0.08, down $0.17 year-over-year.
Net leverage ratio increased to approximately 4x, with a target to reduce below 3x by year-end.
Net working capital rose to $580 million, including a $43 million payment related to an EPA matter.
Non-new machine sales were $162 million, up 10% year-over-year, contributing to a trailing 12-month record of $659 million.
Orders increased 6% year-over-year to $454 million, driven primarily by European tower crane business with new machine orders up 104%.
Q2 2025 revenue was $540 million, down 4% year-over-year, with adjusted EBITDA of $26 million, down $10 million year-over-year.
SG&A expenses increased by $4 million to $87 million, with adjusted SG&A up $9 million due to foreign currency and employee-related costs.

ASLE

Industrial

Adjusted diluted EPS was $0.20 compared to an adjusted loss per share of $0.05 in the prior year quarter.
Adjusted EBITDA improved significantly to $18.3 million from $3.2 million in the prior year period, reflecting stronger execution and cost discipline.
AerSale reported Q2 2025 revenue of $107.4 million, up from $77.1 million in Q2 2024, driven by higher flight equipment sales and increased USM sales.
Gross margin expanded to 32.9% from 28.2% year-over-year due to improved USM sales and operational efficiencies.
Net income was $8.6 million compared to a net loss of $3.6 million in Q2 2024; adjusted net income was $9.4 million versus an adjusted net loss of $2.6 million.
SG&A expenses decreased slightly to $22.8 million despite higher revenue, aided by cost reduction initiatives.

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