Dafinchi AI

Silgan Holdings Inc.

SLGN

Industrial

2w

Financial Performance Summary

Adjusted EBIT margins in Custom Containers expanded 190 basis points due to cost reduction activities.
Adjusted EPS for Q2 was $1.01, a 15% increase from the prior year quarter.
Custom Containers sales decreased 3% due to exit of lower margin business, but adjusted EBIT increased 11% due to cost savings and favorable price/cost mix.
Dispensing and Specialty Closures segment sales increased 24% year-over-year, with record adjusted EBIT growing 16%, including a $5 million headwind from lower North American beverage volumes.
First half adjusted EPS was 17% above prior year, with record first half adjusted EBIT and EBITDA.
Metal Containers sales increased 4% with adjusted EBIT up 21%, driven by favorable price cost and normalized production environment.
Record total adjusted EBIT for Q2 was $193 million, up 17% year-over-year, driven by strong growth in dispensing products, the Weener acquisition, improved price cost in Metal Containers, and cost reduction efforts.
Silgan Holdings reported net sales of approximately $1.5 billion in Q2 2025, an 11% increase from the prior year period, driven primarily by growth in dispensing products and higher raw material pass-through in Metal Containers.

Valmont Industries, Inc.

VMI

Industrial

3w

Financial Performance Summary

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.

First Advantage Corporation

FA

Industrial

6d

Financial Performance Summary

Adjusted diluted EPS grew nearly 30% year-over-year to $0.27, exceeding expectations.
Adjusted EBITDA was $114 million with a margin of 29.2%, improving by 270 basis points versus prior year pro forma.
Adjusted operating cash flow increased 17% year-over-year to nearly $48 million.
First Advantage reported Q2 2025 revenues of $391 million, up 1.5% year-over-year on a pro forma basis.
Net leverage ratio was 4.3x on a synergized pro forma adjusted EBITDA basis at quarter end.
Retention remained strong at over 96%, with combined new logo, upsell, and cross-sell revenue growing 9% in the quarter.
Voluntary debt repayments totaled over $45 million year-to-date, including $25 million post-quarter in August.

APi Group Corporation

APG

Industrial

1w

Financial Performance Summary

Adjusted diluted earnings per share increased 18.2% to $0.39.
Adjusted EBITDA increased by 17.7% with a margin expansion of 30 basis points to 13.7%.
Adjusted free cash flow for the first half of 2025 was $186 million, up $52 million year-over-year, with a 40% free cash flow conversion rate.
APi Group reported record second quarter results with net revenues increasing by 15% to $2 billion, including 8.3% organic growth driven by strong project revenue growth, pricing improvements, and growth in inspection, service and monitoring revenues.
Net debt to adjusted EBITDA ratio was approximately 2.2x at quarter end.
Safety Services segment revenues grew 15.8% to $1.36 billion with 5.6% organic growth and an 80 basis point increase in segment earnings margin to 17%.
Specialty Services segment delivered 13.3% organic revenue growth to $629 million but experienced a 350 basis point decrease in adjusted gross margin to 18.1%, with segment earnings margin down 190 basis points to 11.3%.

Hertz Global Holdings, Inc.

HTZ

Industrial

1w

Financial Performance Summary

Depreciation per unit (DPU) was $251, well below the sub-$300 North Star target, exceeding it by 16%, driven by fleet rotation and strong residual values.
Direct operating expenses per transaction day declined 3% year-over-year to about $36, reflecting disciplined cost control and operational efficiency.
Hertz reported $2.2 billion in revenue for Q2 2025, with adjusted corporate EBITDA turning positive at $1 million, a $460 million improvement year-over-year.
Liquidity stood at $1.4 billion at the end of June, supported by delayed Wells Fargo litigation resolution and efficient balance sheet management.
Vehicle utilization improved to 83%, a 300 basis point increase year-over-year, despite a 6% reduction in fleet size.

Sysco Corporation

SYY

Industrial

2w

Financial Performance Summary

Adjusted EBITDA was $1.3 billion, up 1.8% year-over-year.
Adjusted operating expenses increased 28 basis points to 13.7% of sales due to investments in fleet, buildings, and sales headcount.
Adjusted operating income was $1.1 billion, up 1.1% year-over-year, with adjusted EPS growth of 6.5% to $1.48.
A noncash goodwill impairment charge of $92 million was recorded related to the guests worldwide business.
Gross profit grew 3.9% with 19 basis points of gross margin expansion, driven by strategic sourcing efforts.
International segment posted 3.6% top line growth reported and 8.3% excluding Mexico, with 4% local case growth and 20.1% adjusted operating income increase.
Local U.S. Foodservice case volume declined 1.5%, a 200 basis point improvement from Q3, with a 1% decline excluding an intentional business exit.
SYGMA segment sales grew 5.9% in Q4 and 8.3% for the year, with bottom line growth of 12.5%.
Sysco reported Q4 sales of $21.1 billion, up 2.8% on a reported basis and 3.7% excluding the divestiture of the Mexican business.
US Foodservice national sales volume grew 1.3%, with gross profit growing nearly 3x faster than volume due to customer optimization and contract provisions.

LSB Industries, Inc.

LXU

Industrial

2w

Financial Performance Summary

Adjusted EBITDA for Q2 2025 was $38 million, down from $42 million in Q2 2024 due to higher natural gas costs offsetting higher pricing and volumes.
CapEx investments focused on ANS loading and storage capabilities to meet strong demand and improve plant reliability.
Cash balance remains strong with $32 million of Senior Secured Notes repurchased during the quarter and an additional $5 million debt reduction planned for Q3.
Expect a healthy year-over-year increase in adjusted EBITDA for Q3 2025 driven by volume growth and pricing dynamics.
Natural gas costs averaged $3.25 per MMBtu quarter-to-date, higher than $2.40 in Q3 last year, impacting margins.
Sales volumes increased 6% year-over-year driven by solid improvement in sales volumes of AN and UAN.

Solid Power, Inc.

SLDP

Industrial

1w

Financial Performance Summary

Capital expenditures totaled $5 million, mainly for the continuous electrolyte production pilot line construction.
Ended Q2 with liquidity of $279.8 million and contract receivables of $4.6 million.
Operating expenses increased to $33.4 million in Q2 from $30 million in Q1, driven by costs related to factory acceptance testing.
Q2 2025 revenue was $7.5 million, up from $6 million in Q1 2025, bringing year-to-date revenue to $13.5 million.
Year-to-date operating loss was $49.9 million and net loss was $40.5 million or $0.22 per share.

GE

Industrial

4w

Financial Performance Summary

CES profit rose 33% with margins expanding 50 basis points to 27.9%.
DPT profit increased 5% despite tough comparisons, with margins slightly down 20 basis points to 14.1%.
Free cash flow nearly doubled to $2.1 billion.
GE Aerospace reported strong Q2 2025 results with revenue over $10 billion, up 23% year-over-year, driven by CES growth of 30% and DPT growth of 7%.
Inventory increased due to higher material input as output accelerates and LEAP deliveries grow 15-20% in 2025.
Orders increased 27%, with CES orders up 28% for services and 26% for equipment.
Profit increased 23% to $2.3 billion, with EPS up 38% to $1.66, supported by favorable tax rate, lower interest expense, and reduced share count.
Total engine deliveries rose 45%, including 37% commercial and 84% defense growth.