Dafinchi AI

SPXC

Industrial

Cash at quarter end was $137 million with total debt of approximately $1 billion; leverage ratio was approximately 1.7x including Sigma & Omega acquisition.
Consolidated segment income grew by $18 million or 15.5% to $136 million, with segment margin increasing by 110 basis points.
Detection & Measurement segment revenues increased 21% year-over-year, with 5.5% organic growth and 14.9% from the KTS acquisition; segment income grew 18% but margin declined 60 basis points.
HVAC segment revenues grew 5.7% year-over-year with 4.9% organic growth; segment income grew 14.5% with margin up 190 basis points.
Q2 adjusted EPS grew 16% year-over-year to $1.65.
Q2 adjusted free cash flow was approximately $37 million.
Segment backlog at quarter end was $540 million for HVAC (up 19.5% from Q1) and $365 million for Detection & Measurement (up 6% sequentially).
Total company revenues increased 10% year-over-year, driven by acquisitions and higher project sales in Detection & Measurement.

XYL

Industrial

Adjusted EBITDA margin reached a quarterly record of 21.8%, up 100 basis points year-over-year.
Adjusted EPS grew mid-teens, with Q2 EPS at $1.26, $0.12 above the midpoint of guidance and up 16% versus prior year.
Net debt to adjusted EBITDA stands at 0.4x, reflecting a strong balance sheet and capacity for continued investment.
Revenue growth was 6% in the quarter, driven primarily by outperformance in Measurement and Control Solutions (MCS) and contributions from all segments.
Segment highlights: MCS revenue up 10%, backlog at $1.7 billion; Water Infrastructure revenue up 4%, margin expanded 200 basis points; Applied Water revenue up 5%, margin expanded 420 basis points; Water Solutions & Services revenue up 5%, margin expanded 60 basis points.
Xylem delivered strong Q2 2025 results with broad-based organic revenue growth led by measurement and control solutions.
Year-to-date free cash flow was down $61 million year-over-year due to outsourced water projects and timing of tax payments, mostly offset by higher net income and improved net working capital.

FOR

Industrial

Forestar reported third quarter net income of $32.9 million or $0.65 per diluted share on revenues of $390.5 million, a 23% increase year-over-year.
Gross profit margin was 20.4%, down from 22.5% last year, impacted by a low-margin community closeout; adjusted margin was approximately 21.1%.
Liquidity remained strong with $792 million available, including $189 million cash and $603 million credit facility capacity.
Lots sold increased 11% year-over-year to 3,605 lots with an average sales price of $106,600, influenced by geographic and lot size mix.
Pretax income was $43.6 million with a pretax margin of 11.2%, down from 16.2% last year, which included a $5 million gain on sale of assets.
SG&A expenses rose to $37.4 million or 9.6% of revenues, driven by expansion into 7 new markets and a 16% increase in community count.
Total debt was $873 million with a net debt-to-capital ratio of 28.9%, and book value per share increased 11% to $33.04.

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