Dafinchi AI

United Parcel Service, Inc.

UPS

Industrial

2w

Progress and Challenges in Amazon Volume Glide Down Strategy

Amazon's volume decline is proceeding as planned, with a 13% decline in the first half of 2025, expected to accelerate to 30% in the second half.
Attrition rates among drivers and facility closures are not aligning with initial models, causing some delays in cost savings realization.
The company is offering voluntary separation programs to drivers, with interest levels meeting expectations.
Building closures (74 in H1, additional planned) are part of network reconfiguration to reduce costs by approximately $3.5 billion in 2025.
Operational hours and staffing are being scaled down, with automation investments increasing network flexibility and efficiency.
Uncertainty around the pace of Amazon's volume decline could impact the timing of achieving targeted cost savings.

Emerson Electric Co.

EMR

Industrial

1w

Strategic Collaboration with TotalEnergies for Data Fabric Deployment

Emerson announced a strategic partnership with TotalEnergies to deploy its industrial data fabric across TotalEnergies facilities.
The data fabric will continuously collect, store, and contextualize millions of real-time data points, providing secure and unified data access.
This initiative supports operational optimization and accelerates AI implementation, forming a foundational element of Emerson's enterprise operations platform.

United Airlines Holdings, Inc.

UAL

Industrial

4w

Financial Performance Summary

Cargo revenues grew 4% year-over-year on record volumes, and loyalty revenues increased 9%.
CASM-ex growth was 2.2% in Q2, better than planned, with similar cost performance expected for the remainder of the year.
Consolidated TRASM declined 4% on a 5.9% increase in capacity, with an adjusted TRASM decline of 2-3% excluding Newark events.
Earnings per share (EPS) was $3.87, ahead of Wall Street expectations of $3.81 and within guidance.
Full year EPS guidance is between $9 and $11, with Q3 EPS expected between $2.25 and $2.75.
Liquidity ended at $18.6 billion with over $1.1 billion free cash flow generated in Q2.
Premium cabin revenues increased 5.6% year-over-year, while economy cabin revenues were negative.
Share repurchases totaled $235 million during the quarter, with $829 million remaining in authorization.
United Airlines reported a 1.7% increase in top line revenue to a record $15.2 billion in Q2 2025.
United repaid $1.5 billion of MileagePlus bonds two years early, reducing gross debt by almost $11 billion since COVID peak.

Steel Dynamics, Inc.

STLD

Industrial

3w

Progress and Strategic Significance of Aluminum Flat-Roll Launch

First commercial shipment of aluminum flat-rolled coils on June 16, 2025, marking a major milestone.
Expectations to reach EBITDA breakeven before the end of 2025, with ramp-up to full capacity in 2026.
Market environment has become more favorable due to a domestic supply deficit of over 1.4 million tonnes, with tariffs making imports more expensive.
Customer interest is high, with robust engagement from automotive and beverage can sectors.
The project leverages SDI's construction expertise, with a focus on low-cost, high-efficiency operations, and aims to capture market share in a significant domestic deficit.
The company anticipates exiting 2025 at 40-50% utilization, reaching 75% in 2026, with a focus on product certification and ramp-up.

Landstar System, Inc.

LSTR

Industrial

2w

Strong Performance and Strategic Focus on Heavy Haul Segment

Generated approximately $138 million in heavy haul revenue in Q2 2025, a 9% increase year-over-year.
Heavy haul volume increased by 4%, and revenue per load increased by 5%.
Heavy haul's share of load revenue increased from 33% in Q2 2024 to 35% in Q2 2025.
Management emphasized the segment's domestic focus and resilience, with no tariff-related headwinds expected in the near term.
Jim Applegate highlighted the broad-based demand across industries like machinery, electrical equipment, and data centers, supporting continued growth.

Hillman Solutions Corp.

HLMN

Industrial

1w

Hillman Raises 2025 Guidance on Strong H1 Performance

Hillman now expects full year 2025 net sales between $1.535 billion and $1.575 billion, midpoint $1.555 billion, up from previous guidance.
Guidance reflects 5.6% to 7% growth over 2024.
Adjusted EBITDA guidance increased to $265 million to $275 million, midpoint $270 million, representing 11.7% growth.
Management attributes the raise to strong execution, resilient demand, and better clarity on tariff impacts.

Universal Logistics Holdings, Inc.

ULH

Industrial

3w

Impact of Tariffs on Intermodal and Automotive Production in 2Q 2025

Tariffs caused a volume falloff in the Intermodal division, especially from discount retailers sourcing from China, with effects lasting through June.
Automotive production was minimally impacted, with automakers making strategic sourcing decisions.
Management expects some cyclical uplift in 3Q, with pent-up demand from retailers potentially boosting volumes.
Uncertainty remains on future tariff impacts and import trends for the rest of the year.