Dafinchi AI

AAON

Industrial

1mo

The ERP rollout at Longview caused a significant slowdown in production, impacting AAON branded equipment and coils in Q2 2025.
Supply chain disruptions, including coil shortages at quarter-end, were exacerbated by simultaneous ERP upgrades at key suppliers.
Production at Tulsa improved month-to-month after initial delays, but was still 6% below benchmark in July, affecting margins.
The Memphis facility incurred $3 million in costs during Q2 with minimal sales, adding to short-term margin pressures.
Management expects ERP-related challenges to lessen by year-end 2026, with full implementation supporting long-term margin targets.
The company actively managed supply chain issues with proactive measures, demonstrating agility in operational response.

AIT

Industrial

EPS for Q4 was $2.80, up 5.9% year-over-year and beating guidance by nearly 5%.
Fiscal 2025 achieved record sales, EBITDA, and EPS with full year EPS growth of 4%, exceeding high-end guidance.
Fourth quarter sales increased 5.5% year-over-year, with organic daily sales up 0.2%, reversing prior declines.
Free cash flow reached a record $465 million, up 34% year-over-year, supporting $560 million in capital deployment including acquisitions and share buybacks.
Gross margins expanded nearly 50 basis points, surpassing 30% for the first time in company history.
Net leverage ended at 0.3x EBITDA, slightly higher than prior year but stable.
Reported EBITDA margin declined 73 basis points year-over-year to 12.5%, impacted by higher AR provisioning and LIFO expense.
Service Center segment sales declined 0.4% organically, while Engineered Solutions segment sales grew 1.8% organically.

AVAV

Industrial

Adjusted EBITDA for Q1 was $56.6 million, up from $37.2 million last year, representing 12.4% of revenue.
Adjusted gross margins were 29% versus 45% in prior year, expected to improve to mid-30s by Q4.
Bookings for Q1 were nearly $400 million, with funded backlog at $1.1 billion and unfunded backlog at $3.1 billion.
GAAP gross margins declined to 21% from 43% last year due to higher service mix and intangible amortization.
Net loss of $57.4 million due to acquisition-related amortization and integration costs, adjusted EPS was $0.32 versus $0.89 prior year.
Q1 revenue reached nearly $455 million, a 140% increase over prior year as reported and 18% on a pro forma basis.
R&D expenses were $33.1 million or 7.3% of revenue, expected to end year between 6-7%.
SG&A expenses increased to $131.3 million GAAP, adjusted SG&A was $65.2 million, or 14.3% of revenue, down from 17.3% last year.

FWRD

Industrial

1mo

Cash used by operations improved by $32 million year-over-year to $13 million used in Q2, with $14 million cash provided in the first half of 2025 compared to $97 million used in the prior year.
Consolidated EBITDA was $74 million with an 11.9% margin, slightly down from $89 million and 13.8% margin in Q2 2024, but adjusted EBITDA improved by $1 million year-over-year to $74 million.
Expedited Freight segment EBITDA increased from $18 million in Q4 2024 to $30 million in Q2 2025, with margin improving 500 basis points to 11.6%.
Forward Air reported consolidated revenue of $619 million in Q2 2025, down 3.9% year-over-year primarily due to a decline in the Expedited Freight segment revenue.
Intermodal segment EBITDA remained stable at $9 million, consistent with prior quarters.
Omni Logistics segment revenue grew $16 million year-over-year to $328 million, with EBITDA increasing 47% to $30 million and margin improving to 9%.

ORGN

Industrial

Adjusted EBITDA breakeven expected to shift from 2026 to 2027 due to production delays.
Ended Q2 2025 with $69 million in cash, cash equivalents, and marketable securities.
Held $9 million in land for sale in Geismar, Louisiana, expected to generate additional cash.
Manufacturing output expected to be reduced by approximately 50% in 2026 and 15% in 2027 compared to prior estimates.
Net accounts receivable balance of $17.9 million related to legacy supply chain activation program being wound down in 2025.
Revised 2026 revenue guidance down to $20 million to $30 million from prior $50 million to $70 million due to manufacturing delays.
Revised 2027 revenue guidance to $100 million to $200 million, down from prior $150 million to $210 million.

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