Earnings Feed

CMP

Industrial

Adjusted EBITDA increased 25% to $41 million compared to $32.8 million last year.
Consolidated net loss narrowed to $17 million from $43.6 million a year ago.
Consolidated revenue for Q3 2025 was $215 million, up 6% year-over-year.
Operating income improved to $15.9 million from $5.9 million in the prior year period.
Per ton operating earnings in Salt increased 4% to $18.20, and adjusted EBITDA per ton rose 6% to $29.66.
Plant Nutrition revenue rose 15% to $45 million despite a 5% decline in pricing.
Plant Nutrition saw a 23% decrease in all-in production cost per ton, offset by a 10% increase in distribution costs.
Salt business revenue was $166 million, with pricing down 1% but volumes up 4%.

MRCY

Industrial

1mo

Bookings in Q4 were a record $342 million with a book-to-bill ratio of 1.25, resulting in a record backlog of $1.4 billion, up 6% year-over-year.
Free cash flow for Q4 was $34 million, exceeding expectations, and full year free cash flow was a record $119 million.
GAAP net income in Q4 was $16 million versus a net loss of $11 million in the prior year quarter; full year GAAP net loss improved to $38 million from $138 million.
Q4 adjusted EBITDA was $51 million with a margin of 18.8%, up over 700 basis points sequentially; full year adjusted EBITDA was $119 million with a 13.1% margin.
Q4 revenue was $273 million, up 9.9% year-over-year, with full year revenue of $912 million, up 9.2%.

Industrial

1mo

Adjusted EBITDA from continuing operations was $15.1 million in Q2 2025, a 90% increase from $8 million in Q2 2024, driven by higher-margin parts and services business growth.
Babcock & Wilcox Enterprises reported second quarter 2025 consolidated revenues of $144.1 million, slightly lower than Q2 2024 due to timing of large projects but offset by a $15.4 million increase in parts and services revenue.
For the first half of 2025, revenues from continuing operations were just under $300 million, up from $292.3 million in the first half of 2024, with adjusted EBITDA more than doubling to $21.2 million.
Net loss from continuing operations narrowed to $6.1 million in Q2 2025 compared to a $20.5 million loss in Q2 2024.
Operating income improved to $8.1 million in Q2 2025 from an operating loss of $4.4 million in Q2 2024.
The sale of Diamond Power International generated $177 million in gross proceeds, improving the balance sheet and reducing net debt to approximately $203.9 million after debt repayments.

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.