Financial Data and Key Metrics Changes - Revenue grew by 21% in the quarter, with adjusted earnings per share increasing by 41% to $2.69 and adjusted EBITDA rising by 35% to $126 million [7][8] - Gross profit margin expanded by 400 basis points to 23.3%, and operating cash flow was strong at $85 million [9] - Backlog at the end of the quarter totaled $2 billion, a 24% year-over-year increase [10] Business Line Data and Key Metrics Changes - Infrastructure Solutions revenue grew by 29% year-over-year, with adjusted operating income increasing by 57% and operating margins reaching 28% [11][12] - Transportation Solutions revenue increased by 24%, with adjusted operating profit growing by 78% [13] - Building Solutions segment revenue declined by 1%, with adjusted operating income down by 28% due to challenges in the housing market [14] Market Data and Key Metrics Changes - The data center market was a primary growth driver, with revenue from this market more than doubling year-over-year [12] - E-commerce distribution backlog saw a significant increase of nearly 700% in the quarter [32] - Transportation Solutions backlog was $715 million, reflecting a 5% year-over-year increase but a 17% sequential decline [13] Company Strategy and Development Direction - The company is focused on expanding its geographic footprint and enhancing service offerings through the acquisition of CEC Facilities Group [10][11] - The strategy emphasizes building upon existing strengths in high-margin markets and pursuing attractive growth opportunities [9][10] - The company aims to capture more value across the full life cycle of facilities by integrating services [11] Management's Comments on Operating Environment and Future Outlook - Management remains positive about future growth, particularly in e-infrastructure solutions, anticipating continued demand in data centers [20][22] - The company expects to deliver e-infrastructure revenue growth of 18% to 20% and adjusted operating profit margins in the mid to high 20% range for 2025 [22] - Building Solutions is expected to face challenges in the near term, with a forecasted mid to high single-digit decline in revenue [25] Other Important Information - The company has a strong liquidity position with $699.4 million in cash and a net cash balance of $401.2 million after debt [18] - The guidance for 2025 has been increased, projecting revenue of $2.1 billion to $2.15 billion and adjusted diluted EPS of $9.21 to $9.47 [19] Q&A Session Summary Question: Will significant data center projects land in core markets? - Management believes they are well-positioned for a large percentage of the upcoming data center capital projects [30] Question: Will additional acquisitions be needed for expansion into Texas and the Northwest? - The company plans to pursue both organic growth and potential acquisitions to establish a presence in these markets [34] Question: What is the status of e-commerce opportunities? - Several e-commerce projects are expected to start in the back half of the year, with larger warehouse projects anticipated to provide significant revenue [46] Question: How does the competitive environment look? - The company faces competition primarily from local contractors, but believes its integrated services will provide a competitive edge [61][62] Question: When is the CEC acquisition expected to close? - The acquisition is progressing well, with most licensing and permitting processes underway, but timing is dependent on state agencies [68]

Apollo reports record earnings from fees in the second quarter, driven by a boost in lending activity and a bump in managed assets https://t.co/GFHALbLhLm ...

and hims and hers earnings are out as well. Our Brandon Gomez has those numbers. Brandon, hey John.Yeah, you can see shares moving down just about 10%. A little confusion here for investors. I mean, you have a beat um on EPS.Uh revenues did come in a bit light for the quarter reaffirmed guidance for the fiscal year as well as Q3. What did come in very light was Q3 adjusted Ebida. I just got off the phone with the company's CFO.He talked to me about what some of the cause of that is. He said, "Our focus is o ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Scarlet Fu taking you through to that closing bell with a global simulcast. It starts now.Carol Massar in the radio booth Matt Miller in today for Tim Stenovec as we welcome our audiences across all of our platforms television, radio and our partnership with YouTube, a phenomenal day. Carol Massar was a recoup some of the phenomenal losses from last Friday. It's kind of amazing because Friday, I mean, it just felt ...

Investment Strategy - The industry suggests diversifying portfolios to mitigate the impact of specific stocks, particularly Microsoft and Meta [1][3] - The industry observes small-cap stocks in the US are at their cheapest valuation relative to large-cap stocks since June 2000 [1] - The industry notes small caps have outperformed large caps in the 25 years since 2000 [1] Market Valuation - The industry acknowledges valuation isn't a perfect timing tool but tends to work long term [2] - The S&P 600 is expected to grow more than the S&P 500 in the next 12 months [2] - The S&P 600 trades at 146% times earnings versus 25 or 23 times earnings for the S&P 500 [2]

Wall Street had a lot riding on whether this week’s big-tech earnings would meet increasingly high expectations. By and large, the companies delivered. https://t.co/fEqerrmrcT ...

A study suggests that marriage boosts earnings for gay men more than it does for lesbians, bisexual people or straight men (straight women’s earnings fall) https://t.co/D2N3KRU0qW ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig America.I'll do my friends. I'm just trying to make you a little money. My job is not just to entertain, but to educate, to teach you.Call me 1800743 CNBC. Tweet me Jim Kramer. Now, we're still in earnings Hades, but at least it's getting a little cooler out there.That's right. We've now gotten over the hump of the big time growth stocks, the hyperscalers, but there's plenty left. Why don't we do this.Let's go right to the game plan. First, we got the ...

Financial Data and Key Metrics Changes - The company is targeting a reduction in capital spending for 2026, indicating a focus on cost savings in 2025 as well [6][14] - There is an expected mid-single-digit drop in demand for the second half of the year, influenced by trade dynamics and seasonality [12][15] - The company anticipates a utilization headwind of approximately $75 million to $100 million in the second half of the year due to inventory reduction efforts [13][16] Business Line Data and Key Metrics Changes - The Chemical Intermediates segment is expected to improve by over $30 million, while the Specialty and Fibers segments are projected to decline by a similar amount [70] - The AFP business saw a 4% year-over-year price increase primarily driven by cost pass-through contracts [54] - The Fibers business is facing a $20 million headwind due to tariffs and a $20 million asset utilization headwind, alongside higher energy costs [95][96] Market Data and Key Metrics Changes - The automotive market is expected to see a low single-digit decline in the back half of the year, with challenges stemming from tariff impacts and consumer behavior [50][51] - The textile market has slowed down significantly due to tariffs, impacting demand and leading to a cautious approach from customers [57][58] - The company is experiencing accelerated demand in certain areas, particularly in mechanical recycling for food-grade packaging applications [35] Company Strategy and Development Direction - The company is focusing on cash generation and cost management in response to current market uncertainties [13][16] - There is an emphasis on improving the structural strength of the business, particularly in the chemical and materials segments [21][22] - The company is exploring debottlenecking investments to enhance operational efficiency and profitability in its methanol system plant [30][31] Management's Comments on Operating Environment and Future Outlook - Management highlighted the chaotic nature of the current operating environment, driven by trade dynamics and consumer caution [12][14] - There is a belief that stability may return in 2026, contingent on resolving trade issues and improving economic conditions [15][16] - The management remains cautious about predicting demand due to ongoing uncertainties in the market [40][81] Other Important Information - The company is targeting additional cost cuts of $75 million to $100 million, which will be detailed in plans for the second half of the year [103] - The methanol system plant is performing well, with expectations for increased profitability as operational efficiencies are realized [30][31] Q&A Session Summary Question: Can you help us understand how representative the second half should be when thinking about trough earnings levels? - Management indicated that the second half is heavily impacted by trade situations, making it a poor measure of overall company performance [7][10] Question: How far along is the investment in the Metapasys unit, and what gives confidence in profitability? - Management discussed ongoing challenges in the chemical and materials business but expressed optimism about improving profitability through strategic investments [20][24] Question: What triggered the change in customer dialogue in July? - Management noted that the trade pause allowed customers to reassess their inventory and demand, leading to a more cautious approach [41][42] Question: Can you provide more color on the weakness in the automotive end markets? - Management confirmed that while the aftermarket performed well, the interlayer business faced challenges due to production moderation in response to tariffs [49] Question: What is the outlook for the Fibers business next year? - Management indicated that the Fibers business is facing headwinds this year but expects stabilization and potential recovery in the following year [94][100]

Financial Performance - Toyota and Honda earnings will present a mixed picture [1] - A stronger yen and US auto tariffs are impacting profit [1] Market Dynamics - Resilient unit sales are observed despite challenges [1]