Core Points - Ferguson Enterprises Inc. will release its financial results for the quarter ended October 31, 2025, on December 9, 2025 [1][5] - The results will be available on Ferguson's corporate website at 6:45 a.m. ET/11:45 a.m. GMT [1][5] - A conference call and webcast for analysts and investors will take place on the same day at 8:30 a.m. ET/1:30 p.m. GMT [2][5] Company Overview - Ferguson is the largest value-added distributor in the North American construction market, which is valued at $340 billion [3] - The company reported sales of $30.8 billion for FY'25 and employs approximately 35,000 associates across over 1,700 locations [3]

Core Insights - Cemex US has appointed Will Price as Senior Vice President of Mergers & Acquisitions to lead strategic growth initiatives through targeted acquisitions and divestitures [1][2][3] Company Overview - Cemex is a global building materials company with a network in the U.S. that includes 8 cement plants, nearly 50 cement terminals, about 50 aggregate quarries, and over 280 ready-mix concrete plants [5] - The company has been recognized for its sustainability efforts, earning the U.S. EPA ENERGY STAR® Partner of the Year award consecutively since 2019 [5] Leadership and Experience - Will Price has over a decade of experience in strategy and business development, previously serving as Vice President of Corporate Development and Integration at a leading manufacturer of exterior building products, where he managed transactions totaling over $3 billion in enterprise value [2][3] - Price holds a Bachelor of Science in Aerospace Engineering and an MBA in Corporate Finance [3] Strategic Focus - Price emphasized the importance of identifying opportunities that align with Cemex's long-term strategy and deliver value to customers, employees, and communities [4]

Core Insights - Advanced Drainage Systems, Inc. (ADS) reported strong financial results for the second quarter of fiscal 2026, with a revenue increase of 8.7% year-over-year, reaching $850.4 million, driven by growth in core markets and acquisitions [2][3][9]. Financial Performance - Net sales increased by $67.8 million, or 8.7%, compared to the prior year quarter, with domestic pipe sales rising 1.6% to $413.0 million and allied products sales increasing 13.0% to $199.0 million [3][10]. - Infiltrator sales surged by 25.2% to $179.7 million, attributed to the acquisition of Orenco Systems and strong growth in tanks and advanced treatment products [3][10]. - Gross profit rose by $46.2 million, or 15.7%, to $340.1 million, primarily due to volume growth and favorable pricing [4][11]. - Selling, general and administrative expenses increased by 26.7% to $119.2 million, largely due to the acquisition of Orenco and related transaction costs [5][12]. - Net income per diluted share increased by 19.2% to $1.99, supported by the factors mentioned above and a $17.6 million gain on the sale of assets [6][13]. Adjusted Metrics - Adjusted EBITDA increased by 17.1% to $287.5 million, with a margin of 33.8%, compared to 31.4% in the prior year [7][13]. - Year-to-date fiscal 2026 results showed net sales of $1.68 billion, a 5.2% increase, with net income rising 2.4% to $300.6 million [9][10]. Acquisition Strategy - ADS announced plans to acquire NDS, a leading U.S. supplier of residential stormwater and irrigation products, in a transaction valued at approximately $1.0 billion, aimed at enhancing its product portfolio and market capabilities [2][17]. - The acquisition is expected to unlock over $25 million in annual cost synergies and is anticipated to close in the first quarter of calendar year 2026 [17][18]. Outlook - The company updated its fiscal 2026 guidance, projecting net sales between $2.9 billion and $2.99 billion and Adjusted EBITDA between $900 million and $940 million [19].

Core Insights - Limbach Holdings, Inc. reported a solid third quarter for 2025, with a net income of $8.8 million and an adjusted EBITDA of $21.8 million, reflecting a strategic transition to higher-margin Owner Direct Relationships (ODR) business [1][3][5] Financial Performance - Total revenue increased by 37.8% to $184.6 million from $133.9 million, driven by acquisitions and organic growth [5][6] - ODR revenue rose by 52.0%, accounting for 76.6% of total revenue, with organic ODR revenue growth at 12.2% [5][6] - Net income increased by 17.4% to $8.8 million, or $0.73 per diluted share, compared to $7.5 million, or $0.62 per diluted share in the prior year [5][13] - Adjusted net income was $12.7 million, or $1.05 per adjusted diluted earnings per share, up from $10.9 million, or $0.91 [5][13] - Adjusted EBITDA increased by 25.6% to $21.8 million from $17.3 million [5][13] Strategic Initiatives - The company completed the acquisition of Pioneer Power, enhancing its presence in the Upper Midwest and industrial markets, with Pioneer Power's revenue performance exceeding expectations [4][6] - Management emphasized the focus on improving Pioneer Power's margins and integrating it into the Limbach platform [4][6] Guidance and Outlook - The company reaffirmed its full-year 2025 revenue guidance of $650 million to $680 million and adjusted EBITDA guidance of $80 million to $86 million [1][8][12] - The total organic revenue growth expectation was refined to 7% to 10%, down from the previous 10% to 15% [12][8] Balance Sheet and Cash Flow - As of September 30, 2025, cash and cash equivalents were $9.8 million, with current assets at $216.8 million and current liabilities at $151.2 million, resulting in a current ratio of 1.43x [7][20] - Net cash from operating activities was $13.3 million, significantly up from $4.9 million in the prior year [5][13]

Core Insights - Orbia Advance Corporation reported third quarter 2025 revenues of $1.97 billion, a 4% increase from the previous year, with EBITDA of $295 million, reflecting a 2% increase [2][5][6] - The company is focused on strengthening market positions, cost reduction, and cash generation despite subdued demand in certain sectors [4][34] Financial Performance - Net sales for Q3 2025 were $1,966 million, up 4% from $1,887 million in Q3 2024 [5][6] - Cost of sales increased by 5% to $1,533 million, while selling, general and administrative expenses decreased by 1% to $303 million [5][9] - Operating income rose to $130 million, a 4% increase year-over-year, while EBITDA margin slightly decreased to 15.0% [5][10] - The company reported a net loss of $120 million for the quarter, compared to a net income of $86 million in the same quarter last year [7][14] Business Group Performance - **Polymer Solutions**: Revenues increased by 2% to $647 million, but EBITDA decreased by 13% to $78 million due to lower resin pricing and higher ethane costs [18][19] - **Building & Infrastructure**: Revenues also rose by 2% to $647 million, with EBITDA decreasing by 3% to $76 million, impacted by restructuring costs [21][22] - **Precision Agriculture**: This segment saw an 11% increase in revenues to $257 million and a 28% increase in EBITDA to $30 million, driven by strong demand in Brazil and the U.S. [24][25] - **Connectivity Solutions**: Revenues grew by 8% to $253 million, with EBITDA increasing by 36% to $42 million, supported by strong volume growth [27][28] - **Fluor & Energy Materials**: Revenues increased by 3% to $227 million, but EBITDA decreased by 3% to $64 million due to higher input costs [30][31] Cash Flow and Debt Management - Operating cash flow for the quarter was $271 million, a decrease of 4% from the previous year, while free cash flow improved by 1% to $144 million [15][32] - Net debt increased to $3,910 million, with a net debt-to-EBITDA ratio of 3.85x, down from 3.98x in the previous quarter [16][31] Outlook - The company reaffirms its full-year 2025 Adjusted EBITDA guidance in the range of $1,100 million to $1,200 million, likely falling in the lower half of the range [34] - Capital expenditures are projected to be approximately $400 million, focusing on safety and operational integrity [35]

Core Points - Everus Construction Group will release its third quarter 2025 results on November 4, after market close, followed by a webcast on November 5 at 10:30 a.m. EST to discuss the financial results and recent events [1][2] Company Overview - Everus Construction Group, Inc. is a member of the S&P SmallCap 600® index, providing a full spectrum of construction services across the United States, including electrical and mechanical contracting, and transmission and distribution services [3] Financial Performance - The company reported second quarter 2025 revenues of $921.5 million, representing a 31.0% increase year-over-year. Net income for the same period was $52.8 million, up 35.4%, with a net income margin of 5.7% [7]

Core Points - UFP Industries will announce its third quarter 2025 financial results after the market closes on October 29, 2025 [1] - A conference call to discuss the results will be held on October 30, 2025, at 10 a.m. Eastern Time, hosted by the CEO and CFO [1] - A live audio webcast of the call will be available on the UFP Industries Investor Relations website, with a replay accessible for at least 90 days [2] Company Information - UFP Industries is headquartered in Grand Rapids, Michigan, and is listed on NASDAQ under the ticker symbol UFPI [3][7] - The company employs approximately 15,000 people [3][7] - The current CEO of UFP Industries is Will Schwartz [3][7]

Core Points - UFP Industries will announce its third quarter 2025 financial results after the market closes on October 29, 2025 [1] - A conference call to discuss the results will be held on October 30, 2025, at 10 a.m. Eastern Time, hosted by the CEO and CFO [1] - A live audio webcast of the call will be available on the UFP Industries Investor Relations website, with a replay accessible for at least 90 days [2] Company Information - UFP Industries is headquartered in Grand Rapids, Michigan, and is listed on NASDAQ under the ticker symbol UFPI [3][7] - The company employs approximately 15,000 people [3][7] - The current CEO of UFP Industries is Will Schwartz [3][7]

Core Points - Apogee Enterprises, Inc. will report its fiscal 2026 second quarter results on October 9, 2025, after market close [1] - A conference call to discuss the financial results and provide a business update is scheduled for October 10, 2025, at 8:00 a.m. Central Time [1] Company Overview - Apogee Enterprises, Inc. is a leading provider of architectural building products and services, including high-performance coated materials [3] - The company is headquartered in Minneapolis, MN, and has a workforce of approximately 4,400 employees [4][8] - Apogee reported revenues of $1.4 billion in 2023 [4][8]

Group 1 - Johnson Controls International plc (NYSE:JCI) is recognized as one of the 15 Best Performing Dividend Stocks in 2025, with a stock increase of over 35% since the beginning of the year [1][2] - In fiscal Q3 2025, the company reported a 3% increase in overall sales, with organic sales rising by 6%. The Systems and Services backlog reached $14.6 billion, reflecting an 11% organic growth compared to the previous year [3] - The company generated $787 million from operating activities and reported free cash flow of $693 million, with adjusted free cash flow at $725 million. It has maintained a consistent dividend payment for 137 consecutive years, currently offering a quarterly dividend of $0.40 per share, resulting in a dividend yield of 1.49% as of September 15 [4]