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DALLAS, July 21, 2025 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW) announced that it will release its earnings results for the fiscal first quarter ended June 30, 2025, on Thursday, July 31, 2025, before the market opens. The Company will host a conference call the same day at 10:00 am Eastern Time to discuss the results. Participants may access the call at 1-877-407-0784, international callers may use 1-201-689-8560, and request to join the CSW Industrials earnings call. A live webcast will also b ...

Core Insights - Dover Corporation (DOV) is expected to report second-quarter 2025 results on July 24, with revenue estimates at $2.04 billion, reflecting a 6.3% decline year-over-year, while earnings per share (EPS) is projected to rise 1.3% to $2.39 [1][5] - The company has a strong earnings surprise history, beating consensus estimates in the last four quarters with an average surprise of 5.2% [2][3] - The earnings estimate has increased by 0.4% over the past 60 days, indicating positive sentiment [1] Revenue and Earnings Estimates - Q2 revenue is projected at $2.04 billion, down 6.3% from the previous year, while EPS is expected to increase by 1.3% to $2.39 [1][5] - The Engineered Products segment is expected to see revenues of $259 million, a 9.3% decline year-over-year, impacted by a 16.3% negative effect from divestitures [8] - The Clean Energy and Fueling Solutions segment is projected to grow by 9.8% to $508 million, driven by strong demand in North America [10] Segment Performance - The Engineered Products segment is facing weak demand in aerospace and defense, which may offset gains from strong demand in waste-handling and vehicle services [6][8] - The Clean Energy and Fueling Solutions segment is benefiting from strong demand, with organic growth projected at 4.7% [10] - The Imaging and Identification segment is expected to see a 1.9% rise in revenues to $293 million, supported by strong demand for marking and coding equipment [12] Margin and Cost Factors - Dover's margins are likely to benefit from robust volumes and improved price-cost spread, but are also facing headwinds from supply-chain constraints and input inflation [7] - The adjusted EBITDA for the Clean Energy and Fueling Solutions segment is estimated to be $105 million, a 10% increase from the previous year, driven by pricing actions [11] - The Pumps and Process Solutions segment is expected to see revenues increase by 9.2% year-over-year to $521 million, with adjusted EBITDA projected at $173 million, reflecting a 15.5% increase [14] Stock Performance - Dover's shares have increased by 4.8% over the past year, compared to the industry's growth of 7.8% [17]

Dividend Announcement - CSW Industrials, Inc. declared a regular quarterly cash dividend of $0.27 per share [1][2] - The dividend is payable on August 8, 2025, to shareholders of record as of July 25, 2025 [1][2] Company Overview - CSW Industrials is a diversified industrial growth company operating in three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions [3] - The company provides niche, value-added products characterized by performance and reliability [3] - Primary end markets served include HVAC/R, plumbing, electrical, general industrial, architecturally-specified building products, energy, mining, and rail transportation [3]

Group 1: Company Performance - Parker-Hannifin Corporation (PH) is experiencing strong momentum in its Aerospace Systems segment, with organic revenues increasing approximately 12% year over year in Q3 of fiscal 2025 [1][6] - The company expects the Aerospace Systems segment's organic sales to continue growing by about 12% in fiscal 2025, driven by demand in the air transport and defense markets [1][6] - Parker-Hannifin has doubled its portfolio in aerospace, filtration, and engineered materials over the past eight years and is shifting towards longer-cycle products to achieve stable revenue streams [3] Group 2: Strategic Initiatives - The acquisition of Meggitt plc in September 2022 has expanded Parker-Hannifin's presence in the UK, enhancing its product offerings for aircraft and aero-engine components [2] - The company aims for 4-6% revenue growth by fiscal 2029, supported by its Win strategy, macro-CapEx reinvestment, and acquisitions [3][6] - Parker-Hannifin reported an adjusted segment operating margin of 26.3% in Q3, reflecting a 160 basis points increase from the previous year [3] Group 3: Shareholder Returns - In April 2025, Parker-Hannifin increased its dividend by 10% to $1.80 per share, with total dividends of $630.2 million in the first nine months of fiscal 2025, up 10.3% [4] - The company also repurchased shares worth $750 million during the same period [4] Group 4: Market Challenges - The Diversified Industrial segment is facing challenges due to weakness in the off-highway end market, particularly in construction and agriculture, as well as softness in the transportation end market [8] - Foreign currency translation negatively impacted sales by approximately 1% in Q3, with expectations of a 0.5% adverse effect on the top line in fiscal 2025 [9]

Core Insights - The strongest driver of 3M Company's business is the persistent strength in its Safety and Industrial segment, with notable growth in electrical, roofing granules, industrial adhesives and tapes, industrial specialties, and personal safety markets [2][3] - 3M expects total adjusted organic sales to grow 2-3% year-over-year for 2025, with adjusted earnings projected in the range of $7.60-$7.90 per share, reflecting an increase from $7.30 per share reported in 2024 [4][8] Segment Performance - The Safety and Industrial segment delivered an organic sales growth of 2.5% year-over-year in Q1, driven by solid demand for cable accessories and bonding solutions amid increased construction of data centers and renewable energy projects [3][8] - The segment's operating income margin improved year-over-year due to sales growth, productivity gains, and lower restructuring costs, despite ongoing growth investments [3] Peer Comparison - Honeywell International Inc. experienced a 14% year-over-year increase in its commercial aviation aftermarket sales, supported by growth in air transport flight hours and supply-chain improvements [5] - Carlisle Companies Incorporated saw a 2% year-over-year revenue increase in its Construction Materials segment, driven by robust demand for reroofing products and higher sales in the non-residential construction market [6] Stock Performance - 3M's shares have gained 14% year-to-date, outperforming the industry growth of 0.7% [7] - The company is currently trading at a forward price-to-earnings ratio of 18.57X, above the industry average of 16.72X and higher than its five-year median of 15.98X [9] Earnings Estimates - The Zacks Consensus Estimate for 3M's earnings for the second quarter of 2025 and for the full year has declined by 1% and 1.3%, respectively, over the past 60 days [10]

Financial Performance - FY25 total revenue reached $878.3 million[9], reflecting a portfolio evolution from approximately $500 million[12] in FY15 - Adjusted EBITDA for the trailing twelve months (TTM) was $227.9 million[21], representing a 25.9% adjusted EBITDA margin[21] - The company achieved a total revenue CAGR of 14.1% from FY16 through FY25[21] - Adjusted EPS for FY25 was $8.41[12], demonstrating a CAGR of 25.8% from FY21 to FY25[27] - Free cash flow per share for FY25 was $9.32[141] Capital Allocation and Growth - Approximately $1 billion[10] has been invested in acquisitions since inception[25] - The company has $564 million[21] available on its $700 million[9] revolving credit facility, along with $33 million[9] cash on hand - TTM capital allocation includes $415.1 million[34] in acquisitions, $166 million[34] in debt repayments, $18.3 million[34] in share repurchases, and $14.6 million[34] in dividends - Contractor Solutions segment revenue for TTM reached $617.3 million[66], with an adjusted EBITDA of $205.4 million[66] and a 33.3% adjusted EBITDA margin[66] Aspen Manufacturing Acquisition - Aspen Manufacturing contributed $125 million[56] in revenue for FY25 - The acquisition of Aspen Manufacturing is expected to add approximately $9.5 million[56] of additional intangible amortization expense in fiscal year 2026

Core Insights - Parker-Hannifin Corporation reported adjusted earnings of $6.94 per share for Q3 fiscal 2025, exceeding the Zacks Consensus Estimate of $6.73, with a year-over-year increase of 7% [1] - Total sales were $4.96 billion, falling short of the consensus estimate of $5 billion, and representing a 2% decrease year-over-year, while organic sales grew by 1% [1] - Orders increased by 9% year-over-year, indicating a positive trend in demand [1] Segmental Performance - The Diversified Industrial segment generated sales of $3.25 billion, accounting for 68.3% of total sales, but saw a year-over-year decline of 7.6% [2] - Sales from Diversified Industrial North America were $2.03 billion, down 9% year-over-year, while Diversified International sales were $1.36 billion, down 5.3% year-over-year [2] - Orders for Diversified Industrial North America increased by 3% year-over-year, and orders for Diversified Industrial International rose by 11% [3] Aerospace Systems Performance - The Aerospace Systems segment achieved sales of $1.57 billion, representing 31.7% of total sales, with an 11.6% year-over-year increase driven by aftermarket sales growth in both commercial and defense markets [4] - Orders for the Aerospace Systems unit increased by 14% year-over-year [4] Financial Metrics - Cost of sales was $3.13 billion, down 4.6% year-over-year, and selling, general, and administrative expenses decreased by 3.9% to $784.4 million [5] - Adjusted total segment operating income rose by 5.7% year-over-year to $1.15 billion, with an adjusted total segment operating margin of 23.2%, up 170 basis points year-over-year [5] Balance Sheet and Cash Flow - As of the end of Q3 fiscal 2025, cash and cash equivalents were $408.7 million, down from $422 million at the end of fiscal 2024, while long-term debt increased to $7.42 billion from $7.16 billion [6] - In the first nine months of fiscal 2025, net cash generated from operating activities was $2.31 billion, compared to $2.15 billion in the previous year [6] Capital Expenditures and Dividends - Capital spending for the first nine months totaled $304.2 million, up from $283.3 million in the prior year [7] - Cash dividends paid out amounted to $630.2 million, reflecting a year-over-year increase of 10.3% [7] Fiscal 2025 Guidance - The company updated its fiscal 2025 guidance, now expecting total sales to increase approximately 1% year-over-year, compared to a previous forecast of a 2% decrease to 1% increase [8] - Organic sales are projected to increase approximately 1%, down from an earlier expectation of 2% [8] - Adjusted operating margin is estimated to be around 25.9% [8] Earnings Expectations - Parker-Hannifin anticipates adjusted earnings to be in the range of $26.60-$26.80 per share, slightly revised from the previous expectation of $26.40-$27.00 [9][10]

Core Insights - Parker-Hannifin reported revenue of $4.96 billion for the quarter ended March 2025, a decrease of 2.3% year-over-year, with an EPS of $6.94, up from $6.51 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $5 billion by 0.80%, while the EPS exceeded the consensus estimate of $6.73 by 3.12% [1] Financial Performance Metrics - Total revenue change for Parker-Hannifin was reported at -2.2%, slightly better than the estimated -2.6% [4] - North America’s Diversified Industrial segment saw a revenue decline of 9%, compared to an estimated decline of 8.7% [4] - International Diversified Industrial segment reported a revenue decrease of 5.3%, aligning with the estimated decline of 5.7% [4] - Aerospace Systems segment experienced a revenue increase of 11.6%, surpassing the estimated growth of 10.2% [4] - Aerospace Systems net sales were $1.57 billion, slightly above the average estimate of $1.56 billion, reflecting a year-over-year increase of 11.6% [4] - Diversified Industrial - International net sales were $1.36 billion, matching the average estimate, but showing a year-over-year decline of 5.3% [4] - North America’s Diversified Industrial net sales were $2.03 billion, below the estimated $2.05 billion, representing a 9% decline year-over-year [4] Segment Operating Income - Adjusted segment operating income for North America’s Diversified Industrial was $512.53 million, slightly below the average estimate of $517.40 million [4] - Aerospace Systems adjusted segment operating income was reported at $450.68 million, exceeding the average estimate of $434.73 million [4] - Adjusted segment operating income for International Diversified Industrial was $340.50 million, above the average estimate of $326.30 million [4] Stock Performance - Parker-Hannifin shares returned -3.8% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Parker-Hannifin Corporation is expected to report third-quarter fiscal 2025 results on May 1, with revenue estimates at $5 billion, reflecting a 1.5% decline year-over-year, while earnings per share are projected at $6.73, indicating a 3.4% increase from the previous year [1][3]. Financial Performance Expectations - The Zacks Consensus Estimate for the Aerospace Systems segment's quarterly revenues is $1.56 billion, representing a 10.7% growth from the year-ago figure, driven by strong demand in commercial and military markets [4]. - The Diversified Industrial North America segment's revenues are estimated at $2.05 billion, indicating an 8.2% decline year-over-year, while the International segment's revenues are pegged at $1.36 billion, reflecting a 5.2% decrease [7]. Strategic Developments - The acquisition of Meggitt has enhanced Parker-Hannifin's presence in the UK, allowing for a broader range of solutions in aircraft and aero-engine components, which is expected to positively impact the Aerospace Systems segment [4]. - The company's Win Strategy, focusing on innovation and strategic positioning, is anticipated to support margins in the fiscal third quarter [5]. Market Conditions - The Aerospace Systems segment is expected to benefit from healthy demand in the general aviation market and increased defense spending, while the Diversified Industrial segment faces challenges due to softness in the construction and agricultural sectors, as well as lower demand in the transportation market [3][6]. Earnings Prediction - Parker-Hannifin has an Earnings ESP of +1.01%, with the Most Accurate Estimate at $6.80 per share, suggesting a favorable outlook for an earnings beat [9].