Key Takeaways Carlisle's Q3 adjusted EPS of $5.61 beat estimates but declined 2.9% year over year.Total revenues rose 1% to $1.35B, driven by acquisitions offsetting weaker organic sales.Cash rose to $1.11B, while 2025 revenues are expected to stay flat with margin contraction.Carlisle Companies Incorporated (CSL) reported third-quarter 2025 adjusted earnings of $5.61 per share, which beat the Zacks Consensus Estimate of $5.47. However, the bottom line decreased 2.9% year over year.Carlisle’s total revenues ...

Vulcan Materials (VMC) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.68 per share. This compares to earnings of $2.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.97%. A quarter ago, it was expected that this construction materials company would post earnings of $2.55 per share when it actually produced earnings of $2.45, delivering a surprise of -3.92%.Over the last four ...

On Friday, Benson Investment Management Company, Inc. disclosed a new position in Amrize AG (AMRZ -2.41%), acquiring 106,955 shares in a trade valued at $5.2 million.What HappenedBenson Investment Management Company, Inc. reported a new equity stake in Amrize AG (AMRZ -2.41%) in its quarterly 13F filing with the U.S. Securities and Exchange Commission, available here. As of September 30, the fund held 106,955 shares, with a position value of $5.2 million. This marks the first time Amrize AG has appeared in ...

Core Insights - Target reported a decline in net sales of 0.9% for the quarter, an improvement from a 2.8% drop in the first quarter, indicating ongoing struggles amid consumer backlash and tariff pressures [3][4] - Lowe's exceeded expectations for earnings and sales, announcing a deal to acquire Foundation Building Materials, which distributes construction materials, despite DIY products making up 70% of its sales [1][2] Company Performance - Home Depot's net earnings were reported at $4.6 billion, slightly below the expected $4.71 billion, with net sales of $45.2 billion, down from the anticipated $45.3 billion [3][4] - Home Depot's president stated that the results were in line with expectations and reaffirmed a fiscal guidance of 2.8% sales growth for the year [4] Market Trends - CFO Richard McPhail indicated that higher tariff rates on some imported goods could affect prices, but adjustments would not be broad-based, with customers shifting from larger home improvement projects to smaller ones due to uncertainty and higher borrowing costs [5][6] - Foot traffic at Home Depot stores fell by 4.3% in July, while online sales increased by approximately 12% compared to the second quarter of 2024 [9] Upcoming Earnings Reports - Major retailers, including Lowe's and Walmart, are scheduled to report earnings, which may provide insights into how they are managing the impact of higher tariff rates [7][8]

Core Viewpoint - Doman Building Materials Group Ltd. reported strong financial results for Q2 2025, with record revenues driven by acquisitions and robust market demand despite challenges in the North American housing market [2][3][7]. Financial Performance - Consolidated revenues for Q2 2025 reached $886.7 million, up from $689.8 million in Q2 2024, marking a significant increase of approximately 28.5% [3][4]. - Gross margin dollars increased to $142.7 million in Q2 2025, compared to $108.1 million in Q2 2024, with gross margin percentage rising to 16.1% from 15.7% [4][8]. - EBITDA for Q2 2025 was $80.0 million, a substantial increase from $50.2 million in Q2 2024, while Adjusted EBITDA also rose to $80.0 million from $50.6 million [4][6]. - Net earnings for the quarter were $27.7 million, compared to $17.0 million in the same period of 2024, reflecting a year-over-year increase of approximately 62.4% [4][8]. Dividend Declaration - The Company declared a quarterly dividend of $0.14 per share, which was paid on July 15, 2025, to shareholders of record as of June 30, 2025 [5][19]. Year-to-Date Performance - For the six-month period ended June 30, 2025, Doman generated EBITDA and Adjusted EBITDA of $150.1 million on revenues of $1.68 billion, compared to $95.0 million and $96.2 million on revenues of $1.29 billion in the same period of 2024 [6][8]. - Gross margin for the first half of 2025 was $275.2 million, with a gross margin percentage of 16.4%, compared to $208.5 million and 16.1% in the first half of 2024 [6][8]. - Net earnings for the six-month period were $51.2 million, up from $31.4 million in the comparative period of 2024, indicating a year-over-year increase of approximately 63.2% [6][8]. Market Context - The Chairman of the Board noted that despite challenges such as cooling housing demand, high mortgage rates, and tariff uncertainties, the Company remains resilient and focused on long-term value creation and balance sheet optimization [7].