
Financial Performance - Adjusted EBITDA for Q2 2025 was $213.9 million, compared to $169.7 million in Q2 FY24[17] - Adjusted EBITDA percentage increased to 15.4% in Q2 2025 from 12.4% in Q2 FY24[17] - Adjusted Class A Earnings Per Share increased to $1.19 in Q2 2025 from $0.83 in Q2 FY24[17] - Adjusted Free Cash Flow increased to $109.6 million in Q2 2025 from $59.0 million in Q2 FY24[17] - The company is raising the low-end guidance for Adjusted EBITDA to $725 million (previously $710 million) and Adjusted Free Cash Flow to $280 million (previously $245 million)[23] Segment Performance - Customized Polymer Solutions net sales increased to $329.3 million in Q2 2025 from $285.6 million in Q2 2024[20] - Durable Metal Solutions net sales decreased to $378.9 million in Q2 2025 from $413.7 million in Q2 2024[20] - Sustainable Fiber Solutions net sales increased to $599.1 million in Q2 2025 from $580.1 million in Q2 2024[20] - Integrated Solutions net sales increased to $78.4 million in Q2 2025 from $76.4 million in Q2 2024[20] Cost Optimization - The company is on pace to meet its 2025 run-rate cost commitment of $100 million[7] - The company has a savings commitment of $15-25 million for FY25 run-rate[7] - The company achieved $10 million in year-end run-rate savings as of Q2 2025[7] Other Key Points - The company anticipates a maximum annual impact of $10 million in cost before mitigating actions due to global trade monitoring[16]