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CommScope (COMM) Q2-25 10-Q highlights:

• Net sales rose 32% YoY to $1.39 bn; H1 sales up 28% to $2.50 bn.
• Operating income quadrupled to $236 m on higher volume and improved mix; operating margin expanded to 17.0% (vs. 8.7%).
• Continuing-operations EPS turned positive at $0.05 diluted (vs. $(0.34)); total diluted EPS was $0.06.
• Discontinued operations added $2.4 m in Q2 and $497 m YTD, chiefly the $490 m after-tax gain on the $2.0 bn sale of the Outdoor Wireless Networks (OWN) segment and DAS unit to Amphenol (closed Jan-25).
• Debt deleveraging: divestiture cash plus operations funded $2.05 bn of debt repayment; long-term debt fell to $7.25 bn (-22%).
• Liquidity: cash $571 m; H1 operating cash outflow improved to $110 m (vs. $127 m use LY).
• Equity position: stockholders鈥� deficit narrowed to $(2.44) bn from $(3.46) bn, aided by FX translation gain (+$229 m YTD).
• Segment update: NICS renamed Ruckus; sale of OneCell business on 1 May generated $7 m cash and a $5 m loss (continuing ops).
• Risks: interest expense remains heavy at $156 m for the quarter; ANS goodwill headroom only 8%, signalling potential impairment sensitivity; customer concentration鈥擟omcast 14% of sales, Comcast & Anixter 28% of receivables.

Overall, Q2 shows solid topline growth and meaningful balance-sheet repair following strategic divestitures, though leverage and interest burden stay elevated.

On 4 Aug 2025 CommScope Holding Company, Inc. (NASDAQ: COMM) filed a Form 8-K announcing it has signed a definitive agreement with Amphenol Corporation to sell its Connectivity and Cable Solutions (CCS) business. A press release (Ex 99.1) and investor presentation (Ex 99.2) detailing the proposed divestiture were furnished.

The filing does not disclose purchase price, expected closing date or use of proceeds. Management will host a conference call at 4:30 p.m. ET on 4 Aug 2025 to discuss the transaction and Q2 earnings. Information is provided under Item 7.01 (Reg FD) and is expressly not deemed 鈥渇iled鈥� for Exchange Act purposes.

The deal remains subject to shareholder approval, regulatory clearance and other customary conditions. Extensive forward-looking-statement language outlines risks such as possible termination, regulatory delays and operational disruption.

Badger Meter, Inc. (BMI) 鈥� Form 4 filing: Director Todd A. Adams reported the automatic issuance of 65.32 phantom stock units on 07/01/2025. These units, equal in value to common shares, were credited to his Director Deferred Compensation Plan as payment of the Q3-2025 cash retainer of $16,000, valued at the 06/30/2025 closing price of $244.95 per share. Following the transaction, Adams now holds 15,694.767 phantom units, recorded as direct ownership. Phantom stock is settled in cash once the director leaves the board, so no immediate share issuance or market purchase occurs. The filing reflects routine board compensation rather than an open-market insider buy or sell and is unlikely to materially affect BMI鈥檚 share float or signaling dynamics.

CommScope (COMM) filed an 8-K (Item 3.02) disclosing an unregistered equity issuance tied to its outstanding Series A Convertible Preferred Stock held by Carlyle Partners VII. On 18 Jun 2025 the board declared a dividend in kind of 17,107 additional Series A preferred shares, plus $791.25 cash in lieu of fractional shares, payable 30 Jun 2025 to holders of record. The distribution is exempt from SEC registration under Section 4(a)(2) because Carlyle is an accredited investor. Including past in-kind dividends, preferred shares issued since the 2019 $1 billion financing now total 1,261,310 (original 1,000,000 plus 244,203 through 31 Mar 2025 and the new 17,107). The incremental issuance equals roughly 1.4 % of preferred shares outstanding and is potentially dilutive to common shareholders once converted, but does not involve cash outlay other than the nominal $791.25.