raw-material, freight, and fuel inflation increasingly compressing margins

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Industrial companies reported notable margin deterioration, with JBI's Adjusted EBITDA margins dropping from 21.5% to 17.2% and net income falling sharply, while SES experienced gross margin compression from a revenue mix shift toward product sales. These declines reflect a combination of volume deleveraging, unfavorable product mix shifts, and cost inflation, prompting companies to implement cost containment measures and workforce reductions.

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