Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________ FORM 10-Q _______________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-40054 Bumble Inc. (Exact Name of Registran ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39473 LENSAR, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organ ...

Exhibit 99.1 Biodesix Announces Second Quarter 2025 Results and Highlights Q2 2025 Revenue of $20.0 million, an increase of 12% over Q2 2024; Q2 2025 gross profit margin of 80%, a 150-basis point improvement from Q2 2024; Reiterating FY2025 Total Revenue Guidance of $80-85 million; Conference Call and Webcast Today at 4:30 p.m. ET LOUISVILLE, CO, August 7, 2025 – Biodesix, Inc. (Nasdaq: BDSX), a leading diagnostic solutions company, today announced its financial and operating results for the second quarter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ COMMISSION FILE NUMBER 000-51122 EyePoint Pharmaceuticals, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30171 _______ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to___________ Commission file number 00 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38359 Adicet Bio, Inc. (Exact name of registrant as specified in its charter) Delaware 81-3305277 (State or other jurisdiction o ...

PRESS RELEASE | August 7, 2025 | NASDAQ: PLL Belmont, North Carolina, August 7, 2025 – Piedmont Lithium Inc. ("Piedmont," the "Company," "we," "our," or "us") (Nasdaq: PLL; ASX: PLL), a leading North American supplier of lithium products critical to the U.S. electric vehicle supply chain, today reported its second quarter 2025 financial results. Piedmont shipped approximately 20,200 dry metric tons ("dmt") of spodumene concentrate (~5.3% Li O) and recognized $11.9 million in revenue in Q2'25. The Company's ...

PART I. FINANCIAL INFORMATION Contains the company's unaudited interim financial statements, management's analysis, and market risk disclosures [Item 1. Financial Statements](index=5&type=section&id=Item%201.%20Financial%20Statements) Presents the unaudited condensed consolidated balance sheets, statements of income, equity, and cash flows [Condensed Consolidated Balance Sheets](index=5&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Details the company's financial position, showing significant growth in total assets and borrowings Condensed Consolidated Balance Sheet Highlights (in thousands) | Account | June 30, 2025 | December 31, 2024 | | :--- | :--- | :--- | | **Total Current Assets** | $1,645,653 | $1,483,379 | | **Total Assets** | **$2,039,715** | **$1,855,721** | | **Total Current Liabilities** | $671,012 | $641,233 | | **Total Liabilities** | $848,026 | $759,815 | | **Total Equity** | **$1,191,689** | **$1,095,906** | - Key asset increases were seen in Cash and cash equivalents (up **$34.6M**), Account receivables (up **$46.6M**), and Inventories (up **$50.3M**) compared to year-end 2024[20](index=20&type=chunk) - Total borrowings (short-term and long-term) increased from **$182.8M** at year-end 2024 to **$278.1M** as of June 30, 2025[20](index=20&type=chunk) [Condensed Consolidated Statements of Comprehensive Income](index=7&type=section&id=Condensed%20Consolidated%20Statements%20of%20Comprehensive%20Income) Outlines revenue, profit, and earnings per share for the second quarter and first half of 2025 versus 2024 Q2 2025 vs Q2 2024 Performance (in thousands) | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Revenue | $215,372 | $202,480 | | Gross Profit | $104,461 | $96,784 | | Income from Operations | $31,694 | $37,593 | | Net Income Attributable to ACM | $29,760 | $24,210 | Six Months 2025 vs 2024 Performance (in thousands) | Metric | H1 2025 | H1 2024 | | :--- | :--- | :--- | | Revenue | $387,719 | $354,671 | | Gross Profit | $187,011 | $175,905 | | Income from Operations | $57,471 | $62,825 | | Net Income Attributable to ACM | $50,140 | $41,643 | - Diluted EPS for Q2 2025 was **$0.44**, an increase from **$0.35** in Q2 2024; for the six-month period, diluted EPS was **$0.74** in 2025, up from **$0.61** in 2024[23](index=23&type=chunk) [Condensed Consolidated Statements of Cash Flows](index=12&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Summarizes cash movements from operating, investing, and financing activities for the first half of 2025 Six Months Ended June 30 Cash Flow Summary (in thousands) | Cash Flow Category | 2025 | 2024 | | :--- | :--- | :--- | | Net cash (used in) provided by operating activities | $(39,619) | $51,942 | | Net cash (used in) provided by investing activities | $(31,295) | $31,889 | | Net cash provided by financing activities | $110,973 | $58,251 | - The **significant use of cash in operating activities** in H1 2025 was primarily driven by increases in inventories (**$52.9M**) and accounts receivable (**$44.5M**), and a decrease in advances from customers (**$24.4M**)[31](index=31&type=chunk) - Financing activities provided **$111.0M** in cash, mainly from proceeds from short-term and long-term borrowings (**$134.6M**) and stock option exercises (**$23.6M**)[32](index=32&type=chunk) [Notes to the Condensed Consolidated Financial Statements](index=14&type=section&id=Notes%20to%20the%20Condensed%20Consolidated%20Financial%20Statements) Provides supplementary details on customer concentration, subsidiary structure, and ongoing legal inquiries - For the six months ended June 30, 2025, three customers accounted for **49.9% of total revenue**; as of June 30, 2025, four customers accounted for **49.5% of total accounts receivable**[71](index=71&type=chunk)[72](index=72&type=chunk) - The company's principal operating subsidiary is ACM Research (Shanghai), Inc, in which it holds an **81.1% effective interest** as of June 30, 2025[34](index=34&type=chunk) - In 2025, ACM Korea received inquiries from the **Seoul Customs Office** regarding certain goods shipped to overseas markets; the investigation is ongoing but is not currently expected to have a material effect[133](index=133&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=36&type=section&id=Item%202.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Analyzes financial performance and condition, highlighting revenue growth drivers, rising expenses, and liquidity position [Overview](index=38&type=section&id=Overview) Discusses the company's market position, industry forecasts, and a proposed private offering by its Shanghai subsidiary - The company's current product portfolio addresses an estimated **$20 billion** of the 2025 global wafer fab equipment (WFE) market[162](index=162&type=chunk) - Gartner estimates the total worldwide WFE market will increase by 4.7% to **$116.8 billion** in 2025, while the China WFE market is expected to decrease by 17.1% to **$33.5 billion**[163](index=163&type=chunk)[164](index=164&type=chunk) - ACM Shanghai has a proposed private offering to raise up to **RMB 4.5 billion ($642.2 million)**, which would reduce ACM Research's equity interest from 81.1% to approximately **74.6%**[164](index=164&type=chunk)[165](index=165&type=chunk) [Results of Operations](index=41&type=section&id=Results%20of%20Operations) Compares revenue by product, gross margin, and operating expenses for Q2 and H1 2025 against the prior year Revenue by Product Category - Q2 Comparison (in thousands) | Product Category | Q2 2025 | Q2 2024 | % Change | | :--- | :--- | :--- | :--- | | Single wafer cleaning, Tahoe and semi-critical | $154,961 | $153,221 | 1.1% | | ECP, furnace and other technologies | $48,016 | $38,962 | 23.2% | | Advanced packaging, services & spares | $12,395 | $10,297 | 20.4% | | **Total Revenue** | **$215,372** | **$202,480** | **6.4%** | Revenue by Product Category - H1 Comparison (in thousands) | Product Category | H1 2025 | H1 2024 | % Change | | :--- | :--- | :--- | :--- | | Single wafer cleaning, Tahoe and semi-critical | $284,530 | $262,691 | 8.3% | | ECP, furnace and other technologies | $75,646 | $64,762 | 16.8% | | Advanced packaging, services & spares | $27,543 | $27,218 | 1.2% | | **Total Revenue** | **$387,719** | **$354,671** | **9.3%** | - Gross margin for Q2 2025 was **48.5%**, a slight increase from 47.8% in Q2 2024; for H1 2025, gross margin was **48.2%**, a decrease from 49.6% in H1 2024[181](index=181&type=chunk)[202](index=202&type=chunk) - Total operating expenses **increased by 22.9% in Q2 2025** and **14.6% in H1 2025** year-over-year, driven by higher R&D and Sales & Marketing costs[182](index=182&type=chunk)[203](index=203&type=chunk) [Liquidity and Capital Resources](index=51&type=section&id=Liquidity%20and%20Capital%20Resources) Details the company's cash position, sources of liquidity, and changes in cash flow from operations Cash Position (in thousands) | Account | June 30, 2025 | December 31, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents and restricted cash | $452,886 | $411,310 | | Short-term time deposits | $31,019 | $17,277 | | Long-term time deposits | $0 | $13,275 | | **Total** | **$483,905** | **$441,862** | - For the first six months of 2025, net cash used in operating activities was **$39.6 million**, a significant shift from **$51.9 million provided** by operations in the same period of 2024[223](index=223&type=chunk) - The company believes existing cash, cash flow from operations, and bank borrowings will be **sufficient to meet anticipated cash needs** for at least the next 12 months[217](index=217&type=chunk) [Quantitative and Qualitative Disclosures About Market Risks](index=59&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20about%20Market%20Risks) Confirms no material changes to the company's market risk exposures or management strategies during H1 2025 - There have been **no material changes** in the first six months of 2025 to the company's market risks or its management of such risks[251](index=251&type=chunk) [Controls and Procedures](index=59&type=section&id=Item%204.%20Controls%20and%20Procedures) Affirms the effectiveness of disclosure controls and notes no material changes to internal financial reporting controls - The CEO and CFO concluded that as of June 30, 2025, the company's disclosure controls and procedures were **effective at a reasonable assurance level**[253](index=253&type=chunk) - **No changes occurred** during the quarter ended June 30, 2025, that have materially affected, or are reasonably likely to materially affect, the company's internal control over financial reporting[255](index=255&type=chunk) PART II. OTHER INFORMATION Covers legal proceedings, risk factors, equity sales, and other corporate disclosures [Legal Proceedings](index=60&type=section&id=Item%201.%20Legal%20Proceedings) States the company is not currently involved in any material legal proceedings outside the ordinary course of business - The company is not currently involved in any legal proceedings that are expected to have a **material adverse effect** on its business, operating results, or financial condition[256](index=256&type=chunk) [Risk Factors](index=60&type=section&id=Item%201A.%20Risk%20Factors) Indicates no material changes to the risk factors previously disclosed in the 2024 Annual Report - There were **no material changes** to the risk factors discussed in the Annual Report for the fiscal year ended December 31, 2024, and the Q1 2025 10-Q[257](index=257&type=chunk) [Unregistered Sales of Equity Securities and Use of Proceeds](index=60&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) Reports the issuance of common stock from stock option exercises, exempt from registration under the Securities Act - An aggregate of **349,743 shares** of Class A common stock were issued during the six months ended June 30, 2025, from the exercise of stock options, claiming exemption under Section 4(a)(2) of the Securities Act[258](index=258&type=chunk) [Other Information](index=60&type=section&id=Item%205.%20Other%20Information) Discloses the adoption of Rule 10b5-1 trading plans by two company executives for future stock sales - On May 15, 2025, Sotheara Cheav, SVP of Manufacturing, adopted a **Rule 10b5-1 trading plan** for the sale of up to 21,152 shares of Class A Common Stock[260](index=260&type=chunk) - On May 20, 2025, Jian Wang, CEO of ACM Shanghai, adopted a **Rule 10b5-1 trading plan** for the sale of up to 90,000 shares of Class A Common Stock[261](index=261&type=chunk) [Exhibits](index=62&type=section&id=Item%206.%20Exhibits) Lists the exhibits filed with the report, including officer certifications and Inline XBRL data files - Exhibits filed with the report include **CEO and CFO certifications** pursuant to Sections 302 and 906 of the Sarbanes-Oxley Act, and various Inline XBRL documents[262](index=262&type=chunk)

Commission File Number 001-38848 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ STERIS plc (Exact name of registrant as specified in its charter) Ireland 98-1455064 (St ...