Financial Performance - Revenue for Q3 2025 was $460 million, down 8% year over year[5] - GAAP EPS improved to $0.30, an increase of $1.06 compared to Q3 2024[5] - Adjusted EPS for Q3 2025 was $0.31, up $0.10 year over year[5] - GAAP net income reached $52 million, an improvement of $190 million year over year[5] - Total revenue for the three months ended September 30, 2025, was $459,675, a decrease of 8% compared to $499,463 in the same period of 2024[23] - For the three months ended September 30, 2025, Pitney Bowes reported a net income of $51.963 million, a significant improvement from a net loss of $138.472 million in the same period of 2024[27] - Adjusted EBITDA for the nine months ended September 30, 2025, was $413.820 million, compared to $356.671 million for the same period in 2024, reflecting a year-over-year increase of approximately 15.9%[27] - Free cash flow for the three months ended September 30, 2025, was $60.376 million, down from $73.505 million in the same period of 2024[28] - Net cash from operating activities for continuing operations was $66.848 million for the three months ended September 30, 2025, compared to $65.721 million in the same period of 2024[28] Segment Performance - The revenue for the SendTech Solutions segment was $311 million, a decline of 6% from the previous year[7] - Sending Technology Solutions revenue decreased by 6% to $310,782 in Q3 2025 from $331,376 in Q3 2024[23] - Presort Services revenue decreased by 11% to $149 million due to lower volumes and client losses[9] - Presort Services revenue declined by 11% to $148,893 in Q3 2025 compared to $166,367 in Q3 2024[23] - Total reportable segments' adjusted EBIT for Q3 2025 was $133,685, down 10% from $148,159 in Q3 2024[24] - Adjusted EBITDA for total reportable segments in Q3 2025 was $154,117, a decrease of 8% from $167,461 in Q3 2024[24] Cost Management and Strategic Initiatives - The company has identified $50 million to $60 million in additional cost savings as part of its strategic review[1] - Pitney Bowes increased its share repurchase authorization to $500 million following over $280 million in year-to-date buybacks[1] - The company has increased its dividend for the fourth consecutive quarter[1] Balance Sheet and Liabilities - Total current assets decreased to $1,149,543 as of September 30, 2025, from $1,317,954 as of December 31, 2024[22] - Total liabilities decreased slightly to $3,916,749 as of September 30, 2025, from $3,975,949 as of December 31, 2024[22] - Long-term debt increased to $2,087,966 as of September 30, 2025, compared to $1,866,458 as of December 31, 2024[22] - The company reported a stockholders' deficit of $661,538 as of September 30, 2025, compared to a deficit of $578,433 as of December 31, 2024[22] Other Financial Metrics - The impact of currency on revenue was a negative $2,101 for Q3 2025[23] - The company incurred restructuring charges of $1.836 million for the three months ended September 30, 2025, compared to $30.694 million in the same period of 2024[27] - Capital expenditures for the three months ended September 30, 2025, were $15.797 million, down from $19.438 million in the same period of 2024[28] - Interest expense, net, for the nine months ended September 30, 2025, was $112.671 million, compared to $131.986 million for the same period in 2024[27] - The company’s adjusted EBIT for the nine months ended September 30, 2025, was $329.317 million, an increase from $270.774 million in the same period of 2024[27]

Financial Performance - Total revenue for Q3 2025 was $261.9 million, a 16% increase from $225.6 million in Q3 2024[6] - Net income for Q3 2025 was $46.8 million, or $0.29 per share, compared to $34.7 million, or $0.21 per share in Q3 2024[6] - Adjusted EBITDA for Q3 2025 was $113.3 million, with an adjusted EBITDA margin of 43%[10] - Service revenue increased to $243.2 million in Q3 2025, up 11.9% from $217.3 million in Q3 2024[44] - Net income for Q3 2025 was $46,839,000, a 35% increase from $34,732,000 in Q3 2024[50] - EBITDA for Q3 2025 reached $109,620,000, compared to $93,847,000 in Q3 2024, reflecting a 16.8% growth[50] - Revenue for the nine months ended September 30, 2025, was $721,217,000, up from $657,707,000 in the same period of 2024, marking a 9.6% increase[50] Cash Flow and Debt - Free Cash Flow for Q3 2025 was $49.0 million, down from $85.1 million in the prior year[10] - Cash and cash equivalents as of September 30, 2025, were $196.1 million, up from $77.6 million at the end of 2024[41] - Cash, cash equivalents, and restricted cash at the end of Q3 2025 totaled $200,299,000, down from $213,213,000 at the end of Q3 2024[52] - Long-term debt as of September 30, 2025, was $1.03 billion, slightly down from $1.03 billion at the end of 2024[41] - Total long-term debt as of September 30, 2025, was $1,029,938,000, slightly down from $1,034,211,000 at the end of 2024[56] - Net debt decreased to $842,708,000 from $968,008,000, resulting in a net leverage ratio of 2.0x compared to 2.4x previously[56] Guidance and Future Outlook - The company is increasing its full-year 2025 revenue guidance to a range of $955 million to $965 million[16] - Preliminary outlook for 2026 anticipates mid-single digit total consolidated revenue growth[18] - Future guidance includes expectations for continued growth in service revenue and potential risks related to government contracts and competitive procurement processes[24] Segment Performance - Government Solutions segment revenue increased by 28% to $122.6 million, driven by the NYCDOT red-light expansion program[10] - NYCDOT red-light camera expansion is expected to generate approximately $30 million in revenue for 2025[13] Stockholder and Equity Information - The company authorized a share repurchase program of up to $250 million[14] - The company reported a total stockholders' equity of $403.1 million as of September 30, 2025, up from $265.1 million at the end of 2024[41] Other Financial Metrics - Adjusted EBITDA for the nine months ended September 30, 2025, was not quantitatively reconciled to GAAP due to the "unreasonable efforts" exception[28] - Credit loss expense for Q3 2025 was $4,521,000, significantly higher than $2,119,000 in Q3 2024, indicating increased risk[50] - Interest expense decreased from $19.6 million in Q1 2024 to $16.6 million in Q1 2025, indicating a reduction of approximately 15.3%[57] - Total depreciation and amortization for 2024 was $108.5 million, with an increase to $112.8 million projected for 2025[57] - Stock-based compensation for 2024 amounted to $23.0 million, with a slight increase to $23.1 million expected in 2025[58] Impairments and Expenses - The company incurred a goodwill impairment of $97.1 million in Q4 2024 related to its Parking Solutions segment[57] - Transaction and other related expenses for 2024 totaled $5.4 million, primarily for potential acquisitions and debt modification costs[57] - Transformation expenses for 2024 were $4.4 million, reflecting costs related to employee separation and exit activities[57] - Income tax provision for Q4 2024 was $10.8 million, with a total of $47.7 million for the year[57] - The company reported an EBITDA of $(11.7) million in Q4 2024, with a total EBITDA of $261.5 million for the year[57]

Exhibit 99.1 John B. Sanfilippo & Son, Inc. Reports Fiscal 2026 First Quarter Results Higher Net Sales Drove a Diluted EPS Increase of 59% to $1.59 per Share Elgin, IL, October 29, 2025 -- John B. Sanfilippo & Son, Inc. (NASDAQ: JBSS) (the "Company") today announced financial results for its fiscal 2026 first quarter ended September 25, 2025. First Quarter Summary CEO Commentary "We began the fiscal year with strong momentum, continuing to execute our Long-Range Plan with discipline and focus. In this quart ...

Company Contact Delaney Gembis Aware, Inc. 781-687-0300 marketing@aware.com Investor Contact Matt Glover Gateway Group, Inc. 949-574-3860 AWRE@gateway-grp.com Aware Reports Third Quarter and Nine-Month 2025 Financial Results BURLINGTON, MASS. – October 29, 2025 – Aware, Inc. (NASDAQ: AWRE), a global leader in biometric identity and authentication solutions, today reported financial results for the third quarter and nine months ended September 30, 2025. Third Quarter 2025 Financial and Recent Operational Hig ...

| | Third Quarter | | | First Nine Months | | | | --- | --- | --- | --- | --- | --- | --- | | (in millions) | 2025 | 2024 | Change | 2025 | 2024 | Change | | (1) Volume | 92.8 | 89.9 | 3.3% | 260.3 | 263.4 | (1.2)% | | Net sales | $1,888.3 | $1,765.7 | 6.9% | $5,323.8 | $5,153.2 | 3.3% | | Gross profit | $748.5 | $698.0 | 7.2% | $2,118.1 | $2,055.3 | 3.1% | | Gross margin | 39.6 % | 39.5 % | | 39.8 % | 39.9 % | | | Income from operations | $246.6 | $227.1 | 8.6% | $708.5 | $701.6 | 1.0% | | Operating margin ...

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 September 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 001-40205 EQUINIX, INC. (Exact name of registrant as specified in its charter) Delaware 77-0487526 (State of incorporation) (I.R.S. Employe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) For the transition period from to Commission file number: 0-23827 PC CONNECTION, INC. Delaware 02-0513618 ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934* For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) (Stat ...

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 September 28, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 0-7647 HAWKINS, INC. (Exact name of registrant as specified in its charter) Minnesota 41-0771293 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer ...

Financial Performance - Third quarter revenue reached $306.5 million, an 18% increase year over year[4] - Net income for the third quarter was $17.6 million, compared to $11.9 million in the same quarter of 2024[4] - Adjusted EBITDA for the third quarter was $29.1 million, an increase from $26.3 million year over year[4] - Revenue for the three months ended September 30, 2025, was $306,514,000, a 18.3% increase from $259,133,000 in the same period of 2024[22] - Net income for the three months ended September 30, 2025, was $17,643,000, compared to $11,888,000 in 2024, representing a 48.5% increase[22] - Adjusted EBITDA for the three months ended September 30, 2025, was $29.079 million, compared to $26.271 million for the same period in 2024, reflecting a year-over-year increase of 6.9%[31] - Adjusted EBITDA for the nine months ended September 30, 2025, was $82.957 million, compared to $59.430 million for the same period in 2024, marking an increase of 39.7%[31] Transaction Value - Transaction value for the third quarter was $589.3 million, up 30% year over year, with Property & Casualty insurance transaction value increasing 41% to $548 million[4] - Total Transaction Value for the three months ended September 30, 2025, was $589,303,000, a 30.5% increase from $451,775,000 in 2024[26] - Open Marketplace transactions accounted for 50.9% of total Transaction Value in Q3 2025, down from 56.0% in Q3 2024[26] - Property & Casualty insurance represented 93.0% of total Transaction Value in Q3 2025, up from 85.8% in Q3 2024[26] Future Guidance - The company expects fourth quarter transaction value in the Property & Casualty insurance vertical to grow approximately 45% year over year[5] - Fourth quarter transaction value in the Health insurance vertical is expected to decline approximately 45% year over year[5] - The guidance for fourth quarter revenue is projected between $280 million and $300 million, representing a 4% year-over-year decrease at the midpoint[10] - Adjusted EBITDA for the fourth quarter is expected to be between $27.5 million and $29.5 million, reflecting a 22% year-over-year decrease at the midpoint[10] Share Repurchase and Equity - A new $50 million share repurchase program has been authorized by the Board of Directors[2] - The company repurchased approximately 3.2 million shares for $32.9 million at an average price of $10.17 per share[4] - The weighted average shares of Class A common stock outstanding for the three months ended September 30, 2025, were 56,617,837, compared to 54,909,772 in 2024[22] Cash Flow and Expenses - Cash flows from operating activities for the nine months ended September 30, 2025, were $73,046,000, significantly higher than $31,343,000 in 2024[24] - The company reported a net cash increase of $29,075,000 for the nine months ended September 30, 2025, compared to $15,033,000 in 2024[24] - Equity-based compensation expense for the three months ended September 30, 2025, was $7.662 million, down from $8.597 million in 2024, a decrease of 10.9%[31] - Interest expense for the three months ended September 30, 2025, was $2.808 million, compared to $3.562 million in the same period of 2024, a reduction of 21.1%[31] Legal and Other Expenses - Legal expenses for the nine months ended September 30, 2025, totaled $42.333 million, a substantial increase from $2.155 million in the same period of 2024, reflecting a rise of 1,964.5%[34] - Changes in legal expenses were primarily driven by increases related to the FTC Matter, with a notable rise in the loss reserve established for this issue[34] - The write-off of intangible assets for the nine months ended September 30, 2025, included a charge of $13.4 million related to customer relationships and trademarks acquired from the acquisition of Customer Helper Team, LLC[33] Contribution Metrics - Contribution for the three months ended September 30, 2025, was $45,615,000, up from $41,482,000 in 2024, reflecting a 9.3% increase[28] - Contribution Margin for the three months ended September 30, 2025, was 14.9%, compared to 16.0% in the same period of 2024[28]

Home Deliveries and Closings - Home deliveries decreased by 0.3% to 953 units in Q3 2025 compared to Q3 2024, while new homes delivered increased by 5.1% to 2,905 units for the nine months ended September 30, 2025 [99][112]. - Home closings revenue for Q3 2025 was $499.1 million, a decrease of 4.6% from $522.9 million in Q3 2024, while for the nine months it increased by 1.9% to $1.54 billion [100][112]. - Net new home orders increased by 2.4% to 898 in Q3 2025 and by 3.9% to 2,912 for the nine months ended September 30, 2025 [101][113]. - The cancellation rate improved to 6.7% in Q3 2025 from 8.5% in Q3 2024, maintaining a historically low range under 10% since December 31, 2022 [104][114]. Sales Prices and Revenue - The average sales price of homes delivered decreased by 4.2% to $523.7 thousand in Q3 2025, and by 3.1% to $530.6 thousand for the nine months ended September 30, 2025 [100][112]. - Lots revenue decreased by $1.3 million to $4.342 million for the nine months ended September 30, 2025, a decline of 23.1% compared to $5.644 million in 2024 [117]. - Land revenue dropped to $0 from $12.704 million in the prior year, marking a 100% decrease [117]. - Total land and lots revenue fell to $4.342 million, down 76.3% from $18.348 million in 2024 [117]. - The average sales price of lots closed increased by 44.8% to $103.4 thousand from $71.4 thousand in the previous year [117]. Expenses and Income - Selling, general and administrative expenses increased to $58.1 million in Q3 2025, with a percentage of revenue rising to 11.6% from 11.0% in Q3 2024 [106][107]. - Selling, general and administrative expenses rose to $172.807 million, an increase of 4.3% from $165.912 million in 2024, with a percentage of revenue increase from 10.8% to 11.2% [118]. - Other income increased to $8.9 million in Q3 2025, up from $4.2 million in Q3 2024, driven by higher loan origination volume [110]. - Other income, net, decreased to $17.7 million from $25.4 million, primarily due to a $10.7 million gain on the sale of an investment in 2024 [122]. - Income tax expense for Q3 2025 was $23.2 million, slightly up from $23.1 million in Q3 2024 [111]. - Income tax expense decreased to $68.4 million from $71.8 million, reflecting lower taxable income [123]. Financial Position and Ratios - Backlog revenue decreased by 20.0% year-over-year to $465.6 million as of September 30, 2025, with backlog units down 16.6% to 675 [101][103]. - Residential units gross margin for Q3 2025 decreased by 160 basis points to 31.1%, primarily due to higher incentives and closing costs [105][116]. - The debt to total capitalization ratio was approximately 15.8% as of September 30, 2025, with a net debt to total capitalization ratio of 9.8% [131][132]. - As of September 30, 2025, the company had a Consolidated Tangible Net Worth of $1,803.3 million, exceeding the minimum requirement of approximately $1,129.4 million [30]. - The company's interest coverage ratio was 32.32 to 1.0 as of September 30, 2025, significantly above the minimum requirement of 2.0 to 1.0 [30]. - The maximum debt to total capitalization rolling average ratio was 15.3% as of September 30, 2025, well below the maximum limit of 40.0% [30]. - The net debt to total capitalization ratio was 9.8% as of September 30, 2025, compared to a debt to total capitalization ratio of 15.8% [149]. Assets and Liabilities - The company issued $75.0 million of senior unsecured notes in August 2019, with a principal payment schedule of $12.5 million due in 2024 and 2025, and a final payment of $50.0 million due in 2026 [30]. - As of September 30, 2025, the company had an outstanding balance of $14,557 thousand under its warehouse facilities, which have a maximum aggregate commitment of $80.0 million [142]. - The company had earnest money deposits of $10.2 million at risk associated with contracts to purchase 2,879 total lots, with an aggregate purchase price of approximately $206.3 million [153]. - The company has warehouse facilities secured by underlying mortgage loans, with interest rates based on SOFR plus a margin of 1.75% to 2% [143]. - Total lots owned increased to 36,699 as of September 30, 2025, from 32,716 at the end of 2024, representing an increase of 12.1% [127]. Industry Trends - The homebuilding industry experiences seasonal fluctuations, with the highest new home order activity typically occurring in spring and summer [154].