WEG in numbers + 49,000 employees worldwide + 4,700 engineers worldwide 67 18 5 manufacturing sites countries continents Distributors in 120 countries + WEGE3 WEGZY Net revenue in 2025 R$ 41 billion Market value (Dez/2025) R$ 204 billion 55.1% of revenue from products launched in last 5 years The world's largest manufacturer of low-voltage industrial motors The world's largest industrial plant for low-voltage motors with + 1 million M² Investor Presentation 3 Why WEG? Fast-growing global company specializin ...

Core Insights - Orion Energy Systems, Inc. has announced a new Electrical Contracting and Infrastructure engagement worth $3.1 million with a large enterprise customer, focusing on EV Charging Stations [1][2] - This engagement follows an $11 million initiative from the previous year, indicating a strong ongoing relationship with the customer [2] - Orion is a key partner in the customer's multi-year modernization initiative, which includes upgrades to lighting and electrical infrastructure [3][5] Company Overview - Orion specializes in energy-efficient solutions, including LED lighting, EV charging stations, and maintenance services, aiming to help customers achieve business and environmental goals [6] - The company operates as a licensed electrical contractor in 45 states, enhancing its appeal to large enterprises seeking comprehensive facility solutions [4] Future Engagements - The new work is expected to lead to additional assignments for the same customer, highlighting the potential for continued revenue growth [2][5] - Orion's role is integral to the customer's ongoing modernization efforts, which encompass a wide range of facility requirements [5]

Financial Data and Key Metrics Changes - The company reported adjusted earnings of $5.03 per share for 2025, representing an 8.6% growth over the adjusted earnings of $4.63 per share in 2024 [4][29] - The company affirmed its 2026 earnings per share guidance range of $5.25 to $5.45, indicating an expected growth of approximately 8.1% compared to the midpoint of the original 2025 earnings guidance [18][38] Business Line Data and Key Metrics Changes - Weather-normalized sales at Ameren Missouri grew by 1% overall, with residential and commercial classes growing by 0.5% and 1.5% respectively [31] - The company invested over $4 billion in electric, natural gas, and transmission infrastructure, including the installation of nearly 26,000 electric distribution poles and 283 miles of upgraded transmission and distribution lines [6][8] Market Data and Key Metrics Changes - The company signed 2.2 GW of large load electric service agreements in Missouri, which is expected to support significant economic development and job creation in the region [4][21] - The economic impact study indicates that the company's operations generate over $20 billion in annual economic activity in Missouri and Illinois [11] Company Strategy and Development Direction - The company continues to focus on a three-pillar strategy: investing in rate-regulated infrastructure, advocating for constructive regulatory frameworks, and optimizing business operations [6] - The company plans to invest approximately $5.5 billion in electric, natural gas, and transmission infrastructure in 2026 to enhance the reliability and safety of the energy grid [14][34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong returns and maintain disciplined cost management, with a focus on keeping rates low for customers [12][80] - The company anticipates that the execution of its strategy will continue to drive strong total shareholder returns, with a compound annual earnings growth expectation of 6%-8% from 2026 through 2030 [18][28] Other Important Information - The company has received constructive orders in both Missouri and Illinois regarding electric and natural gas rate reviews, which are expected to support future earnings growth [6][32] - The company has a robust investment pipeline exceeding $70 billion, aimed at strengthening the energy grid and supporting economic growth [27] Q&A Session Summary Question: Can you discuss the 2.2 GW of executed ESAs and its implications? - Management indicated that the 2.2 GW of executed ESAs represents upside to the sales growth embedded in the 6%-8% guidance, providing greater confidence in achieving the upper end of that range [42][45] Question: How do you view the lag between rate base growth and earnings growth? - Management noted that the primary difference between the 10.6% rate base CAGR and the 6%-8% EPS growth is due to equity dilution from planned issuances, and that sales growth from hyperscalers could help reduce this lag [53][56] Question: Are there concerns about potential cancellations of ESAs? - Management expressed no concerns regarding the ESAs, emphasizing that significant milestones remain ahead for project development, and that the ESAs are designed to protect existing customers [59][61] Question: How does the updated plan impact customer bills, particularly in Missouri? - Management highlighted a focus on affordability and disciplined cost control, ensuring that new data centers pay their fair share of costs without burdening existing customers [78][79]

Core Viewpoint - Willdan Group, Inc. has been awarded a $112 million energy savings performance contract by the City of San Diego, focusing on energy and water efficiency improvements across multiple city facilities [1] Group 1: Contract Details - The contract will support energy and water efficiency across 40 city facilities [1] - It includes the decarbonization of 23 facilities and upgrades to 39,000 city-owned streetlight fixtures [1] Group 2: Project Components - The projects will involve electrification measures and battery energy storage systems [1] - Electrification will also be applied to HVAC and water heating systems [1]

Core Insights - The European Investment Bank (EIB) is committing €60 million ($71.1 million) to launch a financing platform with Solas Capital to enhance energy savings among businesses in Europe [1] - The initiative aims to support energy efficiency projects for small- and medium-sized enterprises (SMEs), which are considered vital to the European economy [1] - The platform is expected to mobilize nearly €400 million ($474 million) for deploying energy-efficient technologies across various EU countries [1] Investment Details - The EIB's investment will be directed into Solas Sustainable Energy Fund II (SSEF II) to promote energy efficiency [1] - The new co-financing platform follows a previous €30 million ($36 million) commitment to Solas Sustainable Energy Fund (SSEF) in 2022 [1] - The partnership aims to expand energy as a service financing, allowing firms to purchase fixed energy services instead of physical equipment [1] Impact on SMEs and Economy - The initiative is designed to lower energy costs and carbon footprints for SMEs, making them more competitive and environmentally friendly [1] - The EIB's vice president emphasized the real impact of energy efficiency on reducing energy bills and strengthening the European economy [1] - The platform will facilitate access to advanced technologies that provide immediate and measurable energy savings for SMEs [1]

Core Insights - Microsoft is exploring the use of superconducting power lines in its data centers to enhance energy efficiency and support its extensive U.S. server warehouse expansion [1] Group 1: Company Initiatives - The implementation of superconducting power lines could significantly accelerate Microsoft's data center build-out by improving energy efficiency [1]

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 reached $196 million, up 30.4% quarter-over-quarter and 121.1% year-over-year, marking the highest quarterly revenue in the past three years [6][27] - Full-year revenue for 2025 was $530 million, surging 96.7% year-over-year [12][30] - Gross margin in Q4 was $14.6 million, down from $16.6 million in Q3, primarily due to large-scale orders and declining Bitcoin prices [32] Business Line Data and Key Metrics Changes - Product revenue from mining machines was $165 million in Q4, up 39.1% quarter-over-quarter and 124.5% year-over-year [8] - The total computing power sold reached 14.6 exahash per second, up 45.7% quarter-over-quarter and 60.9% year-over-year [7] - Revenue from North American customers was $125 million, accounting for over 75% of total product sales [28] Market Data and Key Metrics Changes - Bitcoin prices experienced significant volatility, peaking at approximately $126,000 in October before dropping below $90,000 by December [5][26] - The total network hash rate reached historical highs, impacting miners' profit margins [26] Company Strategy and Development Direction - The company aims to integrate computing and energy infrastructure, exploring innovative mining applications and partnerships [10][16] - In 2026, the strategy focuses on securing reliable power resources and developing a systematic approach to power capacity [17][19] - The company plans to enhance its consumer and small to medium-sized business segments, emphasizing product quality and customer experience [20][21] Management's Comments on Operating Environment and Future Outlook - The management expressed a cautious outlook for the first quarter of 2026, anticipating revenue between $60 million and $70 million due to market volatility [24][34] - The company remains focused on maintaining cash flow discipline and preparing for potential demand recovery later in the year [22][34] Other Important Information - The company holds 1,750 Bitcoins and 3,961 Ethereums, valued at approximately $166 million at year-end prices [9][29] - The company has repurchased approximately 2.8 million ADSs for $2 million under its stock repurchase program [31] Q&A Session Summary Question: Update on A16 mass production timeline - The A16 mass production is expected to start after the Lunar New Year holiday, with volume ramp-up by the end of Q1 [39][40] Question: Margin profile difference between Home series and A15 - The Home series maintains good profitability, while industrial machines face pressure due to market conditions [41][42] Question: Size of the total addressable market for energy efficiency initiatives - The scale of individual projects typically ranges from a few megawatts to several tens of megawatts, with a cautious approach to market size estimates [48][49] Question: Long-term manufacturing footprint and U.S. manufacturing adjustments - The company has built a resilient manufacturing setup across multiple regions, including the U.S., to adapt to compliance and market changes [55][56] Question: Breakeven price for Bitcoin mining customers - The all-in payback level for Bitcoin mining is estimated to be around $100,000-$110,000, with a shutdown price for A15 Pro at approximately $37,000 [59][60] Question: Product development and future chip efficiency - The A16 series has achieved 12.8 J/TH, with ongoing efforts to improve energy efficiency for future generations [81][84] Question: Self-mining targets for 2026 - The company does not have a fixed self-mining target for 2026 but aims to prioritize energy resource allocation and infrastructure development [86]

Als architect. Het is ons vak om aangename woon een werkomgeving te maken. We doen dat graag. We doen dat vol enthousiasme.Maar we mogen echter niet vergeten dat bij de realisatie van die projecten er vaak een heel belangrijke milieuimpact bij hoort. Wist u dat om é vier gebouw te realiseren er evenveel CO2 vrij komt als bij een vlucht Brussel New York. Dus we hebben grote verantwoordelijkheid.Er pasteert eigenlijk heel veel CO2 door onze handen. Het is ook heel belangrijk dat de toekomstige generatie archi ...

Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [5][21] - Revenue grew by 6%, with adjusted EBIT margins expanding by 190 basis points to 12.4% [5][20] - Adjusted EPS rose nearly 40%, exceeding guidance [5][21] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [20][24] Business Line Data and Key Metrics Changes - Organic revenue growth was led by service, which grew 9% year-over-year [23] - In the Americas, sales were up 6% organically, with solid double-digit growth in service [23] - EMEA grew 4%, driven by high single-digit growth in service [23] - APAC delivered 8% growth, led by strong system performance and steady demand in service [23] Market Data and Key Metrics Changes - The Americas segment saw a 56% growth, primarily from large-scale data center projects [21] - EMEA experienced an 8% growth, with balanced high single-digit growth in both service and system [21] - APAC orders increased by 10%, driven by double-digit growth in systems and high single-digit growth in service [21] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [7][11] - A proprietary business system is being deployed to enhance operational efficiency and align goals across the organization [6][13] - The strategy emphasizes innovation in technology and service-based solutions to meet customer needs [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to the year and raised full-year guidance due to positive momentum [5][26] - The operating environment remains challenging, but the company is well-positioned to deliver on its commitments [20][25] - Management highlighted the importance of operational discipline and the ability to respond to customer needs quickly [74][107] Other Important Information - The company is investing in R&D to support future growth while maintaining cost control [92][93] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [89][90] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders and highlighted strong demand not only from data centers but also from life sciences [28][30] Question: Backlog and organic growth - Management indicated that while backlog is strong, not all orders are shippable within the next nine months, affecting organic growth projections [32][33] Question: Market evolution and order growth - Management noted broad-based growth across different applications in the data center market and emphasized the importance of thermal management for life sciences [36][38] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expressed confidence in future improvements [50][51] Question: Data center lead times - Management reported good progress on lead times and emphasized the importance of reliable delivery for competitive advantage [72][74] Question: BMS growth and opportunities - Management characterized BMS growth as solid and highlighted the alignment with mission-critical solutions [78] Question: New product development and market readiness - Management discussed ongoing collaboration with customers to innovate and prepare for future market needs [81][82] Question: Portfolio review and strategic moves - Management confirmed ongoing strategic review of the portfolio to enhance shareholder value [85][87]

Core Insights - Garrett Motion Inc. has introduced a breakthrough oil-free centrifugal compressor technology for HVAC systems, aiming to cover cooling demands from 7 to 500 Tons (25 to 1,750 kWc) [2][3] - The company plans to generate $1 billion in revenues outside its Turbo automotive business by 2030, leveraging proven automotive technologies for industrial HVAC applications [3] Technology and Innovation - The new HVAC compressor technology offers a superior alternative to existing solutions such as scroll, screw, and magnetic bearing-based compressors, utilizing efficient turbo machinery and high-speed electric motors [3] - The compressors are designed to enable significant energy savings of over 10% in real-life applications compared to current solutions [5] Sustainability and Cost Efficiency - Garrett's compressors support sustainability goals by facilitating the use of next-generation ultra-low GWP refrigerants and providing cost savings through lower energy consumption and reduced maintenance needs [4] - The compact and lightweight design allows for retrofitting onto existing installations, ensuring a fast payback for end users [4] Market Applications - The comprehensive portfolio of oil-free centrifugal compressors is tailored for various commercial HVAC needs, including rooftop units, chillers for comfort cooling, data center cooling, and battery energy storage applications [5] - Customer testing samples are currently available, with production set to begin in late 2026 [6]