Group 1 - Truecaller AB has repurchased a total of 145,000 B shares from July 21 to July 25, 2025, representing 0.04% of outstanding capital as part of its share buyback program [1] - Since the initiation of the buyback program on May 30, 2025, Truecaller has repurchased a total of 400,000 shares, which corresponds to 0.11% of outstanding capital [1] - The share buyback program is authorized by the Board until the Annual General Meeting in 2026, allowing buybacks up to a maximum of 10% of the total number of outstanding shares [2] Group 2 - The aggregated daily volume of shares repurchased during the week of July 30, 2025, includes 35,000 shares on July 22, 30,000 shares on July 23, 30,000 shares on July 24, and 50,000 shares on July 25, totaling 145,000 shares with a weighted average price of SEK 53.19 [3] - The total value of shares repurchased during the week amounts to SEK 7,712,175, while the total value during the entire buyback program is SEK 24,475,959 [3] - As of July 25, 2025, Truecaller holds 4,345,332 B shares and 5,013,786 C shares, which together represent 2.65% of the outstanding capital [4] Group 3 - The total number of shares in Truecaller, including its own shares, is now 353,750,053, while the number of outstanding shares, excluding own shares, is 344,390,935 [5] - Truecaller is a leading global platform for verifying contacts and blocking unwanted communication, with over 450 million active users [5]

Core Viewpoint - Elis has disclosed the purchase of its own shares from July 21 to July 24, 2025, as part of its buyback program authorized by the General Shareholders' Meeting on May 22, 2025 [2]. Summary by Relevant Sections Share Buyback Details - The total number of shares acquired during this period was 42,292 shares, with a weighted average price of €24.9064 [2]. - The purchases were made on various platforms, including XPAR and DXE, with daily transactions detailed as follows: - July 21, 2025: 15,135 shares at average prices of €24.8578 and €24.8084 [2]. - July 22, 2025: 14,003 shares at average prices of €24.7323 and €24.6760 [2]. - July 23, 2025: 2,800 shares at an average price of €25.0457 [2]. - July 24, 2025: 10,354 shares at average prices of €25.2264 and €25.1880 [2]. Purpose of Share Purchases - The purpose of these share buybacks is to cover maturing performance share plans and allocate free shares to employees as part of the Elis for All 2025 international employee shareholding plan [2]. - Additionally, the shares are intended to be cancelled in accordance with the resolution passed at the Combined General Meeting on May 22, 2025 [2].

Group 1 - KPN has completed a € 250 million share buyback program, which started on February 25, 2025, and concluded on July 25, 2025 [1][4] - A total of 62,465,117 ordinary shares were repurchased at an average price of € 4.00 per share [1][2] - KPN plans to cancel 61,465,117 of the repurchased shares to reduce its capital, while retaining 1,000,000 shares for employee share plans [2] Group 2 - In the final days of the share buyback, KPN repurchased 5,294,379 ordinary shares at an average price of € 3.99 per share, totaling € 21.1 million [3] - The transaction details of the share buyback are available on KPN's website [3]

Financial Data and Key Metrics Changes - Hexcel generated sales of $490 million in Q2 2025, with adjusted diluted EPS of $0.50 per share [12][24] - Commercial aerospace sales were $293 million, down 8.9% year-over-year on a constant currency basis [12][25] - Gross margin decreased to 22.8% from 25.3% in the previous year, impacted by lower operating leverage and inventory reduction actions [14][27] - Adjusted operating income was $54.2 million, or 11.1% of sales, compared to $72 million, or 14.4% of sales in the prior year [29] Business Line Data and Key Metrics Changes - The Composite Materials segment represented 80% of total sales, with an adjusted operating margin of 14.1%, down from 17.2% in the prior year [29] - Defense, Space, and Other sales totaled $197 million, up 7.6% year-over-year, driven by various military programs [13][26] - Sales for other commercial aerospace increased by 5.1% year-over-year, led by international demand [13][25] Market Data and Key Metrics Changes - The commercial aerospace market accounted for approximately 60% of total sales in Q2 2025 [24] - Defense budgets globally are increasing, with NATO members in Europe indicating a rise to 5% of GDP, supporting higher build rates for military platforms [9][10] - The outlook for the A350 program remains challenging due to supply chain disruptions, but Airbus aims to stabilize production rates [6][12] Company Strategy and Development Direction - Hexcel is focused on maintaining operational excellence and controlling costs while navigating near-term production reductions [14][18] - The company is investing in automation and digitization to improve production efficiency and reduce costs per unit over the next several years [18][20] - Hexcel plans to generate over $1 billion in cash cumulatively over the next four years, driven by strong demand in commercial aerospace and defense sectors [7][36] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the commercial aerospace industry's recovery, with a strong backlog for new aircraft orders [36] - The company expects production rates to increase in the second half of 2025, leading to improved margins and cash flow [15][21] - Management highlighted the importance of maintaining strong relationships with customers and adapting to changing market conditions [10][74] Other Important Information - Hexcel took a restructuring charge of $24 million in Q2 2025 related to the closure of its engineered products facility in Belgium [19][28] - The company repurchased $50 million of shares in Q2 2025, totaling $100 million for the year [22][31] - Hexcel's average contract length is about seven years, with 15-20% of contracts up for renewal each year, allowing for pricing adjustments [66][67] Q&A Session Summary Question: Can you outline the assumptions on build rates for the A350 program? - Management indicated that the A350 program's build rate has been adjusted down to the low sixties for the full year, with expectations for a strong fourth quarter as destocking ends [41][42] Question: What is the outlook for defense spending in the second half of the year? - Management expressed optimism about continued growth in defense spending, which has been higher than expected, and expects this trend to continue [45][46] Question: What were the actual shipping rates for the A350 in the first half of the year? - Shipping rates were in the low sixties in Q1 and high fives in Q2, with destocking primarily affecting European shipments [53][56] Question: How does the company plan to manage tariff impacts? - Management noted that tariffs are expected to impact earnings by $3-4 million per quarter, but they are working on mitigating strategies [34][85] Question: What is the long-term growth outlook for the defense business? - Management sees defense as a significant growth opportunity, with increased spending in the US and Europe expected to benefit Hexcel's defense segment [94][95]

Core Insights - Wolters Kluwer has repurchased 190,651 ordinary shares for €26.6 million at an average price of €139.36 during the period from July 17 to July 23, 2025 [2][3] - The company aims to repurchase shares worth up to €1 billion throughout 2025 as part of its share buyback program announced on February 26, 2025 [3] - Cumulatively, 4,076,507 shares have been repurchased in 2025, totaling €617.2 million at an average price of €151.40 [3] Share Buyback Program Details - The share buyback program allows for the execution of €350 million of buybacks through third parties, adhering to relevant laws and regulations [3] - Shares repurchased will be held as treasury shares and are intended for capital reduction through share cancellation [4] Company Overview - Wolters Kluwer reported annual revenues of €5.9 billion in 2024 and operates in over 40 countries, employing approximately 21,900 people [6] - The company provides professional information solutions, software, and services across various sectors including healthcare, tax, accounting, and legal [5]

Core Insights - Southwest Airlines reported second-quarter earnings and revenue that did not meet Wall Street expectations, indicating a challenging financial environment for the airline [1][2] - The airline announced a new $2 billion share buyback, signaling confidence in its long-term value despite current performance [1] - Southwest Airlines withdrew its 2025 guidance due to economic uncertainty in the U.S., reflecting broader industry concerns [1] Financial Performance - Earnings per share for the second quarter were reported at 43 cents adjusted, falling short of the expected 51 cents [2] - Revenue for the quarter was $7.24 billion, slightly below the anticipated $7.3 billion [2] Operational Adjustments - The airline plans to cut flights during off-peak periods, a strategy aimed at optimizing operations in response to fluctuating demand [1]

Core Points - Aalberts has repurchased 2,500 shares from July 14 to July 18, 2025, for a total of EUR 80,592.48, averaging EUR 32.24 per share [1] - The total shares repurchased under the buyback program up to July 18, 2025, amounts to 2,004,824 shares for EUR 59,799,126 [2] - The share buyback program is part of a larger initiative announced on February 27, 2025, with a total budget of EUR 75 million, set to conclude by October 24, 2025 [1][2] - The buyback is conducted within the authority granted by the Annual General Meeting on May 23, 2024, and adheres to the Market Abuse Regulation [3] Regulatory Compliance - The share buyback program complies with the technical standards set out in Regulation (EU) 596/2014 and Commission Delegated Regulation (EU) 2016/1052 [4]

Core Viewpoint - ASM International N.V. is actively conducting share repurchases as part of a €150 million buyback program initiated on April 30, 2025, with 43.6% of the program completed to date [1]. Group 1: Share Buyback Program - The company repurchased a total of 9,290 shares between July 16 and July 17, 2025, at an average price of €513.83, amounting to a total repurchased value of €4,773,457 [1]. - The individual transactions included 4,942 shares at €509.82 on July 16, 2025, and 4,348 shares at €518.38 on July 17, 2025 [1]. Group 2: Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [2]. - The company operates facilities across the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [2].

Core Viewpoint - JDE Peet's has repurchased a total of 190,991 shares as part of its ongoing share buyback program, reflecting the company's commitment to returning value to shareholders [1][2]. Share Buyback Program - The recent share repurchase occurred between July 14, 2025, and July 18, 2025, at an average price of EUR 24.08 per share, totaling EUR 4.6 million [1]. - To date, the total number of shares repurchased under the buyback program is 4,473,320 ordinary shares, amounting to EUR 88.0 million [2]. Company Overview - JDE Peet's is recognized as the world's leading pure-play coffee company, serving approximately 4,400 cups of coffee per second across more than 100 markets [3]. - In 2024, JDE Peet's reported total sales of EUR 8.8 billion and employed over 21,000 individuals globally [3].

Core Points - Columbus A/S has initiated a share buyback program with a total budget of DKK 16 million, running from 30 June 2025 to 11 March 2026 [1][2] - The company executed share buyback transactions from 14 July 2025 to 18 July 2025, purchasing a total of 46,056 shares at an average price of DKK 10.26, amounting to a transaction value of DKK 472,327.60 [2] - As of the latest report, Columbus A/S has repurchased a total of 164,056 shares, representing 0.13% of its share capital [2] Summary of Transactions - The accumulated shares before the recent transactions were 118,000 shares at an average purchase price of DKK 10.55, with a total transaction value of DKK 1,244,430.90 [2] - The breakdown of transactions during the specified period is as follows: - 14 July 2025: 56 shares at DKK 10.65, total DKK 596.40 - 15 July 2025: 10,000 shares at DKK 10.80, total DKK 108,000.00 - 16 July 2025: 10,000 shares at DKK 10.83, total DKK 108,268.00 - 17 July 2025: 11,000 shares at DKK 9.82, total DKK 107,972.70 - 18 July 2025: 15,000 shares at DKK 9.83, total DKK 147,490.50 [2] - The total accumulated shares under the buyback program now stands at 164,056 shares with an average purchase price of DKK 10.46 and a total transaction value of DKK 1,716,758.50 [2]