Overview of 3Q FY3/2026 January 30, 2026 Copyright © 2026 Sumitomo Mitsui Financial Group. All Rights Reserved. Definitions This document contains "forward-looking statements" (as defined in the U.S. Private Securities Litigation Reform Act of 1995), regarding the intent, belief or current expectations of Sumitomo Mitsui Financial Group, Inc. ("the Company") and its management with respect to the Company's future financial condition and results of operations. This document also contains "sustainability stat ...

Core Insights - Signify reported full-year 2025 sales of EUR 5.8 billion, with an operational profitability (adjusted EBITA) of 8.9% and free cash flow of EUR 440 million [1][3][6] Financial Performance - The Professional business experienced growth in the US but a decline in Europe, while the Consumer business showed sustained growth in all regions except China [3] - Connected lighting saw strong growth in both Professional and Consumer markets, but this was offset by a decline in non-connected lighting, particularly in trade channels [3] - The adjusted EBITA margin for the full year was 8.9%, down from 9.9% in FY 2024, and net income decreased to EUR 259 million from EUR 334 million in FY 2024 [7][6] - Free cash flow for FY 2025 was EUR 440 million, slightly up from EUR 438 million in FY 2024 [7] Strategic Initiatives - The company announced a EUR 180 million cost reduction program aimed at structurally resetting its cost base, which will impact 900 roles [5][12] - A full strategy and portfolio review is underway, with conclusions to be shared at the Capital Markets Day on June 23, 2026 [5] Sustainability Achievements - Signify surpassed its 2025 target to reduce greenhouse gas emissions by 40% against the 2019 baseline, achieving double the pace required by the Paris Agreement [8] - Circular revenues reached 37% of sales, exceeding the 2025 target of 32%, primarily driven by serviceable luminaires in the Professional business [9] - Brighter lives revenues accounted for 34% of sales, surpassing the 2025 target of 32% [10] - The percentage of women in leadership positions remained at 27%, falling short of the 2025 target of 34% [11] Outlook - The company anticipates challenging market conditions to persist through 2026 and is not providing guidance on full-year sales at this stage [6][13] - An adjusted EBITA margin is expected to be between 7.5% and 8.5%, with free cash flow generation projected at 6.5% to 7.5% of sales [6][13]

Core Insights - NEXE Innovations Inc. has reported significant progress in its transition from proof-of-concept to scalable commercialization, marked by revenue growth and improved cost management [2][7] Financial Performance - Revenue for Q2 2026 reached $198,644, a substantial increase from $70,754 in Q2 2025, driven by the adoption of NEXE's compostable coffee pod and new retail partnerships [7] - Total revenues for the first half of fiscal 2026 amounted to $319,128, surpassing the full-year 2025 revenues of $307,543, indicating strong market validation [7] - Gross margins were modestly negative due to one-time setup costs, but unit costs improved by 25% from Q1 2026 [7] - Selling, general, and administrative expenses decreased by 42.6% year-over-year to $520,145, reflecting effective cost control measures [7] - The company ended the quarter with a strong balance sheet, holding $10.6 million in cash and GIC investments with minimal debt [7] Strategic Initiatives - NEXE is exploring strategies to accelerate commercialization timelines, including partnerships, licensing opportunities, and strategic acquisitions [2][4] - The company aims to adopt a partnership-led scaling model beyond single-serve coffee, leveraging its proprietary compostable technology for broader applications [5] - Management believes that 2025 served as a proof-of-concept year, with 2026 focused on advancing market access through innovative business models [6] Corporate Update - Haytham Hodaly has resigned from the Board of Directors to focus on his new role as President of Wheaton Precious Metals Corp, with the company expressing gratitude for his contributions [6][8]

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Financial Data and Key Metrics Changes - The company achieved an 11% revenue compound annual growth rate since 2020 and a 24% adjusted EPS compound annual growth rate [7] - Adjusted EBITDA margins expanded by 470 basis points, and free cash flow conversion reached 106% [7] - The fourth quarter saw organic revenue growth of 4%, with adjusted EPS growth of 10% [8] Business Line Data and Key Metrics Changes - Americas Commercial HVAC bookings increased by over 35% year-over-year, with a record Q4 organic bookings [8] - Applied Solutions bookings surged more than 120%, achieving a record book-to-bill ratio of 200% [8] - The services business, accounting for about one-third of enterprise revenue, has maintained a low teens compound annual growth rate since 2020 [9] Market Data and Key Metrics Changes - In the Americas, commercial HVAC revenue grew in low double digits, while residential bookings were up mid-single digits but revenues declined mid-teens [11] - EMEA Commercial HVAC bookings were robust, up mid-teens, with revenues up mid-single digits [12] - Asia Pacific faced challenges, particularly in China, with double-digit declines in bookings and revenue [12] Company Strategy and Development Direction - The company emphasizes a purpose-driven strategy focused on energy efficiency and sustainability, positioning itself to meet growing customer demand for smarter energy solutions [4] - Continued investment in innovation, growth, and digital capabilities is expected to drive future growth, particularly in services [10] - The company plans to deploy between $2.8 billion and $3.3 billion in 2026, with a focus on strategic M&A and share repurchases [22] Management's Comments on Operating Environment and Future Outlook - Management anticipates a gradual recovery in residential markets and transport refrigeration, with expectations for improved performance in the second half of 2026 [10][17] - The company is optimistic about its backlog and pipeline, indicating strong visibility for future revenues [9][16] - Management remains confident in delivering differentiated long-term value and advancing sustainability initiatives [24] Other Important Information - The company completed or committed approximately $3.2 billion in capital allocation in 2025, including dividends, M&A, and share repurchases [21] - The acquisition of Stellar Energy is expected to enhance capabilities in modular design and meet growing demand for prefabricated cooling systems [22] Q&A Session Summary Question: Guidance on revenue for Americas Commercial HVAC - Management expects strong growth in the first quarter, around 7%-8%, increasing to low teens in the second half of the year due to strong bookings [26][27] Question: Confidence in residential inventory normalization - Management believes inventory is now at the right level and anticipates a flat to down 5% performance in residential for 2026 [30][31] Question: Margin pressure in Q4 and future expectations - Management indicated that margins were impacted by residential deleverage but expects to see improvements in 2026 with a target of 25% or higher organic incrementals [53][54] Question: Positioning in the data center market - Management confirmed strong demand in the data center vertical and emphasized ongoing innovation in thermal management systems [57][59] Question: Pricing dynamics in the residential market - Management noted that pricing has not faded, and any declines in residential revenue are primarily due to volume rather than pricing [92][103]

Financial Data and Key Metrics Changes - The company achieved a strong fourth quarter performance with organic revenue growth of 4% and adjusted EPS growth of 10% [6][11] - Free cash flow remained robust, supporting strategic M&A, dividends, and share repurchases [4][5] - The company reported a record backlog of $7.8 billion, with exceptional enterprise organic bookings up 22% [6][8] Business Line Data and Key Metrics Changes - Americas Commercial HVAC bookings increased by over 35% year-over-year, contributing significantly to the overall growth [6][10] - Applied Solutions bookings surged more than 120%, achieving a record book-to-bill ratio of 200% [6][10] - EMEA HVAC bookings grew mid-teens, while residential bookings were up mid-single digits, but revenues declined mid-teens due to inventory normalization [10][11] Market Data and Key Metrics Changes - The Americas Commercial HVAC market showed strong growth, while residential markets faced challenges with a projected decline of up to 5% [10][14] - EMEA transport markets are expected to be flat to modestly lower, while Asia Pacific faced challenges, particularly in China, with double-digit declines in bookings and revenue [10][15] Company Strategy and Development Direction - The company emphasizes a purpose-driven strategy focused on sustainability and performance, positioning itself to meet growing energy demands through innovation [3][4] - Continued investment in services and digital capabilities is expected to drive growth, particularly in the commercial HVAC sector [9][18] - The acquisition of Stellar Energy is aimed at enhancing modular design capabilities and addressing supply chain constraints [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong growth for 2026, driven by exceptional bookings and a robust backlog [10][14] - The outlook for the residential market is cautious, with expectations of a gradual recovery in the second half of 2026 [14][15] - Management highlighted the importance of disciplined execution and innovation in maintaining competitive advantage [3][21] Other Important Information - The company plans to deploy between $2.8 billion and $3.3 billion in 2026, with a focus on strategic M&A and share repurchases [18][19] - The company expects to maintain a strong balance sheet and free cash flow conversion of 100% or greater [16][17] Q&A Session Summary Question: Guidance on revenue for Americas Commercial HVAC - Management indicated strong bookings growth in the second half of 2025, expecting revenue growth of 7%-8% in Q1 2026, increasing to low teens in the second half [22][24] Question: Confidence in U.S. Residential HVAC inventory and pricing - Management confirmed that inventory levels are normalized and pricing has not faded, with expectations of flat to down 5% in 2026 driven by volume [25][26][28] Question: Broadening of orders among end markets - Management noted broad-based growth across multiple verticals, including data centers, with encouraging signs in previously weak sectors like retail and office [33][34] Question: Impact of customer lead times on orders - Management stated that there have been no significant changes in lead times, maintaining competitiveness in delivery [39][40] Question: European margins and price-cost dynamics - Management expects European margins to improve in 2026, with a target of 25% or better organic incrementals across segments [48][50] Question: Biopharma reshoring visibility - Management is optimistic about large pharma projects related to reshoring, tracking several mega projects in the pipeline [78][80] Question: Data center HVAC content and future trends - Management believes the fraction of spending on HVAC in data centers will remain stable, with innovations in thermal management systems expected [87][88]

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Core Insights - THOR Industries has launched the world's first range-extended electric class A motorhome, reinforcing its leadership in the eMobility sector [1][2] - The company emphasizes sustainability as a core component of its long-term strategic vision, focusing on innovative products and improving environmental and social impacts [2][3] Sustainability Efforts - THOR has achieved a 36% reduction in global Scope 1 and Scope 2 emissions compared to its Fiscal Year 2019 baseline and a 42% reduction in Scope 3 emissions compared to its Fiscal Year 2022 baseline [5] - The company has installed solar projects that have eliminated 4,611 metric tons of CO2 equivalent emissions, equivalent to the emissions from 1,076 gasoline vehicles driven for one year [5] - THOR has implemented a 'zero-to-landfill' strategy at Erwin Hymer Group UK since December 2024, resulting in no waste sent to landfills [5] Community Engagement - THOR supports over 150 non-profit organizations, including a strategic partnership with the National Forest Foundation, aimed at combating threats to outdoor lifestyles [5] - The company has been recognized in Newsweek's & Statista's lists of "Most Trustworthy Companies in America" and "America's Most Responsible Companies" for four consecutive years, as well as in "America's Greenest Companies" for three consecutive years [5]

Fourth-Quarter and Full Year 2025 Results January 29, 2026 Forward-Looking Statements This presentation includes "forward-looking" statements within the meaning of securities laws, which are statements that are not historical facts, including statements that relate to our future financial performance and targets, including revenue, EPS, operating income, operation margin and earnings; operating leverage; our business operations; demand for our products and services, including bookings and backlog; capital d ...

Investor Presentation Fiscal 2026 – 1st Quarter Update January 28, 2026 Fiscal 2026 Q1 Update 1 National Fuel Gas Company Fiscal 2026 Q1 Update 2 • Company Overview (3) • Recent Highlights (6) • Why National Fuel? (11) • Financial Overview (16) • Integrated Upstream & Gathering Highlights (20) • Pipeline & Storage and Utility Highlights (32) • Guidance & Other Financial Information (48) Company Overview Corporate HQ: Buffalo, NY ~2,300 employees NYSE: NFG Market Cap: ~$7.9B 123 Years of consecutive dividend ...