Third-Quarter 2025 Results 1 2 3 4 Maximize Value As Continue With Strong business operating system and performance culture Uplifting culture – integrity, ingenuity, community & engagement Powerful cash flow Win Through Sustainable Innovation Grow Margins and Cash Via Execution Excellence Focused Climate Co. Dynamic Capital Allocation Strong Foundation 3 This presentation includes "forward-looking" statements within the meaning of securities laws, which are statements that are not historical facts, includin ...

Core Insights - Flex published its 2025 sustainability report, detailing its performance against 2030 sustainability goals for the calendar year 2024 [1][2] - The company's sustainability strategy emphasizes reducing environmental impact, uplifting communities, and fostering a safe work environment [1][2] Sustainability Performance - Flex achieved a 43% decrease in absolute scope one and two emissions from the 2019 base year [6] - 32% of electricity used was powered by renewable energy [6] - 47% of sites within scope are verified as zero waste [6] - There was a 10% decrease in total case incident rate year over year [6] - 58% of preferred suppliers had emission reduction targets, and 100% of specified customers had science-based targets [6][7] Recognition and Awards - Flex received an A- CDP Score for Climate and was listed on Times and Statista's World's Best Companies List for the second consecutive year [3] - The company was honored as a 2025 World's Most Ethical Company® by Ethisphere for the third straight year [3] - Awards were received for advancing sustainability with value chain partners, including a Supplier Pledge Award from HP and an Excellence in ESG award from Cisco [3] Company Overview - Flex operates as a manufacturing partner across 30 countries, providing advanced manufacturing and supply chain solutions [4] - The company is focused on accelerating data center deployment through innovative power and cooling technology [4]

Core Insights - Edible Garden AG Incorporated has received preliminary approval from the New Jersey Economic Development Authority (NJEDA) to transfer up to approximately $3.35 million of unused net operating losses and R&D tax credits, which could provide non-dilutive capital for growth and innovation [1][2][4] Group 1: Financial Implications - The approval allows Edible Garden to generate up to approximately $3.35 million in cash proceeds, which can be used to support working capital, growth initiatives, and innovation [2][4] - The transaction is contingent upon identifying an approved corporate buyer and final allocation under the NJEDA's Technology Business Tax Certificate Transfer Program [2][3] Group 2: Program Overview - The NJEDA NOL Program enables qualified New Jersey-based technology and innovation-driven companies to convert unused net operating losses and R&D credits into working capital, creating a non-dilutive source of liquidity [3] - The program is part of New Jersey's $75 million annual allocation aimed at fostering innovation and business expansion [3] Group 3: Company Background - Edible Garden is a leader in controlled environment agriculture (CEA), providing locally grown, organic, and sustainable produce through its advanced farming model [5] - The company operates state-of-the-art greenhouses and processing facilities across the U.S. and partners with contract growers to ensure freshness and reduce environmental impact [5][6] - Edible Garden has developed proprietary technologies, including the GreenThumb software and Self-Watering displays, to optimize growing conditions and enhance product presentation [6]

Core Insights - Waste management stocks are considered defensive investments, providing steady cash flows and dividend potential while being influenced by regulations, commodity prices, and sustainability trends [2] Group 1: Waste Management Companies - Waste Management, Inc. offers environmental solutions including waste collection, transportation, and landfill operations in the U.S. and Canada [3] - GFL Environmental Inc. provides non-hazardous solid waste management and environmental services across Canada and the U.S. [4] - Custom Truck One Source, Inc. specializes in equipment rental and sales for various infrastructure-related industries, including waste management [5] - Concrete Pumping Holdings, Inc. delivers concrete pumping and waste management services in the U.S. and the U.K. [6] - Avalon Holdings Corporation offers waste management services to various sectors, including hazardous and nonhazardous waste disposal [7] - LanzaTech Global focuses on regenerating industrial waste into circular products using renewable energy [8] - ESGL Holdings Limited provides waste solutions by transforming industrial waste into circular products [8]

Core Points - Hofseth BioCare ASA (HBC) is conducting a private placement of new shares, with the completion of tranche 2 (T2 Offer Shares) contingent upon an extraordinary general meeting (EGM) [1] - The EGM is scheduled for 20 November 2025, and the company has secured voting commitments from shareholders to meet the majority requirement for approval [2] Company Overview - HBC is a Norwegian consumer and pet health company focused on sustainability and optimal utilization of natural resources, converting by-products from the salmon industry into health-improving ingredients [3] - The company offers products such as ProGo®, OmeGo®, and CalGo® / NT-II®, which are designed to enhance human and pet health [4] Scientific and Health Benefits - HBC emphasizes scientific evidence in its product development, leading to partnerships and the identification of health benefits, including improved iron metabolism and immune health [5] - The company has secured several patents for its discoveries and has established a biotech subsidiary, AecorBio Inc., focusing on therapeutics for prostate and ovarian cancer, as well as asthma [6] Market Presence - HBC is listed on the Oslo Stock Exchange under the ticker "HBC" [7]

Core Insights - The company reported significant growth in profitability for Q3 2025, with an EBITDA margin before exceptional items of 17.9%, an increase of 230 basis points year-over-year, reflecting effective performance improvement programs and cost management [2][5][9] Financial Performance - Q3 2025 sales amounted to CHF 906 million, a decrease of 3% in local currency compared to Q3 2024, with pricing up by 1% but lower volumes in Care Chemicals and Catalysts leading to an overall decline [5][6] - For the first nine months of 2025, sales were CHF 2.887 billion, down 1% in local currencies and 6% in Swiss francs, driven by lower volumes [13][16] - The EBITDA for Q3 2025 was CHF 159 million, a 14% increase year-over-year, while the EBITDA margin was 17.5%, up 350 basis points from the previous year [11][9] Business Unit Performance Care Chemicals - Sales in the Care Chemicals unit decreased by 3% in local currency and 8% in Swiss francs in Q3 2025, with flat pricing and a 3% decline in volumes [24][23] - The EBITDA margin before exceptional items improved to 18.9% from 17.4% in the prior year, driven by a positive mix effect and contributions from performance improvement programs [28][29] Catalysts - The Catalysts unit saw a sales decline of 8% in local currency and 16% in Swiss francs in Q3 2025, with stable pricing but an 8% drop in volumes [31][30] - EBITDA before exceptional items decreased by 13% to CHF 33 million, with a margin of 19.3%, reflecting effective cost management [35][36] Adsorbents & Additives - Sales in the Adsorbents & Additives unit increased by 1% in local currency but decreased by 3% in Swiss francs in Q3 2025, with pricing up by 3% and volumes down by 2% [38][37] - The EBITDA margin before exceptional items rose to 17.2%, a 130-basis point improvement from the prior year, supported by performance improvement programs [41][42] Regional Performance - In Q3 2025, local currency sales in the Europe, Middle East & Africa region declined by 6%, while the Americas saw a 3% decrease, and Asia-Pacific experienced a 1% increase [8][5] - For the first nine months, sales in the Europe, Middle East & Africa region were flat in local currency, while the Americas grew by 1% and Asia declined by 2% [15][13] Outlook - The company maintains its 2025 profitability guidance with an expected EBITDA margin of 17-18% and local currency sales growth anticipated at the lower end of the 1-3% range [20][21] - The Investor Day savings program of CHF 80 million is on track, with CHF 31 million savings achieved year-to-date [10][5]

Core Insights - Ferrovial reported significant growth in the first nine months of 2025, with substantial revenue increases across all business divisions [1][15] - Adjusted EBITDA reached €1 billion, reflecting a 4.8% year-over-year increase, while total revenue was €6.9 billion, a 6.2% rise [3][9] Financial Performance - Adjusted EBITDA for the first nine months of 2025 was €1,031 million, up from €1,008 million in the same period of 2024, marking a 4.8% increase [3][9] - Total revenue increased to €6,911 million from €6,643 million, representing a 6.2% rise [9] - The company maintained a strong financial position with liquidity of €4.2 billion and consolidated net debt of -€706 million, excluding infrastructure projects [4] Business Division Highlights - The Highways division saw a revenue growth of 14.4% to €1 billion, driven by strong performance in North America, which contributed €312 million in dividends [5][6] - The Construction division's order book reached €17.2 billion, with North America accounting for 47% of the total [7] - The Airports division is progressing with the New Terminal One project, having secured 21 commercial agreements with airlines [7] Dividends and Shareholder Returns - The 407 ETR announced an additional dividend of CAD 1.05 billion for the last quarter of the year, bringing the total approved dividends to CAD 1.5 billion [6] - Ferrovial allocated €426 million to shareholder distributions during the reporting period [4]

Core Insights - Envista Holdings Corporation released its 2024 Sustainability Report, emphasizing its commitment to sustainable and responsible business practices aimed at improving lives through partnerships with dental professionals [1][2]. Sustainability Initiatives - The report highlights key focus areas including expanding access to high-quality dental care, supporting colleagues and communities, environmental stewardship, and maintaining a strong ethical foundation [2][4]. - Envista donated $1.9 million in goods and services to enhance access to oral care health and education for underserved communities through the Envista Smile Project [7]. - The company completed its inaugural Scope 3 GHG emissions inventory to better manage its environmental footprint [7]. Performance Metrics - Envista achieved a 13% reduction in its safety incident rate, indicating improved workplace safety [7]. - The report reflects the collective efforts of teams across the organization, showcasing the company's dedication to creating lasting value for stakeholders [4]. Company Overview - Envista is a global family of over 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, focused on delivering innovative dental products and solutions [5]. - The company is positioned as one of the largest global dental products companies, with significant market presence in attractive segments of the dental industry [5].

Sustainability Initiatives - HSBC's CEO of Infrastructure Finance & Sustainability, Danny Alexander, participates in the BloombergGreen at COP30 program [1] Event Participation - HSBC participates in the BloombergGreen program at COP30 [1]

So, we're at a TED talk. You're expecting something big. We tend to think big problems require big solutions.Admit it. You came here expecting a moonshot. But what if we've been looking in the wrong direction.What if the fix isn't out there. It's already here. There's a bias in the way we tend to solve problems, especially existential ones like climate change.We assume solutions have to be huge, expensive, shiny. But what if it doesn't. What if the best answers to our biggest problems are small, quiet, and ...