INDIA - 2021/01/27: In this photo illustration, the logo of Amazon Alexa is seen displayed on a mobile phone screen with The AI (artificial intelligence) revolution written in the background. (Photo Illustration by Idrees Abbas/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAcross the Southeast and Mid‑Atlantic, utility planners warn of what the grid manager, the PJM Interconnection, describes as a “once-in-a-generation” surge in electricity demand. Data centers, largely fu ...

Core Insights - Delta Electronics has been awarded the 2025 Europe Company of the Year Recognition in the integrated energy solutions industry for its strong performance in innovation, customer value, and sustainable growth [2][8] - The recognition highlights Delta's leadership in advancing integrated energy systems and its commitment to a cleaner energy future through a comprehensive portfolio of technologies [2][3] Company Performance - Delta excelled in strategy effectiveness and execution, aligning its innovation roadmap with market needs such as renewable integration, energy storage, and EV infrastructure [4] - The company has positioned itself as a trusted partner in the energy transition, addressing challenges like grid congestion and regulatory uncertainties with customer-centric solutions [4][7] Market Strategy - Delta is expanding its presence in high-potential markets, particularly in Central and Western Europe, driven by progressive policy frameworks and increasing demand for holistic energy ecosystems [5] - The company offers end-to-end solutions including PV inverters, battery energy storage systems, EV charging infrastructure, and AI-enabled energy management platforms [5][6] Innovation and Technology - Innovation is central to Delta's approach, with products like the Energy Storage Solution M and C Series designed for utility-scale and space-constrained applications [6] - Delta's Ultra Fast Charger and DC Wallbox exemplify the company's focus on user-centric needs while supporting grid integration [6] Customer Engagement - Delta's customer-first mindset includes consultative engagement and tailored deployment models, allowing clients to start with PV and storage and expand into EV charging or microgrid configurations [6] - The company embeds AI-driven functionalities into its platforms to enhance resilience and align operations with environmental, social, and governance mandates [6] Industry Recognition - Frost & Sullivan commends Delta for redefining best practices in integrated energy solutions through strategic partnerships and continuous R&D investment [7] - The company has received various global awards for its business achievements and dedication to ESG, including being listed on the Dow Jones Best-in-Class World Index for 14 consecutive years [12]

Financial Data and Key Metrics Changes - Westport reported revenue of $1.6 million for Q3 2025, a decline from $4.9 million in the same quarter last year, primarily due to the divestiture of the light-duty business [4][5] - Adjusted EBITDA for the quarter was negative $5.9 million, compared to negative $0.8 million in Q3 2024, driven by lower gross profit and increased operating expenditures [5][12] - Net loss from continuing operations was $10.4 million for the quarter, compared to a net loss of $6 million in the same quarter last year [5][12] - Cash and cash equivalents totaled $33.1 million as of September 30, 2025, reflecting a significant increase from the sale of the light-duty business [8][12] Business Line Data and Key Metrics Changes - High-pressure controls and systems revenue for Q3 2025 was $1.6 million, a slight decrease from Q3 2024 [7] - Sospira generated $19.3 million in Q3 2025, up 19% from the same period last year, driven by higher volumes [4][8] - Gross profit for Sospira was negative $1.1 million in Q3 2025, compared to negative $0.2 million in Q3 2024, indicating a need for higher volumes to achieve positive margins [8] Market Data and Key Metrics Changes - The global truck market is expected to reach 1.95 million units in 2025, with a focus on the long-haul truck market, which has struggled to decarbonize [16][17] - Natural gas is gaining acceptance as an alternative to diesel fuel for long-haul trucking in North America, driven by affordability and abundant supply [14][17] Company Strategy and Development Direction - The divestiture of the light-duty segment is seen as a milestone in simplifying the business and focusing on core heavy-duty and alternative fuel systems [11][12] - Westport aims to strengthen its financial foundation and position itself for growth, with a focus on the Sospira joint venture as a central part of its growth strategy [12][13] - The company is pursuing strategic market expansion via technological leadership in heavy-duty transportation and truck OEMs [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's future, highlighting the strengthened balance sheet and the strategic return to developing innovative technology for the heavy-duty market [17] - The company is making difficult economic decisions to enhance future shareholder value, including planned reductions in capital expenditures and SG&A [18] Other Important Information - The company incurred one-time costs of approximately $1 million for severance and restructuring during the quarter [6] - Manufacturing operations are being moved from Italy to Canada and China, with both facilities expected to be operational by year-end [36] Q&A Session Summary Question: Can you provide more detail on the new OEM development with Sospira? - Management indicated that the development programs should be shorter due to proven technology, with feedback expected from the OEM by mid-2026 [24][25] Question: What are the capital needs for the Sospira joint venture over the next 12 months? - Management confirmed that additional capital will be needed next year as part of the three-year build-out plan for the joint venture [34] Question: When do you expect to have manufacturing fully moved out of Italy? - Management stated that manufacturing is completely out of Italy, with installations ongoing in Canada and China, expected to be operational by year-end [35] Question: What is the timeline for the CNG solution deployment? - Management clarified that the CNG solution is being developed for North America, with initial steps involving demonstration fleets before commercialization [41][42] Question: Is the engineering revenue recognized in the quarter ongoing or one-time? - Management confirmed that the engineering revenue is ongoing, as it involves development work for hydrogen systems from OEM customers [43]

Investor Presentation Q3 2025 Results NASDAQ: WPRT / TSX: WPRT Speaking Today... November 11, 2025 Westport Fuel Systems Disclaimer and Forward-Looking Statements This presentation contains forward-looking statements that are based on the beliefs of management and reflects our current expectations as contemplated under the safe harbor provisions of Section 21E of the United States Securities Act of 1934, as amended. Such forward-looking statements include, but are not limited to, future strategic initiative ...

Financial Data and Key Metrics Changes - Adjusted net revenue was stable year over year at $5.5 billion, while adjusted EBITDA grew 15% to $3.2 billion, achieving a 59% margin [6][17] - Adjusted net income reached $1.2 billion, reflecting a 9.5% growth compared to the prior year, and cash flow from operations increased 22% to $1.7 billion [6][17] - EBITDA to cash conversion reached 54% in the quarter, indicating disciplined execution and resource optimization [6] Business Line Data and Key Metrics Changes - Water production increased by 4.4% year over year to 809 million cubic meters, with active connections growing by 0.6% [5] - Sewage connections rose by 1.1%, reflecting the company's investment focus on sewage services [5] Market Data and Key Metrics Changes - The company reported a collection efficiency of 101%, marking one of the highest historical performances [12][21] - The Fawuspi rate increased from 3.28% to 3.78%, impacting revenue and EBITDA [6][94] Company Strategy and Development Direction - The company is focused on three strategic priorities: delivering on the new concession agreement, improving operational efficiency, and strengthening financial efficiency [19][20] - CapEx accelerated to $4 billion in the quarter, growing 175% year over year, supporting the company's investment program [14][20] - The company is rolling out a large smart metering program, with 4.4 million IoT-enabled smart meters planned for installation by 2029 [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving universal access and improving service delivery, with a commitment to operational excellence and sustainable growth [17][19] - The company is optimistic about its ability to manage water security and has contingency plans in place for the upcoming rainy season [36][52] Other Important Information - The company has formalized a decarbonization roadmap with targets to reduce total emissions by 15% by 2035 [26] - The MI acquisition is expected to enhance water security and operational efficiency, with closing anticipated between late Q4 and early Q1 of the following year [27] Q&A Session Summary Question: Updates on the annual tariff review process - Management is in the final steps of determining the regulatory asset base addition for 2024 and expects to share updates soon [30][32] Question: Expectations on hydro resilience improvements - Short-term strategies include contingency plans for water management, while the MI acquisition is expected to enhance water security [36][39] Question: M&A opportunities and focus areas - The company is focused on fulfilling obligations from the privatization of Sabesp but is also exploring potential M&A opportunities as they arise [42][45] Question: Details on the severance program - The company does not expect to implement additional voluntary dismissal programs after the current one [48][50] Question: Impact of social tariffs on revenue - The impact of social tariffs in Q3 was approximately $117 million, which will be recovered through future tariff adjustments [59][65] Question: Discounts reduced for large clients - The total gain from discount removal for large clients in Q3 was approximately $133 million, with ongoing adjustments affecting pricing and mix [68][71] Question: CapEx execution details - The company executed $4 billion in CapEx, focusing primarily on sewage treatment and water safety improvements [102][105]

UNLOCKING LONG- TERM VALUE CREATION Capital Markets Day November 11th, 2025 Agenda Introduction Unlocking long-term value creation Rickard Gustafson, President & CEO Q&A Break (14.30-15.00 CET) Factors affecting forward- looking statements The information presented at the SKF Capital Markets Day contains forward-looking statements that reflect SKF's current expectations on future events and financial and operational development. Forward-looking statements are inherently associated with risks and uncertainti ...

Company Overview - Vow ASA is focused on preventing pollution through advanced technologies that convert biomass and waste into valuable resources and clean energy [3] - The company operates in various sectors, including wastewater purification, food safety, and robotics, and is a leader in the cruise market for wastewater treatment [3] - Vow ASA is listed on the Oslo Stock Exchange under the ticker VOW [3] Upcoming Financial Report - Vow ASA will release its third-quarter report for 2025 on November 19, 2025 [1] - The report will be available on the company's website and the Oslo Stock Exchange news portal [1] - A presentation of the results along with a Q&A session will take place at 09:00 CET on the same day, with options for personal attendance and online streaming [1][2] Contact Information - For further inquiries, the CEO Gunnar Pedersen and CFO Cecilie Brænd Hekneby can be contacted via provided phone numbers and emails [3]

Group 1: Market Overview - The third-quarter 2025 earnings season has positively impacted broader equity markets despite a prolonged government shutdown [1] - The Federal Reserve's recent rate cut marks the second reduction this year, which is expected to enhance borrowing and market liquidity, driving deal volumes and trading opportunities [1] - Concerns remain regarding the increasing valuations of AI firms [1] Group 2: Stock Recommendations - Individual investors may find it challenging to select appropriate stocks for impressive returns; thus, broker advice is recommended [2] - Broker-friendly stocks to monitor for healthy returns include Par Pacific Holdings (PARR), General Motors (GM), American Airlines (AAL), Allegiant Travel Company (ALGT), and Dana Incorporated (DAN) [2][7] Group 3: Stock Screening Methodology - A screening process has been designed to shortlist stocks based on improving analyst recommendations and upward estimate revisions over the last four weeks [3] - The price/sales ratio is included as a complementary valuation metric, focusing on the company's top line [3] Group 4: Screening Parameters - The screening parameters include net upgrades in analyst ratings, percentage change in earnings estimates, and price-to-sales ratio [4][5] - Stocks must have a current price greater than $5, an average daily volume exceeding 100,000 shares, and be among the top 3000 in market capitalization [5] Group 5: Company Highlights - Par Pacific operates an integrated energy platform with a refining capacity of 219,000 barrels per day and serves key western U.S. markets [6] - General Motors holds a 17% market share in the U.S. and has consistently beaten earnings estimates, with an average beat of 9% over the last four quarters [8][9] - American Airlines is benefiting from increased air travel demand and low fuel costs, expecting a 1% revenue increase in 2025 [10] - Allegiant Travel is capitalizing on buoyant air travel demand and aims to expand its fleet to 123 by the end of 2025 [11] - Dana Incorporated is focused on cost-reduction measures and efficiency gains, with an 84.2% upward revision in current-quarter earnings estimates [12]

3 rd Quarter 2025 Results Presentation | 3Q 2025 Results 1 Disclaimer | 3Q 2025 Results 2 This presentation does not constitute or form part of, and should not be construed as, an offer to sell or an invitation, solicitation, or inducement to purchase or subscribe for securities with respect to any transaction, nor shall it or any part of it form the basis of, or be relied on in connection with, any contract or commitment whatsoever. This presentation does not constitute either advice or a recommendation re ...

RT Custom Content from WSJ (@WSJCustom)Paid Program with @Shell: A ship carrying liquefied carbon has made history in Norway—launching the world’s first cross-border CCS project and redefining what’s possible for heavy industry decarbonization.https://t.co/FsZ0pUw9si ...