Welcome to Skanska's Capital Markets Day Skanska in the USA Richard Kennedy, EVP The Eight Bellevue WA USA November 18, 2025 Capital Markets Day 2 Skanska in the USA Foundation built on growth 1971 - 2004 17 acquired companies nationwide Nielsons Gottlieb Slattery Underpinning & Foundations W.J. Barney Beacon Baugh E.L. Yeager BFW Beers A.J Etkin Barclay White Karl Koch – NJ Sordoni – NJ Bayshore – VA Tidewater – VA James Davidson – VA/Carolinas November 18, 2025 Capital Markets Day 3 Skanska in the USA Nat ...

Financial Performance & Targets - ABB's comparable revenue growth target is 5%-7% on average through the economic cycle[85] - The company aims for an Operational EBITA margin between 18%-22%[85] - ABB targets a ROCE (Return on Capital Employed) of greater than 20% annually[85] - The company aims for a Free Cash Flow (FCF) conversion to net income of over 95% annually[85] - ABB aims for at least high single-digit EPS (Earnings Per Share) growth through the economic cycle[85] Sustainability Goals - ABB aims to reduce its own scope 1 and 2 CO₂e emissions by 80% by 2030, from a 2019 baseline[16] - The company aims to reduce scope 3 CO₂e emissions by 25% by 2030, from a 2022 baseline[16] - ABB aims to cover at least 80% of its product portfolio with a Circularity Approach by 2030[17] - The company aims to send zero waste to landfill while reducing waste generation by 2030, from a 2019 baseline[17, 18] Market Dynamics - Global electricity demand is expected to outpace energy demand, with a CAGR of 30% from 2024-2035, compared to 13% for energy demand[60, 61]

Core Insights - Colgate-Palmolive will participate in a fireside chat at the Morgan Stanley Global Consumer & Retail Conference on December 2, 2025 [1] - The company emphasizes its commitment to sustainability and community wellbeing, having reached approximately 2 billion children through its oral health program since 1991 [2] Financial Performance - For the third quarter of 2025, Colgate-Palmolive reported a 2.0% increase in net sales and a 0.4% increase in organic sales, despite a 0.8% negative impact from exiting the private label pet sales business [4] - GAAP EPS increased by 1% to $0.91, while Base Business EPS remained flat at $0.91 [4] - The GAAP gross profit margin decreased by 170 basis points to 59.4%, with the Base Business gross profit margin also decreasing by 190 basis points to 59.4% [4] Dividend Information - The Board of Directors declared a quarterly cash dividend of $0.52 per common share, payable on November 14, 2025, to shareholders of record on October 17, 2025 [6]

Financial Data and Key Metrics Changes - Total revenue for the first half of 2025 was $28.1 million, representing a 50.7% increase from $18.7 million in the first half of 2024 [10] - Gross profit for the period was $7.1 million, a 74% increase from $4.1 million in the first half of 2024 [11] - Net income for the first half of 2025 was $3.8 million, a 59.5% increase from $2.4 million in the first half of 2024 [11] - Diluted earnings per share increased to $0.0736, up from $0.0461 [11] - Gross margin expanded to 35.3%, up from 21.9% in the same period last year [11] Business Line Data and Key Metrics Changes - Copper ingot sales grew to $18.5 million from $8.2 million in the prior year period, driven by strong market demand [10] - Aluminum alloy sales increased modestly to $8.6 million [10] Market Data and Key Metrics Changes - The global metal recycling market is projected to grow from $590 billion in 2025 to over $1 trillion by 2034, with the Asia-Pacific region representing approximately 45% of this expanding market [14][15] Company Strategy and Development Direction - The company focuses on high-demand products while leveraging operational expertise to maximize profitability [15] - The strategic inventory build in the first half ensures the company can meet customer demand without interruption [16] - The company aims to be a reliable partner in the global transition to more resilient supply chains, emphasizing the importance of clean copper, aluminum, and strategic metals [16] Management's Comments on Operating Environment and Future Outlook - The company is optimistic about its future, positioned at the intersection of powerful global trends, including supply chain resilience and national security considerations [13][16] - The company emphasizes the strategic value of alternative supply sources in allied nations, especially in light of recent U.S. tariffs on Chinese imports [14] Other Important Information - The company operates with no interest-bearing debt and ended the period with total assets of $49.9 million and total shareholders' equity of $25.3 million [12] - Cash used in operating activities was $1.7 million, primarily directed towards increasing inventory to $20.6 million [12] Q&A Session Summary - No specific questions and answers were provided in the content.

Core Insights - Tive announced the 2025 winners of its Green Impact Leader award, recognizing customers for their commitment to sustainability through recycling trackers [1][2] - The Green Program incentivizes organizations to return used shipment trackers, aiming to reduce e-waste and promote sustainable practices in supply chain management [2] - Tive's technology provides real-time data to help shippers and logistics providers prevent waste and improve operational efficiency [2][4] Company Overview - Tive, founded in 2015, is a leader in supply chain and logistics visibility solutions, serving over 1,000 global shippers and logistics providers [4] - The company's cloud platform and patented sensor technology help monitor shipment conditions, reduce delays, and minimize losses due to theft and spoilage [4] - Tive's services are designed to ensure timely and complete delivery of shipments, emphasizing the importance of every shipment [4]

Core Insights - Edible Garden AG Incorporated has launched a larger 3 oz. clamshell of its Poultry Mix, which includes rosemary, thyme, and sage, at select Walmart locations for the holiday season [1][2] - The product aims to provide a fresher and higher-value alternative to traditional herb packs, enhancing customer convenience during the busy shopping period [2] - Edible Garden is recognized as a Giga Guru participant in Walmart's Project Gigaton, contributing to sustainability efforts by aiming to remove one billion metric tons of greenhouse gas emissions from the global supply chain by 2030 [3][4] Product Offering - The Poultry Mix will be available in a custom-designed, branded display unit to maximize visibility and drive seasonal sales [2] - The product is part of Edible Garden's commitment to delivering high-value, Zero-Waste Inspired® solutions to consumers [4] - The full line of organic herbs and fresh-cut clamshell offerings will be available in Walmart's produce department throughout the holiday period [4] Sustainability Initiatives - Edible Garden continues to partner with Walmart on sustainability initiatives, focusing on efficient routing, expanded backhauling logistics, and sustainable packaging strategies [3] - The company operates state-of-the-art, vertically integrated greenhouses and processing facilities, contributing to its sustainability goals [5] - Edible Garden's proprietary GreenThumb software optimizes growing conditions and aims to reduce food miles, further supporting its sustainability mission [6] Industry Recognition - The company has been recognized as a FoodTech 500 firm by Forward Fooding and is a member of Walmart's Project Gigaton sustainability initiative [7] - Edible Garden develops and markets a range of nutrition and specialty food products, including plant and whey protein powders, as well as sustainable condiments [8]

Core Insights - The Lycra Company has established a new spandex plant in Ningxia Province, China, emphasizing its commitment to local supply and distribution networks while enhancing smart manufacturing capabilities [1][3] - China is strategically significant for The Lycra Company, accounting for over 50% of the global apparel production market, allowing the company to optimize its product mix and meet rising demand for quality spandex [1][2] Investment and Capacity - The new facility represents a total investment of RMB800 million (approximately $112 million) and is developed in collaboration with the Yinchuan Financial Capital Investment Group [2] - In its initial phase, the plant will add 30,000 tons of spandex production capacity, generating an annual output exceeding RMB1 billion and creating around 500 jobs [2][3] Future Expansion - The plant is expected to expand production capacity to 120,000 tons annually to meet the increasing demand for high-quality spandex in China and the Asia-Pacific region, facilitating faster and more flexible supply chain solutions [3] - This facility is The Lycra Company's second in China, integrating expert management teams and global R&D capabilities to create a highly automated and intelligent production ecosystem [3] Sustainability Initiatives - Production at the Yinchuan facility aligns with The Lycra Company's sustainability framework, focusing on energy savings, emission reductions, and advanced manufacturing processes to link business growth with environmental responsibility [4]

Core Insights - Apple Inc. is increasing its global R&D spending to focus on developing proprietary materials for the iPhone, emphasizing customer experience and design [1][4][10] R&D and Material Focus - The company’s R&D spending grew over 10% year-on-year to $34.6 billion, representing over 8% of its total revenue, which was $416 billion [4] - Engineering proprietary materials for iPhones is prioritized over reducing supply chain costs, with a strong emphasis on sustainability in energy and raw material sourcing [2][10] - Apple is investing in creating controlled manufacturing conditions to integrate new heat control technology for future iPhones, enhancing capabilities for AI applications [8][9] Customer Experience and Repairability - The design process for iPhones starts with customer experience goals, guiding R&D into technology, materials, and manufacturing [6] - Innovations have been made to improve repairability, such as easier battery removal and a focus on durable materials to extend product life cycles [12][13] Market Performance and Growth - iPhone sales generated approximately $209.6 billion, accounting for about half of Apple's total revenue, with a strong growth trajectory in India [4][10][14] - Apple is experiencing a seventh consecutive year of double-digit growth in iPhone sales in India, with an estimated 15 million units to be sold this year [10] Sustainability Initiatives - The company is committed to increasing the use of recycled materials and ensuring that its supply chain operates on renewable energy [17] - Sustainability goals are set for all global manufacturing and supply chain vendors, with varying percentages of recycled materials based on product and operational scale [17]

FIBC Market to Hit USD 10.96 Billion by 2030, Driven by Stringent Hazardous-Chemical Handling RegulationsHareesh4 min read·Just nowJust now--Outlook to the FIBC MarketThe flexible intermediate bulk container market size reached USD 8.63 billion in 2025 and is on course to touch USD 10.96 billion by 2030, reflecting a 4.88% CAGR across the period. This growth highlights the rising demand for versatile bulk packaging solutions across industries. The FIBC Market size continues to expand as sectors such as agri ...

Finland, home to 5 million people and 3 million Sauna is. Here. Warmth isn't just a comfort.It's a culture. But now the nation that has perfected staying warm in any condition is finding a new way to do it. 50 meters below the streets of Helsinki, a hidden network of tunnels hums with the sound of machinery.So where are we. We are at the Helen Hit Pump Station where video calling for the Helsinki data. And we take the calls and sell it as a hit for the housing and households.Our guide through this undergrou ...