Financial Performance & Guidance - Henry Schein reported FY2022 global net sales of $12.6 billion[8] - In Q1, GAAP diluted EPS was $0.91, and non-GAAP diluted EPS was $1.21[14] - Total sales growth was -3.8% (LCI -3.7%), but excluding PPE & COVID-19 Test Kits, LCI sales growth was strong at 6.3%[18] - EPS was negatively impacted by an estimated $0.24 due to lower contribution from PPE products and COVID-19 Test Kits, $0.04 from acquisition-related expenses, and $0.02 from foreign exchange[18] Henry Schein One & Dental Technology Market - Henry Schein One's 2022 revenue from dental practice management was approximately $550 million[20, 21] - The estimated dental technology market size is $2.3 billion, with an estimated market growth rate of 8-12%[26] - Henry Schein One has 100,000 active dental customers[26] Strategic Priorities & Market Trends - Henry Schein's strategic priorities include building complementary software, specialty, and services, operationalizing One Distribution, leveraging One Schein, and driving digital transformation[9] - Industry trends driving demand for Henry Schein One solutions include payment & claims innovation (72% of dentists are concerned with declining insurance reimbursement rates), AI & clinical decision support, customer dynamics (consumerization of healthcare), and dental practice consolidation[29, 30]

INVESTOR PRESENTATION Spring 2025 LEGAL DISCLAIMER This presentation and associated commentary may contain forward-looking statements, including statements regarding expectations of future results of operations or financial performance of Doximity, market size and growth opportunities, the calculation of certain of our key financial and operating metrics, capital expenditures, plans for future operations, competitive position, technological capabilities, and strategic relationships, general business conditi ...

Financial Performance - Air Lease Corporation (ALC) reported total revenues of $1,419 million in 2016, a 16% increase compared to 2015[11] - The company's adjusted net income before income taxes was $623 million, up 23% from the previous year[11] - Adjusted diluted earnings per share before income taxes reached $5.67, reflecting a 22% growth[11] - ALC's adjusted margin before income taxes for the full year 2016 was 44.1%[69] Fleet and Portfolio - ALC's owned fleet consisted of 237 aircraft, with an additional 30 managed aircraft[11] - The weighted average fleet age was 3.8 years, with a weighted average remaining lease term of 6.9 years[12, 69] - The company had $9.4 billion in contracted minimum rentals from its existing fleet[57, 69] - ALC increased its minimum future contracted rentals to $23.8 billion, including future fleet[12, 69, 71] - The company sold 46 aircraft for proceeds of $1.2 billion[12] Capital Structure - ALC's total debt stood at $8,714 million, with shareholders' equity at $3,382 million[62] - The company's debt to equity ratio was 2.58x[62, 69] - Contracted cash flows covered 108% of the company's debt[62, 69] - Fixed rate debt accounted for 83.5% of the total debt[62, 69, 71] - Unencumbered assets grew to $12.3 billion[32, 71] Market Outlook - Global airline traffic is projected to grow 5% annually over the next 5 years[19] - Deliveries for 2016 through 2020 are expected to represent 7% of the in-service fleet each year[25]

Company Overview - Air Lease Corporation (ALC) is a premier aircraft lessor with a globally diversified customer base [10] - ALC has total assets of $156 billion [12] - ALC has $15 billion in total revenues [12] - ALC has $234 billion in committed minimum future fleet rentals [12] Portfolio and Fleet - ALC's owned fleet consists of 244 aircraft with a weighted average age of 38 years and a weighted average remaining lease term of 68 years [12] - ALC manages 50 aircraft [12] - ALC has 368 aircraft on order, with 97% of the order book placed through 2019 [12] - The fleet is geographically diverse, with Europe accounting for 32%, China for 21%, and Asia (excluding China) for 22% [55] Financial Performance - ALC's adjusted pre-tax ROE is 175% [12] - ALC has $32 billion in available liquidity [12] - The company's debt-to-equity ratio is 235x [12] - The adjusted margin before income taxes for fiscal year 2017 was 434% [73]

Company Overview - Air Lease Corporation (ALC) has $185 billion in total assets[12] - ALC has $257 billion in committed minimum future fleet rentals[12] - ALC's order book is 91% placed through 2020[12] - ALC has $43 billion in available liquidity[12] Financial Performance - ALC's adjusted pre-tax ROE is 155%[12] - The adjusted net income before income taxes was $690322 million in 2018[76] - The adjusted diluted EPS before income taxes was $620 in 2018[76] Fleet and Portfolio - ALC owns 275 aircraft with a weighted average age of 38 years[12,57] - ALC manages 61 aircraft[12,57] - The weighted average lease term remaining is 68 years[12,57] Capital Structure - ALC's debt to equity ratio is 240x[12,62] - Unsecured debt accounts for 69% of the total capitalization[62] - Fixed rate debt accounts for 864% of the total debt[62,71]

Company Overview - Albany International's market capitalization is $2 billion[13] - The company's 2024 revenue reached $1.231 billion[13] - Adjusted EBITDA for 2024 was $232 million[13] - The company's net debt in 2024 was $203 million[13] Machine Clothing (MC) Segment - The MC segment holds approximately 37% of the global paper machine clothing market share[63, 65] - Machine Clothing adjusted EBITDA margin is approximately 37% including Heimbach acquisition[83] - The Heimbach Group acquisition broadens the manufacturing footprint and enhances the sales and service network[81] Albany Engineered Composites (AEC) Segment - The AEC segment is focused on technology differentiation and maximizing customer solutions[101] - The company is investing in next-generation technologies for future growth in the AEC segment[97] Financial Performance & Strategy - The company's strategy for continued growth includes serving vital industries and solid execution[9] - The company's capital deployment is primarily focused on organic growth[37]

4Q & FY 2017 Earnings C A E S A R S E N T E R T A I N M E N T C O R P O R A T I O N M A R C H 7 , 2 0 1 8 1 Forward Looking Statements Certain information in this presentation and discussed on the conference call which this presentation accompanies constitutes forward-looking information within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by the fact that they do not relate strictly to historical or current facts and by the use of words such as "will ...

Company Overview - Precision Optics (POCI) is a vertically integrated optics company focused on micro-optics and imaging technologies for the healthcare and defense/aerospace industries[7] - The company's business model involves close collaboration with medical device and defense companies from the early design stages through manufacturing[13, 14] - The company has launched Unity CMOS Imaging Platform to drive growth in development pipeline[11] Financial Performance - The company's revenue has grown from $3.9 million in 2016 to $19.1 million in 2024[51] - The company's gross margin was 30.3% in 2024[54] - The company's adjusted EBITDA was -$1.55 million in 2024[57] Recent Orders and Backlog - The company announced a $9 million production order in May 2024 for a single-use cystoscopy program[47] - The company has minimum purchase commitments of nearly $4 million per year through calendar year 2026 for a top tier aerospace program[47] - The company's current customer program backlog is $6.6 million, expected to be delivered over the next 12 months (as of April 2025)[47] Growth Strategy - The company aims to continue and expand production lines for record backlog, especially for two recent large programs[48] - The company intends to advance pipeline projects to commercialization and expand the pipeline with new development programs leveraging the Unity Platform[48]

Financial Performance - Net interest margin improved to 267% for Q3 2024 compared to 262% for Q2 2024[14,19] - Return on average assets increased to 077% for Q3 2024 compared to 059% for Q2 2024[19] - Core return on average assets increased to 063% for Q3 2024 compared to 052% for Q2 2024[19] - Net income was $5381 thousand for Q3 2024[18,38] Balance Sheet Optimization and Capital Management - Outstanding borrowings under the BTFP decreased by $1200 million to $1090 million at September 30 2024 compared to $2290 million at June 30 2024[14] - Total loans decreased by $109 million or 05% to $216 billion at September 30 2024 compared to $217 billion at June 30 2024[19,64] - The company repurchased 2000 shares during Q3 at an average price of $1850 per share[14] - Total deposits increased $772 million or 35% to $229 billion at September 30 2024 compared to $221 billion at June 30 2024[91] Asset Quality - Nonperforming assets to total assets was 032% at September 30 2024 compared to 030% at June 30 2024[14] - The allowance for credit losses to nonperforming loans was 6820% at September 30 2024 compared to 5764% at June 30 2024[14] - Nonperforming loans improved to 019% of total loans at September 30 2024 compared to 023% at June 30 2024[19]

Financial Performance & Capital Management - Investar Holding Corporation's regulatory common equity tier 1 capital ratio increased to 1085% at December 31, 2024, compared to 951% at December 31, 2023[19] - Book value per common share increased to $2455, or 55%, at December 31, 2024, compared to $2326 at December 31, 2023[19] - Tangible book value per common share increased to $2031, or 73%, at December 31, 2024, compared to $1892 at December 31, 2023[19] - Return on average assets increased to 088% for the fourth quarter of 2024, compared to 077% for the third quarter of 2024[24] - Core return on average assets increased to 093% for the fourth quarter of 2024, compared to 063% for the third quarter of 2024[24] Balance Sheet Optimization & Loan Portfolio - Variable-rate loans as a percentage of total loans was 32% at December 31, 2024[20, 23] - The consumer mortgage portfolio decreased $47 million, or 19%, to $2425 million at December 31, 2024, compared to $2472 million at September 30, 2024[23] - Total loans decreased $308 million, or 14%, to $213 billion at December 31, 2024, compared to $216 billion at September 30, 2024[24, 68] Expense Control & Efficiency - GAAP noninterest expense increased by $04 million, or less than 1%, to $630 million for 2024 compared to $626 million for 2023[19] - Core noninterest expense increased by $10 million, or 17%, to $628 million for 2024 compared to $618 million for 2023[19] - Efficiency ratio improved to 7100% for the fourth quarter of 2024, compared to 7561% for the third quarter of 2024[24]