nVent Fourth Quarter and Full-Year 2025 Earnings Presentation February 6, 2026 1 In July 2024 we announced an agreement to sell the Thermal Management business and this divestiture was completed in January 2025. Accordingly, the Company is reporting the results of that business as discontinued operations. All results referenced throughout this presentation are on a continuing operations basis unless otherwise stated. Q4 '25 Earnings Presentation Forward-Looking Statement and Key Definitions Caution Concerni ...

Company Overview - Amphenol Corporation (APH) is a key player in the electrification and digitization sectors, manufacturing connectors, cable assemblies, and sensors for various industries including automotive, aerospace, smartphones, and AI data centers [3] - The company operates with a decentralized structure of over 140 business units, allowing for rapid decision-making and maintaining autonomy in acquired businesses [4] Financial Performance - APH has demonstrated consistent revenue growth in the low double digits and mid-teen earnings growth over the past two decades [4] - The company's operating margins are near 25%, with returns on invested capital consistently above 20% [5] Market Position and Strategy - The global connector and sensor market is estimated at $80–90 billion and remains fragmented, offering both organic and acquisition-driven growth opportunities [6] - Mergers and acquisitions are central to APH's strategy, with over 100 completed historically and more than 70 since 2008, focusing on niche, engineering-driven businesses [4][6] Recent Developments - The recent $3.6 billion acquisition of CommScope Connectivity enhances APH's data center and network offerings [6] - APH's revenue is diversified across multiple sectors, including automotive, aerospace, industrial, defense, data centers, and communications infrastructure, which helps stabilize results through economic cycles [5] Growth Potential - APH is well-positioned for growth in electrification, automation, and AI, with each of its three segments contributing roughly a third of sales [5] - The company's products are critical and integrated early in customer designs, leading to long-lived revenue streams due to high switching costs [3][5]

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $103 million, with a non-GAAP EPS of $0.23 per share, marking a 6% increase in full-year revenue and an 8% growth in non-GAAP EPS compared to the previous year [4][15] - Cash flow from operations reached $112 million for the year, an increase of $30 million from the prior year [4][20] - Non-GAAP gross margin for the year was 55.1%, up 70 basis points from the prior year [19] Business Line Data and Key Metrics Changes - Industrial revenue was down 23% sequentially in Q4 but had a strong year overall with a 15% increase [15][19] - Consumer revenue, primarily from appliances, decreased by 13% sequentially in Q4 due to excess inventory but was slightly up for the full year [16][19] - Communications revenue grew 15% sequentially in Q4, driven by new design ramps in cell phone and India 5G broadband [16] Market Data and Key Metrics Changes - The industrial market is expected to be the fastest-growing segment in 2026, with strong Q1 expectations [6] - Revenue outside of cell phone applications averaged 12% growth over the past two years, with industrial revenue growing 15% in 2025 [8] - The consumer market continues to face headwinds, including low existing home sales in the U.S. and ongoing softness in the Chinese housing market [5] Company Strategy and Development Direction - The company is focusing on aligning expenses with revenue through workforce restructuring, reducing global workforce by about 7% [4][5] - Investment priorities are shifting towards markets like AI data centers, industrial, and automotive, leveraging expertise to solve power challenges [7][8] - The company aims to enhance customer-focused product development and accelerate time to market [12][39] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about returning to growth in 2026, with plans for similar growth levels year over year [35] - The consumer business is still facing challenges, but improvements are expected if housing market conditions improve [34][35] - The company is committed to maintaining rigorous operational efficiency and focusing on high-growth segments [22][45] Other Important Information - Non-GAAP operating expenses for Q4 were $45 million, below the outlook of $47 million, reflecting cost control measures [17] - The effective tax rate for the quarter was expected to be in the range of 7%-8% due to changes in tax credits [21] Q&A Session Summary Question: Plans to address high channel inventory - Management acknowledged the need to reduce channel inventory and is focused on achieving a healthier level through rigorous planning [25][26] Question: Long-term growth from high power, automotive, and data center segments - Management indicated that while GaN is already meaningful, automotive and data center contributions will take more time to materialize [28][30] Question: Current demand cycle status - Management believes the consumer business is still facing headwinds but sees potential for improvement depending on housing market conditions [33][34] Question: Impact of restructuring on R&D and time to market - Management emphasized the importance of restructuring in enhancing agility and customer-centricity in product development [37][39] Question: Revenue expectations from automotive segment - Management suggested that automotive revenue could materialize in the next 12 to 18 months, depending on design wins [42][43] Question: Future of consumer segment - Management confirmed that the consumer segment remains important, with ongoing support despite current challenges [46][47]

Financial Data and Key Metrics Changes - In Q4 2025, the company reported revenue of $103 million and non-GAAP earnings of $0.23 per share, with full-year revenue up 6% and non-GAAP EPS growing by 8% [4][15] - Cash flow from operations for the year was $112 million, an increase of $30 million from the prior year [4] - Non-GAAP gross margin for the year was 55.1%, up 70 basis points from the prior year [19] Business Line Data and Key Metrics Changes - Industrial revenue was down 23% sequentially in Q4 but had an outstanding year with 15% growth overall [15][19] - Consumer revenue, primarily from appliances, decreased by 13% sequentially in Q4, reflecting inventory overhang, but was slightly up for the full year [16] - Communications revenue grew 15% sequentially in Q4, driven by new design ramps in cell phone and India 5G broadband [16] Market Data and Key Metrics Changes - The industrial market is expected to be the fastest-growing segment in 2026, with strong Q1 expectations [6] - Revenue outside of cell phone applications averaged 12% growth over the past two years, with industrial revenue growing 15% in 2025 [8] - The consumer segment continues to face headwinds, particularly in appliance demand due to low existing home sales in the U.S. and ongoing softness in the Chinese housing market [5] Company Strategy and Development Direction - The company is focusing on aligning expenses with revenue through restructuring, which included a 7% reduction in global workforce [4][5] - Investment priorities are shifting towards markets like AI data centers, industrial, and automotive, leveraging expertise to solve power challenges [6][12] - The company aims to enhance customer focus in product development and accelerate time to market [12][40] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about returning to growth in 2026, with plans to manage inventory levels and improve operational efficiency [27][35] - The company is aware of the challenges in the consumer market but sees potential upside if housing market conditions improve [34] - Management is committed to cautious investments until bookings show consistent growth [36] Other Important Information - The company generated free cash flow of $87 million in 2025, returning $145 million to shareholders through buybacks and dividends [20] - Non-GAAP operating expenses for Q4 were $45 million, below the outlook of $47 million, reflecting cost control measures [17] Q&A Session Summary Question: Plans to address high channel inventory - Management acknowledged the need to reduce channel inventory and is focused on driving plans to achieve healthier levels [27][28] Question: Long-term growth from high power, automotive, and data center segments - Management indicated that while GaN is already meaningful, automotive and data center contributions will take more time to materialize [29][30] Question: Current demand cycle and inventory digestion - Management believes the consumer business still faces headwinds but is optimistic about growth in other segments [34][35] Question: Impact of restructuring on R&D and time to market - Management emphasized the importance of restructuring in enhancing agility and customer focus in product development [40] Question: Revenue expectations from automotive segment - Management suggested that automotive revenue could materialize in 12 to 18 months, depending on design wins and market conditions [44] Question: Future of consumer segment - Management sees the consumer segment as important for growth and is not currently considering exiting any areas within it [48]

Financial Data and Key Metrics Changes - The company achieved record-breaking results in Q3, with revenues of $147.3 million, a 10% increase year-over-year [21] - Adjusted EBITDA increased by 12% to $35.6 million, with an adjusted EBITDA margin of 24.2% [25] - GAAP earnings per share rose to $0.55, up from $0.54 in the prior year, while adjusted earnings per share increased by 18% to $0.66 [25] Business Line Data and Key Metrics Changes - OpEx revenues were $122 million, a 5% increase compared to last year, representing 83% of total revenues [22] - Large project revenue was $25.4 million, up 37% year-over-year, reflecting improved project execution [22] - The company reported a 14% increase in orders to $158.2 million, with a book-to-bill ratio of 1.1 times [25] Market Data and Key Metrics Changes - The USLAM market saw a 10% year-over-year revenue increase, driven by demand for large capital projects [26] - EMEA revenue increased by 37%, attributed to strong execution and rising demand related to electrification and decarbonization [26] - APAC delivered 9% revenue growth, supported by ongoing project activity [26] Company Strategy and Development Direction - The company is focused on capitalizing on trends such as the growth of data centers, decarbonization, and electrification [7] - Strategic initiatives include expanding into the data center market and medium voltage heaters, which are seen as key growth areas [7][14] - The company is raising its fiscal 2026 guidance for revenue and adjusted EBITDA, reflecting confidence in ongoing momentum [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving macro conditions and capital project momentum, supporting a positive outlook for the remainder of the fiscal year [8] - The company is well-positioned to benefit from macroeconomic drivers such as reshoring and increased power demand [30] - Management highlighted the importance of maintaining a strong balance sheet while pursuing growth opportunities [28] Other Important Information - The company has a backlog of $180 million in the power sector, up 58% year-over-year, with over 60% of opportunities in the US market [11] - The liquid load bank solutions for data centers are expected to drive significant growth, with quoting activity doubling to $60 million [16] - The medium voltage heater pipeline has expanded to over $150 million, benefiting from global electrification trends [17] Q&A Session Summary Question: Can you talk about the sustainability of the 46%-plus gross margin? - Management noted that improved gross margins are driven by productivity gains, pricing, and a favorable project mix, with expectations for sustained margins [35][36] Question: How have conversations with potential customers in the data center industry evolved? - The company has formed relationships with various stakeholders, including construction contractors and end users, enhancing its market position [39][41] Question: What is the competitive landscape for liquid load banks? - Management confirmed that the market remains robust, with a significant increase in quoting activity, indicating strong future demand [48][49] Question: How do you see the medium voltage opportunity progressing? - The company has a backlog of $11 million and a quote pipeline exceeding $150 million, indicating a multi-year growth opportunity [55][56] Question: Can you discuss the growth drivers in the LNG and midstream markets? - Management highlighted ongoing projects in LNG liquefaction and midstream gas processing, which are expected to drive demand for their products [57][59]

Financial Data and Key Metrics Changes - The company achieved record-breaking results in Q3 2026, with revenues up 10% year-over-year, reaching $147.3 million [6][17] - Adjusted EBITDA increased by 12% to $35.6 million, with an adjusted EBITDA margin of 24.2% [6][19] - GAAP earnings per share rose to $0.55, up from $0.54 in the prior year, while adjusted earnings per share increased by 18% to $0.66 [19] Business Line Data and Key Metrics Changes - OpEx revenues were $122 million, a 5% increase year-over-year, representing 83% of total revenues [17] - Large project revenue surged by 37% to $25.4 million, reflecting improved spending in major project markets [17][18] - The backlog increased by 10%, driven by a positive book-to-bill ratio of 1.1 times [19][20] Market Data and Key Metrics Changes - The USLAM market saw a 10% revenue increase, while EMEA experienced a robust 37% growth due to electrification and decarbonization trends [20] - APAC delivered a 9% revenue growth, supported by ongoing project activity [20] Company Strategy and Development Direction - The company is strategically positioned to benefit from macroeconomic drivers such as reshoring, electrification, and decarbonization [25] - Focus on organic growth through investments in new product lines, including liquid load banks and medium voltage heaters, is evident [10][14] - The company is raising its fiscal 2026 financial guidance for revenue and adjusted EBITDA, reflecting confidence in continued momentum [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improving macro conditions and strong customer relationships supporting a positive outlook for the remainder of the fiscal year [6][10] - The company anticipates continued growth in the data center market and medium voltage heaters, with significant opportunities in LNG and midstream gas processing [11][52] Other Important Information - The company generated $13.1 million in free cash flow during Q3, up from $8.4 million in the prior year [22] - Capital expenditures for the quarter were $4.9 million, reflecting investments in growth initiatives [22] Q&A Session Summary Question: Can you talk about the sustainability of the 46%-plus gross margin? - Management noted that improved gross margins are driven by the Thermon Business System, productivity gains, and a favorable project mix [30][31] Question: How have conversations with potential customers in the data center industry evolved? - The company has formed relationships with various stakeholders, including data center construction contractors and end users [34][35] Question: What is the current market size for liquid load banks? - Management confirmed that the market size estimate remains around $80 million-$90 million, with a robust quote log indicating strong demand [42][43] Question: How do you see the medium voltage opportunity progressing? - The company has a backlog of $11 million and a quote pipeline exceeding $150 million, indicating a multi-year growth opportunity [49][50] Question: Can you elaborate on the LNG and midstream growth drivers? - The company is actively involved in LNG liquefaction and midstream gas processing, with several projects underway [51][52]

SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 5, 2026 / Elektros Inc. (OTC PINK:ELEK) today highlighted its strategic focus on lithium, rare earth minerals as global demand for lithium continues to accelerate across energy storage, electric vehicles, advanced electronics, and critical infrastructure worldwide. Lithium plays a central role in the global energy transition and is increasingly recognized as one of the most important materials supporting clean energy adoption, electrification, and long ...

Core Viewpoint - Flux Power Holdings, Inc. is set to report its fiscal second quarter 2026 results on February 12, 2026, with a conference call scheduled to discuss the financial outcomes [1]. Group 1: Financial Reporting - The fiscal second quarter 2026 results will be reported after market close on February 12, 2026 [1]. - The conference call will be hosted by CEO Krishna Vanka and CFO Kevin Royal at 4:30 p.m. ET [1]. Group 2: Conference Call Details - Analysts and investors can join the conference call on February 12, 2026, at 4:30 p.m. ET, with the call number being 1-833-630-1956 for domestic and +1-412-317-1837 for international participants [2]. - A replay of the conference call will be available approximately two hours after the live event and can be accessed until February 19, 2026, with the replay dial-in number being 1-855-669-9658 [3]. Group 3: Company Overview - Flux Power Holdings, Inc. specializes in advanced lithium-ion energy storage solutions for various industrial and commercial sectors, including material handling and airport ground support equipment [4]. - The company's lithium-ion battery packs offer a more efficient, cost-effective, and environmentally friendly alternative to traditional lead-acid and propane-based solutions, contributing to reduced CO2 emissions and improved sustainability metrics [4].

Core Viewpoint - Volvo Cars reported fourth-quarter revenues of just over 94 billion Swedish krona, falling short of expectations, primarily due to tariffs and currency strength, resulting in a nearly 20 billion decline year-over-year [1] Market Challenges - The automotive market, particularly in China, is facing intense competition, compounded by the discontinuation of incentives for electric vehicles (EVs) in both the US and China, creating a challenging external environment [2] - The company has successfully implemented cost reduction measures and secured positive cash flow, which are seen as significant achievements despite the revenue shortfall [3] Financial Performance - Volvo achieved a positive cash flow target for 2025, supported by a robust cost reduction program, although the EBIT margin of 3.5% is below desired levels [4] - The company is focused on improving profitability in 2026 while acknowledging the current financial results as a reasonable base for future growth [4] Electric Vehicle Strategy - The future growth of Volvo is heavily reliant on the successful transition to electric vehicles, with 44% of last year's sales being chargeable [5][6] - The introduction of the new XC60 model is expected to significantly expand Volvo's addressable market for electric cars, marking a strategic shift away from conventional vehicles [7][14] Hybrid Vehicles - While the long-term vision is centered on fully electric cars, hybrids are viewed as a necessary bridge due to current limitations in charging infrastructure and range anxiety among consumers [9][10] - The company plans to introduce long-range hybrids to cater to markets like the US and China, which are anticipated to remain significant for the foreseeable future [10] US Market Strategy - Volvo aims to increase local production in the US to mitigate tariff impacts and address currency fluctuations, with plans to produce the XC60 model locally in Charleston [12][13] - The company acknowledges that the underutilization of its US factory needs to be addressed to enhance production efficiency and market presence [12] Regulatory Environment - The CEO emphasizes the importance of focusing on product quality and affordability rather than relying on government subsidies for electrification, indicating a self-help approach to achieving long-term success [15][16] - A clear internal focus and understanding of the company's goals are deemed essential for executing the strategic vision [17] Future Outlook - Despite the disappointing quarterly results, the company is optimistic about progress, particularly in achieving positive cash flow, which was a primary internal goal [18]

VANCOUVER, British Columbia, Feb. 04, 2026 (GLOBE NEWSWIRE) -- SHARC International Systems Inc. (CSE: SHRC) (FSE: IWIA) (OTCQB: INTWF) ("SHARC Energy" or the “Company”) a global leader in Wastewater Energy Transfer (“WET”) technology, is pleased to announce that it has secured approximately $3.7 million in SHARC Energy equipment orders, increasing Sales Order Backlog1 by 109% since the previous disclosure on December 1, 2025 of $3.4 million. This brings the total value of Sales Order Backlog to $7.1 Million ...