Fourth Quarter and Full Year 2025 Earnings Conference Call www.tecnoglass.com Disclaimer FORWARD LOOKING STATEMENTS February 26, 2026 – TECNOGLASS INC. (NYSE: TGLS) This presentation includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future financial performance, future growth and future acquisitions. These statements are based on Tecnoglass' current expectations or beliefs and are subject to uncertainty and ...

Matrix Service Company (MTRX) Conference Call Summary Company Overview - **Company Name**: Matrix Service Company (MTRX) - **Industry**: Engineering and construction services for the oil and gas, utility, and industrial markets - **Key Executives Present**: CEO John Hewitt, CFO Kevin Cavanaugh, Director of Investor Relations Kelly Smythe - **Core Values**: Emphasis on safety and operational excellence [1][4] Financial Highlights - **Recent Performance**: - Q3 fiscal 2025 revenue increased by 21% to $200 million compared to $166 million in Q3 fiscal 2024 [17] - Gross margin improved to 6.4% from 3.4% year-over-year [17] - Net loss reduced to $3.4 million ($0.12 per share) from $14.6 million ($0.53 per share) in the previous year [18] - Adjusted EBITDA reached breakeven compared to a loss of $10 million in the prior year [18] - **Revenue Guidance**: Projected revenue for fiscal 2025 is between $770 million and $800 million, up from $728 million in fiscal 2024 [8] Backlog and Growth Opportunities - **Backlog**: - Current backlog stands at $1.4 billion, with project awards of $301 million in Q3, resulting in a book-to-bill ratio of 1.5 [13] - Backlog has doubled since fiscal 2022, with a significant portion attributed to storage and terminal solutions [13][14] - **Opportunity Pipeline**: - A robust $7 billion pipeline of project opportunities, with many expected to be bid and awarded in the next 12 to 18 months [15] - Approximately 90% of revenue comes from recurring customers, providing long-term visibility for growth [15] Market Position and Strategy - **Market Focus**: - Specializes in complex infrastructure projects, particularly in LNG, ammonia, and renewable fuels [9][24] - Positioned to capitalize on multiyear spending cycles in energy and industrial markets [5][12] - **Competitive Environment**: - Favorable conditions for larger projects with fewer competitors capable of handling specialty vessel work [28] - Shift from crude-related storage to specialty vessel-related storage has been noted [24] Financial Management and Capital Allocation - **Balance Sheet Strength**: - Zero debt with available liquidity of $247 million [19] - Focus on managing working capital effectively, with net cash provided by operating activities of $31.2 million in Q3 [19] - **Capital Allocation Strategy**: - Emphasis on returning to profitability and considering strategic acquisitions or stock buybacks in the future [34] Long-term Goals and Margin Expectations - **Margin Targets**: - Long-term gross margin targets remain in the range of 10% to 12% [21] - Weighted average margin of current backlog is above 10%, supporting long-term margin expectations [26][27] - **Revenue Growth**: - Anticipated revenue growth to continue, with a target of reaching $250 million per quarter to leverage construction overhead effectively [29][30] Conclusion - **Outlook**: - Matrix Service Company is well-positioned for growth with a strong backlog, disciplined capital allocation, and a focus on high-margin projects [20][21] - **Market Confidence**: - Executives express confidence in the company's ability to achieve long-term targets and navigate the evolving market landscape [41]