August 2025 1 INVESTOR PRESENTATION - MAY 2025 DISCLAIMER TAT Technologies Ltd. (together with its subsidiaries, the "Company", "we", "our" or "us") has filed a registration statement (including a preliminary prospectus) with the U.S. Securities and Exchange Commission (the "SEC") for the offering to which this presentation relates. The registration statement has not yet become effective. The securities proposed to be offered pursuant to such registration statement may not be sold, nor may offers to buy be ...

Second-Quarter 2025 Second Quarter Overall Net Sales $766.5M | 9.2% Diluted Earnings Per Share: $1.82 Adjusted Diluted Earnings Per Share: $1.84 "I am pleased to report that we exceeded our expectations for the second quarter driven by solid growth in HVP components. This was the result of strong GLP-1 elastomer growth, ongoing momentum in HVP conversion mainly related to Annex 1 projects and the continued normalization of customer ordering patterns. The improved performance was concentrated in higher margi ...

First Quarter 2025 Earnings May 9, 2025 © 2025 Sylvamo Corporation. All rights reserved. 1 Cautionary statement concerning forward-looking statements 2 This presentation contains information that includes or is based upon forward-looking statements. Forward-looking statements forecast or state expectations concerning future events. These statements often can be identified by the fact that they do not relate strictly to historical or current facts. They typically use words such as "anticipate," "assume," "co ...

Core Insights - Verano Holdings Corp. reported its financial results for Q1 2025, showing a decrease in revenues and gross profit compared to previous quarters, primarily due to increased promotional activity and price compression in key markets [1][5][6] Financial Performance - Revenues for Q1 2025 were $210 million, down 5% year-over-year from $221 million in Q1 2024 and down 4% from $218 million in Q4 2024 [5][8] - Gross profit for Q1 2025 was $100 million, representing 47% of revenue, a decline from 51% in Q1 2024 and 49% in Q4 2024 [6][8] - The company reported a net loss of $12 million, or 5% of revenue, compared to a net loss of $5 million, or 2% of revenue, in Q1 2024 [10][8] - Adjusted EBITDA for Q1 2025 was $54 million, or 26% of revenue, down from $66 million, or 30% of revenue, in Q1 2024 [10][31] Operational Highlights - The company expanded its retail footprint by opening new dispensaries, bringing its total to 81 in Florida and 155 across 13 states [15] - Verano launched new products in response to market demand, including innovative vapes and pre-roll joints [15] - The company secured an additional $12 million in financing by leveraging its owned CPG real estate in Nevada and Arizona [15] Management Commentary - The CEO expressed satisfaction with the company's progress in executing strategic priorities, emphasizing innovation, automation, and operational efficiencies [4]

Q1 2025 Financial Results May 6, 2025 (Nasdaq: SEAT) Agenda Business Highlights & Updates Stan Chia, Chief Executive Officer 2 Financial Results & Outlook Lawrence Fey, Chief Financial Officer Important Disclaimers Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Words such as "anticipate," "believe," "can," "continue," "could," "design," "estimate," "expect," "f ...

Core Insights - Aflac Incorporated reported a significant decline in total revenues for Q1 2025, amounting to $3.4 billion, down from $5.4 billion in Q1 2024, primarily due to net investment losses of $963 million compared to net gains of $951 million in the previous year [1][20][27] - Net earnings for the first quarter were $29 million, or $0.05 per diluted share, a drastic decrease from $1.9 billion, or $3.25 per diluted share, in the same quarter last year [1][20][27] Financial Performance - Net investment losses in Q1 2025 were $963 million, driven by losses on derivatives and foreign currency activities, as well as a decrease in the fair value of equity securities [2][3] - Adjusted earnings for the quarter were $906 million, a decrease of 5.7% from $961 million in Q1 2024, with adjusted earnings per diluted share remaining flat at $1.66 [3][27] - Shareholders' equity increased to $26.3 billion, or $48.55 per share, compared to $23.5 billion, or $41.27 per share, a year earlier [5][21] Segment Performance - Aflac Japan's net earned premiums in yen decreased by 5.0% to ¥256.5 billion, while in dollar terms, net earned premiums fell by 7.4% to $1.7 billion [7][8] - Aflac U.S. saw a 1.8% increase in net earned premiums to $1.5 billion, with total adjusted revenues up 1.3% to $1.7 billion [10][11] Sales and New Products - Total new annualized premium sales in Japan increased by 12.6% to ¥14.1 billion, reflecting strong sales of new products [9] - In the U.S., sales increased by 3.5% to $309 million, driven by group product sales [11] Capital Management - The board declared a second-quarter dividend of $0.58 per share, with $900 million deployed for share repurchases in Q1 2025 [13][17] - The company maintained a strong focus on capital and cash flow generation while managing liquidity and capital effectively [17] Outlook and Strategy - The CEO expressed satisfaction with the adjusted earnings and premium persistency rates in both Japan and the U.S., emphasizing a focus on profitable growth and improved underwriting discipline [14][16]

Core Insights - West Pharmaceutical Services, Inc. reported solid financial results for Q1 2025, with revenues and adjusted-diluted EPS exceeding guidance [3][10] - The company is optimistic about continuing positive trends and is actively monitoring political and macroeconomic impacts [3] Financial Performance - Net sales for Q1 2025 were $698.0 million, a 0.4% increase from $695.4 million in Q1 2024 [10][19] - Adjusted-diluted EPS for Q1 2025 was $1.45, down from $1.56 in the same period last year [10][24] - Operating cash flow increased by 9.5% to $129.4 million, while free cash flow rose to $58.1 million from $27.6 million in Q1 2024 [7][30] Segment Performance - Proprietary Products Segment net sales grew by 0.6% to $563.0 million, with organic growth of 2.4% [4][21] - Contract-Manufactured Products Segment net sales declined by 0.7% to $135.0 million, but organic sales grew by 0.8% [6][21] Market Insights - The Biologics market unit experienced mid-single digit organic net sales growth, primarily from self-injection device platforms [5] - The Pharma market unit also saw mid-single digit organic growth, driven by standard and Westar® products [5] Guidance and Dividends - The company raised its full-year 2025 net sales guidance to a range of $2.945 billion to $2.975 billion [10][11] - Adjusted-diluted EPS guidance for 2025 was increased to a range of $6.15 to $6.35 [10][17] - A third-quarter 2025 dividend of $0.21 per share was declared, payable on August 6, 2025 [10]