Second Quarter 2025 Results August 7, 2025 This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward- looking statements include, but are not limited to, statements concerning Enovis' plans, goals, objectives, outlook, expectations and intentions, and other statements that are not historical or current fact. Forward-looking statements and are based on Enovis' current expectations a ...

Company Overview - Cirrus Logic was founded in 1984 and is listed on NASDAQ as CRUS[5] - The company's FY25 revenue was $1.90 billion[5] - Cirrus Logic has approximately 4,210 pending and issued patents worldwide[5] Growth Strategy - The company's three-pronged strategy includes maintaining its leadership in smartphone audio, increasing HPMS content in smartphones, and expanding into additional applications and markets[22] - Cirrus Logic is expanding its SAM (Serviceable Available Market) in a vast mixed-signal market, projecting the audio and high-performance mixed-signal market to reach $8.5 billion in 2029, compared to $6.8 billion in 2025[24] - The company is focused on expanding into laptops, tablets, wearables, gaming, and AR/VR, as well as professional audio, automotive, industrial, and imaging end markets[35] - The PC SAM (Serviceable Available Market) is approximately $1.2 billion, comprising ~$440 million in audio SAM and ~$800 million in HPMS SAM[37] Financial Performance - In Q1 FY26, Cirrus Logic's revenue was $407.3 million, with a gross margin of 52.6% and combined R&D/SG&A expenses of $141.6 million[48] - The company's Q2 FY26 guidance projects revenue between $510 million and $570 million, with a gross margin between 51% and 53% and combined R&D/SG&A expenses between $153 million and $159 million[48] - In Q1 FY26, the company's largest customer represented 86% of total revenue[52] - The company generated $1.7 billion of operating cash flow over the last 5 full fiscal years[58]

Dave Graziosi, Chair & CEO Fred Bohley, COO Scott Mell, CFO & Treasurer Q2 2025 Earnings Release August 4th, 2025 1 Call Agenda Safe Harbor Statement The following information contains forward-looking statements. The words "believe," "expect," "anticipate," "intend," "estimate" and other expressions that are predictions of or indicate future events and trends and that do not relate to historical matters identify forward-looking statements. You should not place undue reliance on these forward-looking stateme ...

INVESTOR RELATIONS PRESENTATION Results through June 28, 2025 Deckorators Voyage Decking with Surestone Technology 1 UFP INDUSTRIES, INC. Please be aware that statements included in this presentation that are not historical are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act, as amended, and are based on management's beliefs, assumptions, current expectations, estimates, and projections about the markets we serve, the economy, and the company itself. Words like "a ...

Financial Performance - Q2 2025 - Sales remained flat at $6 billion compared to Q2 2024[9] - Core operating earnings decreased to $292 million from $302 million in Q2 2024[9] - Adjusted earnings per share decreased to $3.47 from $3.60 in Q2 2024[9] - Operating cash flow increased to $296 million from $291 million in Q2 2024[9] Full Year 2025 Outlook - Revenue is expected to be between $22470 million and $23070 million[12] - Core operating earnings are projected to be between $955 million and $1095 million[12] Segment Performance - Q2 2025 - Seating sales increased slightly to $4474 million from $4447 million in Q2 2024[30] - E-Systems sales decreased to $1557 million from $1565 million in Q2 2024[35] Tariff Impact - Approximately $63 million in tariff recovery was achieved in H1 2025[46] - Gross tariff exposure is approximately $210 million[46]

Financial Performance - Net income reached $1.643 billion, with diluted earnings per share at $3.85, reflecting a 10% linked quarter growth and 11% year-over-year growth[32] - Pretax, pre-provision earnings (PPNR) grew by 10% linked quarter and 11% year-over-year[8, 32] - Total revenue increased by 4% linked quarter and 5% year-over-year, reaching $5.661 billion[8, 32] - The company announced a dividend increase of $0.10, or 6%, to $1.70 per common share[8] - Return on average tangible common equity (ROTCE) was 15.6%[8] Balance Sheet - Average loans increased by 2% linked quarter, totaling $322.8 billion, marking the strongest loan growth since 4Q22[8, 13] - Total deposits increased by 1% linked quarter, reaching $423 billion[13] - Common shareholders' equity increased by 3% linked quarter and 13% year-over-year, reaching $50.7 billion[13] Business Segments - Net consumer checking accounts grew by 2% year-over-year, including 6% growth in the Southwest[12] - Brokerage assets increased by 7% year-over-year to a record level of $87 billion[12] - Asset Management fees increased 5% year-over-year to a record first-half level[12] Credit Quality - Nonperforming loans (NPLs) decreased, with the NPL ratio to total loans at 0.65%[39, 41] - Net loan charge-offs (NCOs) also declined, with the NCO ratio to average loans at 0.25%[39, 41] Guidance - The company anticipates average loans to increase by approximately 1% for the full year 2025[44] - Net interest income is expected to increase by approximately 7% for the full year 2025[44] - Fee income is projected to increase by 4% to 5% for the full year 2025[44]

Q2 2020 Financial Performance - Total revenue decreased by $29.8 million, reaching $79.8 million in Q2 2020, compared to $109.6 million in Q2 2019[24] - Adjusted EBITDA was $27.6 million, a reduction from $59.7 million in the same quarter of 2019[24] - The company generated $7.7 million in cash flow from operations during Q2 2020 and held $113.2 million in cash at the end of the quarter[24] Segment Performance - Commercial Services revenue was $27.3 million in Q2, a 59.9% decrease year-over-year[11] - Commercial Services adjusted EBITDA was $7.3 million, down $36.9 million or 83.5% year-over-year[11] - Government Solutions revenue was $52.5 million in Q2, a 26.6% increase year-over-year[17] - Government Solutions adjusted EBITDA was $20.3 million, up $4.8 million or 30.6% year-over-year[17] Factors Affecting Performance - The Commercial Services segment was significantly impacted by reduced demand in the rental car industry due to COVID-19[11] - Avis Budget Group reported a 78% year-over-year revenue decline in April and a 59% decline in June, while Verra Mobility's Commercial Services segment outperformed these trends with a 64% decline in April and a 50% decline in June[11] - Credit loss expense increased by $4.3 million in Commercial Services, primarily due to the Hertz bankruptcy[11] - Product revenue in Government Solutions grew by $10.5 million due to camera sales to a large municipality, while service revenue improved by $0.6 million[17]

Financial Performance - Reported sales growth of +8% and comparable constant currency growth of +10%[8, 18] - Adjusted gross margin expanded by +300 basis points, driven by product mix and EGX efficiency improvements[18] - Adjusted EBITDA margin expanded by +160 basis points due to Recon mix and operating leverage[8, 18] - Q1 2025 net sales reached $559 million compared to $516 million in Q1 2024[16] - Adjusted EPS increased to $0.81 in Q1 2025 from $0.50 in Q1 2024[16] Segment Performance - Reconstructive segment sales grew by +11% year-over-year, with +13% comparable growth[10] - Prevention & Recovery (P&R) segment sales grew by +5% year-over-year, with +8% comparable growth[13] - International reconstructive segment experienced comparable growth of +14% xFx[11] Outlook and Tariffs - Full year 2025 revenue outlook revised to $2.22-$2.25 billion[19] - Full year 2025 adjusted EBITDA outlook revised to $385-$395 million[19] - Expects a $20 million EBITDA headwind due to tariffs, equally spread across Q3 and Q4[22, 27]

May 6, 2025 First Quarter 2025 Financial Results Ray Scott, President and CEO Jason Cardew, Senior Vice President and CFO Lear Proprietary: The information contained herein is the property of Lear Corporation. Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding anticipated financial results and liquidity. The words "will," "may," "designed to," "outloo ...

Core Insights - Vishay Precision Group, Inc. (VPG) reported a net loss of $0.9 million, or $0.07 per diluted share, for the first fiscal quarter of 2025, a significant decline from net earnings of $5.9 million, or $0.44 per diluted share, in the same period last year [2][20]. Financial Performance - Total orders for the first fiscal quarter were $74.4 million, reflecting a 2.7% sequential growth and a book-to-bill ratio of 1.04, indicating a positive order intake trend [1]. - Adjusted net earnings for the first fiscal quarter were $0.5 million, or $0.04 per adjusted diluted share, down from $5.7 million, or $0.42 per adjusted diluted share, in the first fiscal quarter of 2024 [3][20]. Segment Performance - The Sensors segment reported revenue of $27.1 million, an 8.0% decrease year-over-year but a 5.1% increase sequentially [4]. - The Weighing Solutions segment generated revenue of $26.4 million, down 8.3% year-over-year but up 2.7% sequentially [6][7]. - The Measurement Systems segment saw revenue decline by 19.0% year-over-year to $18.2 million, with a 13.8% decrease compared to the previous quarter [9]. Profitability Metrics - Gross profit margin for the overall company was 37.7%, down from 43.4% in the first fiscal quarter of 2024 [20]. - The adjusted gross margin for the Sensors segment was 30.8%, while the Weighing Solutions segment reported an adjusted gross margin of 37.8% [5][8]. - EBITDA for the first fiscal quarter was $3.3 million, with an EBITDA margin of 4.6%, compared to $12.8 million and 15.8% in the same quarter last year [29]. Cash Flow and Balance Sheet - Cash from operating activities was $5.3 million, with adjusted free cash flow of $3.7 million for the first fiscal quarter [6][13]. - The company’s total assets as of March 29, 2025, were $453.8 million, slightly up from $450.9 million at the end of 2024 [21][23]. Outlook - The company anticipates net revenues for the second fiscal quarter of 2025 to be in the range of $70 million to $76 million, assuming constant foreign currency exchange rates from the first fiscal quarter [11].