Q2 2025 Financial Performance - Revenue decreased by 7% year-over-year, from $2.4 billion in Q2 2024 to $2.2 billion in Q2 2025, driven by lower fleet and pricing[10] - RPU decreased by 2% year-over-year, from $1,425 in Q2 2024 to $1,400 in Q2 2025, but was flat excluding fleet mix impact[10] - RPD decreased by 5% year-over-year, from $58.80 in Q2 2024 to $55.65 in Q2 2025, driven by market pricing and fleet mix shift[10] - DPU decreased significantly by 58% year-over-year, from $595 in Q2 2024 to $251 in Q2 2025, exceeding the North Star target by 16%[10] - Adjusted Corporate EBITDA improved from $(460) million in Q2 2024 to $1 million in Q2 2025, driven by lower vehicle depreciation and DOE[10] - Adjusted Free Cash Flow increased from $(553) million in Q2 2024 to $327 million in Q2 2025, driven by profitability improvement and increased vehicle funding advance rates[10] Operational Metrics - Transaction Days decreased by 3% year-over-year, from 39.7 million in Q2 2024 to 38.7 million in Q2 2025, reflecting strategic fleet reduction[10] - Average Fleet decreased by 6% year-over-year, from 577,000 in Q2 2024 to 543,000 in Q2 2025, aligning fleet size with demand[10] - Vehicle Utilization improved by 300 bps year-over-year, from 80% in Q2 2024 to 83% in Q2 2025, driven by fleet management and improved operations[10] - DOE per Transaction Day decreased by 1% year-over-year, from $36.25 in Q2 2024 to $36.03 in Q2 2025, driven by cost discipline and productivity[10]

Achieved record-high quarterly revenues since inceptionIncreased 2025 financial guidance MONTREAL, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Knight Therapeutics Inc. (TSX: GUD) ("Knight" or “the Company”), a pan-American (ex-US) specialty pharmaceutical company, today reported financial results for its second quarter ended June 30, 2025. All currency amounts are in thousands except for share and per share amounts. All currencies are Canadian unless otherwise specified. Q2-25 Highlights Financial results Revenues we ...

Financial Performance - VPG's 2Q25 revenue reached $75.2 million, a 4.8% sequential increase[7, 10] - Orders grew to $79.9 million, up 7.5% from 1Q25, marking the third consecutive quarter of growth[8, 10] - The book-to-bill ratio improved to 1.06, with Measurement Systems and Sensors segments achieving ratios of 1.20 and 1.12, respectively[9, 10] - Adjusted gross margin improved to 41.0% from 1Q25, with Weighing Solutions achieving a quarterly record[10, 30] - Adjusted net earnings per diluted share increased from $0.04 in 1Q25 to $0.17 in 2Q25[10] - Cash from operations was $6.0 million, and adjusted free cash flow was $4.7 million[10] Segment Performance - Sensors segment revenue declined 1.8% sequentially to $26.6 million, but bookings grew 3.7% to $29.8 million[11, 12, 13, 15] - Weighing Solutions segment revenue grew 11.3% sequentially to $29.4 million, with bookings at $27.2 million[17, 18, 19, 21] - Measurement Systems segment revenue grew 5.1% sequentially to $19.2 million, with bookings up 18.1% to $23.0 million[23, 24, 25, 26] Strategic Initiatives - Orders for business development initiatives year-to-date were approximately $17 million, on track to reach the 2025 goal of $30 million[29] - The company completed the sale of a building for $10.8 million as part of manufacturing consolidations[29] - Targeted annual fixed cost reductions of $5 million are on track[29]

We partner with dental professionals to improve patients' lives Q2 2025 Results 01/01/2025 July 31, 2025 1 Forward looking statements/Non-GAAP financial measures FORWARD-LOOKING STATEMENTS Certain statements in this presentation are "forward-looking statements" within the meaning of the U.S. federal securities laws, including statements regarding future financial performance, and the objectives and expectations of management. Terminology such as "believe," "anticipate," "should," "could," "intend," "will," ...

Financial Performance - Second quarter revenue reached $2.301 billion, representing a 6% overall growth[6] - Organic revenue growth was 6%[6] - Adjusted EBITDA margin hit a record quarterly high, expanding by 100 bps[7] - Earnings per share reached $0.93, with adjusted EPS at $1.26[6] - The company is raising its full-year revenue guidance to $8.9 - $9.0 billion, reflecting a 4-5% total growth[20] - The company is raising its full-year adjusted EPS guidance to $4.70 – $4.85[20] Segment Performance - Measurement and Control Solutions saw order growth of 12% and revenue growth of 10%[14] - Water Infrastructure experienced a 2% decline in orders but a 4% revenue growth[14] - Applied Water orders grew by 4% and revenue by 5%[14] - Water Solutions and Services orders grew by 5% and revenue by 5%[14] Tariff Impact - The company estimates a total tariff impact of $255 million on imports of $1.1 billion[17] - Net tariff exposure is estimated at $160 million after accounting for USMCA compliant imports from Mexico[17] - Tariff costs are being mitigated through pricing and supplier management[19]

Q2 2025 Performance - New Enrollments increased by 42% in Q2 2025 as reported[27] - Total Enrollment increased by 6% in Q2 2025 as reported, reaching 472,000[27] - Revenue increased by 5% to $524 million in Q2 2025 as reported[27] - Adjusted EBITDA increased by 15% to $214 million in Q2 2025 as reported[27] - Adjusted EBITDA margin increased by 348 bps to 409% in Q2 2025 as reported[27] - Year-to-date New Enrollments increased 7% and Total Enrollments increased 6%[18] H1 2025 Performance - Revenue was $760 million, a decrease of 2% as reported, but an increase of 6% organically[30] - Adjusted EBITDA was $220 million, an increase of 1% as reported, but an increase of 9% organically[30] - Adjusted EBITDA margin was 289%, an increase of 83 bps as reported[30] Capitalization and Share Count - Cash & Cash Equivalents totaled $135 million as of June 30, 2025[43] - Net Cash was $19 million as of June 30, 2025[43] - $71 million of shares were repurchased in H1 2025[43] 2025 Outlook - Revenue growth is expected at 3%-4% on a USD reported basis, and 6%-7% on an organic constant currency basis[50] - Adjusted EBITDA growth is expected at 9%-10% on a USD reported basis, and 11%-13% on an organic constant currency basis[50] - The company increased full-year 2025 guidance by $55 million for Revenue and $16 million for Adjusted EBITDA due to strengthening of MXN and PEN currencies[18]

Financial Performance - Earnings per share (EPS) was reported at $0.44, with operating EPS reaching $0.88[10] - Return on average tangible equity (ROATCE) was 8.01% reported and 15.25% operating[10] - Total revenue reached $171 million[10] - Net interest income increased by 15.9% from the previous quarter, and the net interest margin increased by 15 bps[12] - Stockholders' equity grew by $279 million, or 18.3%, from December 31, 2024[13] Balance Sheet - Period-end loans totaled $11.62 billion[10] - Period-end deposits totaled $13.52 billion, a 203 bps increase compared to Q2 2024[10] - Total loans increased by $1.64 billion from Q1 2025 and $1.77 billion from Q2 2024, representing increases of 16.5% and 18.0% respectively[21] - Total deposits increased by $1.81 billion from Q1 2025 and $2.24 billion from Q2 2024, representing increases of 15.4% and 19.9% respectively[21] Evans Bancorp Merger - The merger with Evans Bancorp, Inc added 18 banking offices, $2.22 billion in assets, $1.67 billion in loans, and $1.86 billion in deposits[6] - 5.1 million shares were issued for the Evans acquisition, valued at $221.8 million as of the closing date[13, 19]

July 29, 2025 Forward-looking statements and use of non-GAAP measures This presentation contains "forward looking statements," including Spire Inc. ("Spire") management's guidance regarding the impact of the proposed transaction on Spire, including the potential impact on earnings per share and the return on equity and other potential economic benefits to Spire. The forward-looking statements are intended to be subject to the safe harbor provided by Section 27A of the Securities Act of 1933, Section 21E of ...

Core Viewpoint - CNO Financial Group reported a decrease in net income for the second quarter of 2025, with net income at $91.8 million or $0.91 per diluted share, down from $116.3 million or $1.06 per diluted share in the same quarter of 2024, primarily due to non-economic accounting impacts from market volatility [1][6][29] Financial Performance - Net operating income for 2Q25 was $87.5 million, or $0.87 per diluted share, compared to $114.6 million, or $1.05 per diluted share in 2Q24, reflecting a 24% decrease [1][3][29] - Total revenues for 2Q25 were $1,151.5 million, up from $1,066.2 million in 2Q24, indicating a year-over-year increase [29] - The company returned $116.7 million to shareholders during the quarter [5] Key Metrics - Book value per share was $25.92, an increase from $24.75 at the end of 2024, while book value per diluted share, excluding accumulated other comprehensive loss, was $38.05, up from $37.35 [20] - Return on equity (ROE) for the trailing four quarters was 11.9%, down from 19.9% in the previous year [22] - Operating ROE for the same period was 11.8%, compared to 11.2% in the prior year [22] Business Growth - Total new annualized premiums (NAP) increased by 17%, with life NAP up 22% and health NAP up 11% [5] - Annuity collected premiums rose by 19%, and client assets in brokerage and advisory increased by 27% [5] Investment Portfolio - As of June 30, 2025, the fair value of CNO's available-for-sale fixed maturity portfolio was $23,047 million, with net unrealized losses of $2,339.8 million [17] - The consolidated statutory risk-based capital ratio of U.S.-based insurance subsidiaries was estimated at 378% [18] Shareholder Actions - During 2Q25, the company repurchased $100 million of common stock, with an average cost of $38.09 per share [19] - Dividends paid on common stock totaled $16.7 million during the quarter [19]

Financial Performance - Total assets decreased by 1.5% from Q1 2025 to $6.16 billion [6] - Loans held for investment increased by 1.8% from Q1 2025 to $4.38 billion [6] - Total deposits decreased by 1.8% from Q1 2025 to $5.39 billion [6] - Net income decreased by 34% from Q1 2025 to $10.0 million [30] - Diluted EPS decreased by 34% from Q1 2025 to $0.48 [6] - Net interest margin, tax equivalent, increased by 13 bps from Q1 2025 to 3.57% [6] Credit Risk Profile - Nonperforming loans ratio increased by 44 bps from Q1 2025 to 0.85% [6] - Net charge-off ratio decreased by 27 bps from Q1 2025 to 0.02% [6] - Allowance for credit losses ratio increased by 25 bps from Q1 2025 to 1.50% [6] Wealth Management - Wealth Management Assets Under Administration increased from $3.15 billion in 2024 to $3.28 billion in 2025 [21] - Investment Services and Private Wealth Revenue for Q2 2025 was $7.2 million and $4.9 million respectively [22]