Core Insights - The company achieved record adjusted EBITDA and EPS in 2025 despite a challenging demand environment and contraction in key end markets [5] - Significant outperformance was noted in secular growth verticals, with personal mobility growing over 25% and data center business expanding 4x year-over-year [5] - The company successfully reduced net leverage to 1.85x, marking the first time it finished a year below the 2.0x threshold [5] - Margin resilience was attributed to disciplined SG&A management and production output adjustments, offsetting unfavorable mix and lower volumes [5] - A notable shift in order trends was observed exiting 2025, with a book-to-bill ratio solidly above 1x driven by industrial OEM recovery [5] - The company maintained a 'region-for-region' strategy, consolidating geographic reporting to better align with localized management and supply chain operations [5] 2026 Strategic Outlook - The company anticipates core sales growth of 1% to 4% in 2026, assuming approximately 80% of end markets will be flat to up during the year [8] - Guidance incorporates a 100 basis point margin drag in the first half of 2026 due to ERP implementation costs and footprint optimization initiatives [8] - A 500 basis point core growth headwind is expected in Q1 2026 related to two fewer business days and temporary ERP transition inefficiencies [8] - Footprint optimization benefits are projected to contribute approximately $10 million in adjusted EBITDA during the second half of 2026 [8] - Personal mobility and data center verticals are expected to continue growing at significantly higher rates than the company fleet average through the end of the decade [8] - The company allocated $120 million for 2026 capital expenditures to support long-term efficiency projects and enterprise initiatives [8] - Over $100 million in shares were repurchased during Q4 2025, indicating management's view of the stock as undervalued relative to business strength [8] - The company identified potential for inorganic growth, focusing on logical, non-transformational M&A opportunities enabled by a strengthened balance sheet [8] - Ongoing labor inflation and potential automotive OEM volatility were flagged as persistent macro variables requiring pragmatic management [8]

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Core Points - The company is hosting its 2025 Capital Markets Day to provide updates on the outlook for the period 2024 to 2028 [1] - The event features presentations from top management, including the Executive Chairman, CEO, and CFO, followed by a Q&A session [2] Group 1 - The presentation aims to outline the strategic outlook for the upcoming year [2] - The agenda for the day has been shared with attendees [1]