Third Quarter 2025 Financial Results 2 Third Quarter 2025 Highlights October 28, 2025 Forward-Looking Statements This presentation contains forward-looking statements that reflect the Company's current views with respect to future events and financial performance. You can identify forward-looking statements by the fact that they do not relate strictly to current or historic facts. Forward-looking statements are identified by the use of the words "aim," "believe," "expect," "anticipate," "intend," "estimate, ...

October 28, 2025 Axalta Coating Systems Q3 2025 Financial Results Sensitivity: Business Internal 1 Legal Notices Forward-Looking Statements This presentation and the oral remarks made in connection herewith may contain certain forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 regarding Axalta and its subsidiaries including, but not limited to, our outlook and/or guidance, which includes net sales growth, net sales, Adjusted EBITDA, Adjusted Diluted EP ...

PHILADELPHIA, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced its financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Highlights: Third quarter net sales of approximately $1.3 billionNet income of $110 million with a net income margin of 8.5%, an increase of 80 basis points year over yearRecord quarter for Adjusted EBITDA of $294 millionAdjusted EBITDA margin expanded 70 basis points year over ...

Key Takeaways BASF Coatings and Xiaomi will co-develop 100 automotive paint colors over three years.The collaboration enhances Xiaomi's smart mobility with cutting-edge coating technologies.BASF's solutions feature advanced dual-layer clearcoats for vivid, high-saturation finishes.BASF SE’s (BASFY) BASF Coatings has expanded its collaboration with Xiaomi to co-develop 100 car paint colors over the next three years, marking a new era of innovation and personalization in automotive design. Since becoming Xiao ...

October 21, 2025 Valmont® © 2025 Industries, Inc. Disclosure Regarding Forward-Looking Statements These slides (and the accompanying oral discussion) contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is im ...

Summary of BASF Coatings Business Transaction Conference Call Company and Industry - **Company**: BASF (OTCPK:BASF.Y) - **Industry**: Coatings, specifically focusing on automotive and industrial applications Core Points and Arguments 1. **Transaction Announcement**: BASF has reached a binding agreement with Carlisle to divest its Coatings business, aiming to create a leading standalone coatings company [4][6] 2. **Financial Performance**: In 2024, BASF Coatings generated sales of €3.8 billion, with significant contributions from automotive OEM coatings (€2 billion) and automotive refinish coatings (€800 million) [6] 3. **Transaction Value**: The enterprise value of the transaction is €7.7 billion, with BASF expected to receive approximately €5.8 billion in pretax cash proceeds upon closing, retaining a 40% equity stake in the new entity [6][8] 4. **Market Position**: The Coatings business is well-positioned in large markets with high customer loyalty, particularly in automotive and aerospace sectors [5] 5. **Future Growth Potential**: BASF believes in the future value creation of the Coatings business and sees the partnership with Carlisle as a means to unlock additional growth opportunities [7][40] 6. **Tax Implications**: The maximum tax leakage from the transaction is estimated to be in the mid-triple-digit million range [18][50] 7. **Governance Structure**: The joint venture will have a board structure that includes representatives from both BASF and Carlyle, with Carlyle as the controlling partner [55] 8. **Use of Proceeds**: The cash proceeds from the transaction will be used to strengthen BASF's balance sheet and may include share buybacks starting earlier than 2027 [41][42] Additional Important Information 1. **Valuation Metrics**: The implied 2024 EV/EBITDA multiple for the Coatings division is approximately 13x, indicating a premium valuation compared to its previous grouping within BASF [8] 2. **Equity Stake Clarification**: The 40% equity stake retained by BASF is viewed as a commitment to the business's future and potential for value creation, with plans for a joint exit strategy in the future [12][46] 3. **Goodwill and Book Value**: The book value of the Coatings business is approximately €3.3 billion, with an attractive book gain expected from the transaction [70] 4. **Market Strategy**: BASF's relationship with the automotive industry remains strong, and the divestiture is not expected to negatively impact its positioning in the market [67] 5. **Future CapEx**: Future capital expenditures for the joint venture will be determined by Carlyle, as they will strategically steer the new entity [26] This summary encapsulates the key points discussed during the conference call regarding BASF's strategic move to divest its Coatings business while retaining a minority stake, highlighting the financial implications, market positioning, and future growth potential.

BASF and Carlyle reach binding transaction agreement on coatings business to create a leading standalone company Conference Call, October 10, 2025 Cautionary note regarding forward-looking statements This presentation contains forward-looking statements. These statements are based on current estimates and projections of the Board of Executive Directors and currently available information. Forward-looking statements are not guarantees of the future developments and results outlined therein. These are depende ...

Core Insights - The Sherwin-Williams Company (NYSE:SHW) is recognized as one of the 12 Most Promising Dividend Stocks by Wall Street Analysts [1] - The company has a long-standing legacy since its establishment in 1866, evolving from a modest paint business to a significant player in the coatings industry with over 5,400 stores and 140 manufacturing and distribution centers [2] - The appeal of SHW as an income stock is attributed to its consistent and sustainable dividends, maintaining a conservative payout ratio of approximately 26.6% supported by strong free cash flow [3] Dividend Performance - Sherwin-Williams has rewarded shareholders with steady dividend increases for 46 consecutive years, and if this trend continues for another four years, it will achieve the status of Dividend Kings [4] - The company currently pays a quarterly dividend of $0.79 per share, resulting in a yield of about 0.94% as of October 8 [4]

Core Insights - The article discusses the increasing appeal of dividend-paying stocks amid rising inflation, prolonged higher interest rates, and market volatility, particularly for risk-averse investors [2][4] Dividend Stock Trends - Global assets under management in dividend-focused ETFs reached nearly $600 billion as of December 31, 2024, more than double the amount recorded in December 2020, indicating a significant rise in dividend investing popularity [3] Methodology for Stock Selection - The article outlines a methodology that involves scanning stocks with consistent dividend records and sustained shareholder payouts, further refining the selection to those with a projected upside potential of over 10% based on analyst price targets as of October 8 [6] Company Profiles Verizon Communications Inc. (NYSE:VZ) - Verizon has a modest revenue growth expectation of about 3% for this year and next, despite adding 278,000 new fixed wireless access subscribers in Q2 2025, bringing the total to over 5.1 million [9][10] - The company generated nearly $9 billion in free cash flow in the first half of 2025, with projections for FY25 free cash flow between $19.5 billion and $20.5 billion, supporting its dividend payments of nearly $12 billion annually and a dividend yield of 6.68% [10][11] PepsiCo, Inc. (NASDAQ:PEP) - PepsiCo has a diversified portfolio contributing about 55% of its revenue, with international operations accounting for roughly 40% of total sales and operating profits in 2024 [13] - The company has raised its dividend for 53 consecutive years, currently offering a quarterly payout of $1.4225 per share, yielding about 4.10% as of October 8 [15] The Sherwin-Williams Company (NYSE:SHW) - Sherwin-Williams has maintained a conservative payout ratio of about 26.6% over the past decade, supported by strong free cash flow [17] - The company has rewarded shareholders with steady dividend increases for 46 consecutive years, paying a quarterly dividend of $0.79 per share, translating to a yield of roughly 0.94% as of October 8 [18]

Core Viewpoint - Axalta Coating Systems Ltd. is set to release its third quarter 2025 financial results on October 28, 2025, at 6 a.m. ET, with supporting materials available on its Investor Relations site [1] Financial Results Announcement - The financial performance review will be conducted by CEO Chris Villavarayan and CFO Carl Anderson during a conference call at 8 a.m. ET on the same day [2] - A live webcast of the conference call will be accessible, and a replay will be available shortly after the call until October 28, 2026 [2] Conference Call Details - The dial-in number for the conference call is 1-800-245-3047, with the conference ID being AXALTA [3] - For those unable to attend, a replay will be available until November 4, 2025, with the replay dial-in number being 1-844-512-2921 and the passcode 11160096 [3] Company Overview - Axalta is a global leader in the coatings industry, offering innovative and sustainable coating solutions across various applications, including vehicles and industrial uses [4] - The company has over 150 years of experience and serves more than 100,000 customers in over 140 countries [4]