Core Viewpoint - Signify has appointed As Tempelman as the new Chief Executive Officer (CEO), effective September 1, pending his appointment to the Board of Management, with Željko Kosanović serving as interim CEO until then [2][3]. Group 1: Leadership Appointment - As Tempelman is recognized for his strategic vision and proven track record in driving sustainable growth and fostering an inclusive high-performance culture, making him the ideal candidate to lead Signify [3]. - Tempelman currently serves as CEO of Eneco, where he has significantly increased profitability and reduced greenhouse gas emissions [3]. Group 2: Company Background - Signify is the world leader in lighting, with a history spanning over 130 years, and aims to leverage its innovation and purpose to improve lives globally [3]. - In 2024, Signify reported sales of EUR 6.1 billion and has approximately 29,000 employees across more than 70 countries [5]. Group 3: Upcoming Events - An Extraordinary General Meeting (EGM) is scheduled for July, where shareholders will vote on Tempelman's appointment to the Board of Management [4][10].

21世纪经济报道记者卢陶然、实习生蔡泽华 北京报道 今世缘(603369.SH)：发布2024年ESG报告 4月30日，今世缘发布2024年ESG报告。报告显示，今世缘2024年温室气体排放量为30,423.21吨二氧化 碳当量，范围1为392.42吨二氧化碳当量，范围2为419640吨二氧化碳当量。 今世缘制定了 2025 年减排计划：一、积极优化能源结构，加大太阳能等可再生能源利用，降低碳排 放；二、升级绿色生产工艺，安装水循环系统，提高水资源循环利用率，降低单位产品水耗，同时改造 设备降低能耗，完善固废处理；三、全力推进零碳白酒产业园建设，采用节能材料，增加园区绿化，打 造行业绿色标杆。 水井坊(600779.SH)：发布2024年ESG报告 4月30日，水井坊发布2024年ESG报告。报告显示，水井坊2024年温室气体排放量为194.405.83吨二氧化 碳当量，范围1为31.547.41吨二氧化碳当量，范围2为11739.72吨二氧化碳当量，范围三151.118.70吨二 氧化碳当量。其中范围三为今年首次披露。 水井坊制定了2024年减碳目标：第一、自2024年到2030年，将范围一和范围二的温室气 ...

Core Viewpoint - Orion Energy Systems, Inc. is showcasing its high-quality, USA-manufactured LED lighting products at LightFair 2025, emphasizing its commitment to quality and innovation amidst industry challenges [1][3]. Company Overview - Orion specializes in energy-efficient solutions, including LED lighting, EV charging stations, and electrical maintenance services, focusing on helping customers achieve business and environmental goals [5]. - The company offers turnkey design-through-installation solutions for large national customers and works with ESCO and distribution partners [5]. Product Highlights - Orion's LED lighting fixtures are noted for their high quality and performance, contrasting with competitors who are increasing prices and lead times [2]. - The company emphasizes its flexible supply chain, which allows it to meet market demands effectively [2]. Industry Context - Orion's products are not affected by current tariff-related volatility, positioning the company favorably in the market [3]. - The company is committed to manufacturing in Wisconsin, reinforcing its dedication to local production and quality [3]. Investor Engagement - An informal investor gathering will be held on May 6 at LightFair, providing an opportunity for investors to meet the CEO and learn more about the company [4].

Overall Performance - Acuity Brands Lighting (AYI) achieved net sales of $1006 million in Q2'25, an increase of 11% compared to $906 million in Q2'24 [13] - Adjusted diluted EPS increased by 10% from $3.38 in Q2'24 to $3.73 in Q2'25 [13] - Adjusted operating profit increased by 16% from $140 million in Q2'24 to $163 million in Q2'25, with adjusted operating profit margin increasing by 70 basis points [13] - Year-to-date cash flow from operations decreased by 35% from $293 million in Q2'24 to $192 million in Q2'25 [13] Segment Performance - Acuity Brands Lighting (ABL) reported net sales of $841 million in Q2'25, a slight decrease of 0% compared to $844 million in Q2'24 [15] - ABL's adjusted operating profit increased by 4% from $136 million in Q2'24 to $141 million in Q2'25, with adjusted operating profit margin increasing by 60 basis points from 162% to 168% [15] - Acuity Intelligent Spaces (AIS) saw a significant increase in net sales, growing by 152% from $68 million in Q2'24 to $172 million in Q2'25 [17] - AIS's adjusted operating profit increased by 124% from $14 million in Q2'24 to $32 million in Q2'25, but adjusted operating profit margin decreased by 230 basis points from 210% to 187% [17] Fiscal Year 2025 Outlook - The company projects net sales to be in the range of $43 billion to $45 billion for fiscal year 2025 [21] - Adjusted diluted EPS is expected to be in the range of $1650 to $1800 for fiscal year 2025 [22]

Financial Data and Key Metrics Changes - The company generated net sales of $1 billion in Q2 2025, an increase of $100 million or 11% year-over-year, driven by growth in intelligent spaces and the inclusion of QSC sales [27] - Adjusted operating profit was $163 million, up $23 million or 16% from the previous year, with an adjusted operating profit margin of 16.2%, an increase of 70 basis points [28] - Adjusted diluted earnings per share increased by 35 cents or 10% to $3.73 [28] Business Line Data and Key Metrics Changes - Acuity Brands Lighting (ABL) reported sales of $841 million, a decrease of $3 million from the prior year, primarily due to declines in retail and corporate accounts [29] - Adjusted operating profit for ABL increased by $5 million to $141 million, with an adjusted operating profit margin of 16.8%, up 60 basis points [30] - Acuity Intelligent Spaces (AIS) achieved sales of $172 million, an increase of $103 million, with an adjusted operating profit of $32 million and an adjusted operating profit margin of 18.7% [31] Market Data and Key Metrics Changes - The company noted uncertainty in the market affecting order volumes, particularly in the lighting segment, which experienced some project freezing due to cost uncertainty [45][46] - The company has a diversified global supply chain, with approximately 18% of products sourced from Asia and about half from Mexico, which is largely USMCA compliant [40][55] Company Strategy and Development Direction - The company aims to grow through strategic pricing, product vitality, and expanding its addressable market while managing the impact of tariffs [23][22] - The integration of QSC is expected to enhance the company's intelligent spaces strategy, focusing on smarter, safer, and greener solutions [18][92] - The company is positioned to react to market changes and continue executing its strategy effectively [25][106] Management's Comments on Operating Environment and Future Outlook - Management acknowledged uncertainty in the marketplace due to tariffs and indicated that pricing actions have been taken to manage the financial impact [21][22] - The company remains confident in its ability to execute its strategy and deliver value despite market challenges [25][130] - Management emphasized the importance of maintaining a high-performing supply chain to navigate the evolving tariff landscape [40][44] Other Important Information - The company closed the acquisition of QSC during Q2 2025, financing it with $600 million of additional debt and cash on hand [26][33] - The company increased its dividend by 13% to 17 cents per share and allocated $23 million for share repurchases [33] Q&A Session Summary Question: Impact of tariffs on the company - Management views tariffs as a supply shock and is focused on managing the dollar and margin impacts while maintaining a strong supply chain [38][39] Question: Market conditions and project activity - Management noted that there was some market uncertainty affecting order volumes, particularly in the lighting segment, but they expect to see a clearer demand picture as the year progresses [47][49] Question: Competitive positioning regarding tariffs - Management believes the company is advantaged compared to competitors due to its diversified supply chain and USMCA compliance [52][55] Question: Pricing strategy in response to tariffs - The company employs strategic pricing to cover cost increases due to tariffs, evaluating pricing across different product lines [76][77] Question: Integration progress of QSC - Management expressed enthusiasm about the integration of QSC, noting that it aligns well with the company's strategy and has already shown positive marketplace performance [92][93] Question: Future acquisition plans - Management confirmed that while there are no immediate large-scale acquisitions planned, they remain open to attractive opportunities in the future [111][112] Question: Customer behavior regarding orders - Management indicated that customers often accelerate orders in response to price increases, but the overall impact of tariffs on demand remains uncertain [85][88]