Core Points - Kalmar's Board of Directors has initiated new share-based long-term incentive plans for the years 2026–2028, including the Performance Share Plan (PSP) and the Restricted Share Plan (RSP) [1][2] Group 1: Performance Share Plan (PSP) 2026–2028 - The PSP will commence in January 2026 and conclude in December 2028, with potential share rewards delivered in the first half of 2029, contingent on performance targets being met [4] - Performance criteria for the PSP include total shareholder return (absolute TSR), revenue growth in the Services segment, and sustainability targets related to CO2 emission reduction and increasing the share of women in senior and leadership positions [5] - If all performance targets are fully achieved, the maximum number of shares to be awarded under the PSP is approximately 250,000 shares, with applicable taxes deducted before delivery [6] Group 2: Restricted Share Plan (RSP) 2026–2028 - The RSP will also begin in January 2026, allowing the company to grant fixed share rewards to selected key employees, with payments made in class B shares by the end of the restriction period, no later than the first half of 2029 [7] - The maximum number of shares to be awarded under the RSP is approximately 25,000 shares, with applicable taxes deducted before delivery [8] Group 3: Other Terms and Conditions - The value of rewards under both plans is capped based on the company's share price development [9] - If an individual's employment ends before the reward payment, they generally forfeit their entitlement to the reward [9] - Kalmar has a share ownership recommendation for the President and CEO and Leadership Team members, requiring them to retain at least half of the shares received until their ownership equals at least their annual gross base salary [10]

Core Insights - Kalmar has launched a next-generation lithium-ion battery solution for its electric straddle carrier, enhancing energy capacity, thermal stability, and operating times [1][2][4] Group 1: Product Features - The Gen 2 battery has a nominal capacity of 533 kWh, which is a 25% increase over the previous generation, and a usable capacity of 453 kWh, allowing for extended equipment operating times [3] - The new battery solution enables greater flexibility in charging strategies, including depot charging during breaks and hands-free opportunity charging during shifts, facilitating hot-seat operation [3] - Kalmar electric straddle carriers equipped with the Gen 2 battery can achieve a net operating time of up to 10 hours, depending on energy consumption levels [3] Group 2: Market Demand and Sustainability - The Gen 2 battery solution is designed to meet the increasing customer demand for safer, more efficient, and sustainable cargo-handling solutions, resulting in lower total ownership costs due to reduced battery replacement needs [2] - The advanced cell chemistry of the battery contributes to improved lifecycle sustainability, aligning with the industry's shift towards more sustainable practices [2] Group 3: Company Overview - Kalmar is a global leader in material handling equipment and services, operating in over 120 countries with approximately 5,200 employees [5] - In 2024, Kalmar's sales totaled approximately EUR 1.7 billion, reflecting its significant presence in critical supply chains worldwide [5]

Core Insights - Kalmar Corporation has announced a contract to supply a fleet of forklift trucks equipped with next-generation lithium-ion battery solutions to ArcelorMittal, indicating a strategic partnership aimed at enhancing operational efficiency and sustainability in material handling [1] Group 1: Company Developments - The forklift truck fleet will feature advanced lithium-ion battery technology, which is expected to improve energy efficiency and reduce operational costs for ArcelorMittal [1] - This collaboration highlights Kalmar's commitment to innovation in the logistics and material handling sector, aligning with industry trends towards electrification and sustainability [1] Group 2: Industry Trends - The move towards lithium-ion battery solutions reflects a broader industry shift towards cleaner and more efficient energy sources in logistics and manufacturing [1] - As companies like ArcelorMittal adopt advanced technologies, the demand for innovative material handling solutions is likely to increase, presenting growth opportunities for suppliers like Kalmar [1]

Core Insights - Kalmar and Independent Rough Terrain Center (IRTC) have formed a strategic partnership to distribute and service IRTC's Rough Terrain Container Handler (RTCH) globally, enhancing Kalmar's product offerings and service capabilities [1][3] - The RTCH is specifically designed for challenging environments where traditional equipment cannot operate, making it suitable for sectors like defense, mining, and resource exploration [2][5] Company Overview - Kalmar is a global leader in sustainable material handling equipment, operating in over 120 countries with approximately 5,200 employees and reported sales of around EUR 1.7 billion in 2024 [4] - IRTC is a Texas-based manufacturer known for its RTCH, which is utilized across various industries including construction, logistics, mining, energy, and defense, providing reliable cargo movement in off-road conditions [5] Partnership Benefits - The partnership allows IRTC to leverage Kalmar's extensive global sales and service network, enhancing its reach to a wider audience [3] - Kalmar aims to support operations in challenging logistics environments, expanding the capabilities of material handling solutions in sectors such as mining and oilfield projects [3]

Core Insights - Kalmar Corporation will disclose its financial statements for 2025 and the annual report in week 9 of 2026 [1] - The Annual General Meeting is scheduled for March 31, 2026 [1] - Kalmar aims to lead in sustainable material handling equipment and services, operating in over 120 countries with approximately 5,200 employees [2] Financial Reporting Timeline - Financial Statements review for 2025 will occur on February 13, 2026 [3] - Interim report for January–March 2026 is set for May 5, 2026 [3] - Half-year financial report for January–June 2026 will be released on July 22, 2026 [3] - Interim report for January–September 2026 is scheduled for October 29, 2026 [3]

Core Viewpoint - Kalmar Corporation is set to publish its interim report for January-September 2025 on 31 October 2025, with a live conference for analysts, investors, and media scheduled for the same day [1][2]. Group 1: Upcoming Report Details - The interim report will be available at approximately 9:00 a.m. EET on 31 October 2025 [1]. - A live international telephone conference will take place at 10:00 a.m. EET, featuring presentations by President & CEO Sami Niiranen and CFO Sakari Ahdekivi [2]. - Presentation materials will be accessible on Kalmar's website by 10:00 a.m. EET [2]. Group 2: Participation Information - Participants can register for the teleconference via a provided link, after which they will receive conference phone numbers and an ID [3]. - The event will also be available as a live webcast, with a recorded version to be published later on Kalmar's website [4]. Group 3: Company Overview - Kalmar operates in over 120 countries and employs approximately 5,200 people, focusing on sustainable material handling equipment and services [6]. - In 2024, Kalmar's sales totaled approximately EUR 1.7 billion, indicating a strong presence in critical supply chains globally [6].

Core Insights - The company is preparing for the third quarter of 2025, emphasizing that trends and statements are based on current views and may change as actual data for September is not yet available [1] ITS Segment Overview - Order intake in units has shown little change in year-on-year momentum compared to the first and second quarters, indicating typical seasonal patterns where Q1 and Q3 are weaker, while Q2 and Q4 are stronger [2] - Q3 2025 is expected to reflect normal seasonal trends, with a sequential decrease in orders and units by mid-teens percentage, but a potentially higher year-over-year growth rate due to low levels in the prior year [2] - Growth has been particularly noted in the EMEA and APAC regions [2] Order Intake Value - The order intake in value terms has likely increased at a rate less than the proportional growth in units when compared year-over-year [3]

Kion Group Q3 2025 Conference Call Summary Company Overview - **Company**: Kion Group (OTCPK: KIGR.Y) - **Date of Call**: October 02, 2025 Key Points Industry and Market Trends - The ITS segment has shown consistent year-on-year momentum, with Q3 2025 expected to reflect typical seasonal patterns, indicating a sequential decline in orders by mid-teens percentage [2][6] - Year-over-year growth in order intake is anticipated, particularly in EMEA and APAC regions, despite a sequential decline due to seasonal factors [2][6] - The overall business environment in Germany is characterized as a cautious recovery, with geopolitical factors influencing market expectations [20][22] Order Intake and Revenue Developments - Order intake in units for Q3 2025 is expected to decrease sequentially, but year-over-year growth may be higher due to a low base from the previous year [2][6] - Revenue in the ITS segment is projected to be marginally below the prior year level, influenced by the exhaustion of a high order backlog from 2024 [3][6] - The SCS segment has seen a recovery in order intake, with expectations of revenue growth due to improved order intake from previous quarters [5][6] Financial Performance - The book-to-bill ratio for the ITS segment is expected to be slightly below one, indicating a decline in the order book compared to the previous year [3][6] - Adjusted EBIT margins are anticipated to decline year-over-year due to increased expenses from long-term incentive programs and lower factory utilization [3][7][8] - Free cash flow is expected to be solidly positive but lower than the prior year due to additional pension funding [10][11] Cost and Pricing Dynamics - The impact of the higher KION share price has led to increased expenses for long-term incentive programs, affecting overall financial performance [4][8] - The pricing dynamics in the forklift market are expected to be influenced by the Producer Price Index (PPI) in Germany, with a cautious outlook on pricing stability [43][45] Future Outlook - The company is still evaluating the impact of Section 232 tariffs on imports to the U.S., with a more detailed update expected in the next report [33][34] - Expectations for the German government’s investment boost are tempered, with a recognition that benefits will take time to materialize [40][42] Additional Notes - Non-recurring expenses related to an efficiency program were recorded in the first half of 2025, with further updates expected in the Q3 report [8][9] - The company is cautious about extrapolating current order intake growth into future quarters, emphasizing the need for a complete view of September's performance before making definitive statements [5][30] This summary encapsulates the key insights from Kion Group's Q3 2025 conference call, highlighting the company's performance, market conditions, and future expectations.

Core Points - Kalmar Corporation is changing its regional reporting structure and restating geographical area information effective from 1 October 2025 [3][5] - The new geographical areas will be APAC (Asia-Pacific), EMEA (Europe, Middle East, and Africa), and Americas [3][5] - The restated figures for sales, orders received, and number of employees for 2024-2025 have been published, but this restatement does not affect Kalmar's total financial figures [6] Company Strategy - The change in reporting structure is part of Kalmar's growth strategy and aligns with the Driving Excellence initiative [3] - An initial review of the operating model has been conducted to enhance the Sales & Hosting model, improving customer proximity and efficiency [4] - The restructuring aims to better serve customers, capture new growth opportunities, and establish more effective organizational structures [5] Financial Information - The restated information is presented in separate PDF and Excel files, and it is noted that the restated figures are unaudited [6] - In 2024, Kalmar's sales totaled approximately EUR 1.7 billion [7]

Core Viewpoint - Columbus McKinnon Corporation will present at the Sidoti Investor Small-Cap Conference on September 17, 2025, at 8:30 a.m. Eastern Time [1] Company Overview - Columbus McKinnon is a leading designer, manufacturer, and marketer of intelligent motion solutions, focusing on efficiently moving, lifting, positioning, and securing materials [3] - Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations, and digital power and motion control systems [3] - The company emphasizes safety and quality through superior design and engineering know-how in commercial and industrial applications [3] Investor Relations - A live audio webcast of the presentation will be available on the Columbus McKinnon Investor Relations webpage, with a replay accessible until September 24, 2025 [2]