Q3 2025 Financial Performance - Sales increased by 7.5% from $548.3 million in Q3 2024 to $589.2 million in Q3 2025[8] - Operating profit increased by 19.6% from $99.0 million in Q3 2024 to $118.4 million in Q3 2025[8] - Earnings per share (EPS) from continuing operations increased by 24.8% from $1.25 in Q3 2024 to $1.56 in Q3 2025[8] - Adjusted EBITDA increased by 17.8% from $113.7 million in Q3 2024 to $133.9 million in Q3 2025[8] Segment Performance - Aerospace & Electronics sales increased by 13.0% from $239.1 million in Q3 2024 to $270.2 million in Q3 2025, with a core growth of 12.8%[11, 12] - Process Flow Technologies sales increased by 3.2% from $309.2 million in Q3 2024 to $319.0 million in Q3 2025[14] Liquidity and M&A - As of September 30, 2025, the company had approximately $2,188 million in liquidity, including ~$388 million in cash, $900 million undrawn revolver and $900 million delayed draw term loan[19] - The company expects to have over $1.5 billion in M&A capacity after the PSI transaction[20] Full Year 2025 Guidance - The company expects revenue between $2.285 billion and $2.3 billion, representing a core sales growth of 4-6%[21, 22] - Adjusted EPS is projected to be between $5.75 and $5.95[21]

Financial Performance - Q2 2025 revenue was $716 million, a decrease of 9% compared to Q2 2024[9, 14] - Q2 2025 adjusted EBITDA was $99 million, a decrease of 19% compared to Q2 2024[14] - Q2 2025 adjusted EPS was $0.60, a decrease of 21% compared to Q2 2024[9, 15] - Net debt to adjusted EBITDA ratio was 3.4x as of March 31, 2025[34] Segment Performance - Advanced Process Solutions (APS) revenue decreased by 12% to $494 million in Q2 2025[20] - APS adjusted EBITDA decreased by 22% to $79 million in Q2 2025[20] - Molding Technology Solutions (MTS) revenue decreased by 2% to $222 million in Q2 2025[25] - MTS adjusted EBITDA decreased by 4% to $32 million in Q2 2025[25] Guidance and Outlook - Updated FY25 revenue guidance is $2.555 billion to $2.620 billion, a decrease of (20%) – (18%) year-over-year[35] - Updated FY25 adjusted EPS guidance is $2.10 to $2.45, a decrease of (37)% - (26)% year-over-year[35] - Direct tariff costs are estimated at approximately $15 million for the second half of FY25[9, 10]