Dave Graziosi, Chair & CEO Fred Bohley, COO Scott Mell, CFO & Treasurer Q2 2025 Earnings Release August 4th, 2025 1 Call Agenda Safe Harbor Statement The following information contains forward-looking statements. The words "believe," "expect," "anticipate," "intend," "estimate" and other expressions that are predictions of or indicate future events and trends and that do not relate to historical matters identify forward-looking statements. You should not place undue reliance on these forward-looking stateme ...

My firm's high-quality fundamental research incorporates the footnotes and is proven to generate novel alpha. I showcased how to make the best use out of my fundamental data this earnings season by identifying five stocks most likely to beat estimates and five stocks most likely to miss estimates. Stay ahead of the game with due diligence. NEW YORK, NY - NOVEMBER 16: Traders work on the floor of the New York Stock Exchange (NYSE) on November 16, 2017 in New York City. U.S. stocks closed higher on Thursday f ...

Group 1: Royal Gold (RGLD) - The company focuses on acquiring and managing precious metals stream and royalty interests, primarily in gold [1] - The Zacks Consensus Estimate for its current year earnings has increased by 9.3% over the last 60 days [1] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1%, compared to the industry average of 0.0% [1] Group 2: Allison Transmission Holdings (ALSN) - The company manufactures fully-automatic transmissions for medium and heavy-duty commercial and heavy-tactical U.S. defense vehicles [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.5% over the last 60 days [2] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1.2%, compared to the industry average of 0.0% [2] Group 3: Virco Manufacturing (VIRC) - The company designs, produces, and distributes quality furniture for the contract and education markets worldwide [3] - The Zacks Consensus Estimate for its current year earnings has increased by 26.6% over the last 60 days [3] - The company has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 1.3%, compared to the industry average of 0.0% [3]

Group 1 - Allison Transmission Holdings (NYSE: ALSN) plays a crucial role in the efficient transportation of goods, military assets, and people globally, despite not being as recognized as technology giants [1] - The company's engineering works are essential for streamlining transportation processes [1] Group 2 - The article emphasizes the importance of clear-headed market commentary, focusing on logic over sentiment and curiosity over distraction [2] - The goal is to highlight what truly matters in business, economics, and investing, cutting through misleading information [2]