Financial Performance Highlights - Blue Bird's Q3 FY2025 net sales reached $398 million, a $65 million increase compared to Q3 FY2024[20, 25] - The company's Adjusted EBITDA for Q3 FY2025 was $58 million, up $10 million from Q3 FY2024[20, 25] - Adjusted Free Cash Flow for Q3 FY2025 was $52 million, a $56 million increase compared to Q3 FY2024[20, 25] - Blue Bird is raising its full-year FY2025 Adjusted EBITDA guidance to $210 million and expects ~14.5% margin[36, 37] - The company's Q3 Adjusted EBITDA margin was 14.7%, a 20 bps increase compared to Q3 FY2024[21, 27] Business Operations and Backlog - The company sold 2,467 units in Q3 FY2025, an increase of 316 units compared to Q3 FY2024[20, 25] - Blue Bird has a strong backlog of approximately 3,900 units, valued at around $618 million[20, 27] - The company has approximately $174 million in firm orders for electric vehicles (EVs) in its backlog[20] - Alternative power sales accounted for 61% of the sales mix[20] Future Outlook and Capital Allocation - Blue Bird anticipates approximately $1.5 billion in revenue for FY2026, with an Adjusted EBITDA of around $220 million, representing a margin of approximately 14.5%[39] - The company has initiated a new share repurchase program of up to $100 million over two years[32, 34, 52]

Q2 2025 Highlights - OmniAb sold and installed xPloration instrument shortly after launch, with strong partner interest[11] - Partner pipeline advancement continued[11] - Deal flow and new partner additions are accelerating[11] - Outlook for 2025 remains on track[11] Partnership and Programs - The company has 100 active partners as of June 30, 2025, with 54% in the US, 25% in Europe, 20% in Asia, and 1% in the Middle East[12, 13] - Active programs totaled 381 as of June 30, 2025, a net addition of 18 programs year-to-date[16, 18] - Approximately 99% of active programs have contracted future economics to OmniAb[21] - Antibody Standard Licenses account for 90% of active programs[20] - Total remaining milestones for Antibody Standard Licenses are greater than $3 billion, with an average royalty rate of 3.36%[21] - Post-discovery stage programs have grown by 22% over the last 12 months[24] - There are 32 active clinical programs and approved products as of June 30, 2025[27, 29] Financial Performance - Q2 2025 total revenue was $3.9 million, compared to $7.6 million in Q2 2024[49, 54] - Q2 2025 license and milestone revenue was $1.2 million, down from $3.1 million in Q2 2024[54] - Q2 2025 service revenue was $1.9 million, down from $4.2 million in Q2 2024[54] - Q2 2025 xPloration revenue was $0.6 million[54] - Q2 2025 royalty revenue was $0.1 million, down from $0.3 million in Q2 2024[54] - Q2 2025 net loss was $15.9 million, compared to a net loss of $13.6 million in Q2 2024[54] 2025 Guidance - Revenue is expected to be in the range of $20 million to $25 million[57] - Operating expense is expected to be in the range of $85 million to $90 million[57]

Financial Performance - Q2 2025 net product revenue reached $81.5 million, a 164% increase compared to Q2 2024[28,39] - Net product revenues increased by 28% quarter-over-quarter from Q1 2025 to Q2 2025[39,73] - Net loss decreased by 70% from $(52.3) million in Q2 2024 to $(15.9) million in Q2 2025[73] - Cash, cash equivalents, and marketable securities totaled $191.1 million as of June 30, 2025[75] Product & Commercial Updates - ZORYVE portfolio achieved approximately 16,500 weekly total prescriptions on a rolling 4-week basis[40] - Total prescriptions growth was +13% from Q1 2025 to Q2 2025 and +117% compared to Q2 2024[41] - Over 80% of ZORYVE prescriptions are covered by insurance[49] - Launched ZORYVE foam 0.3% for plaque psoriasis of the scalp and body[28] Research & Development - Anticipated approval of ZORYVE cream 0.05% for atopic dermatitis ages 2-5 with target PDUFA October 2025[28,58] - Phase 2 trial initiated for ZORYVE cream 0.05% in ages 3-24 months for atopic dermatitis[58,62]

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Second Quarter 2025 Earnings Call | Welcome | Al Kildani Senior Vice President, Investor Relations and Corporate Communications | | --- | --- | | CEO Opening Remarks | Catherine Owen Adams Chief Executive Officer | | Commercial Update | Tom Garner Executive Vice President, Chief Commercial Officer | | R&D Update | Elizabeth H.Z. Thompson Executive Vice President, Head of Research and Development | | Financial Update | Mark Schneyer Executive Vice President, Chief Financial Officer | | Closing Remarks | Cath ...

Financial Performance - Revenue for 2Q 2025 was $145 million, a decrease of 13.6% compared to $168 million in 2Q 2024[10, 24] - Gross margin was 39.2% in 2Q 2025, compared to 42.9% in 2Q 2024[10, 27] - Adjusted EBITDA was $14 million in 2Q 2025, compared to $27 million in 2Q 2024, with a margin of 9.8% versus 15.9%[10, 27] - Adjusted net loss was $1.936 million, compared to an income of $7.269 million in 2Q 2024[27, 42] Revenue Mix & Growth Pillars - Grills accounted for 51% of revenue, consumables 24%, and accessories 25%[12, 13] - Consumables revenue increased by approximately 7% in 2Q 2025[15] Tariff Mitigation & Project Gravity - The company expects to offset approximately 80% of the $60 million unmitigated tariff exposure for Fiscal Year 2025[6, 16] - Project Gravity is expected to drive $30 million of annualized cost savings once fully implemented, with realized savings expected to be up to $13 million in FY 2025[7, 18] Liquidity & Debt - The company had $180 million in liquidity at the end of 2Q 2025, compared to $175 million in 2Q 2024[20] - Net debt was $402 million in 2Q 2025, compared to $409 million in 2Q 2024[20] Fiscal Year 2025 Guidance - Total revenue is projected to be between $540 million and $555 million[29] - Gross margin is expected to be between 40.5% and 41.5%[29] - Adjusted EBITDA is projected to be between $66 million and $73 million[29]

MaxCyte's SPL Portfolio Overview - MaxCyte has a portfolio supported by 14 SPL clients with 18 active clinical programs and 1 commercial program[3] - The company has 31 SPL agreements[4] - There are 18 programs currently in clinical development[4] - These 18 active clinical programs represent approximately $210 million of precommercial milestone potential[6] Clinical Trial Landscape - The SPL portfolio includes 22 active clinical trials[10] - MaxCyte supports clinical trials across multiple therapeutic areas, including genetic diseases, blood cancer, solid tumors, and autoimmune diseases[11, 15] - There are 4 clinical/commercial programs for genetic diseases, 8 for blood cancer, 5 for solid tumors, and 5 for autoimmune diseases[15] Future Growth and Revenue - MaxCyte anticipates significant development milestones and high-value participation in future commercial success of partners' programs, driving revenue growth[22] - A successful SPL program could generate approximately $12 million in development/regulatory milestones and around $79 million in aggregate royalty payments, with a $025 million annual license fee[22] - The company supports a diverse portfolio of product candidates with significant development milestone and commercial royalty potential across different "waves" of product development[17]

Second Quarter 2025 Financial Results Conference Call August 6, 2025 Matt, an XDEMVY® Patient Today's Speakers Bobby Azamian, MD, PhD CEO & Chairman Aziz Mottiwala Chief Commercial Officer Jeff Farrow Chief Financial & Strategy Officer 2 | © Tarsus Pharmaceuticals | For Investor Purposes Only Forward-Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties. These statements and the most recent Form 10-Q quarterly filing filed with the SEC include statemen ...

Cautionary Statements Cautionary Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements may be identified by their use of terminology such as "believes," "expects," "anticipates," "may," "will," "should," "seeks," "approximately," "intends," "projects," "plans," "estimates," "targets," or the negative of these words or other comparable terminology. Any ...

Marqeta Earnings Supplement August 6, 2025 Quarterly Total Processing Volume (TPV) 29% $71B $74B $80B $84B $91B Q2 '24 Q3 '24 Q4 '24 Q1 '25 Q2 '25 The forward-looking statements in this earnings supplement are based on information available to Marqeta as of the date hereof. Marqeta disclaims any obligation to update any forward-looking statements, except as required by law. 1 Investors and others should note that Marqeta announces material financial information to its investors using its investor relations ...