Financial Performance Highlights - Record revenues of $250.1 million, a 7% year-over-year increase[5] - Adjusted EBITDA of $149.5 million, a 4% year-over-year increase[5] - Average revenue generating horsepower at 3.55 million, a 1% year-over-year increase[5] - Average revenue generating HP at $21.31, a 5% year-over-year increase[5] Operational Highlights - High utilization rates with total utilization at 94% and large horsepower at 98%[7] - Ample distribution coverage of 1.40x[7] Strategic Positioning - USAC is well-positioned to benefit from projected increases in U S natural gas demand, driven by LNG exports and electrification of everything (EoE)[8, 10] - Approximately 3.3 million additional contract compression HP capacity is projected to be required to meet incremental U S natural gas demand[11] - Over 60% of USAC's active fleet is located within the Permian and along the Gulf Coast, regions expected to benefit most from increased exports[11] Capital Structure and Preferred Unit Conversion - 420,000 of the 500,000 Series A Preferred Units have been converted to Common Units as of August 1, 2025[2] - Illustrative example shows minimal impact on USAC's financial position from potential 100% conversion of Preferred Units[28]

TPG Reports Second Quarter 2025 Financial Results Quarter Ended June 30, 2025 TPG Reports Second Quarter 2025 Results San Francisco and Fort Worth, Texas – August 6, 2025 – TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, reported its unaudited second quarter 2025 results. TPG issued a full detailed presentation of its second quarter ended June 30, 2025 results, which can be viewed through the Investor Relations section of TPG's website at shareholders.tpg.com. "We delivered outst ...

Financial Performance - Consolidated revenues reached $3,006 million[6], with an adjusted EBITDA of $566 million[6] - Net income was $411 million[6] Segment Results - Phosphate segment net revenues were $1,173 million[6], with an adjusted EBITDA of $217 million[6], but an operating loss of $8 million[6] - Potash segment net revenues were $711 million[6], with operating earnings of $194 million[6] and an adjusted EBITDA of $278 million[6] - Mosaic Fertilizantes segment net revenues were $1,175 million[6], with operating earnings of $109 million[6] and an adjusted EBITDA of $159 million[6] Production and Sales Volumes - Phosphate sales and production volumes were both 1.5 million tonnes[8] - Potash sales volume was 2.3 million tonnes[11] and production volume was 2.1 million tonnes[11] - Mosaic Fertilizantes sales volumes were 2.2 million tonnes[14], including 1.1 million tonnes of produced products[14] Guidance and Targets - Phosphate Q3 sales volume is expected to be in the range of 1.8 to 2.0 million tonnes[19] - Potash 2025 production volume guidance raised to 9.3 to 9.5 million tonnes[19] - Mosaic Fertilizantes Q3 adjusted EBITDA is expected to be above $200 million[15, 19] Cost Reduction and Capital Allocation - The company achieved $150 million in cost reductions and expanded the target to $250 million by the end of 2026[19, 31] - Capital expenditures for the full year 2025 are projected to be $1.2 to $1.3 billion[45] Market Dynamics - North America and Brazil each represent less than 15% of global phosphate demand and less than 20% of global potash demand[53]

Delek US Holdings (DK) Operations and Strategy - Delek Logistics (DKL) reported a record quarter, with run-rate cash flow improvements of $120 million in 2Q'25[11] - DK raised its EOP target to $130-170 million in cash flow improvements[11] - DK returned ~$150 million to shareholders through buybacks and dividends over the last 12 months, representing an approximate 12% yield[11] - DKL is on track to deliver 2025 EBITDA guidance of $480-520 million[11] - DK's value creation journey is tied to EOP (efficiency and optimization plan), SOTP (sum of the parts), and SREs (small refinery exemptions)[14] EOP (Efficiency and Optimization Plan) Progress - EOP aims to improve DK's profitability and free cash flow at constant margins[21] - DK is confident in reaching $130 – 170 million in run-rate cash flow improvements in 2H'2025[21] - Approximately $30 million of cash improvements were realized in 2Q'25 due to EOP initiatives[11, 25] - El Dorado refinery saw ~$1.45/Bbl of EOP improvements in its gross margin during the second quarter[28] Financial Performance - Adjusted EBITDA for 2Q'25 was $170.2 million[47, 52] - Capital expenditures for 2025 YTD totaled $297 million, with $97 million in Refining and $191 million in Logistics[56] - Delek US, excluding DKL net debt, was $275.2 million as of June 30, 2025[59]

Call Participants Heather Rosentrater President and Chief Executive Officer Q2 2025 Earnings August 6, 2025 2 Kevin Christie Senior VP, Chief Financial Officer, Treasurer, and Regulatory Affairs Officer Forward-Looking Statements This presentation contains forward-looking statements, including statements regarding our current expectations for future financial performance and cash flows, capital expenditures, financing plans, our current plans or objectives for future operations and other factors, which may ...

Earnings Presentation 2Q2025 August 2025 1 Earnings Presentation | 2Q25 Earnings Presentation | 2Q25 Earnings Presentation | 2Q25 Agenda João Vitor Menin | Global CEO Alexandre Riccio | Brazil CEO 1. CEO Overview 2. Business Update 3. Financial Performance Santiago Stel | SVP CFO 2 Earnings Presentation | 2Q25 Disclaimer This report may contain forward-looking statements regarding Inter, anticipated synergies, growth plans, projected results and future strategies. While these forward-looking statements refl ...

Q2 SUPPLEMENTAL INFORMATION QUARTER ENDED JUNE 30, 2025 Brookfield Asset Management Overview BAM is a leading alternative asset manager with a +25-year track record of delivering strong, risk-adjusted returns by investing in high-quality assets, forming the backbone of the global economy | Fee-Bearing Capital | $563B | Our Businesses by Fee-Bearing Capital Renewable Power & Transition | | | | --- | --- | --- | --- | --- | | | | $64B | | | | Assets Under Management | $1T+ | Infrastructure | | | | | | | $100B ...

MAYVILLE ENGINEERING COMPANY 2Q25 RESULTS PRESENTATION AUGUST 6, 2025 SAFE HARBOR STATEMENT Safe Harbor Statement under the U.S. Private Securities Litigation Reform Act of 1995: This presentation contains statements that are forward -looking in nature which express the beliefs and expectations of management including statements regarding the Company's expected results of operations or liquidity; statements concerning projections, predictions, expectations, estimates or forecasts as to our business, financi ...

Financial Performance - Centuri's Q2 2025 revenue reached $724.1 million [23], compared to $672.1 million in Q2 2024 [30], representing an increase of approximately $52 million [38] - The adjusted EBITDA for Q2 2025 was $71.8 million [30], compared to $68.6 million in Q2 2024 [30] - The adjusted EBITDA margin was 9.9% [23] for Q2 2025 - The company is raising its revenue guidance for FY 2025 to $2.7 billion - $2.85 billion [46] from a previous range of $2.6 billion - $2.8 billion [47] - FY 2025 Adjusted EBITDA is projected to be between $250 million and $270 million [46] Commercial Achievements - Total bookings for the quarter amounted to $1.8 billion [3] - New awards totaled $619 million [26], including $244 million in new MSAs [27] - MSA renewals reached $1.2 billion [25, 27] - The book-to-bill ratio is 2.3x [25] for the six-month period ended June 29, 2025 [29] Segment Performance - Non-Union Electric revenues increased by 24% year-over-year [24], with core electric revenues up by 51% [24] - Union Electric revenues increased by 11% year-over-year [24], with core electric revenues up by 26% [24] - Canadian Gas revenue increased by 18% year-over-year [24], and segment gross margins increased by 210 bps [24]

Financial Performance Highlights - Flotek Industries reported a 26% increase in revenue, reaching $58.4 million in 2Q25 compared to $46.2 million in 2Q24[12] - Gross profit increased by 57%, from $9.2 million in 2Q24 to $14.4 million in 2Q25[12] - Adjusted EBITDA increased by 113%, from $4.4 million in 2Q24 to $9.5 million in 2Q25[12] - Adjusted net income increased by 202%, from $2.0 million in 2Q24 to $6.0 million in 2Q25[12] Data Analytics Growth - Data Analytics revenues experienced a 189% increase compared to 2Q24[9, 13] - Service revenue within Data Analytics grew by 452% since 2Q24[25] - Power Services, part of Data Analytics, carried approximately 90% gross margin in 2Q25[33, 46] - The company expects $15 million in revenues from PWRtek in 2025, and over $27 million in 2026[27] Chemistry Technologies Performance - External Chemistry Technologies revenue grew by 38% year-over-year in 2Q25[13, 45, 46] - International chemistry revenue increased by 83% from $3.9 million in 2Q24[45] Future Outlook - The company projects total revenue for FY 2025 to be between $200 million and $220 million, representing a 12% increase compared to 2024[17] - Adjusted EBITDA for FY 2025 is guided to be between $34 million and $39 million, an 80% increase compared to 2024[17]