Q3 2025 Investor Presentation Forward-Looking Statements Certain statements in this presentation are forward-looking, as defined in the Private Securities Litigation Reform Act of 1995. These statements involve risks, uncertainties, and other factors that may cause actual results to differ materially from the information expressed or implied by these forward-looking statements and may not be indicative of future results. These forward-looking statements are subject to a number of risks and uncertainties, in ...

Financial Performance - Lantheus reported revenues of $384 million for Q3 2025, a 1.4% increase year-over-year[13, 35] - Adjusted EPS for Q3 2025 was $1.27, a 25.3% decrease year-over-year[13, 35] - Radiopharmaceutical Oncology sales were $240.6 million, a 7.4% decrease year-over-year, while U S volumes grew by 3 3%[35, 19] - Precision Diagnostics sales were $129.7 million, a 25 0% increase year-over-year, driven by DEFINITY sales growth of 6 3% and the addition of Neuraceq[35, 21] - Strategic Partnerships sales were $13.7 million, a 10.1% decrease year-over-year[35] Strategic Initiatives and Pipeline - Lantheus completed the acquisition of Life Molecular Imaging and repurchased $100 million of stock during the quarter[39] - The company anticipates four key product approvals by year-end 2026, including a new PSMA PET imaging agent, MK-6240, LNTH-2501, and PNT2003[15, 46] - Lantheus is expanding geographic coverage for Alzheimer's disease imaging, aiming for broad access across leading centers and community practices[25] - The company is advancing MK-6240, a F18 PET imaging agent for detecting tau in adults being evaluated for Alzheimer's disease, with a PDUFA date of August 13, 2026[29, 31] Financial Guidance - Lantheus updated its FY 2025 revenue guidance to $1.49 billion-$1.51 billion[42] - The company updated its FY 2025 adjusted fully diluted EPS guidance to $5.50-$5.65[42]

Q2 2026 Financial Highlights - Revenue reached $319.0 million, a 15% year-over-year increase[10] - Gross Payment Volume (GPV) grew by 22% year-over-year to $10.8 billion[10] - GPV accounted for 43% of Gross Transaction Volume (GTV)[10] - Gross Transaction Volume (GTV) amounted to $25.3 billion[10] - Recurring subscription and transaction-based revenue represented approximately 97% of total revenue[10] - Average Revenue Per User (ARPU) increased by 15% to approximately $685[10] Financial Outlook - Q3 2026 revenue is projected to be approximately $309 - $312 million[15] - At least 15% year-over-year gross profit growth is expected for Q3 2026[15] - Adjusted EBITDA for Q3 2026 is anticipated to be approximately $18 - $20 million[15] - Fiscal Year 2026 is expected to have at least 12% revenue growth year-over-year[15] - Fiscal Year 2026 is expected to have at least 15% gross profit growth year-over-year[15] - Adjusted EBITDA for Fiscal Year 2026 is projected to be at least $70 million[15]

Financial Performance - Net sales for the third quarter of 2025 were $553 million[14] - Non-new machine sales reached $177 million, up 5% year-over-year[14] - Adjusted EBITDA for the third quarter of 2025 was $34 million, representing a 6.2% adjusted EBITDA margin, up 120 bps year-over-year[14] - The company achieved a new trailing twelve-month (TTM) non-new machine sales record of $667 million[15] - Net income for the third quarter of 2025 was $5 million, compared to a loss of $7 million in the same period of 2024[54] - Adjusted EBITDA for the third quarter of 2025 was $34.1 million, compared to $26.2 million in the same period of 2024[56] Market Conditions and Strategy - The overall market environment is positive, but tariffs are creating near-term uncertainty in the U S[22, 23] - The company is focused on driving net leverage under 30x[29] - The company is driving value creation by servicing customers through initiatives like the CRANES+50 program[39] - The company is also driving value creation with new aftermarket products[49]

Conference Call Logistics Teleflex Incorporated Third Quarter 2025 Earnings Conference Call 11/6/2025 The release, accompanying slides, and replay webcast are available online at www.teleflex.com (click on Investors) An audio replay of the call will be available beginning at 11:00 am Eastern Time on November 6, 2025 either on the Teleflex website or by telephone. The call can be accessed by dialing 1 800 770 2030 (U.S.) or 1 609 800 9909 (all other locations). The confirmation code is 69028. Today's Speaker ...

Financial Performance - Moderna's 3Q25 revenue was approximately $1.0 billion[7], with total revenue for the first three quarters of 2025 reaching approximately $1.3 billion[13] - The company experienced a net loss of $0.2 billion in 3Q25[8] - Operating expenses decreased by 34%, a reduction of $656 million, from 3Q24 to 3Q25[8] - Cash and investments stood at $6.6 billion as of September 30, 2025[8], a decrease of $0.9 billion or 12% compared to June 30, 2025[19] Revenue Outlook - The projected total revenue for FY 2025 is expected to be in the range of $1.6 billion to $2.0 billion[15] - Expected 4Q revenue from U S is projected between $0.1 billion and $0.4 billion[15] - Expected 4Q revenue from RoW (Rest of World) is projected between $0.3 billion and $0.4 billion[15] Cost Management - The company anticipates a $0.5 billion improvement in 2025 projected cash costs compared to the 2Q25 projection, and a $0.9 billion improvement compared to the January 2025 projection[11] - Moderna is ahead of plan on cash cost reduction, with a $0.9 billion improvement in the 2025 projection year-to-date[49] - The company is increasing its ending 2025 cash range to $6.5 billion - $7.0 billion, up by $0.5 billion - $1.0 billion from the prior framework[49] Product Development - The updated 2025-26 formula for Spikevax has been approved in 40 countries[9, 35] - mRESVIA has been approved in 40 countries for adults 60 years and older, and also approved in 31 of those countries for high-risk adults aged 18-59[10, 35]

Financial Performance - Q1 FY26 revenue increased by 10% in ZAR (South African Rand) to R3,023,546,000 and 12% in USD to $171,448,000 compared to Q1 FY25 [10] - Q1 FY26 expense increased by 9% in ZAR to R3,016,810,000 and 11% in USD to $171,065,000 compared to Q1 FY25 [10] - Q1 FY26 net loss attributable to the company was R75,890,000, a 6% decrease compared to a net loss of R81,023,000 in Q1 FY25 [10] - Basic loss per share attributable to Lesaka shareholders decreased by 26% from (R1.26) in Q1 FY25 to (R0.93) in Q1 FY26 [10] - Adjusted earnings per share attributable to shareholders increased by 97% from R0.54 in Q1 FY25 to R1.07 in Q1 FY26 [10] - Group Adjusted EBITDA increased by 61% from R168,000,000 in Q1 FY25 to R271,000,000 in Q1 FY26 [13] Segment Performance - Consumer revenue increased by 43% from R378,063,000 in Q1 FY25 to R539,006,000 in Q1 FY26 [72] - Enterprise revenue increased by 22% from R213,997,000 in Q1 FY25 to R261,904,000 in Q1 FY26 [72] Guidance - The company projects net revenue between R1,575,000,000 and R1,725,000,000 for Q2 FY26, representing a year-over-year growth of 14% to 25% [55] - The company projects Group Adjusted EBITDA between R280,000,000 and R320,000,000 for Q2 FY26, representing a year-over-year growth of 32% to 51% [55]

Company Overview - Himax is a global fabless IC design company, ranking among the top 10 globally in 2021[5], with 2022 sales of $1.2 billion[5, 18] - The company ships an average of 60 million ICs per month[5] - Himax holds a 40% global market share in driver ICs for automotive displays[5] Product and Technology Highlights - Himax is a leader in display driver ICs (DDIC) for TFT LCD and OLED displays[18, 35, 43, 45], with a focus on high-end 8K/4K TVs and gaming monitors[50, 100] - The company is expanding its automotive solutions, including DDIC, TDDI, LTDI, Tcon, and OLED touch controllers[18, 57, 97, 100, 123] - Himax's WiseEye ultralow power AI sensing technology is gaining traction in AIoT applications[12, 18, 61, 63, 101, 106, 123] - The company offers Wafer Level Optics (WLO) for 3D sensing and optical communication[12, 18, 66, 68, 107, 110, 123] - Himax is a long-term innovator in Liquid Crystal on Silicon (LCoS) microdisplays for AR/VR applications[12, 18, 71, 78, 111, 114, 123] Financial Performance and Shareholder Returns - Himax has returned $1074 million to shareholders through dividends and share buybacks since its IPO[24] - The company initiated five share buyback programs totaling $178 million since 2007[29] - As of Q3 2025, Himax repurchased a total of 47.3 million ADSs at an average purchase price of $3.20 per ADS[29] - For 2024, revenues were $906.8 million, a decrease of 4.1% year-over-year, while profit was $79.8 million, an increase of 57.6% year-over-year[31]

Company Overview - Insulet's 2024 revenue reached $2.1 billion[21] - The company has over 500,000 active Podders globally[21] - Approximately 365,000 users are utilizing Omnipod 5[21] Financial Performance and Growth - The company is growing revenue beyond $2.5 billion[25] - The company anticipates approximately 24% compound annual growth rate (CAGR)[25] - The company is experiencing greater than 660 basis points (bps) expansion in leading gross margin[25] - The company is experiencing approximately 1,010 bps expansion in adjusted operating margin[25] Omnipod 5 Impact and Market - Omnipod 5 demonstrated a 20%-23% increase in time in range for adults with Type 1 and Type 2 diabetes, respectively[28] - The company estimates a total addressable market of approximately 14 million patients[41] - U S Type 1 Diabetes market penetration is approximately 40%[40]

Financial Performance - Net revenue for Q3 2025 reached $222 million, a 15.2% year-over-year growth compared to $192.447 million in Q3 2024[9, 53] - Adjusted EBITDA for Q3 2025 was $26 million, representing an 11.6% margin, compared to $17.308 million and 9.0% margin in Q3 2024[9, 53] - The company's full year 2025 outlook projects net revenue between $871 million and $874 million, representing approximately 13% year-over-year growth[30] - Full year 2025 adjusted EBITDA is projected to be between $98 million and $101 million, with an approximate 11.4% margin[30] - Q4 2025 net revenue is expected to be between $211 million and $214 million, representing approximately 11-12% year-over-year growth[32] - Q4 2025 adjusted EBITDA is projected to be between $18 million and $21 million, with an approximate 9.2% margin[32] Business Operations - Warby Parker has 313 stores as of September 30, 2025, including 5 stores in Canada[7, 24] - The company opened 15 net new retail stores in Q3 2025[24] - Warby Parker estimates a potential footprint of 900+ stores[25] - The company estimates that its sales represent approximately 1% of the $68 billion U S eyewear market[7]