Financial Performance - Net sales reached $534 million, a 6% increase CER (constant exchange rate) compared to Q2 2024[5] - Core sales also grew by 6% CER[5] - Adjusted diluted EPS was $062 CER, exceeding the outlook of ≥$060 CER[5] - Adjusted operating income margin improved by 15 percentage points to 299% compared to Q2 2024[5] - H1 2025 operating cash flow remained steady at $301 million compared to H1 2024[5] Product and Portfolio Developments - QIAstat-Dx led growth with a 41% CER increase[5, 8] - QuantiFERON also showed strong performance with an 11% CER growth[5, 8] - Sample technologies, QIAcuity digital PCR, and QDI contributed to overall growth[5] Outlook - The company increased its 2025 net sales outlook to +4-5% CER (+5-6% CER core growth)[5] - Adjusted diluted EPS outlook is reaffirmed at approximately $235 CER[5] - Adjusted operating income margin target is set at approximately 30%[5] Capital Allocation - The company plans to return at least $1 billion to shareholders between 2024 and 2028, absent M&A activity[23] - The first-ever annual dividend payment of $54 million was paid in July 2025[23] - Authorization for synthetic share repurchase of up to $500 million over 18 months[24]

Company Strategy & Business Model - The company is shifting from a production-focused to a brand-centric business model to improve cost efficiency and maximize agility[6, 11] - The company is evolving from a countertop player to a surfaces player, expanding its product offerings beyond kitchen and bath to the entire home[6, 9, 10] - The company aims to be the leading choice for surfaces all around the world[8] Financial Performance & Restructuring - The company's revenue in 2024 was approximately $443 million[5] - The company's operating cash flow in 2024 was approximately $32 million[5] - Strategic restructuring plan is expected to generate annualized savings of over $60 million compared to 2022 expenses[31, 32, 33] - Q2'25 revenue was $101.1 million, a 15.3% decrease compared to Q2'24[53] - Q2'25 adjusted gross margin was 19.7%, a 4.1 percentage point decrease compared to Q2'24[53, 55] Market Position & Global Footprint - The company has a global presence in over 60 countries[5, 35] - The company's revenue in 2024 was primarily from the US (49.9%), Canada (13.9%), and Australia (17.0%)[36] - The company is expanding its porcelain offering in the US and Canada[31]

Financial Performance - Q2 2025 revenue reached $105 million, a 37% year-over-year increase[4] - Adjusted EBITDA for Q2 2025 was $11.8 million, a 17% increase year-over-year[4] - Gilat Stellar Blu contributed approximately $36 million in revenue during Q2 2025[4, 14] - The company is on track for $120 million to $150 million in Stellar Blu revenues in 2025[4] - The company raised its 2025 revenue guidance to $435 million - $455 million, representing a 46% year-over-year growth at the midpoint[20, 21] - The company raised its 2025 Adjusted EBITDA guidance to $50 million - $53 million, representing a 22% year-over-year growth at the midpoint[20, 21] Business Segment Highlights - Gilat Peru secured a $60 million contract from Pronatel to expand broadband infrastructure[4, 10] - Gilat Commercial received $47 million in orders from Tier-1 satellite operators for multi-orbit use[8] - Gilat Defense received up to $70 million U.S Army Field Services award[6] - Gilat Commercial secured a $40 million NRE project for the virtualized SkyEdge IV platform[4, 8]

Blackstone Secured Lending Fund Second Quarter 2025 Results AUGUST 6, 2025 This presentation should be read in conjunction with BXSL's latest quarterly report filed on Form 10-Q for the period ended June 30, 2025. Numbers are approximate and may not add up due to rounding. BXSL – Quarter Ended June 30, 2024 HIGHLIGHTS Earnings Highlights Quarterly Dividend BXSL's asset-liability structure is efficient 11.2% 2Q'25 annualized NII return(2) $0.77 2Q'25 NII per share Consistent regular dividend supported by sol ...

Earnings Presentation Second Quarter 2025 August 6, 2025 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. Words such as "will", "expect", "look forward", "guidance", "targeted", "goals", and similar expressions are intended to identify forward-looking statements , including, for example, statements about the merger (as defined below), future events, plans and anticipated results of th ...

FY25 Fourth Quarter Earnings Call Presentation August 6, 2025 Q4 FY25 EARNINGS Safe Harbor Statement Certain statements in this release may be forward-looking in nature, or "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 are statements that do not relate strictly to historical or current facts. For example, statements about Kennametal's outlook for sales, adjusted operating income, ...

Financial Performance - Second quarter Adjusted EBITDA was $282 million[6, 10], compared to $338 million in the prior quarter[10] - Free cash flow for the second quarter was $107 million[6, 10], down from $173 million in the first quarter[10] - Capital expenditures, net of insurance proceeds, were $110 million in the second quarter[10], compared to $98 million in the previous quarter[10] - The company returned over $1.1 billion to shareholders since Q4 2022, including a Q3 dividend of $0.50 per share[6] Contract Backlog and Fleet - Current contract backlog stands at $6.9 billion[10, 12], a decrease from $7.5 billion in the previous quarter[10] - Approximately $380 million in new contracts were secured[6] - 62% of floater rig days are committed for 2025, 49% for 2026, and 36% for 2027[13] - 20% of floater rig days are committed for 2028, and 5% for 2029-2031[13] Guidance and Fleet Rationalization - Full year 2025 Adjusted EBITDA guidance is $1.075 billion to $1.15 billion[32] - Full year 2025 capital additions, net of reimbursements, are guided at $400 million to $450 million[32] - Revenue guidance for 2025 is $3.2 billion to $3.3 billion[32] - The company completed the retirement of Meltem and Scirocco rigs and plans to retire Globetrotter II, Highlander, and Reacher rigs[8]

Financial Performance - Premiums-in-force increased by 0.5% year-over-year, reaching $1.43 billion in Q2 2025[49] - Total insured value decreased by 4.7% compared to Q2 2024[50] - Policy count decreased by 11.9% compared to Q2 2024, reflecting selective underwriting[50] - Net combined ratio improved significantly, decreasing by 19.6 points to 72.9%[66] - Net loss ratio decreased by 17.2 points to 38.5%, driven by lower net losses and LAE[66] - Earnings before taxes increased by $38.1 million year-over-year to $63.0 million in Q2 2025[64] Strategic Initiatives - The company is shifting towards a controlled growth strategy, leveraging existing infrastructure while focusing on risk management and underwriting[35] - Diversification efforts have resulted in 71.1% of total insured value positioned outside of Florida as of Q2 2025[23] - A new share repurchase plan authorized $10.0 million through December 31, 2025[68] Reinsurance Program - The 2025 CAT XOL limit includes $1.1 billion in the Northeast, $1.6 billion in the Southeast, and $865 million in Hawaii[38]

Second Quarter 2025 Earnings Presentation August 6, 2025 The Company's outlook is as of August 6, 2025, and is based on estimates and market conditions on that date . Actual results could differ materially from those projected. © 2025 DNOW. All Rights Reserved. 2 2 Company Overview NYSE: DNOW Disclosure Statement Statements made in the course of this presentation that state the Company's or management's intentions, hopes, beliefs, expectations or predictions of the future are forward -looking statements. It ...

Company Overview - Limbach specializes in revitalizing and maintaining mission-critical systems in existing facilities[6] - The company operates in six distinct vertical markets across 17 Metropolitan Statistical Areas[19] - Limbach uniquely combines engineering expertise with skilled craftsmanship to deliver fully integrated solutions[16] Financial Performance & Strategy - From FY 2019 to FY 2024, Gross Margin expanded nearly 1,480 bps to 27.8%, driving Adjusted EBITDA Margin more than 4x from 3.0% to 12.3%[32] - Total Revenue decreased by 6.2% from 2019, but ODR Revenue had a CAGR of 21.3% for the 2019 to 2024 period[35] - The company targets a gross margin of ~35-40% through a transformation to OEM[31] - 2025 Guidance projects total revenue between $650 million and $680 million, with ODR revenue comprising 70% to 80% of the mix and growing by 35% to 50%[65] - 2025 Guidance projects total gross margin between 28% to 29%, and Adjusted EBITDA between $80 million to $86 million[65] Acquisitions - Pioneer Power Inc (PPI) is expected to contribute annualized revenue of approximately $120 million and Adjusted EBITDA of $10 million beginning in 2026[55] - Consolidated Mechanical is expected to contribute annualized revenue of approximately $23 million beginning in 2025, and EBITDA of $4 million per annum[60]