Q3'26 Financial Performance - Net sales reached $267.0 million, reflecting a 29% contribution from Infrastructure, 16% from High-End Consumer, and 55% from Industrial end markets[15] - Infrastructure net sales were $77.9 million, with a Q/Q increase of 6% and a Y/Y increase of 18%[19] - High-End Consumer net sales were $41.9 million, showing a Q/Q increase of 2% and a Y/Y increase of 5%[23] - Industrial net sales amounted to $147.2 million, with a Q/Q increase of 3% and a Y/Y increase of 12%[27, 28] - GAAP gross margin was 51.9%, while adjusted gross margin was 53.0%[29, 45] - GAAP operating income was $31.1 million, and adjusted operating income was $54.9 million[29, 53] - Adjusted EBITDA reached $62.7 million, resulting in an adjusted EBITDA margin of 23.5%[29] Q4'26 Outlook - Projected net sales are $273.0 million, with a potential fluctuation of +/- $5.0 million[35] - Adjusted gross margin is expected to be 51.2%, with a potential fluctuation of +/- 50 bps[35] - Adjusted operating income is forecasted at $48.6 million, with a potential fluctuation of +/- $3.0 million[35] - Adjusted diluted earnings per share are anticipated to be $0.43, with a potential fluctuation of +/- $0.03[35]

FINANCIAL RESULTS OVERVIEW 4Q FY2025 November 24, 2025 Thank You for Your Attention Safe Harbor This presentation contains forward- looking statements (including, without limitation, information, and future guidance on the company's revenue, revenue growth, earnings per share, operating cash flow, capital expenditures, net interest and other/expense, impact of acquisitions and related financing, share repurchases, dividends, diluted share counts, and currency exchange rates) that involve risks and uncertain ...

Q4 & FY 2025 Investor Presentation 11.24.2025 Key Themes & Outlook Niko Lahanas, CEO Financials & Segments Brad Smith, CFO Management Q&A Niko Lahanas, Brad Smith, J.D. Walker, John Hanson Q4 and FY25 Investor Presentation 2 Forward-Looking Statements The statements contained in this presentation which are not historical facts, including statements concerning productivity initiatives and earnings guidance for fiscal 2026, are forward-looking statements that are subject to risks and uncertainties that could ...

Financial Performance - Q4 2025 revenue reached $1.4 billion, a 10% year-over-year increase, with earnings per share at $1.91, up 16% year-over-year[4] - FY25 revenue grew by 8%, with Communications Solutions Group (CSG) up 9% year-over-year and Electronic Industrial Solutions Group (EISG) up 6% year-over-year[4] - The company generated a record free cash flow of $1.3 billion in FY25[4] - Q1 2026 guidance projects revenue between $1.53 billion and $1.55 billion, and non-GAAP earnings per share between $1.95 and $2.01[36] Orders and Backlog - Q4 2025 orders increased by 14% year-over-year to $1.5 billion, also growing 14% quarter-over-quarter[4] - FY25 orders totaled $5.5 billion, an 8% year-over-year increase, driven by record orders in aerospace, defense, government, and wireline sectors[4] - The company's backlog stands at $2.7 billion, positioning it for a strong start to FY26[4] Segment Performance - Communications Solutions Group (CSG) revenue in Q4 2025 was $990 million, an 11% year-over-year increase[17] - Electronic Industrial Solutions Group (EISG) revenue in Q4 2025 was $429 million, a 9% year-over-year increase[22] - Commercial Communications revenue grew 12% year-over-year to $660 million[20, 29] Strategic Investments - The company invested $1.7 billion in R&D and acquisitions in FY25[4] - A new $1.5 billion share repurchase authorization reflects confidence in long-term growth and value creation[4] - Acquisitions of Spirent, Optical Solutions Group, and PowerArtist expand the served addressable market by approximately $1.25 billion and grow the overall software mix by roughly 300 basis points[4]

FY2025 Financial Performance - Blue Bird achieved record annual sales of $1.48 billion and an Adjusted EBITDA of $221 million, representing a 15% margin[60] - The company's Adjusted Free Cash Flow for FY2025 was $153 million, an increase of $54 million compared to FY2024[20] - Net sales for FY2025 increased by $133 million compared to FY2024, reaching $1.48 billion[20] - Blue Bird's full-year unit sales reached 9,409, an increase of 409 units compared to the previous year[20] - The average selling price (ASP) increased by $8,300 per unit[20] Q4 2025 Financial Performance - Q4 2025 net sales reached $409 million, a $59 million increase compared to Q4 2024[25] - Adjusted EBITDA for Q4 2025 was $68 million, a $27 million increase compared to Q4 2024[25] Alternative Power and EV - Alternative power sales accounted for 56% of the sales mix[20] - The company booked 901 EV units in FY2025[20] - Blue Bird has a firm order backlog of 680 EVs[20] FY2026 Guidance - Blue Bird confirms FY2026 guidance with revenue of approximately $1.5 billion and an Adjusted EBITDA of approximately $220 million, maintaining a ~15% margin[42]

Thomas Møller, EVP Energy Division Energy Division Energy transition Fossil fuels Clean fuels & molecules Electrification Today 2050 Net-zero +50% demand growth Solution 1 Energy efficiency Solution 2 Electrification Solution 3 Clean fuels & molecules 3 2 1 Energy transition Applications that drive electricity demand until 2030 Heating & cooling 22% Others 15% Industry 38% EV´s 15% Data centers 10% | Two thirds of the | China | European Union | Other AE | | --- | --- | --- | --- | | global investments | USD ...

THIRD QUARTER 2025 EARNINGS CALL PRESENTATION November 24, 2025 → OPENING REMARKS → KEY HIGHLIGHTS → TRAFFIC & CARGO TRENDS → FINANCIAL TRENDS → CLOSING REMARKS → Q&A → APPENDIX CORPORACION AMERICA AIRPORTS CORPORACIÓN AMÉRICA AIRPORTS 2 Disclaimer and Forward-Looking Statement Statements relating to our future plans, projections, events or prospects are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements include all statements t ...

Transaction Overview - CommerceOne Financial Corporation (C1) will acquire Green Dot Corporation (GDOT), and then sell GDOT's Embedded Finance business (OpCo) to affiliates of Smith Ventures LLC[14] - GDOT shareholders will receive $811 per share in cash plus 02215 shares of C1 for every share of GDOT, with an illustrative total value per share of $1423 – $1918[14] - The OpCo will be sold for $690 million in cash, including $65 million of Unsecured Notes, with $155 million contributed to BankCo for regulatory capital purposes[14] Financial Highlights and Synergies - The transaction unlocks significant value for shareholders by realizing upfront value for embedded finance assets and providing upside potential via participation in the bank sponsorship platform[18] - GDOT shareholders will have approximately 72% ownership in the combined BankCo, sharing in the value creation opportunity[10, 20] - The combined BankCo is projected to have approximately $490 million in tangible book value (TBV)[10, 20] - The long-term commercial arrangement allows the combined BankCo to benefit from the Embedded Finance OpCo via an attractive, recurring fee structure, projected at ~$30 million+ annually[42, 44] Pro Forma Institution and Market Opportunity - The pro forma institution aims to create a balanced, multi-faceted banking platform combining CommerceOne's relationship-driven origination with Green Dot Bank's (GDB) efficient deposit strategy[24, 30] - The embedded finance market presents a $230 billion+ opportunity, with a 20% CAGR projected from 2023A to 2027E[36, 39]

Business Highlights - WeRide has a global presence in 11 countries and 30+ cities, conducting trials and commercial operations with permits in 8 countries[9] - The company boasts one of the largest AV fleets globally, with nearly 750 robotaxis and over 1,600 L4 vehicles, accumulating approximately 55 million km of L4 mileage[9] - WeRide was granted the world's first city-level fully driverless robotaxi permit outside of the US, specifically in Abu Dhabi, UAE[11] - In Dubai, UAE, WeRide secured an autonomous driving trial permit and plans to kick off service on Uber within 2025, with driverless operation commencing in 2026[19] - WeRide's robotaxis in Abu Dhabi are transitioning toward unit economics profitability, expecting unit economics breakeven with a 1:3 safety officer ratio and covering approximately 50% of the city core area[14] Financial Performance (Q3 2025) - Total revenue experienced a year-over-year growth of 1443%[71] - Robotaxi revenue saw a significant year-over-year increase of 7610%, accounting for 207% of total revenue[71] - The company achieved an industry-leading gross profit margin of 329%[71] - Adjusted net loss margin was (161%), compared to (343%) in 3Q2024[74] - Capital reserves as of September 30, 2025, amounted to 308 million USD[74] Technology and Products - WeRide One serves as a universal technology platform, adaptable to diverse urban applications, enabling scalable commercial deployment of L4 vehicles and state-of-the-art L2+ solutions[59] - WeRide GENESIS is a Generative Engineered Neural Environment for Simulated Intelligence in Self-driving[61]

Financial Performance - Revenue decreased by 9% from Q3 2024 to Q3 2025 [11] - Total costs and expenses (excluding D&A) decreased by 12% from Q3 2024 to Q3 2025 [11] - Profit for the period net of tax increased by 60% from $15 million in Q3 2024 to $24 million in Q3 2025 [13] - Adjusted EBITDA increased by 53% from $17 million in Q3 2024 to $26 million in Q3 2025 [14, 33] Operating Metrics - Bookings decreased by 4% from $94 million in Q3 2024 to $90 million in Q3 2025 [19] - Monthly Paying Users (MPUs) decreased by 16% from 314,000 in Q3 2024 to 263,000 in Q3 2025 [20] - Average Bookings Per Paying User (ABPPU) increased by 16% from $92 in Q3 2024 to $107 in Q3 2025 [20] Cost Structure - Platform commissions accounted for 55% of total costs in Q3 2024, decreasing to 51% in Q3 2025 [16] - Selling and marketing expenses accounted for 26% of total costs in Q3 2024, increasing to 29% in Q3 2025 [16] Diversification - Pixel Gun 3D accounted for 34% of game revenue in Q3 2024, decreasing to 32% in Q3 2025 [24] - Hero Wars: Dominion Era accounted for 30% of game revenue in Q3 2024, increasing to 34% in Q3 2025 [24]