Financial Performance & Growth - BrightView achieved a record full-year Adjusted EBITDA of $352.3 million, an increase of 8.5% compared to the previous year[10,28] - The Adjusted EBITDA margin also reached a record high of 13.2%, a 150 basis point improvement year-over-year[10,28] - The company anticipates total revenue between $2.670 billion and $2.730 billion for FY2026[41] - Adjusted EBITDA for FY2026 is projected to be between $363 million and $377 million, with margin expansion of approximately 40 to 60 basis points[41] - Adjusted Free Cash Flow for FY2026 is expected to be in the range of $100 million to $115 million[41] Operational Efficiency & Investments - BrightView is reinvesting G&A savings into expanding its salesforce[17] - The company's streamlined operations have resulted in meaningful cost savings[31] - Strategic fleet investments are delivering multi-faceted benefits, contributing to EBITDA growth and margin expansion[34,37] Capital Allocation & Debt Management - BrightView has increased its share repurchase authorization to $150 million[10,40] - The company's leverage ratio has improved to 2.3x Net Debt to Adjusted EBITDA[40,58] - Total Net Financial Debt was $802.9 million as of September 30, 2025[58] Customer & Employee Focus - Customer retention has improved by approximately 200 basis points year-over-year[10] - The company is prioritizing and investing in its front-line employees, leading to sequential employee turnover improvement[11]

2025 INVESTOR DAY Built for performance November 20, 2025 Welcome! Camilla Bartosiewicz Chief Communications Officer 2 A formidable foundation For over 20 years, Altus has played a vital role in empowering CRE professionals with the data, analytics, and trusted advice they need to make high-stakes decisions – whether to buy, sell, build, or reinvest in commercial real estate assets. The industry's top leaders rely on our market-leading solutions and expertise to power performance and mitigate risk. CANADA 3 ...

Kulicke & Soffa Nasdaq: KLIC Quarterly Earnings Review November 20, 2025 Q4F25 Ended October 4, 2025 1 Earnings Review Safe Harbor In addition to historical statements, this presentation contains statements relating to future events and our future results based on management's expectations as of November 19, 2025. These statements are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our judgments and fut ...

Financial Performance & Backlog - Cadeler's Q3 2025 revenue increased to EUR 1543 million, up from EUR 80567 million in Q3 2024[43] - The company's EBITDA for Q3 2025 was EUR 109 million, compared to EUR 48431 million in Q3 2024[43] - Cadeler has a strong contract backlog of EUR 29 billion, providing solid earnings visibility[19, 40] - 78% of the total contract backlog, amounting to EUR 2262 million, relates to projects with a positive final investment decision (FID)[28] Vessel Operations & Newbuilds - Cadeler had very strong vessel utilization in Q3 2025, with seven vessels operating across the world[10] - Three out of four newbuilds scheduled for delivery in 2025 have been delivered, with the remaining one on track[9] - The company signed a significant long-term contract with Vestas for a firm period of three years, valued at approximately EUR 210 million, potentially exceeding EUR 380 million if all options are exercised[30] - Cadeler signed a firm contract with Ocean Winds for WTG installation at the BC-Wind Offshore Wind Farm in Poland, valued between EUR 49 and EUR 58 million[30] Market Outlook & Financing - Cadeler anticipates an undersupply of capable vessels from 2029 onwards due to increasing market demand[80] - The company has secured EUR 2165 million in funding, including Wind Keeper, with EUR 1455 million drawn as of September 30, 2025[56] - US projects contribute to approximately 7% of Cadeler's total backlog, while Europe accounts for 84% and APAC for 9%[20, 21, 22]

Financial presentation 1 For relevant non-GAAP reconciliations, see Q4 FY25 earnings release furnished on Form 8-K on February 20, 2025. cc = constant currency 2 Total revenues to accompany management commentary FY26 Q3 Guidance The following forward-looking statements reflect the Company's expectations as of November 20, 2025, and are subject to substantial uncertainty. The Company's results may be materially affected by many factors, such as fluctuations in foreign currency exchange rates, changes in glob ...

Financial Performance - Atkore's Q4 2025 net sales decreased by 4.6% year-over-year to $752 million, compared to $7883 million in Q4 2024[39] - The company experienced a significant decrease in Q4 2025 net income, reporting a loss of $544 million compared to a net income of $731 million in Q4 2024, a decrease of 1744%[39] - Adjusted EBITDA for Q4 2025 was $709 million, a 494% decrease from $1402 million in Q4 2024[39] - Adjusted diluted EPS for Q4 2025 was $069 per share, a 716% decrease from $243 per share in Q4 2024[39] - For FY 2025, net sales decreased by 11% to $285 billion, compared to $32021 billion in FY 2024[40] - The company reported a net loss of $152 million for FY 2025, compared to a net income of $4729 million in FY 2024, a decrease of 1032%[40] - Adjusted EBITDA for FY 2025 was $3864 million, a 499% decrease from $7717 million in FY 2024[40] - Adjusted diluted EPS for FY 2025 was $605 per share, a 582% decrease from $1448 per share in FY 2024[40] Strategic Actions and Outlook - The company is expanding its strategic alternatives review to include a potential sale or merger of the whole company[9] - Atkore anticipates mid-single digit percentage volume growth in FY 2026, driven by expected growth across all key product areas[29]

Financial Performance - Q3 2025 revenue was $1.78 billion, a decrease of 36% year-over-year[10] - Q3 2025 adjusted EBITDA was $593 million, a decrease of 61% year-over-year, with a 33% margin[10] - Q3 2025 adjusted EBIT was $260 million, a decrease of 79% year-over-year[10] - Q3 2025 net income was $123 million, a decrease of 89% year-over-year, with a 15% margin[10] - Cash flow from operations was $628 million, a decrease of 58% year-over-year[10] - Free cash flow for Q3 2025 was $574 million[19, 36] Guidance and Dividends - Full year 2025 adjusted EBITDA guidance is $2.0 billion to $2.2 billion[13] - Full year 2025 adjusted EBIT guidance is $700 million to $900 million[13] - A quarterly dividend of $0.31 per share was declared, totaling approximately $37 million, which is about 30% of Q3 2025 net income[14] Operational Metrics - Carried volume in Q3 2025 was 926K TEUs, a decrease of 5% year-over-year[19] - The freight rate was $1,602 per TEU, a decrease of 35% year-over-year[19] - Total liquidity as of September 30, 2025, was $3.01 billion[10]

Business Performance - VNET's wholesale IDC business capacity in service increased by 109MW, a 16.1% QoQ increase, reaching 783MW[8] - Utilized capacity in the wholesale IDC business increased by 70MW, a 13.8% QoQ increase, reaching 582MW, with a utilization rate of 74.3%[8] - Total net revenues reached RMB2,582 million, a 21.7% YoY increase and a 6.1% QoQ increase[8] - Wholesale IDC revenues reached RMB956 million, an 82.7% YoY increase and an 11.9% QoQ increase[8] - Adjusted EBITDA reached RMB758 million, a 27.5% YoY increase and a 3.5% QoQ increase[8] Guidance - Total net revenues guidance raised to RMB9,550 - 9,867 million, reflecting a 16% - 19% YoY increase[8] - Adjusted EBITDA guidance raised to RMB2,910 - 2,945 million, reflecting a 24% - 26% YoY increase[8] - FY2025 capex is expected to be RMB10 billion – 12 billion[58] Customer Orders - Secured three wholesale orders totaling 63MW in 3Q25, including a 20MW order from a leading cloud services provider, a 40MW order from an internet company, and a 3MW order from an intelligent driving company[8] - Secured a 32MW order from an internet company in 4Q25[8] - Secured a combined capacity of around 2MW in multiple retail data centers from customers in various industries in 3Q25[8]

EXPANDING SELF-SERVICE FINANCIAL ACCESS November 20, 2025 1 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 (the "Act"). Forward-looking statements use words such as "estimate," "expect," "target," "anticipate," "outlook," "intend," "pla ...

Financial Performance - Total net revenues reached RMB 5,149.2 million, a 27.1% year-over-year increase[12] - Net product revenues increased by 28.7% year-over-year, reaching RMB 4,726.3 million[12] - Net service revenues grew by 11.6% year-over-year to RMB 422.8 million[12] - GAAP income from operations saw a significant increase of 385.1% year-over-year, reaching RMB 120.8 million[12] - Non-GAAP income from operations increased by 34.9% to RMB 140.3 million[12] Business Updates - Net product revenues, excluding ATI and international business, increased by 31.9% year-over-year[14] - Multi-category recycling services within the 3P business grew by 55.1% year-over-year[14] - Total transaction units increased by 19.8% year-over-year, reaching 10.9 million units[14] Store Network Expansion - The total number of AHS stores reached 2,195, representing a net increase of 558 stores year-over-year[15] - Self-operated standard stores increased by 228, reaching 997 stores[15] - Joint-operated standard stores increased by 422, reaching 1,099 stores[15]