Financial Performance - SunCoke Energy的Q3 2025年调整后EBITDA为5910万美元，较去年同期减少1620万美元[10, 12, 14, 15] - Q3 2025年稀释后每股收益为026美元，较去年同期下降010美元[12, 13] - Domestic Coke业务的调整后EBITDA为4400万美元，低于Q3 2024年的5810万美元[15, 19] - Industrial Services业务的调整后EBITDA为1820万美元，高于Q3 2024年的1370万美元[15, 23] - 公司更新了2025财年调整后EBITDA的指导范围，调整为2200万美元至2250万美元[10, 27, 31] Operational Highlights - 2025年8月1日完成了对Phoenix Global的收购，整合进展顺利，预计2026年开始实现协同效应[10] - Granite City焦炭合同已延长至2025年12月31日[10] - 宣布连续第25个季度派发现金股息，每股012美元，于2025年12月1日支付[10, 25] - 由于某焦炭客户违反合同，导致约20万吨焦炭销售被推迟[10] Segment Performance - Q3物流处理量为5235Kt，Phoenix Global客户服务量为3825Kt[12, 22, 23] - Domestic Coke的销量为951Kt，低于去年同期的1027Kt[12] Liquidity - 公司在收购后的流动资金约为2060万美元[25] - 总债务为6990万美元[25]

THIRD QUARTER 2025 Earnings Conference Call November 4, 2025 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements regarding Marathon Petroleum Corporation (MPC). These forward-looking statements may relate to, among other things, MPC's expectations, estimates and projections concerning its business and operations, financial priorities, strategic plans and initiatives, capital return plans, capital expenditure plans, operating cost reduction objectives, and environmental, social a ...

Forward-Looking Statements Some of the information contained in this presentation, the conference call during which this presentation is reviewed and any discussions that follow constitutes "forward- looking statements." Forward-looking statements can be identified by words such as "anticipates," "intends," "plans," "seeks," "believes," "estimates," "expects," "projects" and similar references to future periods. Forward-looking statements are based on our current expectations and assumptions regarding our b ...

Conference Call TPG will host a conference call and live webcast at 11:00 am ET. It may be accessed by dialing (800) 225-9448 (US toll-free) or (203) 518-9708 (international), using the conference ID TPGQ325. The number should be dialed at least ten minutes prior to the start of the call. A simultaneous webcast will also be available and can be accessed through the Investor Relations section of TPG's website at shareholders.tpg.com. A webcast replay will be made available on the Events page in the Investor ...

Financial Performance - Core FFO per diluted share grew by 1.2% year-over-year to $0.85[9] - AFFO per diluted share increased by 2.4% year-over-year to $0.86[9] - ABR increased by 7.2% compared to the prior year[9] - The company paid a quarterly dividend of $0.60, representing a 3.4% increase in the quarterly dividend rate, a 5.6% annualized dividend yield, and a 70% AFFO payout ratio[9] Investment and Disposition Activities - The company closed on $283.0 million of investments at an initial cash cap rate of 7.3% and a weighted average lease term of 17.8 years[9] - Total investments for the nine months ended September 30, 2025, reached $748.0 million[9] - The company sold 23 properties for $41.3 million, including $22.3 million of income-producing properties at a weighted average cap rate of 5.9%[9] Balance Sheet and Capital Structure - The company issued $500 million of 4.600% senior unsecured notes due 2031[9] - The company maintains balance sheet flexibility with $1.4 billion of total available liquidity[9] - The company's total capital is $13.0 billion, with gross debt at 38.0% and equity at 62.0%[29, 28] Portfolio Characteristics - The company has a well-diversified portfolio with 3,697 properties (39.2 million SF) in 50 states[14] - The portfolio is diversified across more than 400 national and regional tenants and over 35 lines of trade[14] - The company's occupancy never fell below 96.4% from 2005-2025[19] Dividend and Returns - The company has 36 consecutive years of annual dividend increases[10, 32] - The company's strategy generated 3.8% average annual Core FFO per share growth since 2019[13]

Early Intervention with an Oral Treatment for Macular Degeneration Mission for Vision Nasdaq: BLTE B E L I T E B I O / 1 Forward-Looking Statements and Legal Disclaimer Market data and industry information used throughout this presentation are based on the knowledge of the industry and the good faith estimates of Belite Bio's management. The Company also relied, to the extent available, upon management's review of independent industry surveys and publications and other publicly available information prepare ...

Financial Performance - Q3 2025 revenues were $16.7 billion, a 7% decrease compared to Q3 2024, primarily due to a decline in COVID-19 product revenues[37] - Adjusted diluted EPS for Q3 2025 was $0.87, a 16% decrease compared to $1.06 in Q3 2024, impacted by a $1.35 billion Acquired In-Process R&D charge related to the 3SBio licensing agreement[37] - The company reaffirms its 2025 revenue guidance of $61.0 to $64.0 billion and raises and narrows its adjusted diluted EPS range to $3.00 to $3.15[47] Strategic Initiatives - The company reached an agreement with the U S Government to provide greater clarity and reduce uncertainty around tariffs and pricing[7, 8] - The company proposed acquisition of Metsera to accelerate and expand presence in obesity with highly differentiated medicines[7, 8] - The company closed of 3SBio Licensing Agreement, which is a potential foundational backbone in the company's Oncology portfolio[7, 8] Pipeline Development - PADCEV + pembro significantly and meaningfully improved overall and event-free survival vs surgery alone[11] - Single Arm Phase 2 PHAROS Trial OS showed 67% at 49 months, 54% at 47 months, 49% at 45 months[13] - XTANDI + Leuprolide showed HR (95% CI): 0.597 (0.444-0.804) P = 0.0006[17] Cost Management - The company expects $7.2 billion in total net cost savings by the end of 2027 while also reinvesting $500 million to strengthen R&D productivity[43]

Forward-Looking Statements Certain statements in this financial review relate to future events and expectations and are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "forecast," "target," "guide," "project," "intend," "could," "should" or other similar words or expressions often identify forward-looking statements. All statements other than statements of h ...

Financial Performance - JBT Marel's Q3 2025 revenue reached $1001 million, compared to $454 million in Q3 2024[6] - Adjusted EBITDA for Q3 2025 was $171 million, with an adjusted EBITDA margin of 171%, exceeding expectations[6,7] - The company generated $88 million in cash from operating activities during the quarter[7] - Full year 2025 revenue guidance is $3760 - $3790 million, with an adjusted EBITDA margin of 1575% - 160%[27] - Adjusted EPS guidance for full year 2025 is $610 - $640[27] Segment Results - JBT segment revenue for Q3 2025 was $465 million, with an adjusted EBITDA margin of 153%[9] - Marel segment revenue for Q3 2025 was $537 million, with an adjusted EBITDA margin of 186%[9] Orders and Revenue Breakdown - Quarterly orders totaled $946 million, including approximately $26 million from foreign exchange translation[6,16] - Recurring revenue accounted for 49% of total revenue in Q3 2025[14,16] Capital Structure - The company has approximately $400 million in 2026 Convertible Senior Notes, ~$63 million in Revolving Credit Facility, ~$575 million in 2030 Convertible Senior Notes, and ~$900 million in Term Loan B outstanding[17] - JBT Marel has ample liquidity of ~$19 billion[21] Tariff Mitigation - Estimated total tariff impact before mitigation is ~$90 - $105 million annually, or ~$22 - $25 million per quarter[22]

Project Overview - The Boumadine PEA presents a district-scale, low-cost, precious metals growth opportunity [1, 2] - The project has a low initial CAPEX of $446 million [33] and a low AISC of $1,021/oz AuEq [33, 96] - The project has a mine life of 11 years [34] Financial Highlights - The project boasts a pre-tax NPV(5%) of $2.2 billion and a post-tax NPV(5%) of $1.5 billion, using base case metal prices of $2,800/oz gold and $30/oz silver [33] - The IRR is 69% pre-tax and 47% post-tax, with a payback period of 1.3 years pre-tax and 2.1 years post-tax [33] - The NPV:Capex ratio is 5:1 pre-tax and 3:1 post-tax [33] - The Life of Mine (LOM) revenue is projected at $7.0 billion, with an EBITDA of $3.4 billion and a Free Cash Flow (FCF) of $2.8 billion pre-tax and $2.0 billion post-tax [38] Production and Resources - The project anticipates an average annual production of 401,000 oz AuEq in the first 5 years and 328,000 oz AuEq over the LOM [73] - The updated Mineral Resource Estimate (MRE) in February 2025 showed an increase of 120% in indicated and 19% in inferred contained metal in koz AgEq compared to the 2024 estimate [56]