Lam Research Corporation June quarter 2025 financial results July 30, 2025 Tim Archer President and Chief Executive Officer LAM R E S E AR C H June 2025: Strong performance June quarter revenues and profitability at upper end of guided ranges This presentation and the accompanying discussion contain "forward-looking statements" under U.S. securities laws. Forward-looking statements include any statements that are not statements of historical fact. Examples of forward-looking statements include, but are not ...

Financial Performance - Net income for the quarter ended June 30, 2025, was $110.675 million[16] - Adjusted earnings for the same period were $111.814 million[22], or $1.94 per diluted share[22] - Total assets reached $24.783 billion[13] - Total deposits amounted to $20.829 billion[13] - The company's return on average assets was 1.85%[16], and return on average common stockholders' equity was 16.85%[16] Loan Portfolio - Total loans outstanding reached $21.552 billion[3, 9, 11] - Single Family Mortgage & Warehouse loans totaled $4.395 billion[9, 11] with an ACL of $12 million[9] - Multifamily & Commercial Mortgage loans amounted to $2.941 billion[9, 11] with an ACL of $26 million[9] - Commercial Real Estate loans were $6.937 billion[9, 11] with an ACL of $114 million[9] - Commercial & Industrial Non-RE loans reached $6.796 billion[9, 11] with an ACL of $122 million[9] Credit Quality - The allowance for credit losses (ACL) was $290.049 million as of June 30, 2025[13] - Non-accrual loans represented 0.79% of total loans[16]

Second Quarter 2025 Results Merit Medical Investor Call July 30, 2025 Fred Lampropoulos Chairman, CEO and President Raul Parra CFO 1 CAUTIONARY STATEMENT REGARDING 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. Forward-looking statements include, among others: The forward-looking statements contained in this release are based on Me ...

Financial Performance - Total revenue reached $5364 million, a 20% increase compared to Q3 2024[3, 23] - Scores revenue increased by 34% year-over-year, reaching $3243 million[3, 23] - Software revenue increased by 3% year-over-year, reaching $2121 million[3, 23] - Adjusted EBITDA reached $3123 million, a 32% increase compared to Q3 2024[3] - Non-GAAP diluted EPS increased by 37% year-over-year, reaching $857[3] Revenue Breakdown - B2B revenue increased by 42% compared to Q3 2024[12] - B2C revenue increased by 6% compared to Q3 2024[12] - Mortgage Originations revenues increased by 53% compared to Q3 2024[12] Software Metrics - Software ARR increased by 4% year-over-year, reaching $7391 million[3] - Software ACV Bookings increased by 22% QoQ to $267 million[3, 18] - Platform ARR reached $2542 million, representing 34% of the total ARR[14]

Kristian Talvitie CFO Q3'25 FINANCIAL RESULTS Neil Barua CEO July 30, 2025 FORWARD LOOKING STATEMENTS This presentation includes forward looking statements regarding PTC's future financial performance, strategic outlook and expectations, anticipated future operations, expected effects of strategic investments and initiatives, and share repurchase expectations. Because such statements deal with future events, actual results may differ materially from those projected in the forward-looking statements. Informa ...

2Q 2025 Earnings Presentation July 30, 2025 Safe Harbor Notice This presentation and any accompanying oral commentary include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than those of historical fact, including information concerning our future operating results and financial position, anticipated future expenses and investments, business strategies and plans, market growth, market position and ...

Financial Performance - Total revenues decreased by 7.7% year-over-year to $4.1 billion in Q2 2025[10] - Adjusted Gross Profits increased by 0.8% year-over-year to $693 million in Q2 2025[10] - Income from Operations increased by 21.2% year-over-year to $216 million in Q2 2025[10] - Net Income per Share increased by 20.0% year-over-year to $1.26 in Q2 2025[10] Segment Results - North American Surface Transportation (NAST) adjusted gross profits increased by 3.0% year-over-year in Q2 2025[14] - Global Forwarding (GF) adjusted gross profits increased by 1.9% year-over-year in Q2 2025[14] - All Other & Corporate adjusted gross profits decreased by 12.3% year-over-year in Q2 2025[14] NAST Truckload - Truckload adjusted gross profits increased by 2.6% year-over-year to $261.5 million in Q2 2025[19] - Less than Truckload (LTL) adjusted gross profits increased by 4.4% year-over-year to $150.5 million in Q2 2025[19] - Truckload price per mile increased 3.5% year-over-year in Q2 2025[24] Global Forwarding - Ocean adjusted gross profits decreased by 7.5% year-over-year to $107.9 million in Q2 2025[29] - Air adjusted gross profits increased by 11.5% year-over-year to $34.0 million in Q2 2025[29] - Customs adjusted gross profits increased by 31.7% year-over-year to $35.1 million in Q2 2025[29]

July 30, 2025 © 2025 Arm 1 Forward-Looking Statements This presentation contains forward-looking statements that reflect Arm Holdings plc's ("Arm") plans, beliefs, expectations and current views with respect to, among other things, future events and financial performance. These statements involve known and unknown risks, uncertainties and other important factors that may cause Arm's actual results, levels of activity, performance or achievements to be materially different from the information expressed or i ...

Financial Performance - Second quarter revenues were $1.4 billion, remaining flat year-over-year[5] - Adjusted EPS increased by 0.5% to $6.27[5, 19] - Adjusted EBITDA margin decreased by 190 bps to 26.9%[5, 18] Segment Performance - Carlisle Construction Materials (CCM) segment revenue increased by 0.6% to $1.096 billion, while adjusted EBITDA decreased by 5% to $346 million[23] - Carlisle Weatherproofing Technologies (CWT) segment revenue decreased by 2% to $354 million, and adjusted EBITDA decreased by 13% to $71 million[29] Outlook and Strategy - The company anticipates low single-digit (LSD) revenue growth for FY 2025, with adjusted EBITDA margins down 150 bps[6, 42] - The company returned $343 million to shareholders through dividends and share repurchases[6] - The company acquired Bonded Logic, expanding into the $14 billion North American insulation market[6, 11] Liquidity and Debt - The company has total liquidity of $1.1 billion, including $68 million in cash and $1.0 billion available under a revolver as of June 30, 2025[36] - Net debt to EBITDA ratio is 1.4x, within the target range of 1.0x-2.0x[36]

2nd Quarter 2025 Results Safe Harbor Statement This presentation and the accompany inq oral presentation corntain forward-looking statements and information that are based on our mar acements sellefs and assumptions an our management. Tre statements and information contained in this cresentation that are not purely historical are forward-looking statements within the meaning of the Priva Section 274 of the Sepurities List of 1933, as amerced, and Section 21E of the Securities Exchange Act of 1934, at arende ...