Financial Performance - Q3 2025 revenue increased by 23% to $593 million compared to $484 million in Q3 2024[13, 15] - Adjusted EBITDA for Q3 2025 grew by 31% to $136 million, up from $104 million in Q3 2024, with a margin expansion of 150 bps[15, 18] - Adjusted EPS for Q3 2025 was $1.84, compared to $1.39 in Q3 2024, representing a 32% growth[12, 23, 25] - Consolidated segment income increased by 22.6% year-over-year, with a 14.3% organic increase and an 8.2% impact from acquisitions[32] Segment Results - HVAC segment revenue increased by 15.5% to $387 million in Q3 2025, with a 9% organic increase and a 6.7% acquisition impact[36, 38] - Detection & Measurement segment revenue increased by 38.4% to $205 million in Q3 2025, driven by a 26.5% organic increase and an 11.6% acquisition impact[42, 44] - Detection & Measurement segment margin increased by 240 bps year-over-year[32, 44] Financial Position and Guidance - The company raised over $1 billion of additional capital through equity offering and credit facility refinancing, which is not dilutive to 2025 EPS[12] - Total debt decreased from $1.019 billion in Q2 2025 to $502 million in Q3 2025[47] - The company is raising its full-year 2025 adjusted EBITDA guidance to a midpoint of $505 million, implying 20% year-over-year growth[10] - Full-year 2025 revenue guidance is maintained at $2.225-$2.275 billion, with HVAC revenue projected at $1.500-$1.530 billion and Detection & Measurement at $725-$745 million[52]

Financial Performance - FY24 revenue reached $559 million[8] - FY24 EBITDA margin was 28%[8] - FY24 EPS was $2.11[8] - The company paid quarterly dividend of $0.30[8] - The company returned $278 million to shareholders through dividend payments and repurchased shares[46] Growth and Diversification - The company has expanded and diversified across disciplines and industries for over 50 years[6] - The company has a diversified portfolio across various sectors including construction, consumer products, energy, transportation, life sciences & healthcare, and chemicals[18] - The company served 2,000 clients and completed 10,000 engagements in FY24[21] Key Trends and Solutions - The company is positioned to capitalize on increasing demand for a safer, healthier, more sustainable world[10] - The company offers solutions related to automation, electrification, energy transition, climate resilience, digital health, and environmental impact[23] 2025 Performance (YTD as of October 3rd) - Revenues Before Reimbursements increased by 3% from $394.7 million to $407.4 million[49] - Net Income decreased by 5% from $85.4 million to $81.2 million[49] 2025 Q3 Performance - Revenues Before Reimbursements increased by 10% from $125.1 million to $137.1 million[50] - Net Income increased by 8% from $26.0 million to $28.0 million[50]

Travere Therapeutics Corporate Overview October 2025 2 rare for life. We are in At Travere Therapeutics, we are a biopharmaceutical company that comes together every day to help patients, families, and caregivers of all backgrounds as they navigate life with a rare disease. On this path, we know the need for treatment options is urgent — that is why our global team works with the rare disease community to identify, develop, and deliver life-changing therapies. Forward-Looking Statements This presentation co ...

Financial Performance - iRhythm's revenue for Q3 2025 reached $192.9 million, a 30.7% increase compared to $147.5 million in Q3 2024[3, 5] - Gross profit for Q3 2025 was $137.1 million, up 35.1% from $101.5 million in Q3 2024, with a gross margin of 71.1%, a 230-basis point increase[6] - Net loss for Q3 2025 was $5.2 million, or a diluted loss of $0.16 per share, compared to a net loss of $46.2 million, or a diluted loss of $1.48 per share, in Q3 2024[8] - Adjusted EBITDA for Q3 2025 was $21.559 million, compared to $(19.886) million for Q3 2024[25] - Unrestricted cash, cash equivalents, and marketable securities totaled $565.2 million as of September 30, 2025[3, 9] Future Outlook - iRhythm projects full-year 2025 revenue between $735 million and $740 million[11] - The company anticipates an adjusted EBITDA margin for full-year 2025 ranging from approximately 8.25% to 8.75% of revenues[3, 11]

Company Overview - Westwood Holdings Group manages \$18.3 billion in AUM, including \$17.3 billion in AUM and \$1.0 billion in AUA as of September 30, 2025[7, 22] - Employees and directors own approximately 33% of the company's equity[6] - The company reported revenues of \$24.3 million and income of \$3.7 million for 3Q 2025[20] Investment Strategy & Allocation - U S Value Equity accounts for 50% of the firm's strategy breakdown[12] - Multi-Asset/Multi-Strategy represents 28% of the strategy breakdown[12] - Wealth strategy accounts for 22% of the strategy breakdown[12] Client & Account Type - Institutional Separate Accounts & Other Managed Accounts comprise 52% of assets[12] - Wealth Management accounts for 25% of assets[12] - Westwood Mutual Funds & ETFs represent 23% of assets[12] Diversity & Inclusion - Approximately 41% of Westwood's employees are women[16] - Women hold 43% of the corporate board member positions[16] - In 2024, about 38% of new team members came from diverse backgrounds[16]

Financial Performance Highlights - Revenue reached $2.8 billion, exceeding the high end of guidance[5] - Non-GAAP gross margin was 43.9%, a year-over-year increase of 660 basis points[5, 10] - Non-GAAP operating margin was 30.4%, a year-over-year increase of 1200 basis points[5, 10] - Non-GAAP EPS was $1.78, also above the high end of guidance[5] - Cash flow from operations was $672 million[5] - Free cash flow was $599 million[5] Capital Allocation - Share repurchases increased to $553 million[5] - Dividend increased to $0.125 per share[5] Revenue Breakdown - Cloud revenue was $2.51 billion in Q1FY26[13] - Total revenue in Q1FY26 was $2.818 billion, a 27% increase year-over-year[10, 13] Q2FY26 Guidance (Non-GAAP) - Revenue is expected to be $2.9 billion, plus or minus $100 million[11] - Diluted EPS is projected at $1.88, plus or minus $0.15[11]

Weave Overview Q3 2025 NYSE : WEAV OCTOBER 2025 1 Safe Harbor Statement This presentation has been prepared by Weave Communications, Inc. ("Weave", "we", "us", or "our") for informational purposes only and not for any other purpose. This presentation contains "forward-looking statements" within the Private Securities Litigation Reform Act of 1995 that are based on our management's current expectations and projections about future events and financial trends that we believe may affect our financial condition ...

Moving the world of Commerce forward October 2025 Forward-Looking Statements and Non-GAAP Financial Measures *Source: TAM Analysis and Market Penetration Study leveraging US Census NAICS Codes across Retail (42 Wholesalers), Distribution (42 Wholesalers), CPG/Finished Goods (31-33 Manufacturing), Retailers/Stores acting as suppliers (44-45 Retail Trade) as of February 2025. This presentation contains forward-looking statements, including information about management's view of SPS Commerce's future expectati ...

Financial Highlights - Total revenue grew by 13% YoY, with an improvement of 840 bps[5] - Q3 2025 total revenue reached $197 million, a 30% increase YoY[9] - Surgical revenue reached $177 million, a 31% increase YoY[9] - EOS revenue reached $20 million, a 29% increase YoY[9] - Gross margin was 70%, an increase of 80 bps[9] - Operating margin was 5%, an increase of 1,150 bps[9] - Non-GAAP net income was $4 million[9] - Adjusted EBITDA was $26 million, an increase of $19 million, representing 13% of sales, an increase of 840 bps[12] - Trailing 12-month Adjusted EBITDA reached $81 million[12] - Free cash flow was $5 million[15]

Investor Presentation October 2025 Disclaimer This presentation contains and related discussions may contain "forward-looking statements" within the meaning of U.S. federal securities laws. Forward-looking statements include information concerning possible or assumed future results of operations, Rocket Companies, Inc.'s (the "Company") business plansand strategies, the Company'sabilityto cross-selland up-sell the Company's products, the Company's acquisitions of Redfin Corporation and Mr. Cooper Group Inc. ...