Solaris Energy Infrastructure, Inc. Q4 and Full Year 2025 Earnings Supplement February 24, 2026 Solaris Energy Infrastructure Solaris Energy Infrastructure Recent Updates and Q4 2025 Highlights Strong Q4 2025 Results Reported Q4 2025 performance with Adjusted EBITDA (1) of approximately $69 million New Guidance Raised Q1 2026 guidance for Adjusted EBITDA (2) slightly to $72-77 million from $70-75 million previously; Established Q2 2026 Adjusted EBITDA (2) guidance of $76-84 million Strengthened Balance Shee ...

Forward Looking Statements IGI Investor Presentation Fourth Quarter 2025 February 2026 This presentation contains "forward-looking statements" within the meaning of the "safe harbour" provisions of the Private Securities Litigation Reform Act of 1995. The expectations, estimates, and projections of the business of IGI may differ from its actual results and, consequently, you should not rely on forward-looking statements as predictions of future events. Words such as "ability," "aim," "impact," "seek," "stra ...

ARCHROCK, INC. Fourth Quarter and Full Year 2025 Earnings Supplement February 2026 Forward-Looking Statements All statements in this presentation (and oral statements made regarding the subjects of this presentation) other than historical facts are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors tha ...

Management Presentation FEBRUARY 24, 2026 Tanger Outlets Phoenix Table of Contents Our Company and Strategy 3 Activating Growth Leasing, Marketing, and Operations Accelerating Growth A Portfolio Positioned in the Path of Demand External Growth Accretive Portfolio Expansion to Drive Value Appendix 45 4Q 2025 | 2 17 27 35 Our Company and Strategy Tanger Outlets Grand Rapids 3 4Q 2025 | Innovating Retail for 40+ Years | 1981 | 1993 | 16M+ SF | 41 | | --- | --- | --- | --- | | Founded | Listed (NYSE: SKT) | of ...

Fourth-Quarter and Full-Year 2025 Results February 24, 2026 1 Safe harbor Forward-looking statements This document contains, and our officers and representatives may from time to time make, certain "forward-looking statements" within the meaning of the safe harbor provisions of the US Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "intend," "commitment," "look forward," "maintain," "plan," "goal," "seek," "target," "assume," "bel ...

Fourth Quarter & Full-Year 2025 Financial Results Mike Thomson Chief Executive Officer & President Deb McCann Chief Financial Officer FEBRUARY 24, 2026 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Unisys cautions readers that the assumptions forming the basis for fo ...

Lucid Group (NasdaqGS:LCID) Q4 2025 Earnings call February 24, 2026 05:30 PM ET Company ParticipantsAndrew Perugi - Managing DirectorMarc Winterhoff - Interim CEONick Twork - Vice President of CommunicationsTaoufiq Boussaid - CFOConference Call ParticipantsAndres Sheppard - Senior Equity AnalystItay Michaeli - Senior AnalystJames Picariello - Stock AnalystOperatorGood day, and welcome to Lucid Group's fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the spea ...

Financial Data and Key Metrics Changes - In Q4 2025, production reached 7,874 vehicles, up 133% year-over-year, while full-year production totaled 70,840 vehicles, up 98% year-over-year [25][26] - Q4 revenue was $522.7 million, up 55% sequentially and 123% year-over-year, with full-year revenue reaching $1.35 billion, up 68% year-over-year [27][28] - Gross margin improved approximately 18 points sequentially in Q4, driven by higher production volume and improved fixed cost absorption [28][29] Business Line Data and Key Metrics Changes - The Lucid Gravity represented the majority of deliveries in Q4, contributing to a significant increase in average selling price (ASP) for the quarter [14][27] - The company shifted to a more targeted build-to-stock approach to meet customer expectations for faster delivery of specific trims and configurations [26] Market Data and Key Metrics Changes - In the U.S., the Lucid Air was the number one selling EV in its segment and third in the large luxury car segment overall in 2025 [14][11] - Q4 deliveries increased 72.5% year-over-year and 31.1% from Q3, while full-year deliveries rose 54.7% compared to 2024 [14][26] Company Strategy and Development Direction - The company aims to leverage the ramp-up of the Gravity and the introduction of midsize vehicles to expand its total addressable market (TAM) from $40 billion to $350 billion by 2030, and potentially to $700 billion by 2035 with the robotaxi market [11][8] - A focus on operational efficiency and cost management is emphasized, with a 12% reduction in the U.S. workforce expected to yield up to $500 million in cost savings over three years [20][31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the macroeconomic challenges faced in 2025, including tariffs and supply chain disruptions, but expressed confidence in the company's ability to navigate these issues and grow production and deliveries in 2026 [4][19] - The company remains committed to the EV market, emphasizing that EVs are the future and that they will continue to build vehicles that outperform competitors [22][24] Other Important Information - The construction of the M2 factory in Saudi Arabia is ahead of schedule, with equipment installation progressing as planned [12] - The company has launched a certified pre-owned program, Lucid Recharged, to enhance customer ownership experience [18] Q&A Session Summary Question: Will Lucid earn ongoing revenue through its partnership with Uber and Nuro? - The company clarified that the current arrangement involves selling vehicles to Uber, with no further licensing or subscription revenues expected at this time [38] Question: When does the board plan to appoint a permanent CEO? - Management indicated that this question is for the board, with no further updates available [39] Question: What is the clearest path to positive gross margin, and when do you realistically expect to get there? - Management highlighted that improvements in gross margin are expected in 2026 through better cost management and operational efficiencies [40] Question: What is Lucid's plan to grab market share with Tesla scaling back models? - The company acknowledged Tesla's role in the EV market and noted an uptick in inquiries from Tesla owners, indicating plans to accelerate efforts to capture this market [42] Question: What milestones are left before the midsize platform production starts? - Management mentioned that they are in the final stretch of product development and installation of equipment in the Saudi plant [45] Question: Are there any constraints with DRAM memory in production? - Currently, there are no significant constraints, although the situation is being monitored closely [48] Question: How should we think about the unit mix for production guidance this year? - The majority of production and deliveries in 2026 will come from the Gravity, with minimal contributions expected from midsize vehicles and robotaxis [52]

Lucid Group (NasdaqGS:LCID) Q4 2025 Earnings call February 24, 2026 05:30 PM ET Speaker6Good day, and welcome to Lucid Group's fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 1 again. Please be a ...

Global Industrial Company (NYSE:GIC) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAnesa Chaibi - CEOMike Smargiassi - Founding PartnerTex Clark - SVP and CFOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity Research AnalystMichael Francis - Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to Global Industrial's Q4 2025 Earnings Call. At this time, I would like to turn the call over to Mike Smargiassi of The Plunkett Group. Please go ahead.Mi ...