October 30, 2025 DISCLAIMER Forward Looking Statements This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of newbuilding deliveries, oil ...

Financial Performance - Revenue decreased by 2.7% to $31.2 billion in 3Q 2025, compared to $32.1 billion in 3Q 2024[6] - Adjusted EBITDA decreased by 0.7% to $9.7 billion in 3Q 2025, compared to $9.7 billion in 3Q 2024[6] - Adjusted EPS was $1.12 in both 3Q 2025 and 3Q 2024[6] - Free cash flow generation was $4.9 billion in 3Q 2025[7, 13] Connectivity & Platforms - Residential Connectivity revenue increased by 3%, driven by a 14% increase in domestic wireless revenue and a 7% increase in international connectivity revenue[8] - Domestic residential broadband ARPU increased by 2.6%[8] - The company added 414,000 wireless lines, achieving its best quarterly result on record and surpassing 14% penetration of domestic residential broadband customers[8] - Business Services connectivity revenue increased by 4.5%[8] Content & Experiences - Theme Parks revenue increased by 18.7% to $2.717 billion, with Adjusted EBITDA increasing by 13.1% to $958 million[10] - Studios revenue increased by 6.1% to $3.0 billion, while Adjusted EBITDA decreased by 21.9% to $365 million[10] - Media revenue decreased by 19.9%, but increased by 4.2% excluding $1.9 billion of incremental revenue from the Paris Olympics in 3Q 2024[10] Capital Allocation - The company returned $2.8 billion of capital to shareholders in 3Q 2025, including $1.5 billion in share repurchases and $1.2 billion in dividends[7, 12] - Share repurchases reduced total shares outstanding by 5% year-over-year[12]

Financial Performance & Guidance - Allegro's 2QFY26 net sales reached $214 million, exceeding the midpoint of guidance[10] - The gross margin for 2QFY26 was 49.6%, surpassing the midpoint of guidance and showing a 140 bps quarter-over-quarter improvement[10, 14] - EPS for 2QFY26 was $0.13, also above the midpoint of guidance[10, 14] - Free cash flow for 2QFY26 was $14 million, representing 6% of sales[14] - The company made a $25 million voluntary debt repayment[14] - 3QFY26 sales guidance is between $215 million and $225 million, implying 24% year-over-year growth[20] Business Highlights & Market Position - Overall net sales increased by 14% year-over-year[15] - Auto sales increased by 12% year-over-year, with e-Mobility leading the growth at 21% year-over-year[15] - Industrial and Other sales increased by 23% year-over-year, driven by strength in Data Center[15] - Over 70% of design wins were in strategic focus areas[15] - Allegro is the 1 market leader in magnetic sensing[32, 37] Strategic Focus & Long-Term Goals - The company aims for long-term gross margin >58%, operating expenses ~26% of sales, operating margin >32%, and free cash flow >25% of sales[109] - Allegro repurchased approximately 39 million shares from Sanken Electric, reducing their ownership from 51.5% to 32.5%[119]

Financial Performance & Growth - Same Store NOI 增长强劲，Q3 2025 增长率为 4.8%[7]，2021-2025 年的年化增长率为 5.1%[7] - 2025 年 Core FFO/Share 的目标增长率为 4-6%[10] - 预计 Same Store NOI 可持续增长 3-5%，主要由合同自动扶梯和租赁活动驱动[11] - 2025-2029 年到期的基本租金为 7750 万美元[13] Portfolio & Occupancy - Q3 2025 年入住率达到 94.2%，自 2021 年第三季度以来上升了 400 个基点[7] - 77% 的总 ABR 来自于小于 10,000 平方英尺的小型商铺空间[7, 30] - 92% 的中心配置有高需求的 1,500 – 3,000 平方英尺的空间[7] Capital Structure & Debt - 债务/EBITDAre 为 7.2 倍，相比 2021 年第三季度改善了 1.7 倍[7] - 总债务为 6.46 亿美元，其中 90% 为固定利率债务[58] - 2025 年 9 月修订并延长了 7.5 亿美元的信贷额度[58] Acquisitions & Dispositions - 自 2022 年第四季度以来，已收购约 1.53 亿美元的物业[25] - 自 2022 年第四季度以来，已处置约 1.47 亿美元的资产[25] Market & Strategy - 100% 的投资组合增长位于低监管州：德克萨斯州和亚利桑那州[7] - Whitestone 的市场预计未来 5 年的就业增长复合年增长率为 1.1%，而美国平均水平为 0.7%[66]

October 30, 2025 Forward-Looking Statements Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the context of the statements and generally arise when the Company is discussing its beliefs, estimates or expectations as to future events. These statements are no ...

Reaching Patients Through Immunology Innovation 3Q 202 5 FINANCIAL RESULTS CALL OCTOBER 30, 202 5 1 Forward Looking Statements This presentation has been prepared by argenx se ("argenx" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or the company or any director, employee, agent, or adviser of the company. This presentation does not purport to ...

Leading the Future of Marine FIRST QUARTER FISCAL 2026 EARNINGS RESULTS October 30, 2025 Use & Definition of Non-GAAP Financial Measures This presentations includes the following financial measures defined as non-GAAP financial measures by the Securities and Exchange Commission: Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income, Adjusted Net Income per Share and Free Cash Flow. These measures have limitations as analytical tools and should not be considered as an alternative to, or more meaningfu ...

Q1 FY26 Financial Performance - Revenue increased by 22% to $64,009 million[9] - Gross Margin increased by 22% to $2,319 million[9] - Operating Earnings increased by 18% to $668 million on a GAAP basis, and 37% to $857 million on a non-GAAP basis[9] - Net Earnings attributable to Cardinal Health, Inc increased by 8% to $450 million on a GAAP basis, and 33% to $611 million on a non-GAAP basis[9] - Diluted EPS attributable to Cardinal Health, Inc increased by 11% to $1.88 on a GAAP basis, and 36% to $2.55 on a non-GAAP basis[9] Segment Performance - Pharmaceutical and Specialty Solutions revenue increased by 23% to $59,205 million, with segment profit increasing by 26% to $667 million[11] - Global Medical Products and Distribution revenue increased by 2% to $3,184 million, with segment profit increasing significantly to $46 million[16] - Other (NPHS, at-Home Solutions, and OptiFreight) revenue increased by 38% to $1,641 million, with segment profit increasing by 60% to $166 million[21] FY26 Outlook - Non-GAAP EPS outlook revised upwards to $9.65 - $9.85 from the previous $9.30 to $9.50[29] - Non-GAAP adjusted free cash flow is expected to be $3.0 billion - $3.5 billion, revised upwards from the previous $2.75 billion - $3.25 billion[29] - The company anticipates ~$325 million in Interest and Other expenses[29]

Third -Quarter 2025 Earnings Baxter International Inc. October 30, 2025 1 Forward-Looking Statements This presentation includes forward-looking statements concerning the company's financial results (including the outlook for fourth-quarter and full-year 2025) and operational, business development and regulatory activities. These forward-looking statements are based on assumptions about many important factors, including the following, which could cause actual results to differ materially from those in the fo ...

Third Quarter 2025 Financial Results Conference Call October 30, 2025 Forward-looking statements Statements in this presentation about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute "forward-looking statements" within the meaning of The Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "projec ...