Financial Performance & Outlook - FCX reported strong Q2 2025 performance with Adjusted EBITDA of $3.2 billion[14] and operating cash flow of $2.2 billion[14] - Copper sales for Q2 2025 were 1,016 million lbs[14], and gold sales were 522,000 ozs[14] - The average copper realization price was $4.54/lb[14], and the average gold realization price was $3,291/oz[14] - Unit net cash costs were $1.13/lb in Q2 2025[14], significantly below April 2025 guidance[15] - The company anticipates approximately $7 billion in operating cash flows for the second half of 2025, assuming a copper price of $4.40/lb[95] Operational Highlights & Growth Initiatives - First copper cathode production was achieved at the new Indonesia smelter in July 2025[13, 45] - The company is targeting a run rate of 300 million lbs per annum by year-end 2025 from low-cost leaching initiatives[17, 45] - Grasberg ore grade modeling revisions resulted in a slight decrease in estimated gold production[47], with a 3% reduction in the 5-year total[47] - Organic growth options are estimated to total 2.5 billion lbs per annum for copper and 0.5 million ozs per annum for gold[49] Strategic Positioning & Market Factors - The company emphasizes the importance of copper as the "Metal of Electrification," with over 65% of global copper usage in electricity-related applications[26] - A potential 50% tariff on copper imports into the U S could significantly increase cash flow[34, 35] - The company highlights its position as a dominant U S copper producer, accounting for approximately 70% of total U S refined production[39]

Financial Performance - Lamb Weston's Q4 F25 net sales increased by 4% to $1,676 million compared to Q4 F24 [16, 43] - Full Year 2025 net sales reached $6,451 million [19] - Q4 F25 adjusted EBITDA increased by 1% to $285 million compared to Q4 F24 [16] - Full Year 2025 adjusted EBITDA decreased by 14% to $1,221 million compared to FY24 [19] - Lamb Weston forecasts capital expenditures of approximately $500 million for FY26 [53, 66] Volume and Pricing - Q4 F25 volume increased by 8%, while price/mix decreased by 4% [17] - Full Year 2025 volume increased by 2%, while price/mix decreased by 2% [19] - North America volume increased by 4% in Q4 F25, while price/mix decreased by 5% [44] - International volume increased by 16% in Q4 F25, while price/mix decreased by 1% [44] Cost Savings and Restructuring - Lamb Weston delivered approximately $60 million of pre-tax cost savings in FY25 and is on track for $85 million in FY26 [19, 36] - The company is targeting at least $250 million in annualized run rate savings by the end of fiscal year 2028 [35] Liquidity and Capital Allocation - Lamb Weston returned $489 million to shareholders in FY25, including $207 million in dividends and $282 million in share repurchases [53, 56] - The company had approximately $71 million in cash and equivalents and $12 billion availability under its revolving credit facility [53] Fiscal 2026 Outlook - Lamb Weston projects net sales between $635 billion and $655 billion for fiscal year 2026 [66] - The company anticipates adjusted EBITDA between $10 billion and $12 billion for fiscal year 2026 [66, 71]

Financial Performance - Net income totaled $55.8 million, representing fully diluted EPS of $0.92[5] - Revenue in the second quarter totaled $198.6 million, a $4.0 million, or 2.1%, increase from the prior quarter[5] - Net interest income (FTE) totaled $161.4 million, an increase of $6.7 million, or 4.3%, linked-quarter and resulted in a net interest margin of 3.81%[5] Balance Sheet - Loans held for investment (HFI) increased $223.3 million, or 1.7%, linked-quarter to reach $13.5 billion[5,6] - Total deposits increased $35.2 million, or 0.2%, linked-quarter to reach $15.1 billion[5,6] Credit Quality - Nonperforming assets declined $5.0 million, or 5.3%, from the prior quarter[5] - Net charge-offs totaled $4.1 million, representing 0.12% of average loans[5] - Allowance for credit losses (ACL) represented 1.25% of loans HFI, down 1 basis point linked-quarter[5] Capital Management - The company maintained a strong capital position with a CET1 ratio of 11.70% and a total risk-based capital ratio of 14.15%[5] - The company repurchased $11.0 million, or approximately 341 thousand common shares during the second quarter[5]

2Q 2025 Results July 23, 2025 Copyright 2025 Baker Hughes Company. All rights reserved. The information contained in this document is company confidential and proprietary property of Baker Hughes and its affiliates. It is used only for the benefit of Baker Hughes and may not be distributed, transmitted, reproduced, altered, or used for any purpose without the express written consent of Baker Hughes. Copyright 2025 Baker Hughes Company. All rights reserved. 1 This presentation (and oral statements made regar ...

Financial Highlights - Revenue reached $1.5 billion, a 3% year-over-year increase[8] - Segment profit increased by 11% year-over-year, totaling $354 million[8] - Adjusted Earnings Per Share (EPS) rose by 14% to $7.82[8, 16] - Operating cash flow was $87 million, a decrease of $97 million year-over-year[8] - Segment profit margin improved by 170 basis points to 23.6%[8] Segment Performance - Home Comfort Solutions revenue increased by 3% to $1.009 billion, with a segment profit of $255 million[18, 19] - Building Climate Solutions revenue increased by 5% to $492 million, with a segment profit of $123 million[23, 24] Financial Guidance - The company anticipates full-year adjusted EPS between $23.25 and $24.25[8] - The company expects approximately 3% total revenue growth[35] - The company projects free cash flow between $650 million and $800 million[35] Cash Flow and Capital Deployment - The company is targeting a full-year 2025 cash conversion rate of approximately 90%[29] - Capital expenditures for 2025 are estimated to be around $150 million[34] - Share repurchases amounted to approximately $300 million year-to-date[33]

Second Quarter 2025 Earnings Conference Call July 23, 2025 NextEra Energy 1 Cautionary Statements and Risk Factors That May Affect Future Results This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forward-looking statements. Factors that could cause actual results to differ are discussed in the Appendix herein and in NextEra Energy's SEC filings. Non-GAAP Financial Information This presentation refers to c ...

Delivering One Northern Trust for Clients $1.7 Trillion AUM1 ASSET MANAGEMENT ASSET SERVICING $16.9 Trillion AUC/A1 WEALTH MANAGEMENT $1.2 Trillion AUC/A1 INTEGRATED GLOBAL OPERATING PLATFORM Individuals Families Family Offices Foundations Pensions Asset Managers Sovereign Entities Endowments ¹ As of June 30, 2025. Client assets for the current quarter are considered preliminary until the Form 10-Q is filed with the Securities and Exchange Commission. NORTHERN TRUST CORPORATION Strategy Update & Second Quar ...

Company Overview - Range Resources is a top 10 U S producer of natural gas and NGLs, focused on the Appalachian Basin with over 30 years of core Marcellus inventory[6, 7] - The company expects to grow production by approximately 20% through 2027 with a reinvestment rate of less than 50%[12] - Range Resources has approximately 440,000 net acres in Southwest Pennsylvania and approximately 70,000 net acres in Northeast Pennsylvania[14] Financial Performance and Outlook - The company has demonstrated a history of durable free cash flow through commodity cycles[19] - Cumulative free cash flow from 2025 to 2027 is projected to be approximately $2 5 billion[28] - 2025 capital expenditures are guided at $650-$680 million[28, 33] Market Access and Diversification - Approximately 30% of Range's natural gas is directed to the Midwest, approximately 25% to the Gulf Coast, and approximately 25% to LNG and premium Gulf markets[17] - The company has secured 250 Mmcf/d of incremental natural gas takeaway accessing growing demand in Midwest and Gulf Coast markets in 2026[28] - Range Resources has 20 MBD of NGL takeaway and export capacity utilizing a new East Coast terminal in 2026[28] Natural Gas and NGL Fundamentals - U S LNG exports have grown from approximately 0 Bcf/d in 2015 to approximately 15 Bcf/d in early 2025[64] - Total U S demand growth of +27 Bcf/d is expected through 2030 from LNG and pipeline exports to Mexico, industrial and electric power demand growth[72] - The call on incremental U S supply for global LPG demand is approximately 870 MBD from 2025-2030[92] ESG Initiatives - The company achieved Net Zero for 2024 Scope 1 and 2 GHG emissions[105] - Range Resources has achieved an 83% reduction in methane emissions intensity since 2019[105] - In 2024, 56% of total water used for operations was reuse water[105]

Financial Performance - Net income reached $68.8 million, an 18% increase quarter-over-quarter[4] - Net Interest Margin (NIM) expanded by 0.12% to 2.93% from 2.81%[4] - Return on Equity (ROE) improved to 9.4%[4] - Net Interest Income increased to $246 million, a 6% quarter-over-quarter growth[5] Funding Profile - Non-interest bearing demand deposit accounts (NIDDA) grew 13%, or $1.0 billion, to reach 32% of total deposits[4] - Average NIDDA increased by $581 million[4] - Non-brokered deposits increased by $1.2 billion[4] - Wholesale funding decreased by $749 million[4] - Cost of deposits decreased by 0.11% to 2.47% from 2.58%, with a spot APY of 2.37% at June 30[4] Asset Quality - Core Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans grew by a net $68 million[4] - Lower yielding and non-core resi, franchise, equipment and municipal finance declined an aggregate $171 million[4] - Non-performing assets to total assets increased to 1.08%[5] - Allowance for credit losses to total loans was 0.93%[5] Capital Strength - CET 1 ratio is 12.2%[4] - Tangible book value per share is now $38.23, a 9% year-over-year growth[4] - A new share repurchase authorization of $100 million was approved[4]

Financial Performance Highlights - Net income for 2Q25 was $19.4 million, a 7.7% increase quarter-over-quarter and a 151.3% increase year-over-year[7] - Adjusted net income for 2Q25 was $20.2 million, up 4.5% from the previous quarter and 131.2% compared to 2Q24[7] - Diluted EPS reached $1.01, showing a 7.7% increase from 1Q25 and a 37.1% increase from 2Q24[7] - Adjusted diluted EPS was $1.04, a 4% increase from 1Q25 and a 25.3% increase from 2Q24[7] - The company's assets totaled $5,387.6 million, representing a 68.4% increase compared to $3,198.8 million in 2Q24, but a decrease of 1% from $5,441.6 million in 1Q25[7] - Loans amounted to $3,931.4 million, a 1.4% increase from the previous quarter and a 67.5% increase from $2,347.6 million in 2Q24[7] - Deposits totaled $4,516.6 million, a decrease of 2.5% from the previous quarter but a 67.1% increase from $2,702.9 million in 2Q24[7] Profitability and Efficiency - Annualized ROAA was 1.45%, a 10 bps increase from the previous quarter and a 48 bps increase year-over-year[7] - Adjusted annualized ROAA was 1.51%, a 6 bps increase from 1Q25 and a 42 bps increase from 2Q24[7] - The efficiency ratio improved to 60.25%, a decrease of 297 bps from the previous quarter and 778 bps from 2Q24[7] - Adjusted efficiency ratio was 58.70%, a decrease of 180 bps from 1Q25 and 590 bps from 2Q24[7] - Net interest margin improved to 4.07%, a 7 bps increase from the previous quarter and a 52 bps increase year-over-year[7]