Financial Data and Key Metrics Changes - Total fulfilled orders reached 36.9 million for Q4 2025, a year-over-year increase of 12.3% [4] - Full year total fulfilled orders reached 236 million, up 19.8% year-over-year [4] - Net revenues for the full year 2025 were CNY 12.49 billion, up 11.1% year-over-year [6] - Net income for the full year was CNY 4.46 billion, up 42.8% year-over-year [7] - Adjusted net income on a non-GAAP basis reached CNY 4.79 billion, up 19.3% year-over-year [7] Business Line Data and Key Metrics Changes - Average monthly active shippers reached 3.28 million in Q4 2025, marking a year-over-year increase of 11.6% [5] - Average monthly active shippers for the full year was 3.14 million, up 18.6% year-over-year [5] - Transaction service revenues for the full year were CNY 5.32 billion, growing by 38.2% year-over-year [7] - Fulfillment rate in Q4 reached 42.7%, a year-over-year increase of more than five percentage points [46] Market Data and Key Metrics Changes - Cold chain logistics orders fulfilled grew by nearly 30% year-over-year [4] - Commission penetration rate reached 88.6% in Q4, up roughly 6 percentage points year-over-year [49] Company Strategy and Development Direction - The company aims to enhance user experience and integrate AI across the logistics value chain [8] - Focus on high-quality growth and intelligence transformation, balancing skill-driven growth with quality [12] - Emphasis on building a user-centric platform that fosters a healthy ecosystem for shippers and truckers [11] - Plans for disciplined investments in overseas expansion and autonomous driving [15] Management Comments on Operating Environment and Future Outlook - Management acknowledged external challenges in 2025 but highlighted proactive transformations and governance initiatives [11] - The company remains cautiously optimistic about steady order growth in 2026 as governance impacts diminish [42] - AI is viewed as a tool to enhance capabilities rather than a disruption to the business model [18] Other Important Information - The company distributed approximately $200 million in cash dividends in 2025 and plans to return approximately $400 million to shareholders in 2026 [34] - The credit solutions business is transitioning to a more asset-light approach while maintaining compliance and risk management [56] Q&A Session Summary Question: What can you share about overall strategic priority for 2026? - Management highlighted the focus on enhancing platform governance, operational efficiency, and user structure optimization [11] Question: What is the outlook for order volume in 2026? - Management indicated that the slowdown in order volume growth was due to governance initiatives rather than a change in underlying demand, with expectations for recovery in 2026 [40][42] Question: How did the fulfillment rate perform in Q4 and what is the outlook? - Fulfillment rate reached 42.7% in Q4, with expectations for continued improvement driven by user mix and systematic optimizations [46][48] Question: What are the key drivers behind the commission revenue growth? - Commission revenue growth was driven by increased commission penetration and improved monetization per order [49][50] Question: What progress has been made in the overseas business? - The overseas business is in the model validation stage, with a focus on gradual investments and user network building [62]

4Q25 Presentation / NYSE American: BKTI Exhibit 99.2 Safe Harbor Statement This gresentation contains statements about future events and expectations which are "forward-kooling statements" within the meaning of Sections 27A of the Securities Act o 1933 as amended and 2:E of the Exchange Act These forward-looking statements concern the Concern the Concern is operations, economic performance, and financial condition, i but not limited to the Company's long-term strategic plan and are based larpely on the Comp ...

Li Auto (NasdaqGS:LI) Q4 2025 Earnings call March 12, 2026 08:00 AM ET Speaker5Hello, ladies and gentlemen, thank you for standing by for Li Auto's fourth quarter and full year 2025 earnings conference call. At this time all participants are in listen-only mode. Today's conference call is being recorded. I will now turn the call over to your host, Ms. Janet Zhang, Investor Relations Director of Li Auto. Please go ahead, Janet.Speaker2Thank you operator. Good evening and good morning everyone, welcome to Li ...

Full-Year & Q4 2025 Results Non-GAAP Financial Measures Full-Year & Q4 2025 Results March 12, 2026 stoneridge.com © 2026 This presentation contains information about the Company's financial results that is not presented in accordance with accounting principles generally accepted in the United States ("GAAP"). Such non-GAAP financial measures are reconciled to their closest GAAP financial measures at the end of this presentation. The provision of these non-GAAP financial measures for 2025 and 2024 is not int ...

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