Financial Performance - Q3 2025 vs Q3 2024 - Orders decreased by 21% to 995 from 1,252[18] - Deliveries decreased by 25% to 1,217 from 1,619[18] - Average Sales Price (ASP) of deliveries decreased by 2% to $672,000 from $688,000[18] - Home sales revenue decreased by 27% to $817 million from $1.114 billion[18] - Net income available to common stockholders decreased by 50% to $56 million from $112 million[18] Margins and Expenses - Q3 2025 - Homebuilding gross margin was 20.6%, a decrease of 270 bps[18] - Adjusted homebuilding gross margin was 24.7%, a decrease of 210 bps[18] - SG&A expense was 12.9% of home sales revenue, an increase of 210 bps[18] Backlog - Q3 2025 - Backlog units decreased by 44% to 1,298 homes[18] - Backlog dollar value decreased by 41% to $1.014 billion[18] Land Supply - Q3 2025 - Total lots owned or controlled amounted to 32,738[12,61] - Owned lots comprised 49% of the total lot position[61] Liquidity and Debt - Ended the quarter with $1.6 billion in total liquidity, including $792 million in cash and cash equivalents[19,82] - Increased term loan facility from $250 million to $450 million[82] Outlook - The company anticipates full year 2025 deliveries between 4,800 and 5,000 homes at an average sales price of approximately $680,000[92]

October 23, 2025 CARPENTER TECHNOLOGY CORPORATION 1 st Quarter Fiscal Year 2026 Earnings Call © 2025 CRS Holdings, LLC. All rights reserved. Cautionary Statement Forward-looking statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Act of 1995. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ from those projected, anticipated or implied. The most significant of these uncertaint ...

Company Overview Regulation Operational Information Commercial Revenues Financial Information Strategic Matters International Some of the statements contained in this presentation discuss future expectations or state other forward-looking information. Those statements are subject to risks identified in this press release and in ASUR's filings with the SEC. Actual developments could differ significantly from those contemplated in these forward-looking statements. The forward-looking information is based on v ...

Financial Performance - The company's 3Q 2025 EBITDA reached $81 million, resulting in an EBITDA margin of 23.2%[18] - The company anticipates a 20% to 25% year-over-year increase in 2025 EBITDA[18] - The net debt leverage ratio improved to 3.6x [18] - The company expects FY 2025 Free Cash Flow to be in the range of $30 to $50 million [50] End Market Analysis - Aero/HS shipments decreased by 30% in 3Q25 compared to 3Q24 [23] - Aero/HS conversion revenue decreased by 22% in 3Q25 compared to 3Q24 [26] - Packaging shipments increased by 7% in 3Q25 compared to 3Q24 [23] - Packaging conversion revenue increased by 7% in 3Q25 compared to 3Q24 [26] - General Engineering conversion revenue increased by 6% in 3Q25 compared to 3Q24 [26] - Automotive conversion revenue increased by 10% in 3Q25 compared to 3Q24 [26] Outlook and Strategy - The company expects Aero/HS shipments and conversion revenue to decline approximately 10% year-over-year [48] - The company anticipates Packaging conversion revenue to increase by 12% to 15% year-over-year [48] - The company expects General Engineering shipments and conversion revenue to increase by 5% to 10% year-over-year [49] - The company anticipates Automotive conversion revenue to increase by 3% to 5% year-over-year, with a 5% to 7% decrease in shipments [49]

Q3 2025 Performance - Revenue increased by 5% to $2.1 billion[5], driven by secular growth-exposed end markets and strategic acquisitions[5] - Bookings increased by 8% to $2.0 billion[5], indicating strong order trends[5] - Adjusted Segment EBITDA margin reached 26.1% of revenue, a year-over-year increase of 170 basis points[5] - Free Cash Flow was $370 million, representing 18% of revenue[5] - Adjusted EPS increased by 15% to $2.62[5] YTD 2025 Performance - Revenue increased by 3% to $6.0 billion[5] - Adjusted Segment EBITDA margin reached 25.1%, a year-over-year increase of 170 basis points[5] - Free Cash Flow was $631 million, representing 11% of revenue[5] - Adjusted EPS increased by 17% to $7.10[5] FY 2025 Guidance - Revenue growth is projected to be 4-6%[5] - Adjusted EPS guidance was raised by $0.10 to a range of $9.50 - $9.60[5]

Third Quarter 2025 Earnings October 23, 2025 Chris Cartwright, President and CEO Todd Cello, CFO This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of TransUnion's management and are subject to significant risks and uncertainties. Actual results may differ materially from those described in the forward-looking statements. Factors that could cause TransUnion's actu ...

FCX 3rd Quarter 2025 Supplemental Financial Data October 23, 2025 fcx.com Cautionary Statement This presentation contains forward-looking statements in which FCX discusses its potential future performance, operations and projects. Forward-looking statements are all statements other than statements of historical facts, such as plans, projections or expectations relating to business outlook, strategy, goals or targets; the underlying assumptions and estimated impacts on FCX's business and stakeholders related ...

Consolidated Financial Performance - Revenues for Q3 2025 reached $956.167 million, a 1.3% increase compared to Q2 2025 ($943.662 million) and a 3.3% increase compared to Q3 2024 ($926.019 million)[5] - Net income for Q3 2025 was $82.818 million, showing a 15.5% increase from Q2 2025 ($71.698 million) and a 24.6% increase from Q3 2024 ($66.466 million)[5] - Earnings per Diluted Share for Q3 2025 were $2.60, a 22.1% increase from Q2 2025 ($2.13) and a 40.5% increase from Q3 2024 ($1.85)[5] - Adjusted EBITDA for Q3 2025 was $130.573 million, a 17.0% increase from Q2 2025 ($111.640 million) and a 26.8% increase from Q3 2024 ($102.948 million)[5] - Adjusted EBITDA Margin for Q3 2025 was 13.7%, compared to 11.8% in Q2 2025 and 11.1% in Q3 2024[5] Segment Performance - Corporate Finance & Restructuring revenues in Q3 2025 were $404.896 million, up 6.8% from Q2 2025 ($379.239 million) and 18.6% from Q3 2024 ($341.512 million)[8] - Forensic and Litigation Consulting revenues in Q3 2025 were $194.689 million, up 4.4% from Q2 2025 ($186.517 million) and 15.4% from Q3 2024 ($168.778 million)[8] - Economic Consulting revenues in Q3 2025 were $173.086 million, down 9.7% from Q2 2025 ($191.657 million) and 22.0% from Q3 2024 ($222.033 million)[8] - Technology revenues in Q3 2025 were $94.081 million, up 12.5% from Q2 2025 ($83.599 million) but down 14.8% from Q3 2024 ($110.404 million)[8] - Strategic Communications revenues in Q3 2025 were $89.415 million, down 12.9% from Q2 2025 ($102.650 million) but up 7.4% from Q3 2024 ($83.292 million)[8] Cash Flow and Capital Allocation - Net cash provided by operating activities for Q3 2025 was $201.893 million, compared to $55.693 million in Q2 2025 and $219.374 million in Q3 2024[10] - Free Cash Flow for Q3 2025 was $186.979 million, compared to $38.268 million in Q2 2025 and $212.327 million in Q3 2024[10] - Purchase and retirement of common stock in Q3 2025 amounted to $234.211 million, compared to $354.037 million in Q2 2025[10]

Blackstone Reports Third Quarter 2025 Results New York, October 23, 2025: Blackstone (NYSE:BX) today reported its third quarter 2025 results. Stephen A. Schwarzman, Chairman and Chief Executive Officer, said, "Blackstone reported an exceptional third quarter, highlighted by outstanding financial results and robust fund-raising momentum across our three major channels – institutions, insurance and individuals. Inflows reached $54 billion in the quarter and $225 billion over the last twelve months. The leadin ...

Financial Performance - Net income available to common shareholders reached $26 million, a 96% increase year-over-year (YoY) and a 9% increase compared to the previous quarter[8],[23] - Diluted earnings per share (EPS) were $0.55, up 96% YoY and 8% quarter-over-quarter (QoQ)[8],[22],[23] - Adjusted Pre-Provision Net Revenue (PPNR) was $66 million, a 24% increase YoY and 7% QoQ[14],[16],[17],[18],[22] - Net interest income was $115 million, up 19% YoY and 6% QoQ[8],[22],[23] - Net interest margin was 333%, flat YoY and up 5 basis points QoQ[8],[22],[23] Loan and Deposit Growth - Total loans and leases reached $11916 million, a 17% increase YoY and 5% QoQ[8],[23] - Total deposits reached $13291 million, a 17% increase YoY and 6% QoQ[8],[23] - Business checking balances grew to $363 million, a 150% increase YoY and 26% QoQ[14],[22] Loan Origination and Sales - Loan and lease originations totaled $1649 million, a 6% decrease YoY and 8% increase QoQ[23],[26] - The company generated $12 million in year-to-date (YTD) gain on sales from Live Oak Express, a 4x increase compared to YTD 2024[14],[40] Credit Quality - Provision for credit losses was $22 million, a 36% decrease YoY and 4% decrease QoQ[8],[22],[23] - Unguaranteed Allowance for Credit Losses (ACL) to unguaranteed loans and leases was 222%[24],[44] Capital and Other Items - The company raised $963 million in net proceeds from a preferred stock offering[22],[24],[52] - The sale of Apiture settled in October, providing an estimated $24 million pre-tax gain in Q4[22],[52]