Company Overview - Graphic Packaging's 2024 net sales were $8.8 billion[5] - The company's 2024 adjusted EBITDA was $1.7 billion[5] - International sales accounted for 30% of the company's total sales in 2024, while U S sales made up the remaining 70%[5] Strategic Initiatives and Investments - The company expects $160 million in incremental EBITDA from the Waco recycled paperboard manufacturing facility in 2025[23] - The company's Kalamazoo K2 recycled paperboard machine is expected to generate $130 million in incremental EBITDA[23] - The company's innovation platforms target an addressable market opportunity of $15 billion[26] Sustainability Goals - The company aims for a 504% reduction in Scope 1 & 2 GHG emissions by 2032[38] - The company targets 90% renewable fuel use in wood fiber paperboard facilities[38] - The company is aiming for 2% annual sales growth from innovation[50] Financial Outlook - The company's 2025 net sales are guided to be between $82 billion and $85 billion[55] - The company's 2025 adjusted EBITDA is guided to be between $14 billion and $16 billion[55] - The company's capital spending for 2025 is expected to be approximately $700 million[57]

Financial Performance & Growth - Targeted long-term EPS growth of 6%-8% and dividend yield of ~4%[8] - The company forecasts a solid rate base CAGR of ~8% through 2029 off of the 2023 base[8] - Transmission investments are expected to contribute 55% of total AEP earnings in 2025[53] - The company's regulated earned ROE was 93% as of twelve months ended March 31 2025[96] Capital Investments & Financing - The company has a $54 billion base capital plan through 2029 with potential for up to $10 billion of incremental investments[15] - Approximately 85% of the capital plan is being recovered through reduced lag mechanisms[39] - The company completed all anticipated equity needs through a $23 billion equity sale and an expected $282 billion minority interest transmission transaction close[19] - $34 billion or 63% of the capital is allocated to wires and $14 billion or 26% is allocated to regulated new generation including renewables[43, 44] Load Growth & Regulatory Successes - The company anticipates 20+ GW of load growth through the end of the decade, driven by data center and industrial demand[15] - Annual retail load growth of 8%-9% is expected in the 2025-2027 forecast period, adding more than 52 million MWh to retail sales[29] - PJM awarded AEP affiliates with $17 billion in transmission upgrades incremental to the $54 billion base plan[25]

Company Overview - Legacy Education is a nationally accredited, for-profit post-secondary education company founded in 2009[6] - The company focuses on programs in growing industries like allied healthcare, veterinary, and business[7] - As of September 30, 2024, Legacy Education has a student enrollment of 2,539 across 5 campuses[6, 19] - The company's LTM revenue is $49.6 million, with a YoY growth of 33%[7] - LTM Adjusted EBITDA is $9.7 million[7] Student Outcomes & Market Position - The student graduation rate is 79%[7] - The student placement rate is 78%[7] - The NCLEX pass rate is 79%[7] - The company estimates a large post-secondary education opportunity within core program verticals and adjacent programs[9] Financial Performance & Growth - The company's 4-year enrollment CAGR is 25%[19] - Legacy Education's LTM gross student acquisition cost is $2,000, generating over 10x LTM annual revenue per student of $22,000[7, 63] - The company ended Q1 2025 with $21.5 million in cash and $23.5 million in working capital[63, 70]

Investor Presentation June 2025 Forward Looking Statements This presentation contain statements concerning certain trends, expectations, forecasts, estimates, or other forward-looking information affecting or relating to STERIS or its industry, products or activities that are intended to qualify for the protections afforded "forward-looking statements" under the Private Securities Litigation Reform Act of 1995 and other laws and regulations. Forward- looking statements speak only as to the date the statemen ...

Company Overview - Legacy Education is a nationally accredited, for-profit post-secondary education company[8] - The company focuses on programs in growing industries like allied healthcare, veterinary, and business[10] - Legacy Education operates 4 accredited education institutions with 6 campuses in California, educating 2,768 students as of December 31, 2024[12] Financial Performance - Legacy Education achieved $52.7 million in LTM revenue, representing a 33% year-over-year growth[10] - The company's LTM adjusted EBITDA was $9.9 million, an 87% year-over-year increase[67] - The LTM gross student acquisition cost was $2,000, while the LTM annual revenue per student was $23,000[10, 67] Enrollment and Student Outcomes - The company's student graduation rate was 79% as of March 31, 2024[10] - Legacy Education's NCLEX pass rate was 79% as of June 30, 2024[10, 12] - The average student placement rate is 78%[31] Growth Strategy - Legacy Education plans to grow through organic enrollment growth, new program additions, and accretive acquisitions[10] - The company leverages interactive distance learning (IDL) to increase flexibility and scalability, with 30% to 50% of students enrolled in IDL programs[20, 61] - Legacy Education has a track record of successful campus acquisitions, with approximately 36% of current enrollment attributed to M&A activities[58]

Investor Presentation May 2025 Forward-Looking Statements This presentation contains forward-looking statements that involve substantial risk and uncertainties. All statements, other than statements of historical facts contained in this presentation, including statements regarding Legacy Education Inc.'s (the "Company's"or "Legacy's") strategy, future, operations, future financial position, projected costs, prospects, plans and objectives of management, are forward-looking statements. The words "anticipate, ...

Company Overview - HASI's equity market capitalization is greater than $3 billion[7] - The company's dividend yield is approximately 6%[7] - Total shareholder return since the 2013 IPO is 13%[7] - Adjusted EPS has grown at a CAGR of 10% since 2014[7, 9] - Adjusted ROE for 2024 was 12.5%[7, 8] Financial Performance and Targets - Managed Assets have grown by over 90% since 2020, reaching $14.5 billion as of Q1 2025[8, 90] - Adjusted Net Investment Income has grown at a CAGR of over 30% since 2020, reaching $264 million in 2024[7, 140] - New portfolio asset yields have risen to over 10.5%[93, 94] - The company targets an Adjusted EPS CAGR of 10% and a dividend payout ratio of approximately 50%[11] - The company anticipates a long-term business model with an 8-10% CAGR and a 55-60% dividend payout ratio[148] Investment Strategy and Market Opportunity - The energy transition infrastructure is forecast to require over $10 trillion of investment through 2050[11, 30] - The company's pipeline is diversified across three primary target markets, with a total value of over $5.5 billion[76, 77] - The company has invested approximately $3 billion in over 8 GW of utility-scale solar, wind, and storage assets[62]

Company Overview - XPLR Infrastructure operates approximately 10 GW of clean energy assets across 31 U S states[10, 13] - The company is the 3rd largest producer of wind and solar energy in the U S [11, 13, 54], with approximately 8 0 GW of wind, 1 8 GW of solar, and 0 2 GW of storage[11] - XPLR Infrastructure's net asset book value is approximately $20 billion, and its enterprise value is approximately $15 billion as of March 31, 2025[13] - The company's portfolio is diversified by technology, with wind accounting for 79%, solar for 18%, and battery storage for 3%[15] Financial Performance and Expectations - XPLR Infrastructure's 2024A Adjusted EBITDA was approximately $2 billion, and its 2024A Free Cash Flow Before Growth (FCFBG) was approximately $0 8 billion[13] - The company reaffirms its 2025 Adjusted EBITDA expectation of $1 85 billion - $2 05 billion[42] - The company expects 2026 Adjusted EBITDA to be $1 75 billion - $1 95 billion and FCFBG to be $600 million - $700 million[42, 54] - In Q1 2025, Adjusted EBITDA was $471 million and FCFBG was $194 million[38, 39] Capital Allocation and Strategy - The company completed a $1 75 billion HoldCo financing[34] - XPLR Infrastructure completed approximately $930 million buyout of CEPF 11 and plans to refinance those assets with traditional project debt[35] - The company is targeting approximately $1 1 billion to $1 2 billion in project-level financing in 2025 to support repowering capex[36]

Company Overview - In 2024, Marine Transportation accounted for 59% of Kirby's revenues, totaling $1.913 billion[5] - Distribution and Services contributed 41% of the 2024 revenues, amounting to $1.353 billion[7] - As of March 31, 2025, Kirby's market capitalization stood at $5.889 billion, with net debt at $1.047 billion, resulting in an enterprise value of $6.936 billion[13] Marine Transportation - Kirby's inland share of the barge market is 28% as of March 31, 2025[48] - Petrochemicals and Chemicals account for 50% of Marine Transportation revenue, followed by Black Oil at 25%, Refined Petroleum Products at 22%, and Agricultural Chemicals at 3%[49] - The inland tank barge fleet has grown annually at approximately 2% over the last 20 years but has remained flat over the last 5 years[59] - In 2024, Kirby achieved 99.95% Safe Watches[40] Distribution & Services - Power Generation accounts for 34% of Distribution & Services segment revenues, while Commercial & Industrial contributes 52%, and Oil & Gas accounts for 14%[93, 95] - Power Generation is expected to be approximately 40% of the segment revenues in 2025[122] - Commercial and industrial is expected to be approximately 40-45% of the segment revenues in 2025[122] - Oil and gas is expected to be approximately 15-20% of the segment revenues in 2025[122] Financial Performance - In Q1 2025, Kirby's revenues were $785.7 million, a 3% decrease compared to $808.0 million in Q1 2024[113] - Q1 2025 earnings per share were $1.33, a 12% increase compared to $1.19 in Q1 2024[113]

Company Overview - Hut 8 is an energy infrastructure platform integrating power, digital infrastructure, and compute at scale[10] - The company manages 1,020 MW of power generation capacity[12, 13] - Hut 8's Q1 2025 revenue was $21.8 million across its segments[13] Business Segments - Power segment revenue was $4.4 million in Q1 2025[13] - Digital Infrastructure segment revenue was $1.3 million in Q1 2025[13] - Compute segment revenue, including Bitcoin mining, was $16.1 million in Q1 2025[13] Strategic Initiatives - Hut 8 has a development pipeline of approximately 10.8 GW of capacity as of March 31, 2025[29, 31] - The company aims to increase its self-mining hashrate to approximately 25.0 EH/s with a fleet efficiency of 16.3 J/TH if it executes its purchase option with BITMAIN[30] - Hut 8 held 10,171 Bitcoin in reserve as of December 31, 2024[35] Financial Performance - The company's operating loss for Q1 2025 was $147.65 million[51, 52] - Net loss for Q1 2025 was $134.319 million[51, 52] - Adjusted EBITDA for Q1 2025 was $(117.696) million[51, 54]