Financial Performance & Growth - Bowman's Gross Revenue increased from $122 million in 2020 to $427 million in 2024[10] - Net Service Billing grew from $104 million in 2020 to $380 million in 2024[10] - Adjusted EBITDA increased from $14 million in 2020 to $60 million in 2024[10] - Adjusted EBITDA Margin, Net increased from 13% in 2020 to 16% in 2024[10] - First Quarter 2025 saw a 19% YoY growth in Gross Contract Revenue and 17% YoY growth in Net Service Billing[24] - First Quarter 2025 Adjusted EBITDA grew by 20% YoY[24] Backlog & Visibility - Gross Backlog has shown consistent growth, reaching $419 million in 1Q25, compared to $330 million in 1Q24, a 39% increase[35] Capital Allocation & Strategy - The company purchased $6.7 million of common stock in Q1 and continued buybacks into Q2 of $5.3 million as of 05/02/25[38] - Bowman has completed 35+ acquisitions since IPO[11] - Since 2021, Bowman has added >$60 million of annualized net service billing from acquisitions each year[44] 2025 Guidance - The FY 2025 Net Revenue guidance is $428 - $440 million and Adjusted EBITDA guidance is $70 - $76 million[48]

Industry & Market Data Certain data in this presentation was obtained from various external sources. Neither Aterian, Inc. (the "Company") nor its affiliates, advisers or representatives have verified such data, with independent sources. Accordingly, neither the Company nor any of its affiliates, advisers or representatives make any representation as to the accuracy or completeness of that data or to update such data after the date of this presentation. Such data involves risks and uncertainties and is subj ...

Investor Update Single Tenant Net Lease REIT with 35 consecutive annual dividend increases May 2025 Safe Harbor (All data as of March 31, 2025) This presentation contains certain statements that are the Company's and Management's hopes, intentions, beliefs, expectations, or projections of the future and might be considered to be forward-looking statements under Federal Securities laws. Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performance, and ...

INVESTOR PRESENTATION JUNE 2025 DISCLAIMER Forward-Looking Statements This presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "believe," "may," "will," "intend," "expect," "anticipate," "estimate," "target," and similar expressions, or the negative thereof, among others, identify forward-looking statements. All forward-looking statements are based on assumptions, expectations and other information currently available to m ...

Investor Presentation May 2025 John Kibarian, President & CEO, Co-Founder Kimon Michaels, Executive VP, Products and Solutions, Co-Founder Adnan Raza, Executive VP, Finance & CFO © 2025 PDF Solutions, Inc. or its subsidiaries 1 Certain statements in this presentation, and statements that may be made when discussing it, regarding the Company's future expected business performance and financial results are forward looking and are subject to future events and circumstances. Actual results could differ material ...

2 INVESTOR PRESENTATION | JUNE 2025 1 3 6 NN Markets(b) Sales by Geography(b) 5 7 8 9 10 (a) | Moody's | Baa2 | | --- | --- | | S&P | BBB | | Fitch | BBB | 12 Defense Electronics Surveillance Systems Unmanned Air and Land Vehicles Commercial Aircraft Avionics Bio-MEMS Endoscopy Sensors Ophthalmology Radiotherapy X-Ray Detection Space-based Imaging Radiation-hardened Electronics Satellite Communication Subsystems Semiconductor Development Environmental Testing Network Analyzers Laboratory Instruments Offshor ...

Financial Highlights - Precision Drilling anticipates a free cash flow yield potential of approximately 25% in 2025[11] - Analyst estimates for 2025 free cash flow are $226 million, against an equity market cap of $937 million, resulting in an estimated FCF yield of 24%[12] - The company aims to reduce total debt by at least $100 million in 2025[19] - A long-term debt reduction target has been increased to $700 million from 2022-2027, with $452 million already paid as of March 31, 2025[23] Operational Performance - Precision Drilling is the 1 land driller in Canada with 98 highly desirable rigs and a top land driller in the US with 104 rigs (66 Super Spec)[9] - The company is also the 1 well service provider in Canada with 153 rigs[9] - Canadian day rate margins have increased by 67% over the last 3 years[51] - US day rate margins have increased by over 60% in the last 3 years[66] Strategic Priorities - Maximize free cash flow and enhance shareholder returns are key strategic priorities for 2025[18] - The company plans to allocate 35%-45% of free cash flow to share repurchases in 2025 and is moving towards 50% of free cash flow for direct shareholder returns[19] - The company is focused on growing revenue in existing service lines through disciplined capital deployment, strict cost management, and opportunistic consolidating tuck-in acquisitions[19, 20]

Company Overview - Old Dominion Freight Line (ODFL) has a market capitalization of approximately $35 billion[6] - The company generated $5.8 billion in revenue in 2024[6] - ODFL is the 2nd largest LTL (Less-Than-Truckload) carrier with a 12% to 13% market share[6] - As of March 31, 2025, ODFL has 21,818 full-time active non-union employees, 10,735 tractors, and 46,260 trailers[6,7] - The company operates 261 service centers across 48 states[6] Financial Performance & Strategy - ODFL focuses on growing market segments, delivering superior customer service, and maintaining pricing discipline[14] - The company aims to maintain a strong financial position and take care of its employees[14] - From 2014-2024, ODFL invested $2.5 billion in service center additions and expansions, increasing service centers by 18% and door count by 50%[14] - Capital expenditures are typically between 10% to 15% of total annual revenue[30] Operational Excellence - ODFL's on-time service has improved from 94% in 2002 to 99% in 2024[14] - The cargo claims ratio has declined from 1.5% in 2002 to 0.1% in 2024[14] Q1 2025 Financial Highlights - Revenue decreased by 5.8%[50] - The operating ratio increased by 190 basis points to 75.4%[50] - Diluted earnings per share decreased by 11.2%[50]

Financial Performance & Growth - The company achieved over $1.5 billion in ARR[84, 108] - The company's ARR grew approximately 3x from Q1 FY23 ($0.6B) to Q1 FY26 ($1.5B)[141] - The company's Non-GAAP operating margin improved by +21 percentage points from FY23 (-12%) to FY25 (9%)[169] - The company's Adjusted Free Cash Flow margin improved by +26 percentage points from FY23 (-17%) to FY25 (9%)[169] Customer & Product Adoption - The company's customers with 2+ products increased from 84% in Q1 FY24 to 94% in Q1 FY26[154] - The company's Video-Based Safety ARR is over $700 million with 30%+ year-over-year growth[160] - The company's Vehicle Telematics ARR is over $600 million with 25%+ year-over-year growth[160] - The company's Equipment Monitoring & Other ARR is over $200 million with 30%+ year-over-year growth[161] Market & Strategy - The company estimates a $137 billion total addressable market (TAM) in 2024 for connected operations[129] - The company's Q1 FY26 Net New ACV (NNACV) was comprised of 82% from the United States, Canada, and Mexico, and 18% from Europe[91] - The company's Asset Tag product achieved over $10 million in ARR in its first year with over 100,000 asset tags deployed[69]

Company Overview - Littelfuse is a diversified, industrial technology company with $2.4 billion in revenue for FY 2023[7] - The company has demonstrated a 15-year double-digit compound annual growth rate (CAGR) in sales of 10% and earnings per share (EPS) of 18%[8] - Littelfuse sells over 17 billion components annually to over 100,000 customers[28] Financial Performance & Strategy - The company targets double-digit revenue CAGR through a combination of 5-7% organic growth and 5-7% growth from acquisitions[13,32] - Littelfuse achieved a free cash flow conversion of net income of 143% in FY 2023[42] - The company's adjusted EBITDA margin was 22.3% in FY 2023[40] Segment Performance (FY 2023) - The Electronics segment generated $1.35 billion in revenue with an adjusted EBITDA margin of 28.1%[43] - The Transportation segment generated $678 million in revenue with an adjusted EBITDA margin of 11.2%[46] - The Industrial segment generated $334 million in revenue with an adjusted EBITDA margin of 21.1%[49] Capital Allocation - The company plans to return 40% of free cash flow to shareholders and allocate the remainder to acquisitions[13] - Littelfuse deployed over $1.2 billion in capital on strategic acquisitions[30]