Financial Performance - Q2 2025 - Total sales increased by 3.3% to $3.24 billion[18, 54], with constant currency growth of 2.7%[15, 19, 22] - Non-GAAP diluted EPS was $1.10, a decrease of 10.6% compared to $1.23 in Q2 2024[15, 18, 54] - Adjusted EBITDA was $256 million, a decrease of 4.8% compared to $268 million in Q2 2024[15, 18, 57] - Global Distribution and Value-Added Services Group sales grew by 2.4% in constant currency[15, 22] - Global Specialty Products Group sales grew by 3.3%[15, 22] - Global Technology Group sales grew by 6.6%[15, 22] Segment Performance - U S dental merchandise sales decreased 1.2%[22] - International dental merchandise constant currency sales grew 0.5%[22] - U S Medical sales grew 6.3% including acquisitions[22] Guidance and Strategy - The company maintains 2025 non-GAAP diluted EPS guidance of $4.80 to $4.94[12, 46, 48] - 2025 Adjusted EBITDA is expected to grow in the mid-single digits versus 2024 Adjusted EBITDA of $1.1 billion[46] - Total sales growth for 2025 is projected to be between 2% and 4%[12, 48]

DORMAN PRODUCTS, INC. could affect the Company's business, reputation, results of operations, financial condition, and stock price is included in the Company's filings with the Securities and Exchange Commission ("SEC"), including in the "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company's most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings. The Company is under no obligation to, and expressly ...

Financial Performance - Q2 2025 revenue reached $219 million, a 14% year-over-year increase[26] - Annual Run-rate Revenue (ARR) grew to $875 million, also a 14% year-over-year increase[26] - Net Dollar Retention Rate (NDR) improved to 99%, a 200 bps increase[26] - Average Revenue per User (ARPU) increased by 12% to $111.70[26] - The company is raising full year revenue guidance to $888 to $892 million[21] - Adjusted Free Cash Flow Margin for Q2 2025 was 26%, with a trailing twelve months margin of 14%[35] Customer Growth - Digital Native Enterprise (DNE) customers expanded to 174,000[21] - Scalers+ (>$100K Annual run rate) are growing at 35% and represent 24% of revenue[21] - Higher Spend Customers (Builders, Scalers, and Scalers+) represent 89% of total company revenue[41] Product and Innovation - Launched 60 new features across Cloud and AI stack[22] - General Availability (GA) of DigitalOcean Gradient AI Platform[22] Market Focus - The company focuses on the $140 billion Digital Native Enterprises market[11]

Company Overview - SOPHiA GENETICS' Ai platform SOPHiA DDM™ is used by over 800 healthcare institutions globally to analyze complex health data for cancer and rare disorders[7] - The platform analyzes over 350,000 patients annually and has analyzed over 2 million profiles since its inception[8, 21] - The company has invested over $450 million since its inception in its Ai platform[21, 57] Market Trends - The incidence of cancer and rare disorders is increasing worldwide, driving demand for targeted therapies[13] - Healthcare data is rapidly expanding, with 30% of all data generated globally being healthcare-related[16] - The Total Addressable Market (TAM) for Liquid Biopsy is estimated to be over $5 billion[56] Financial Performance - SOPHiA GENETICS' revenue for 2024 was $65.2 million[60] - The company projects revenue between $72 million and $76 million for 2025, representing a year-over-year growth of approximately 10% to 17%[60, 63] - Adjusted EBITDA loss is projected to be between $35 million and $39 million in 2025, compared to $40.2 million in 2024[63] - The company's adjusted gross margin was 72.8% in 2024 and is expected to expand slightly in 2025[63]

Transaction Overview - Blade Passenger division 将以高达 1.25 亿美元的价格出售给 Joby Aviation[9]，这笔交易的价格可能会以现金或 Joby 股票支付[10] - Blade 的医疗部门将保留公开上市资格，并更名为 Strata Critical Medical ("Strata")，成为一家纯粹的合同医疗业务公司[9] - 预计资产剥离在调整后的 EBITDA 和自由现金流方面将保持中性，并得到约 700 万美元的年度企业成本效率的支持[9] Financial Performance (Q2 2025) - Medical 部门收入同比增长 18%[18] - Passenger 部门收入同比下降 13%[13] - Medical 部门调整后的 EBITDA 利润率为 13.4%，同比下降 1 个百分点[18] - Passenger 部门调整后的 EBITDA 同比增长 160 万美元[18] - 短途收入（不包括加拿大）同比下降 6%[18] Medical Segment Growth Drivers - 2018 年至 2024 年，心脏、肝脏和肺移植距离增加了 64%[38] - Blade 在器官移植航空物流领域的市场份额估计约为 30%[40] - 地面运输的总潜在市场为 2 亿美元[46] - 器官配置服务的总潜在市场约为 2.5 亿美元[53] Trinity Air Medical Acquisition Impact - 截至 2024 年 9 月 30 日的 12 个月内，Blade/Trinity Medical 部门的总收入约为 1.42 亿美元，分部调整后的 EBITDA 为 1630 万美元[62]

Financial Performance - Total revenue reached $82.4 million, a 12% increase[7,40] - U S net product sales increased by 42% to $40.3 million[7,40] - Collaboration revenue was $42.1 million, a 7% decrease, but adjusting for a one-time settlement agreement milestone with DSE received in Q2 2024, it represents a 105% increase[40] - The company achieved its first quarter of operating income from ongoing business and anticipates sustainable profitability beginning in Q1 2026[4,40] - Cash and cash equivalents stand at $86.1 million[43] Marketing and Sales - Over 28,000 healthcare providers are now writing prescriptions for the company's products[9,20] - Retail prescription equivalents increased by 10% compared to Q1 2025[7,20,48] - The consumer statin intolerance website received over 650,000 visits in Q2, and the HCP statin intolerance site had over 600,000 click-throughs[15] - A balanced direct and digital marketing approach resulted in 23% of prescriptions written by physicians with only digital touchpoints and 38% of new writer prescriptions driven by digital-only touchpoints[17,20] Pipeline and Strategic Initiatives - The company is advancing IND-enabling studies for a new program in primary sclerosing cholangitis (PSC), representing an approximately $1 billion annual market opportunity, with potential first-in-human studies in 2H 2026[25,36] - Settlements were reached with three ANDA filers to protect NEXLETOL's IP until 2040[25]

Rhythm Pharmaceuticals Second Quarter 2025 Financial Results and Business Update August 5, 2025 ® © Rhythm® Pharmaceuticals, Inc. All rights reserved. On Today's Call ® ® 2 • David Connolly, Executive Director of Investor Relations and Corporate Communications • David Meeker, MD, Chair, President and Chief Executive Officer • Jennifer Lee, Executive Vice President, Head of North America • Yann Mazabraud, Executive Vice President, Head of International • Hunter Smith, Chief Financial Officer Forward-looking ...

Strategic Transformation - SVC is transforming into a majority net lease REIT by selling a significant portion of its hotel portfolio[10, 18] - Anticipated gross proceeds from hotel sales in 2025 are $966 million[21] - Net lease assets will represent 71% of pro forma Adjusted EBITDAre for LTM 2Q25 after the hotel sales[21] - 114 hotels (14,925 keys) are earmarked for sale in 2H25, with $900 million under binding agreement[21] Financial Highlights - SVC's LTM Adjusted EBITDAre is $565.238 million[147] - Pro Forma Net Debt / LTM Adjusted EBITDAre is expected to be 93x after hotel dispositions[40] - SVC has $60 billion of unencumbered assets pro forma for anticipated hotel dispositions[45] Net Lease Portfolio - The net lease portfolio has 742 properties with $3865 million in annualized minimum rent[13] - TravelCenters of America (TA) accounts for 68% of annualized minimum net lease rents as of 2Q25[21] - Approximately 97% of net leases have embedded growth through contractual rent escalators[21] Hotel Portfolio - The pro forma hotel portfolio will consist of 84 hotels with 19,942 keys[23, 29] - The pro forma hotel portfolio is expected to generate $144 million in EBITDA[29] - The ADR for the pro forma hotel portfolio is expected to be $17180 and RevPAR is expected to be $10840[29]

Financial Performance - System sales grew by 4% YoY in Q2, excluding F/X impact[5] - Same-store sales increased by 1% YoY in Q2[5] - Operating Profit reached $304 million in Q2, a 14% increase YoY[5] - Diluted EPS grew to $0.58, a 5% increase YoY, or 15% excluding mark-to-market impact & F/X[5] - Digital sales exceeded $5 billion in 1H 2025[15] Store Expansion and Franchising - The company added 336 net new stores in Q2 and 583 in 1H[7] - Net new unit contribution to system sales was 4% in Q2[7] - KFC has 12,238 total stores, with 14% franchised[10] - Pizza Hut has 3,864 total stores, with 6% franchised[10] Brand Performance - KFC system sales grew by 5% YoY, with a 1% increase in same-store sales in Q2[20] - KFC's operating profit margin was 14%, a 90 bps increase YoY[20] - Pizza Hut system sales grew by 3% YoY, with a 2% increase in same-store sales in Q2[27] - Pizza Hut's operating profit grew by 16% YoY, with an operating profit margin of 83%, a 90 bps increase YoY[27] Capital Returns - The company targets $3 billion in capital returns for 2025-26 and $45 billion for 2024-26[37] - Net cash by the end of June 2025 was $28 billion[37]

Financial Performance & Growth - Westgold achieved a record Q4 FY25 and FY25, closing with $364 million in cash, bullion, and liquid investments[33, 34] - In Q4 FY25, Westgold produced 88,022 ounces of gold at an AISC (All-In Sustaining Cost) of $2,688/oz and sold 71,500 ounces at an average price of A$5,174/oz, generating revenue of A$370 million[36] - Westgold reported a record quarterly treasury build of $132 million in Q4 FY25[27, 36] Operational Highlights & Future Plans - Westgold is transitioning to predominantly longitudinal open stoping at the South-Junction mine, expecting paste fill to commence in late Q1 FY26, enabling 100% orebody extraction[41] - Great Fingall virgin stopes are expected to bring higher grade ore, with first ore to the Bluebird mill in Q2 FY26, displacing low-grade stockpiles[44] - Westgold plans to expand Beta Hunt to >2Mtpa with infrastructure projects progressing, including clean water supply and primary vent upgrades[50] - The company aims to expand Bluebird-South Junction to 1.2Mtpa and grow the Fletcher Zone[69] Resource & Reserve Updates - The Fletcher Zone Maiden Mineral Resource was reported as 31 million tonnes @ 2.3g/t for 2.3 million ounces of gold at the end of Q4 FY25[56, 85] - At the end of Q1 FY25, the Bluebird-South Junction Mineral Resource was reported as 14.969 million tonnes @ 2.9g/t for 1.37 million ounces of gold[85] - At the end of Q1 FY25, the Starlight Open Pit & Underground Mineral Resource was reported as 12.9 million tonnes @ 2.7g/t for 1.13 million ounces of gold[85]