Q2 2025 Financial Highlights - Net revenues reached approximately €1.8 billion[6], a 4.4% increase compared to Q2 2024[17] - EBITDA stood at €709 million[6], with a margin of 39.1%[15] - Net profit amounted to €425 million[6] - Industrial Free Cash Flow (FCF) surged to €232 million[6], a 90.7% increase from Q2 2024[21] - Diluted earnings per share increased by 3.9% to €2.38[19] Shipments and Regional Performance - Total shipments were 3,494 units in Q2 2025, a slight increase of 0.3% compared to 3,484 units in Q2 2024[11, 16] - EMEA shipments decreased by 9 units, representing 47% of total shipments[23] - Mainland China, Hong Kong, and Taiwan saw a decrease of 4 units[23], accounting for 5% of total shipments[27] - Rest of APAC increased by 11 units, making up 17% of total shipments[23] - Americas increased by 12 units, holding steady at 28% of total shipments[23] 2025 Guidance - The company expresses stronger confidence in its 2025 guidance, projecting net revenues greater than €7.0 billion[38], representing a growth of ≥5%[38] - Adjusted EBITDA is expected to be at least €2.68 billion[38], with a margin of ≥38.3%[38], representing a growth of ≥5%[38] - Adjusted EBIT is projected to be at least €2.03 billion[38], with a margin of ≥29.0%[38], representing a growth of ≥7%[38] - Industrial FCF is expected to be at least €1.20 billion[38], representing a growth of ≥17%[38]

Financial Performance - Total revenue reached $319.9 million, a 14% increase, driven by growth in Pawn Service Charges (PSC), merchandise sales, and scrap revenue[23] - EBITDA increased by 42% to $45.2 million, with an EBITDA margin of 141%, up 280 bps[28] - Diluted EPS increased by 38% to $033[27] - Pawn Loans Outstanding (PLO) reached a record $2932 million, up 12%[29] Segment Performance - U S Pawn segment revenue increased by 11% to $2200 million, with earning assets up 21%[64, 66] - Latin America Pawn segment revenue increased by 21% to $999 million, with earning assets up 18%[87, 90] Store Growth and Acquisitions - The company acquired 40 stores in Mexico under the Monte Providencia and Tu Empeño Efectivo brands[20] - Ten de novo stores were opened in Latin America, including 6 in Mexico, 3 in Guatemala, and 1 in El Salvador[20] - Three stores were acquired in the U S, including one luxury store in Miami Beach[20] Balance Sheet and Capital Allocation - The company's cash balance was $4721 million[18] - Approximately $20 million of shares were repurchased in Q3, with an additional $10 million repurchased in July[20]

Financial Performance - Euronet reported revenue of $1,074.3 million, a 9% increase compared to $986.2 million in Q2 2024[17] - Operating income increased by 18% to $158.6 million, up from $134.3 million in Q2 2024[17] - Adjusted EBITDA grew by 16% to $206.2 million, compared to $178.2 million in Q2 2024[17] - Adjusted EPS increased by 14% to $2.56, up from $2.25 in Q2 2024[17] - On a constant currency basis, revenue increased by 6%, operating income by 13%, and adjusted EBITDA by 11%[17] Strategic Initiatives - Euronet signed a merger agreement to acquire CoreCard (NYSE: CCRD)[13] - The company signed an agreement with a top three bank in the United States for its Ren technology[13] - Euronet acquired a majority stake in Kyodai Remittance, a leading Japanese firm[71] Business Segment Highlights - Money Transfer digital transactions grew by 29%, with 55% of payouts going through digital channels[44] - epay now has 70% of its transactions fully digital[39] - EFT Processing revenue increased 11% to $338.5 million[20]

▪ Statements contained in this press release that state the intentions, plans, hopes, beliefs, anticipations, expectations or predictions of the future of Pilgrim's Pride Corporation and its management are considered forward-looking statements. Without limiting the foregoing, words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "plans," "projects," "should," "targets," "will" and the negative thereof and similar words and expressions are intended to identify forward-looking sta ...

Financial Performance - Upbound Group's LTM Consolidated Revenue reached $4.5 billion[11] - The company's LTM Net Income was $102 million[11] - LTM Adjusted EBITDA amounted to $499 million[11] - The business generated LTM Free Cash Flow of $131 million[11] - Q2 2025 consolidated revenue was $1.2 billion, a 7.5% year-over-year increase[20] - Q2 2025 Adjusted EBITDA was $133.2 million, a 7% year-over-year increase[20] - Q2 2025 GAAP Diluted EPS was $0.26, a decrease of $0.35 year-over-year[20] - Q2 2025 Non-GAAP Diluted EPS was $1.12, an increase of $0.08 year-over-year[20] Segment Highlights - Acima experienced 16% year-over-year GMV growth[16] - Brigit saw a 24.1% year-over-year growth in paying subscribers[16] - Brigit's cash advance volume increased by 21.1% year-over-year[16] - Rent-A-Center's same store sales decreased by 4% year-over-year[16] Liquidity and Leverage - The company's liquidity stood at $276.3 million[38] - Net debt was $1.5 billion[38] - The net leverage ratio was 30x[38] Guidance - The company raised the midpoint of FY 2025 guidance for Non-GAAP Diluted Earnings Per Share to $4.05 - $4.40[41]

Cognex Q2 2025 Earnings July 30, 2025 1 © 2025 Cognex Corporation Forward Looking Statements Certain statements made in this presentation, as well as oral statements made by Cognex Corporation ("Cognex", "we", "us", "our", or the "Company") from time to time, constitute forward- looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Readers can identify these forward-looking stat ...

Financial Performance - Product net sales for Q2 2025 reached $949 million, demonstrating a 97% growth compared to Q2 2024[13, 14, 15] - US product net sales in Q2 2025 were $802 million, a 97% increase from $407 million in Q2 2024[15] - Japan's product net sales grew significantly to $52 million in Q2 2025, a 138% increase compared to $20 million in Q2 2024[15] - Rest of World (RoW) product net sales increased to $83 million in Q2 2025, a 119% increase from $37 million in Q2 2024[15] - Total operating income for Q2 2025 was $967 million, compared to $489 million in Q2 2024[18] - The company ended Q2 2025 with $3.9 billion in cash, including $2.1 billion in cash and cash equivalents and $1.8 billion in current financial assets[19, 33] Strategic Goals and Pipeline - The company aims to reach 50,000 patients globally across 10 labeled indications by 2030 as part of its Vision 2030 strategy[4, 8] - The company is advancing three new molecules into Phase 1 clinical trials[8] - The company has approximately 15,000 patients treated globally[8] - The company is focused on expanding the addressable market for MG (myasthenia gravis) to up to 60,000 patients by 2030[4, 25, 26]

Financial Performance - Kirby's Q2 2025 revenues increased by 4% year-over-year to $855.5 million[5] - Operating income for Q2 2025 rose by 9% year-over-year to $131.8 million[5] - Net earnings attributable to Kirby in Q2 2025 increased by 12% year-over-year to $94.3 million[5] - Earnings per share for Q2 2025 increased by 17% year-over-year to $1.67[5] - Kirby repurchased $31 million of its stock during the quarter[6] Marine Transportation - Inland marine transportation contributed 81% of marine transportation revenues[21] - Coastal marine transportation contributed 19% of marine transportation revenues[21] - Inland barge utilization was in the low to mid-90% range[21] - Coastal barge utilization was in the mid to high-90% range[21] - Term contract renewals for inland were up in the low to mid-single digits year-over-year[11] - Term contract renewals for coastal were up in the mid-20% range year-over-year[11] Distribution & Services - Distribution & Services revenues increased by 7% year-over-year to $362.9 million[25] - Power generation revenues increased by 31% year-over-year[17] - Oil and Gas revenues decreased by 27% year-over-year[17] Balance Sheet and Liquidity - Total debt stood at $1.1 billion as of June 30, 2025[30] - Available liquidity was $332 million as of June 30, 2025[30]

Financial Performance - Q2 2025 revenue reached $15.2 million, nearly equivalent to the entire FY24 revenue[11], representing a 46% increase compared to Q1 2025's $10.5 million[22] - Total cash increased by 218% to $183.2 million compared to Q2 2024[11] - Adjusted EBITDA loss was $(51.6) million, with a margin of (339%), a 75 percentage point improvement QoQ[22] - Gross loss was $(31.0) million, with a margin of (203%), a 32 percentage point improvement QoQ[22] Commercial Growth - The commercial pipeline increased to $18.8 billion, representing approximately 77 GWh[11], a 21% increase from the previous quarter[21] - Orders backlog reached $672.5 million, representing approximately 2.6 GWh[11] - The lead generation pipeline is $15.1 billion, representing approximately 61 GWh, a 12% increase QoQ[21] Operational Improvements - Achieved a 40% improvement in discharge energy from launch[14] - The company is transitioning to CM positive cubes, increasing throughput and improving utilization[16] - Sub-assembly automation is driving faster throughput, improved consistency, and product performance, with a 64% improvement in part flatness[17]

Q2 2025 Performance Summary - Worldwide sales from continuing operations grew 4% on a reported basis and 1% on an operational basis[18] - Adjusted earnings per share from continuing operations totaled $0.59 per diluted share, increasing 28% as compared to the prior year period[18] - Gross Margin was 353%, with a year-over-year change of (300 bps)[20] - Operating Margin was 68%, with a year-over-year change of +20 bps[20] - Diluted EPS was $024, with a year-over-year change of +26%[20] H1 2025 Performance Summary - Sales were $54 billion, with a +5% Reported and +3% Operational[20] - Gross Margin was 341%, with a year-over-year change of (430 bps)[20] - Operating Margin was 46%, with a year-over-year change of (110 bps)[20] - Diluted EPS was $036, with a year-over-year change of +80%[20] - Adjusted Diluted EPS was $115, with a year-over-year change of +40%[20] Q3 & FY 2025 Outlook - Third-Quarter 2025 Sales Growth Reported (Continuing Operations) Guidance is 6% - 7%[60] - Third-Quarter 2025 Operational Sales Growth (Continuing Operations) Guidance is ~ 3% - 4%[60] - Third-Quarter 2025 Adjusted Diluted EPS Continuing Operations is $058 - $062[60] - Full-Year 2025 Sales Growth Reported (Continuing Operations) Guidance is 6% - 7%[62] - Full-Year 2025 Operational Sales Growth (Continuing Operations) Guidance is 3% - 4%[62] - Full-Year 2025 Adjusted Diluted EPS Continuing Operations is $242 - $252[62]