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Q2'FY26 Earnings Call Supplemental Presentation February 4, 2026 Forward-looking Statements This presentation is intended exclusively for investors. It is not intended for use in Sales or Marketing. Safe Harbor Statement Statements in this presentation (including the oral commentary that accompanies it) that are not statements of historical fact are forward-looking statements and are subject to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements i ...

FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements relating to future events and expectations, including our expectations regarding our estimates and projections for our business outlook for the third quarter of fiscal 2026, each of which is based on certain assumptions and contingencies. The forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and relate to the Company's performance on a going-f ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) FY2026 First Quarter Results February 4, 2026 1 Agenda Introductions & Forward-Looking Statements Mark Benfield Investor Relations Lead | Key Results and Highlights | John Wyskiel | | --- | --- | | | President & CEO | | Financial Results | Razvan Radulescu | | | CFO | | Outlook | John Wyskiel | | | President & CEO | | Q&A | Group | This presentation includes forward-looking statements, including statements regarding full-year guidance and seasonality, that are subject to ...

Q4 and Full Year 2025 Financial Results Align Technology, Inc. February 4, 2026 ©2026, Align Technology Inc. All rights reserved. ©2026 Align Technology Inc. All rights reserved. 1 Q4 2025 Conference Call Details Conference Call Speakers: Webcast Archive: • Audio webcast archive will be available at http://investor.aligntech.com for one month Contacts Website: http://investor.aligntech.com Email: investorinfo@aligntech.com Tel: (602) 742-2000 Corporate and Investor Communications: ©2026 Align Technology Inc ...

Investor Presentation This presentation contains forward-looking statements within the meaning of the U.S. Securities Exchange Act of 1934 and the Securities Act of 1933. The forward-looking statements include statements concerning, among other things, our future business model and strategies, our financial model and structure, market and market share growth, industry trends, customer demand and growth opportunities. In some instances, you can identify these statements by forward-looking words, such as "may ...

Enerpac Tool Group (NYSE:EPAC) FY 2026 Annual General Meeting February 04, 2026 03:00 PM ET Company ParticipantsBen Topercer - Corporate Controller, Principal Accounting Officer and Inspector of ElectionJim Ferland - Non-Executive Chairman of the BoardJim FerlandGood afternoon. I'm Jim Ferland, Chairman of the Board of Directors of Enerpac Tool Group Corporation. On behalf of the company, I wanna welcome you to our 2026 Annual Meeting of Shareholders. Before proceeding with the business portion of the meeti ...

Financial Data and Key Metrics Changes - The company reported a total of 52,773,605 shares of Class A common stock outstanding as of December 1, 2025, with 95.84% represented at the meeting [4] - The voting results indicated a plurality of shares voted for the election of all eight nominated directors, and the proposals for the appointment of Ernst & Young LLP and executive compensation were approved [8] Business Line Data and Key Metrics Changes - No specific data on business line performance or key metrics was provided in the meeting [9] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting [9] Company Strategy and Development Direction and Industry Competition - The company is focused on maintaining strong governance with the election of directors and the appointment of independent auditors, indicating a commitment to transparency and accountability [6][8] Management Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [9] Other Important Information - The meeting included the retirement of directors Alfredo Altavilla and Judy Altmaier, acknowledging their service to the company [1] - The final voting results will be reported on a Form 8-K to be filed with the SEC and posted on the company's website [9] Q&A Session Summary - No questions were received during the meeting [9]

Summary of Bit Digital Conference Call Company Overview - **Company Name**: Bit Digital - **Ticker**: BTBT - **Exchange**: NASDAQ - **CEO**: Sam Tabar - **Business Model**: Defined as a strategic asset company focusing on owning and operating productive infrastructure rather than passive asset holding [7][10][25] Core Industry Insights - **Strategic Asset Company Definition**: Focuses on capital allocation into productive infrastructure that generates yield, usage, and participation [8][10][25] - **Shift from Bitcoin Mining**: Initially started as a Bitcoin miner but pivoted to Ethereum and AI infrastructure due to challenges in the mining business [10][11][12] - **Ethereum as Economic Infrastructure**: Viewed as a primary programmable settlement layer for decentralized finance, supporting stablecoins and generating yield through staking [16][17][26] Key Financial Metrics - **Ethereum Holdings**: Approximately 155,000 ETH held, with about 90% actively staked yielding around 3%-4% [13][23] - **WhiteFiber Ownership**: Owns approximately 27 million shares of WhiteFiber, representing over 70% ownership, valued at nearly $900 million at year-end 2025, currently around $650 million due to market pressures [13][14][19][23] - **Debt Structure**: No unsecured debt; issued $150 million of unsecured convertible notes in 2025 [23] Strategic Focus Areas - **AI Infrastructure**: Majority equity ownership in WhiteFiber, which develops AI-focused data centers and compute infrastructure [19][20] - **Growth in AI Workloads**: WhiteFiber's infrastructure is positioned to meet the growing demand for AI compute, with plans to expand from 11 MW to over 75 MW by the end of 2026 [20][22] - **Long-term Vision**: Aims to be a leading public Ethereum treasury and a major shareholder in scaled AI infrastructure within five years [32] Market Positioning - **Diversification**: Bit Digital's diversified asset base has helped it perform better than pure ETH peers during market fluctuations [14] - **Valuation Disconnect**: The market assigns a lower implied value to Bit Digital's WhiteFiber stake compared to its public market value, indicating a potential investment opportunity [15][30] Operational Strategy - **Active Participation**: Focus on operational participation in infrastructure rather than passive asset holding, which allows for compounding returns [11][29] - **Capital Allocation**: Decisions to raise capital are based on opportunities to increase shareholder value, with a focus on maximizing long-term value per share [31] Conclusion - **Future Outlook**: Bit Digital is positioned to capitalize on the growing sectors of Ethereum and AI infrastructure, with a strategic focus on operational excellence and long-term compounding [24][32]

Financial Data and Key Metrics Changes - In 2025, the company achieved a revenue increase of 8% compared to 2024, with operating income and adjusted operating income rising by 9% and 12% respectively [4] - Assets under management (AUM) reached an all-time high of $180 billion, up nearly 12% from year-end 2024 [12] - The December 2025 quarter saw revenues of $336 million, marking an 11% increase from the previous quarter and a 13% increase year-over-year [12][16] - Adjusted operating income increased by 23% compared to both the prior quarter and the same quarter last year, with an adjusted operating margin of 40.2% [15] Business Line Data and Key Metrics Changes - The credit platform's AUM grew by 29% year-over-year to $17.9 billion, with net inflows totaling $2.8 billion [8] - The alternatives platform's AUM increased by 20% to $4 billion, driven by strong organic growth [8] - The equity platform experienced outflows of $15.6 billion, primarily from global opportunities and U.S. mid-cap growth strategies, attributed to short-term performance challenges [8] Market Data and Key Metrics Changes - 79% of AUM outperformed benchmarks over a 3-year period, 74% over 5 years, and 92% over 10 years, gross of fees [5] - The Emerging Markets Local Opportunity Strategy in credit generated a return of over 24%, outperforming its benchmark by 527 basis points [6] Company Strategy and Development Direction - The company is focused on expanding its multi-asset class platform while maintaining a high value-added investing philosophy [4] - The acquisition of Grandview Property Partners marks a strategic expansion into alternative investments and private real estate [9][10] - The company aims to leverage its institutional relationships to enhance Grandview's business and expand its investment capabilities [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining and growing equity businesses despite recent outflows, emphasizing the need for compelling investment performance [8][9] - The company anticipates continued growth in credit and alternatives, with a focus on private credit and secondaries in private equity [28][46] - Management noted that the acquisition of Grandview is expected to be mildly accretive to earnings per share after the closing of its next flagship fund [19] Other Important Information - The board declared a quarterly dividend of $1.01 per share and a special year-end dividend of 57 cents, resulting in a total dividend of $3.87 per share for 2025, an 11% increase from 2024 [18] - The company ended the year with approximately $214 million in cash and a conservative leverage ratio of 0.4 times [17] Q&A Session Summary Question: Regarding Grandview's AUM and accretion guidance - Management explained that AUM was lower due to realizations on properties in Grandview Fund I, which is in the harvesting phase [24] - Fund III had about $150 million in committed assets, and the company is actively pursuing Fund IV, expecting a first close in mid-summer [25][26] Question: On M&A opportunities and market conditions - Management highlighted a focus on private credit and secondaries in private equity, with interest in idiosyncratic opportunities within equity [28] - The company is not exclusively focused on M&A but is open to opportunities that align with its investment philosophy [28] Question: On the international value strategy and recent outflows - Management noted that outflows were primarily due to institutional reductions and not indicative of underlying issues, as the team continues to deliver strong absolute returns [37][38] Question: Interest in non-US strategies and emerging markets - Management indicated a reemergence of emerging markets allocations and success in global franchises, with significant net flows from recent campaigns [41][42][43]