Q2 2025 EARNINGS – August 7, 2025 DISCLAIMER of any such state or jurisdiction. Forward Looking Statements General Disclaimer This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities of Olaplex Holdings, Inc. (the "Company"), nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws This presentation includes certain for ...

Financial Performance Highlights - Revenue increased by 83% year-over-year[9] - Adjusted EBITDA increased by 81% year-over-year[9] - Record Surface Use Royalties and Revenues reached $34.2 million[9] - Non-oil and gas royalty revenue accounted for approximately 94% of total revenue in Q2 2025[9] - Free Cash Flow Margin was 76% in Q2 2025[15] Strategic Agreements and Projects - A 10-year surface use and pore space reservation agreement was secured with Devon Energy, guaranteeing 300,000 bpd of pore space capacity with a minimum delivery of 175,000 bbls/day on East Stateline and Speed Ranches[9, 14] - A lease option agreement was executed with a large public IPP for the development, operation, and construction of a natural gas-fired advanced combined cycle gas turbine ("CCGT") plant[9, 14] Capital Allocation - A quarterly cash dividend of $0.10 per share was announced, payable on September 18th to shareholders of record as of September 4th[9] - The company targets a net leverage ratio between 20x and 25x[36] Revenue Streams - Surface Use Royalties and Revenues accounted for 66% of YTD 2025 revenue[26] - Resource Sales and Royalties accounted for 27% of YTD 2025 revenue[26] - Oil and Gas Royalties accounted for 7% of YTD 2025 revenue[26]

Second Quarter 2025 Performance Overview - Retail Segment gross profit decreased by 1% to $76.127 million[6] - Retail Segment operating income decreased by 10% to $25.299 million[6] - Wholesale Segment gross profit decreased by 12% to $24.865 million[6] - Wholesale Segment operating income decreased by 15% to $17.744 million[6] - Net income increased by 103% to $25.168 million[8] - Adjusted EBITDA decreased by 13% to $37.083 million[8] - Distributable Cash Flow decreased by 14% to $22.396 million[8] Capital Management - Second quarter capital expenditures totaled $11.8 million, including $9.3 million in growth capex[13] - Credit facility balance was $727.0 million as of June 30, 2025[13] - Leverage ratio was 3.65x at June 30, 2025[13]

Fiscal 2025 Third Quarter Earnings Call August 7, 2025 Hex: #CAE8FA RGB: 202-232-250 Hex: #565656 RGB: 86-86-86 Hex: #192D53 RGB: 25-45-83 Hex: #67AE3E RGB: 103-174-62 Hex: #0066B3 RGB: 0-102-179 Hex: #BCBEC0 RGB: 188-190-192 Hex: #808285 RGB: 128-130-133 Hex: #333333 RGB: 51-51-51 Hex: #00C0F3 RGB: 0-192-243 RGB: 0-192-243 • Introduction – Joanne Chomiak Senior Vice President, Tax and Treasury • CEO Overview – David Maura Chairman and Chief Executive Officer Hex: #CAE8FA RGB: 202-232-250 Hex: #565656 RGB: ...

Financial Performance - The company's Q2 2025 net sales increased by 3.8% to $10.082 billion compared to Q2 2024[39] - Adjusted EBITDA for Q2 2025 grew by 12.1% to $548 million compared to Q2 2024[39] - Adjusted diluted EPS increased by 28.0% to $1.19 in Q2 2025 compared to Q2 2024[39] - For the first half of 2025, net sales increased by 4.2% to $19.433 billion[39] - Year-to-date Adjusted EBITDA increased by 10.9% to $937 million[39] - Year-to-date Adjusted Diluted EPS increased by 27.2% to $1.87[39] Volume and Market Share - Total case volume increased by 0.9% in Q2 2025[39] and 1.0% year-to-date[39] - Independent restaurant case volume increased by 2.7% in Q2 2025[39] and 2.6% year-to-date[39] - The company gained market share with independent restaurants, healthcare, and hospitality customer types[11] Strategic Initiatives and Capital Allocation - The company repurchased $250 million of shares during the second quarter[11] - The company delivered more than $50 million in year-to-date cost of goods savings through strategic vendor management[37] - The company is on track to generate $45 million in total indirect spend savings this year[37] Financial Targets - The company is targeting approximately 5% net sales CAGR, approximately 10% Adjusted EBITDA CAGR, and approximately 20% Adjusted Diluted EPS CAGR from 2025E to 2027E[61]

Statements made in this document that are not based on historical facts are forward-looking, may involve risks and uncertainties, and are intended to be as of the date when made. Forward-looking statements include, but are not limited to, statements relating to Evergy's strategic plan, including, without limitation, those related to earnings per share, dividend, operating and maintenance expense and capital investment goals; the outcome of legislative efforts and regulatory and legal proceedings; future ene ...

Financial Performance - The company achieved record financial results in Q2 2025, including 29,000 Gold Equivalent Ounces (GEOs)[15] - Adjusted EBITDA increased by 54% from $49.6 million in Q2 2024 to $76.2 million in Q2 2025[17] - Operating Cash Flow increased by 54% from $49.4 million in Q2 2024 to $76.1 million in Q2 2025[17] - Operating Cash Flow per Share increased by 52% from $0.25 in Q2 2024 to $0.38 in Q2 2025[17] - Revenue increased from $63.6 million in Q2 2024 to $94.1 million in Q2 2025[17] - Adjusted net earnings increased from $22.9 million to $47.9 million, with adjusted EPS increasing from $0.11 to $0.24[17] Portfolio and Growth - The company closed the acquisition of a 1.0% NSR royalty on the Arthur (Expanded Silicon) gold project[15] - The company acquired an additional 1.5% GR royalty on the Johnson Camp Mine in Arizona[15] - A maiden resource of 2.3 million ounces was declared for the Fletcher Zone at Westgold's Beta Hunt Mine[15, 25] Capital Allocation - The annualized dividend increased by 5% to $0.23 per share, marking the 4th consecutive annual increase since the IPO in 2021[15]

Financial Performance - Q3 FY25 - Revenue reached $1.35 billion, reflecting a 4.3% year-over-year organic growth[11] - Adjusted EBITDA increased by 15% year-over-year[11] - Adjusted diluted EPS hit a record of $2.16, a 24% increase year-over-year[11] - Adjusted EBITDA margin was 14.7%, exceeding the target range of 10% to 13%[20] Segment Performance - Q3 FY25 - U.S Federal Services revenue increased by 11.4% to $761.2 million, with operating income up by 29.9% to $137.9 million[18, 22] - U.S Services revenue decreased by 6.9% to $439.8 million, with operating income down by 26.9% to $45.0 million[18, 24] - Outside the U.S revenue decreased by 7.5% to $147.4 million, but organic revenue growth was positive at 7.3%[18, 25, 27] Fiscal Year 2025 Guidance - Revenue guidance is updated to $5.375 billion - $5.475 billion, implying ~4% organic revenue growth vs FY24[32, 33] - Adjusted EBITDA margin guidance improves to approximately 13%[32] - Adjusted diluted EPS guidance increases to $7.35 - $7.55[32] - Free cash flow is projected to be $370 million - $390 million[28, 32]

Burford Capital Second Quarter 2025 Financial Results August 7, 2025 This presentation is for the use of Burford's public shareholders and is not an offering of any Burford private fund. Notice & disclaimer This presentation (this "Presentation") provides certain information to facilitate review and understanding of the business, financial condition and results of operations of Burford Capital Limited (together with its subsidiaries, the "Company", "Burford", "we", "our" or "us") as of and for the three and ...

Fleet Status Report August 6, 2025 This Fleet Status Report ("Report") includes forward-looking statements within the meaning of U.S. federal securities laws. All statements other than statements of historical facts included in this Report, including, without limitation, those regarding Seadrill Limited's (the "Company") plans, business prospects, financial performance, operations and rig activity, including with respect to contract awards, values, commencements, durations, extensions and options and planne ...