Advanced Noninvasive Neurostimulation Treatments for Mental Health Disorders Investor Deck November 2025 Nasdaq/TASE: BWAY Investor Deck | November 2025 Safe Harbor and Non-GAAP/IFRS Financial Measures This presentation does not constitute an offer orinvitation to sell orissue, or any solicitation of an offerto subscribe for or acquire, any securities ofthe Company, norto participate in any investment. This presentation shall not constitute advertising or be construed as commercial or promotional in nature. ...

Financial Performance - Q3 2025 revenue was $152.5 million[6], down 11.2% year-over-year[14] - Adjusted EBITDA increased 7% year-over-year to $4.6 million[14] - Adjusted EPS was ($0.14) per diluted share[6] - Adjusted gross margin improved to 12.1%, up 10 bps sequentially from Q2 2025 and 370 bps from Q4 2024[6] - Year-to-date free cash flow was $25 million, an improvement of $14 million over the prior year[6] Segment Performance - Global Seating revenue decreased 10% year-over-year in Q3 2025 to $68.7 million[16], but adjusted operating income increased by $3.7 million[22] - Global Electrical Systems revenue increased 6% year-over-year in Q3 2025 to $49.5 million[24], and adjusted operating income increased by $1.6 million[30] - Trim Systems and Components revenue decreased 29% year-over-year in Q3 2025 to $34.3 million[32], with an adjusted operating income decline of $4.4 million[35] Outlook and Strategy - The company expects free cash flow of at least $30 million in 2025[50] - The company is targeting a $30 million improvement in working capital in 2025[48] - The company updated its fiscal 2025 outlook, projecting net sales of $640-$650 million and adjusted EBITDA of $17-$19 million[49]

Bain Capital Specialty Finance (NYSE:BCSF) Q3 2025 Earnings Call November 11, 2025 07:30 AM ET Speaker0Good day, everyone, and welcome to today's Bain Capital Specialty Finance third quarter ended September 30, 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question and answer session. Please note today's call will be recorded, and I will be standing by should you need any assistance. It is now my plea ...

Acquisition Overview - Parker Hannifin Corporation is acquiring Filtration Group Corporation [1] - The transaction consideration is $9.25 billion on a cash-free, debt-free basis [10] - The acquisition is expected to close within six to twelve months [10] Financial Impact and Synergies - Filtration Group is expected to have $2 billion in sales in CY2025 with a 23.5% adjusted EBITDA margin [9, 10] - The acquisition is expected to be accretive to organic growth, synergized EBITDA margin, adjusted EPS, and cash flow [9, 10] - $220 million of cost synergies are expected by the end of year three, leveraging "The Win Strategy" [9, 10, 19] - The company is targeting >30% adjusted EBITDA margin expected by end of year three [10] Market Expansion and Portfolio Transformation - The acquisition expands Parker's presence in Life Sciences (28%), HVAC/R (23%), and In-Plant & Industrial (20%) market verticals [9, 12] - It increases Parker Filtration aftermarket sales by 500 bps [9, 13] - Post-acquisition, the proforma FY26 sales are estimated to be ~$23 billion [21]

P r o p r i e t a r y & C o n f i d e n t i a l | 1‹#› Disclaimer This presentation has been prepared by Ceragon Networks Ltd. ("Ceragon" or the "Company") for informational purposes only. This presentation and the information contained herein are proprietary to the Company and may not be reproduced (in whole or in part) nor summarized, used, distributed, disseminated and/or copied without the prior written consent by the Company. Ceragon Networks® and FibeAir® are registered trademarks of Ceragon in the Un ...

Quarterly Financial Summary and Operating Supplement Forward Looking Statement In this presentation, we have included statements that may constitute "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Words such as "estimate," "project," "plan," "believe," "anticipate," "intend," "planned," "potential" and similar expressions, or future or conditional verbs such as "will," "should," "would," "could," and "may," or the negativ ...

Hesai Group (NasdaqGS:HSAI) Q3 2025 Earnings Call November 11, 2025 07:00 AM ET Company ParticipantsTina Hou - VPDavid Li - Co-Founder and CEOJeff Chang - Senior VPAndrew Fan - CFOSia Huang - Equity Research AssociateYuanting Shi - Head of Capital MarketsConference Call ParticipantsTim Hsiao - VP and Equity Research AnalystAaron Wong - Equity Research AnalystZheng Yu - AnalystLu Jia - AnalystJesse Lu - AnalystOperatorHello, ladies and gentlemen. Thank you for standing by. Welcome to Hesai Group's Third Quar ...

Financial Data and Key Metrics Changes - Gogoro generated over $25.7 million in operating cash flow, nearly doubling last year's level, and achieved approximately $21 million in operating expense savings compared to the same period in 2024 [4] - Adjusted EBITDA grew to $47 million over the first nine months of the year, a 25% increase over last year, with an adjusted gross margin of 19.3%, improving by 4.3 percentage points from 2024 [4] - Gross margin improved significantly to 12.2%, up from 5.4% in the same quarter last year, with non-IFRS gross margin reaching 22.2%, up 5.9 percentage points year over year [17] Business Line Data and Key Metrics Changes - Battery swapping service revenue grew 11.5% year over year to $38.9 million, driven by a subscriber base of 657,000 riders, up 5% year over year [13] - Hardware and other revenue was $38.7 million, down 25.5% year over year, primarily due to a 43.7% decline in vehicle sales volume [14] Market Data and Key Metrics Changes - Taiwan's overall two-wheeler market contracted to 196,000 units, the lowest third-quarter level in a decade, with motorcycle retail sales down roughly 9% year over year [16] - Consumer confidence is at its lowest point since early 2024, impacting discretionary spending [16] Company Strategy and Development Direction - Gogoro is focusing on operational efficiency, cost optimization, and product innovation to strengthen its foundation for future growth [4][8] - The company plans to launch three vehicle models in 2026, addressing multiple market segments and exceeding customer expectations [10] - Gogoro aims to achieve Energy network profitability in 2026, generate positive free cash flow from the Energy network business in 2027, and deliver sustained company-wide profitability in 2028 [29] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in the current market but emphasizes the structural shift towards electrification and the company's readiness to capture future growth [17] - The company is confident in its ability to navigate near-term headwinds while executing for long-term value [8] - Management remains focused on delivering strong operational execution, continued cost discipline, and healthy cash generation [19] Other Important Information - Gogoro's product roadmap is expanding with the launch of the Easy and Easy 500 models, which are expected to lead their categories and contribute to sales volume and margin [6] - The company is developing a new generation of battery packs that will have greater density and lower costs, benefiting customers in cost-sensitive markets [11] Q&A Session Summary Question: What does Henry's appointment as official CEO mean for Gogoro's vision and priorities? - Henry emphasized the importance of fundamentals like products, technology, and execution, and expressed confidence in Gogoro's potential and the need for operational resilience [21][22] Question: What is the company's view on the stock decline following the reverse stock split? - Bruce noted that the decline is a near-term technical reaction and does not reflect the underlying fundamentals of the business, emphasizing the company's focus on long-term value and operational discipline [24][25]

Hesai Group (NasdaqGS:HSAI) Q3 2025 Earnings Call November 11, 2025 07:00 AM ET Company ParticipantsTina Hou - VPDavid Li - Co-Founder and CEOJeff Chang - Senior VPAndrew Fan - CFOSia Huang - Equity Research AssociateYuanting Shi - Head of Capital MarketsConference Call ParticipantsTim Hsiao - VP and Equity Research AnalystAaron Wong - Equity Research AnalystZheng Yu - AnalystLu Jia - AnalystJesse Lu - AnalystOperatorHello, ladies and gentlemen. Thank you for standing by. Welcome to Hesai Group's third quar ...

Gogoro (NasdaqGS:GGR) Q3 2025 Earnings Call November 11, 2025 07:00 AM ET Company ParticipantsMichael George Bowen - Head of Investor RelationsHenry Chiang - CEOBruce Aitken - CFOOperatorWelcome to the Gogoro 2025 third quarter earnings call. This conference call is now being recorded and broadcast live over the Internet. Webcast replay will be available within an hour after the conference is finished. I'd like to turn the call over now to the Gogoro team.Michael George BowenWelcome to Gogoro third quarter ...