A stabilizing supply and demand environment and a sharper focus on revenue growth, coupled with expense management and balance sheet optimization, provide a solid foundation for 2026 and positions us well for long-term growth.

Aug 5, 2026 / receipt, needs a key / Robb, CEO | earnings call 2026-08-05 | transcript d14c7b83-feae-4dba-add5-edadb409f4ac | chars 22206-22432 | segment 22

The objective is not just efficiency, but to structurally strengthen our platform and extend our competitive advantage. a stabilizing supply and demand environment, and a sharper focus on revenue growth, coupled with expense management and balance sheet optimization, provide a solid foundation for 2026 and a clear path to long-term growth.

May 6, 2026 / receipt, needs a key / Rob LeManistris, CFO | earnings call 2026-05-06 | transcript 271868ed-f759-44e3-b51e-4a9c080ae392 | chars 21841-22182 | segment 22

Insource Services from External Providers

ir_statement / Sep 17, 2026 / receipt

Merge Departments to Flatten Org

ir_statement / Sep 17, 2026 / receipt

On Track to Achieve $50+ Million Reduction in SG&A and Indirect Costs in 2027

ir_statement / Sep 17, 2026 / receipt

Use Technology to Drive Efficiency

ir_statement / Sep 17, 2026 / receipt

Invested $130M of growth capital, primarily on development projects anchored by major customers

ir_statement / Sep 17, 2026 / receipt

Removing $50M of annualized admin and indirect costs

ir_statement / Sep 17, 2026 / receipt

NOI margin positively impacted

ir_statement / Sep 17, 2026 / receipt

Revenue down due to European divestiture

ir_statement / Sep 17, 2026 / receipt

2026 GIS NOI outlook reduced by ($7M) due to legal settlement.

ir_statement / Sep 17, 2026 / receipt

Invested $110M of growth capital, primarily on development projects anchored by major customers

ir_statement / Sep 17, 2026 / receipt

Re-affirming midpoint of Total WH NOI and Adj. EBITDA guidance despite ($15M) headwind from Big Bear fire in 2H26

ir_statement / Sep 17, 2026 / receipt

Underlying 2026 Outlook Favorably Updated:

ir_statement / Sep 17, 2026 / receipt