Earnings history

last 4 reports each · paired by recencyMethod

AVB

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±5.8%+0.28%×0.05

Q1 FY26±3.8%+5.29%×1.39

Feb 5 '26±3.3%−4.56%×1.39

Oct 30 '25±4.6%−0.90%×0.20

ESS

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±4.3%−4.89%×1.14

Q2 FY26±3.9%−5.03%×1.28

Q1 FY26±3.2%−1.10%×0.34

Feb 5 '26±3.9%−0.43%×0.10

= impliedAVB realized, solidESS realized, hatchedOne scale, both sides: full bar = 6%× = |realized| ÷ impliedSource: market data

AVB compared with ESS: revenue, margins and what each company keeps, and the suppliers and customers both name