MCRI

• Q2 2026 net revenue was $142.6 million, up 4.2% from $136.9 million in Q2 2025.
• Q2 2026 Adjusted EBITDA was $53.0 million, up 3.3% from $51.3 million in Q2 2025.
• Diluted EPS for Q2 2026 was $1.78, up 23.6% from $1.44 in Q2 2025.
• Declared a cash dividend of $0.30 per share, payable September 15, 2026, to stockholders of record September 1, 2026.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• John Farahi, Craig F. Sullivan, and Paul Andrews were elected to serve until the 2028 annual meeting; Hope S. Taitz was elected to serve until the 2027 annual meeting.
• Vote tallies for directors: Farahi 13,238,531 for; Sullivan 10,584,198 for; Andrews 15,354,829 for; Taitz 15,648,871 for.
• Stockholders approved, on a non-binding advisory basis, executive compensation with 13,721,113 votes for, 296,151 against, and 1,666,354 abstentions.
• The report was filed under Item 5.07 to disclose the results of the stockholder votes.

5.07 Submission of Matters to a Vote of Security Holders

• Net revenue for Q1 2026 was $136.6 million, up 8.9% from $125.4 million in Q1 2025.
• Adjusted EBITDA grew 19.0% to $49.0 million, with margin expanding to 35.8% from 32.8%.
• The company declared a cash dividend of $0.30 per share, payable June 15, 2026, to stockholders of record June 1, 2026.
• During Q1 2026, the company repurchased 181,258 shares for $17.6 million in open market transactions.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Full-year 2025 net revenue was $545.1 million, up 4.4% from $522.2 million in 2024.
• Q4 2025 net income was $22.9 million, up 444.9% from $4.2 million in Q4 2024; full-year net income was $101.4 million, up 39.3%.
• Q4 2025 adjusted EBITDA was $51.8 million, up 9.6%; full-year adjusted EBITDA was $199.1 million, up 10.4%.
• Declared a cash dividend of $0.30 per share, payable March 16, 2026, to stockholders of record on March 2, 2026.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Hope Taitz was appointed as a director effective January 1, 2026, subject to regulatory approvals, and will also serve on the Compensation and Audit committees.
• Taitz's term runs until the 2026 annual meeting of stockholders, when she will stand for election.
• As a non-employee director, Taitz will receive an annual fee of $75,000 and stock option grants for 6,100 shares, with initial grant on June 30, 2026 and annual grants thereafter.
• Taitz is CEO of ELY Capital, LLC and serves on the boards of Athene Holding Ltd., MidCap Finco Holdings Limited, Summit Hotel Properties, Inc., and Yahoo!.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Net income for Q3 2025 was $31.6 million, up 14.4% from $27.6 million in Q3 2024.
• Adjusted EBITDA for Q3 2025 was $54.8 million, an 8.3% increase from $50.6 million in Q3 2024.
• Diluted EPS for Q3 2025 was $1.69, up 15.0% from $1.47 in Q3 2024.
• Declared a cash dividend of $0.30 per share, payable December 15, 2025, to stockholders of record December 1, 2025.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Net revenue for Q2 2025 was $136.9 million, up 6.8% from $128.1 million in Q2 2024.
• Adjusted EBITDA for Q2 2025 was $51.3 million, up 16.8% from $43.9 million in Q2 2024.
• Diluted EPS for Q2 2025 was $1.44, up 21.0% from $1.19 in Q2 2024.
• The company declared a cash dividend of $0.30 per share, payable September 15, 2025.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Stockholders elected Bob Farahi and Yvette E. Landau as directors, each to serve until the 2027 annual meeting.
• Bob Farahi received 12,153,534 votes for and 4,106,241 against, with 683 abstentions and no broker non-votes.
• Yvette E. Landau received 13,126,260 votes for and 3,133,503 against, with 695 abstentions and no broker non-votes.
• Stockholders approved, on a non-binding advisory basis, executive compensation as disclosed in the 2024 proxy statement, with 15,203,699 votes for, 901,929 against, and 154,830 abstentions.

5.07 Submission of Matters to a Vote of Security Holders