Public Policy Holding Company, Inc. (PPHC) Q2 2026 Earnings Call Transcript

Thank you, operator, and good afternoon. With me today are Stewart Hall, our Chief Executive Officer; Roel Smits, our Chief Financial Officer; and Thomas Gensemer, our Chief Strategy Officer. Before we begin, please note that the following remarks and presentation include forward-looking statements and non-GAAP financial data. Forward-looking statements about the company, including those related to earnings guidance, are subject to uncertainties and risks, factors addressed in the company's SEC filings. For further details of the non-GAAP financial figures discussed in this presentation, including reconciliations to the nearest GAAP figures, please refer to the financial appendix in the investor presentation available on our website, investors.pphcompany.com. With that, I'll now turn the call over to Stewart. George Hall CEO & Director Thanks, Matthew. Thanks to everyone who's joining us this afternoon. The first half of the year developed broadly as we expected, and we're pleased with both the performance of the business and the progress we've made against our overall strategy. At the highest level, revenue in the first half increased 16.3% year-over-year to $102.3 million. That was organic growth included in that of 4.4%. Adjusted EBITDA increased