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Q4 2025 Newsletter

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CSMTEAM,Dear

Wekickedoffthenewyearwithpurpose.Inearly January,CSM’sleadershipteamcametogether forourannualstrategicplanningmeetingto alignonourVision&strengthenTractionforthe yearahead Duringthistime,webuiltclear3year&1-yearpictures,identifyingthehighestimpactgoalsthatwillguideourgrowth&focus intheyearstocome Theenergycomingoutof themeetingwasstrong,&we’reexcitedabout whatliesahead.

Thatexcitementisgroundedinwhoweare.Our corevalues,Quality,Attitude,Integrity,Respect, Grit,&Loyalty,continuetoshapethewaywe work,lead,andserve Ourcorefocus, “Craftsmanship BuilttoScale,”reflectsour commitmenttofabricating&installingsuperior productswhilegrowingresponsibly We’reproud todifferentiateourselvesthroughourthree Unique’s:Capacity&Capabilities,DesignAssist, &Service.

Whilewemayseeaslowdownthisyear,thisis anopportunitytofocusonwhatwecontrol strengtheningrelationshipswithour customersandpartners,improvingour processes,&continuingtodeliverexcellent work AsanESOPcompany,ourgrowthis shared,asistheresponsibilityforit Every employee-ownerinfluencestheoutcome throughthequalityofourwork,thewaywe supportoneanother,&howweserveour customers.Fromourfieldtechnicianstoour projectmanagers&supportteams,weeach helpprotecttheCSMreputationwe’veearned, &thefuturewe’rebuilding

Thisissueofthenewsletterhighlightsthat collectiveeffort,fromstandoutprojectsand companymilestonestoteamcelebrations, partnerrecognition,&seasonalsafety insights Together,we’rebuildingsomething meaningful,&theyearisjustgettingstarted.

CSMTeam–2025 wasanothergreat yearforour Employee-Owned organization.Every oneofyoushouldbe proudofyour accomplishments,& commitmenttothe company Thankyou foryoureffortsin makingthisagreat placetowork

TABLE OF CONTENTS

PROJECTSPOTLIGHT

Takeafirst-handlookatthe stunningprojectsthatstoodoutin 2025:

AREEPadelClub SRSKearnyMesaMOB ScrippsMemorialHospital;La Jolla

GaylordPacificHotel& ConventionCenter

SDIATERMINAL1VISIT

In2025,CSMproudlycompleted thesheetmetalscopeforthe SDIATerminal1project.To celebratethismilestone,our Accounting&Administrative teamsenjoyedaspecialsneak peekoftheproject

2025CSMANNUALESOP MEETING

InAugust,CaliforniaSheetMetal hosteditsAnnualESOPMeeting, givingemployee-ownersan updateoncompanygrowth andfutureplans.Withover90% attendance,ourteamsshowed strongengagement&pridein ownership

CSM2025HOLIDAYPARTY

Theholidaysareaspecialtime atCaliforniaSheetMetal.Asthey doeachyear,CSMemployees celebratedinstylewithgreat food,fungames,&excitingprizes attheannualCSMChristmas Raffle

PARTNEROFTHEQUARTER

CaliforniaSheetMetalis proudtorecognizethe contributionsofour employee-owners&partners Together,weareoneteam, onecompany,onefamily

SAFETYINSIGHTS

InSanDiego,theWinter& Springseasonsmeanthe arrivaloftherainyseason Let’slearnhowtokeepeach othersafeduringinclement weather.

AREEPADEL CLUB

TheAREEPadelClubprojectemphasizes CSM’sarchitecturalmetalwork completedincollaborationwithlongtimepartnersDPR&AlexandriaReal EstateEquities(AREE) Ourteam fabricated&installedcustomperforated aluminumceilingpanels,solidwall panels,&decorativemetalscreensthat supporttheproject’smoderndesign. Theseelementsenhanceairflow,provide shade,&createawelcomingoutdoor environment Thefinishedprojectreflects strongpartnerships&CSM’s commitmenttoqualitycraftand thoughtfuldesign.

SRSKEARNYMESA

TheSRSKearnyMesaprojectilluminatesCSM’sexterior sheetmetalworkcompletedinpartnershipwith McCarthyBuildingCompanies Ourscopeincluded custommetalcanopies,perforatedscreens,elevator towerpanels,&detailedflashingacrossmultiple buildings.Theseelementsimprovedfunctionwhile givingthefacilityaclean,modernlook Thecompleted projectreflectsstrongcoordination,quality craftsmanship,&CSM’scommitmenttohealthcare environments.

SCRIPPSMEMORIAL HOSPITAL,LAJOLLA TOWERII

TheScrippsMemorialHospital,TowerII projectinLaJollashowcasesCSM’sworkon amajorhealthcarefacilityservingtheSan Diegoregion.Ourscopeincludedexterior sheetmetal,flashing,coping,&expansion jointsystemsintegratedacrossthehospital tower Theseelementswerecarefullyinstalled tosupportdurability,performance,&the complexdemandsofamedical environment.Thecompletedworkreflects CSM’sexperienceinhealthcareconstruction &dedicationtoqualityworkmanshipon criticalprojects

GAYLORD-PACIFIC HOTEL&CONVENTION CENTER

TheGaylordPacificHotel&ConventionCenter standsasoneofCSM’smostsignificantproject completionsof2025.CSM’sworktouchednearly everypartofthehotel,fromexteriorfaçades& canopiestointeriorspacessuchasrestaurants, bars,&publicgatheringareas Ourscopeincluded formedmetalwallpanels,roofscreens,louvers, flashing,&detailedarchitecturaltrimthroughoutthe property ThislandmarkprojecthighlightsCSM’s skillfulness,coordination,&abilitytodelivercomplex, high-profileprojectsatscale.

TERMINAL1PROJECT

AtCSM,oursuccessisbuiltontheteamworkofour employee-owners ThroughourESOP,every employeeplaysaroleinthecompany’sgrowth& success.Itisespeciallymeaningfulwhenowners fromdifferentdepartmentscometogethertosee theresultsoftheirwork.OnAugust11th,2025, membersoftheAdministrative&Accounting teams,alongwithourrecentlyappointedDirectorof HR&VicePresidentofOperations,lefttheiroffices, putonsafetygear,&visitedtheSanDiego InternationalAirportTerminal1Project.Withthe projectnearingcompletion&formallycompletedin September2025,thevisitdemonstratedhowevery roleatCSMhelpsdeliversharedsuccess

ANNUALMEETING

OnAugust14 ,2025,CSMproudlyhosteditsAnnual ESOPMeeting,withover90%ofemployee-ownersin attendance,reflectingstrongengagementacross thecompany Employeesheardinspiringupdates fromCEOMarkAustgen&CompanyPresident RobertBurneronCSM’scontinuedgrowth&future direction.FormerfoundingownersRobinHoffos& JoeIsom,alongwiththeCSMBoard,sharedthe meaningfulstorybehindCSM’stransitiontoanESOP, continuingalegacyofpassingtheopportunityon ownershipontothenextgeneration.Withopen discussion&employeequestionsthroughout,the eventwasapowerfulreminderthatCSMisunitedin ownership&committedtosharedsuccess

PARTY CELEBRATINGATOURANNUAL

OnDecember19th,2025,CSMemployees gatheredforourannualHolidayParty,bringing togetherteammembersfromacross departments,divisions,&yearspast Theevent markedajoyfulclosetotheyear,withgreat food,sharedmemories,&familiarfaces, includingretiredteammemberswhoreturned tocelebratewithus!Asistradition,theCSM ChristmasRafflefeaturedexcitingprizes rangingfromtools& electronicstohome appliances&evenbrand-new100-inchTVs! Withover120prizesawarded,everyemployee atthiseventwalkedawayawinner!Morethan acelebration,theHolidayPartyisaCSMreunion acrossdivisions,reflectingthestrongsenseof unity,pride,&familythatdefinesus

PARTNEROFTHEQUARTER

Asanemployee-ownedcompany,we’remorethanjust colleagues.WearepartnersbuildingCSM’sfuturetogether. Eachofyouinvestsyourtime,talent,&heartintoour success,&thisquarter,theseindividualswentabove& beyond,settinganewstandardforpartnership&excellence.

MIKE PERKINS

DANIEL JIMENEZ

SHAWN CASADY-RENFRO

Mike’sdrivetolearn&grow showsupineverythinghedoes

Recentlysteppingintothe ConstructionManagerrole,he tacklesnewchallengeshead-on, diggingintothedetails& continuouslyraisinghisownbar Hemakeshimselfavailableto anyonewhoneedshelp,earning trustthroughhisactions Mike’s curiosity,workethic,&willingness todomoremakehimastrong leaderandaninvaluablepartof ourteam.

-Felix Mestas

Danielhasbeenwithourcompanyfor thepastcoupleofyears&hasproven tobeanexcellentadditiontoourteam Heisahardworking&skilledemployee whoconsistentlybringsapositive attitudetotheworkplace Danielis alwayswillingtohelpothers,showsup everydayreadytowork,&takespridein whathedoes

WhilehisfamilyisinLasVegas&greatly missed,Danielcontinuestowork diligentlyhereinCalifornia, demonstratingdedication, perseverance,&commitmentto providingforthem.Wetrulyappreciate hisefforts&aregratefultohavehimas partofourteam

-Justin Scheneman

Iwouldliketorecognizemycoworker, ShawnRenfro,asPartnerofthe Quarter Heconsistentlyrepresentsour corevaluesofQuality,Attitude, Integrity,Respect,Grit,&Loyaltyinhis dailywork Hiswillingnesstotakeon short-noticerequests&difficult challengestomeetdeadlinesis outstanding Nomatterhow demandingthetask,heapproachesit withapositiveattitude&astrong commitmenttomaintainingour highestqualitystandards.Heistruly appreciated&morethandeservingof thisrecognitionasPartnerofthe Quarter

-Travis Hattox

SAFETY INSIGHTS

At California Sheet Metal, safety is a team effort & a shared responsibility among our employee-owners

As winter rain continues & we move into spring, wet conditions can create additional hazards, including slippery surfaces, limited visibility, & unstable footing on our jobsites Looking out for one another, wearing proper footwear, & using required personal protective equipment are simple but important ways we support our teammates each day.

Extra care should be taken when working on ladders, scaffolding, rooftops, & elevated areas during or after rain. Open communication between crews & supervisors is essential, especially when weather conditions require adjustments to work plans.

By working together & following safety procedures, we help ensure everyone goes home safe & keeps CSM strong

properfootwear,and usingrequired personalprotective equipmentare simplebutimportant wayswesupportour teammateseach day.

InLovingMemory

ofMr.Robert Miller

Beloved Colleague & Friend

You will be missed.

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