2025 Investor Day Presentation Slides

Compelling investment thesis

Sizable backlogs and pricing provide clear revenue visibility

Plans to deliver through- cycle margin expansion across segments

Strong segments support balanced returns

Expect significant free cash flow and disciplined capital allocation, anchored in shareholder value

2028 targets:

Avg. FCF conversion (1)

Revenue

Adj. operating margin*

Adj. EPS*

* Non-GAAP results. See appendix for reconciliation to GAAP results. Note: All estimates exclude future M&A activities. (1) Net cash provided by operating activities less additions to property, plant and equipment, divided by net income.

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