2025 Investor Day Presentation Slides

Appendix: GAAP to Non-GAAP reconciliation

The tables below present a reconciliation of the Company’s presented GAAP measures to the most directly comparable non -GAAP measures (unaudited; in millions):

2025 January Estimate and 2028 Target

Seven years ended September 30, 2016

Low

High 2028

Access

2025

2028

Access segment operating income (GAAP) Amortization of purchased intangibles

$

1,942.9

9.2% 1.6% 0.0% 0.2% 11.1%

Operating income (GAAP)

12.5% 13.8%

15.8% 0.2% 16.0%

343.3

Amortization of purchased intangibles Adjusted operating income (Non-GAAP)

0.5%

0.2%

Restructuring-related costs Intangible asset impairments

5.1

13.0% 14.0%

40.2

Access segment adjusted operating income (non-GAAP)

$

2,331.5

Low

High 2028

Vocational

2025

2028

Four years ended September 30, 2020

Operating income (GAAP)

14.0% 15.2%

17.3% 0.7% 18.0%

Amortization of purchased intangibles Adjusted operating income (Non-GAAP)

1.0%

0.8%

Access segment operating income (GAAP) Amortization of purchased intangibles

$

1,347.9

10.1% 0.8% 0.6% 11.5%

15.0% 16.0%

111.5 87.9

Restructuring-related costs

Access segment adjusted operating income (non-GAAP)

$

1,547.3

Fifty-one months ended December 31, 2024

Access segment operating income (GAAP) Amortization of purchased intangibles

$

2,173.8

12.1% 0.1% 0.1% 0.0% 0.0% 12.3%

22.0

Restructuring-related costs Foreign entity liquidation

11.5 4.6 4.2

Amortization of inventory step-up

Access segment adjusted operating income (non-GAAP)

$

2,216.1

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