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, except per share amounts):

Twelve months ended December 31,

Twelve months ended December 31,

Consolidated

2022

2023

2024

2024

Consolidated

2022

2023

Operating income (GAAP)

$ 372.3 4.5% $ 837.6 8.7% 1,010.7 $

9.4%

$

2.63 0.17 0.12 0.07 0.51

$

9.08 0.63

$

10.35 0.99

Earnings per share-diluted (GAAP) Amortization of purchased intangibles

Amortization of purchased intangibles

11.6 0.1% 7.7 0.1% 4.6 0.1%

41.7 0.4%

64.9 0.6% 51.6 0.5%

Intangible asset impairments Foreign entity liquidation Restructuring-related costs

- -

- - -

0.78

Intangible asset impairments Foreign entity liquidation

- - -

- - - -

- - - -

4.4 0.0% 5.3 0.1%

Pension settlement

(Gain)/loss on sale of businesses, net Amortization of inventory step-up

Pension advisor settlement Restructuring-related costs

- - - - -

(0.07)

7.1

0.1%

4.2 0.0%

0.07 0.08 0.11 0.19

Acquisition costs

12.9 0.1%

-

(Gain)/loss on sale of businesses, net Amortization of inventory step-up

Adjusted operating income (non-GAAP)

$ 396.2 4.8% $ 909.0 9.4% 1,131.4 $

10.5%

0.06

Acquisition costs

-

Income tax effects of adjustments Anti-hybrid tax on prior period income Loss on sale of equity method investment

(0.18)

(0.23)

- -

0.27

-

-

0.12 9.98

Adjusted earnings per share-diluted (non-GAAP) $

3.59

$

$

11.74

2023

2024

Free Cash Flow

Net cash provided by operating activities Additions to property, plant, and equipment

$

599

$

550

(325)

(281)

$

274

$

269

Free cash flow

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