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):

2025 January Estimate and 2028 Target

Twelve months ended December 31, 2022

Low

High 2028

Consolidated

2025

2028

Access

Vocational $ 154.4

Transport

Operating income (GAAP)

9.3% 11.6%

13.6% 0.4% 14.0%

Operating income (GAAP)

$ 313.2

$

53.2

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

0.6%

0.4%

Amortization of purchased intangibles

0.4

5.1 2.1

- - -

9.9% 12.0%

Intangible asset impairments Foreign entity liquidation

-

4.6

-

Low

High 2028

Adjusted operating income (non-GAAP)

$ 318.2

$ 161.6

$

53.2

Consolidated

2025

2028

Earnings per share (GAAP)

$ 10.30

$ 17.40

$ 21.40

Amortization of purchased intangibles Adjusted earnings per share (Non-GAAP)

0.70

0.60

0.60

$ 11.00

$ 18.00

$ 22.00

2025

Free Cash Flow

Low

High

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

$ 550

$ 650

(250)

(250)

Free cash flow

$ 300

$ 400

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