2025 Investor Day Presentation Slides

Improving through-cycle performance

Average financial performance

FY10-FY16

FY17-FY20

FY21-2024

2028 (target)

+30%**

~$5.3-5.8

Global growth with favorable trends

+27%

$4.2

+12%

$3.3

$3.0

Sales $ in billions

Capitalizing on scale to drive procurement savings and regional configurations Growing into strong resilient businesses reduces cyclicality

+390bps**

~14-16%

12.3%

Adj. OI margin*

11.5%

11.1%

* Non-GAAP results. See appendix for reconciliation to GAAP results. ** Calculated based on midpoint of 2028 target range.

Improving across economic cycles

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