2025 Investor Day Presentation Slides

2028 key financial targets

FCF conversion (2)

Revenue $ in billions

Adj. operating margin*

Adj. EPS*

200-400 bps

18-26% CAGR

4,000 bps

7-10% CAGR

~12-14%

~$18-22

~90%+

~$13-14

~10%

~$10.6

~50%

~$11

2025 (1)

2025 (1)

2025 (1)

2025 (1)

2028

2028

2028

Avg. 2026-2028

* Non-GAAP estimates. See appendix for reconciliation to GAAP results. Note: All estimates exclude future M&A activities. (1) 2025 figures reflects guidance provided on 1/30/25, unless otherwise stated, which was before impact of tariff announcements; on 4/30/25 provided estimated net EPS impact including cost reduction actions totaling ~$0.50. (2) Net cash provided by operating activities less additions to property, plant and equipment, divided by net income.

Improved financial returns reflect well-defined strategic plan

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