2025 Investor Day Presentation Slides

Increasing free cash flow conversion

~90%+

FCF conversion (1) Percent of net income

~50%

• Operational efficiency at scale • Disciplined working capital management • NGDV production

46%

39%

2025 (2)

2023

2024

Avg. 2026-2028 (target)

FCF* $ in millions

$274

$269

$300-400

* Non-GAAP results and estimates. See appendix for reconciliation to GAAP results. Note: All estimates exclude future M&A activities.

(1) Net cash provided by operating activities less additions to property, plant and equipment, divided by net income. (2) 2025 figures reflect guidance provided on 1/30/25, which was before impact of tariff announcements.

Improved cash conversion across period reflects disciplined operating model

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