2025 Investor Day Presentation Slides

Strong diversified portfolio

2028 segment financial targets

$ (in billions)

Revenue

Adj. OI*

Access

~$5.3-5.8

~14-16%

Vocational

~$4.6-5.0

~16-18%

Transport

~$3.1-3.2

~10%

OSK

~$13-14

~12-14%

Key assumptions

Average annual CapEx (1)

Average free cash flow conversion * (2)

Effective tax rate

Corporate expenses (3)

Share count

* Non-GAAP estimates. See appendix for reconciliation to GAAP results. Note: All estimates exclude future M&A activities. (1) Average annual expected value for 2026-2028. (2) Net cash provided by operating activities less additions to property, plant and equipment, divided by net income. (3) Includes additional innovation investments.

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