2025 Investor Day Presentation Slides

Revenue contribution Percent of total Adj. OI contribution Percent of total segment income Evolving our portfolio composition

~41%

~42%

~48%

~60%

~36%

~26%

~42%

~30%

~25%

~23%

~16%

~10%

2022

2028 (target)

2022*

2028 (target)

Access

Vocational

Transport

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

Strategically growing Vocational contribution to enterprise returns

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