2025 Investor Day Presentation Slides

Balanced capital allocation strategy

2025 – 2028 capital allocation targets*

~35% organic investments

Organic investments •

Continued investment to support demand (backlog and visibility) and technology advancements

Dividend and repurchases

45-55% growth

• Consistent dividend growth and disciplined share buybacks grow shareholder return

~15% debt repayment

~10-20% M&A

Inorganic investments

30-40% Return of capital

• Programmatic M&A for inorganic growth

~20-30% repurchase shares

~10% dividends

* Proportion of cash flow from operations plus investment in research and development.

Balanced approach to drive long-term shareholder returns

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