2025 Investor Day Presentation Slides

Core business investment to realize growth

Product development (1) $ in millions

R&D

NGDV engineering

$324

$301

~$1.2 billion cumulative investment since 2019 Total R&D ~2% of sales on average NGDV investment substantially complete ~$1.5 billion cumulative CapEx since 2019 Growth CapEx represented ~73% of total since 2019 Maintenance CapEx ~1% of sales on average

$239

Average

$134

$104

$99

2019

2020

2021

2022

2023

2024

CapEx (2) $ in millions

Maintenance

Growth

Growth: NGDV

$409

$402

$338

$148

$112

$106

2019

2020

2021

2022

2023

2024

(1) NGDV includes total engineering, design and testing capitalized as contract asset. (2) NGDV total includes supplier tooling capitalized as contract asset.

Significant recent investment fuels growth and margin expansion

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