2025 Investor Day Presentation Slides

“Always on” M&A strategy

Strategic Category leadership • Leading positions, strong brands in respective categories Expand existing business • Strengthen current business or expand into adjacent categories Recurring revenue • Existing/opportunity to have >20% of revenue from lifecycle categories Technology • Leverage existing OSK technology and/or expand capabilities

Financial

Operating margin • Accretive or clearly defined path to accretive margins ROIC • Earn return greater than WACC Growth • GDP+ growth with reduced cyclicality, or counter-cyclical to existing OSK businesses

Adj. EPS • Accretive in year 1 (from date of acquisition)

Synergies • Value creation opportunities with existing OSK portfolio

Strategic and disciplined approach guided by defined criteria

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