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Investor Presentaiton

Adjusted Operating Income and Margin Reconciliation to US GAAP The Company defines adjusted operating income as operating income adjusted to exclude the impact of restructuring expense, merger, acquisition and divestiture expense, intangible asset amortization expense, other net expenses, discontinued operations, and other gains and losses not reflective of the Company's ongoing operations. Adjusted operating margin is defined as adjusted operating income divided by net sales. $ in millions Sales Operating income Operating margin % 2027E $21,000+ ~$1,800-$1850 Mid 8% Range 25 25 Non-comparable items: Restructuring expense Merger, acquisition and divestiture expense, net Intangible asset amortization expense Service and lease agreement termination Gain on sale of business Gain on sale of asset Other non-comparable items Adjusted operating income Adjusted operating margin ~100-150 ~50 ~92 ~$2,100 ~10% BORGWARNER
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