Impact of Additional Week on Net Sales slide image

Impact of Additional Week on Net Sales

STE Reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin June 30, 2023 For the Quarters Ended March 31, 2023 ($ in millions) June 24, 2022 connectivity Net income Income from discontinued operations Income tax expense Other (income) expense, net Interest expense Interest income Operating income Acquisition-related charges Restructuring and other charges, net Adjusted operating income (1) Depreciation and amortization Adjusted EBITDA (1) Net sales Net income as a percentage of net sales Adjusted EBITDA margin (1) $ 528 $ 433 $ (8) 96 100 594 (2) 116 4 4 (4) 20 20 18 (18) (12) (3) $ 630 $ 537 $ 719 9 8 12 53 119 30 692 664 761 200 207 205 $ 892 $ 871 $ 966 $ 3,998 $ 4,160 $ 13.2 % 10.4 % 22.3 % 20.9 % 4,097 14.5 % 23.6 % For the Quarters Ended June 30, 2023 Transportation Solutions Industrial Solutions Communications June 24, 2022 Solutions Total Transportation Solutions Industrial Solutions Communications Solutions Total ($ in millions) Operating income Acquisition-related charges Restructuring and other charges, net Adjusted operating income $ 425 $ 150 $ 55 $ 630 $ 383 $ 165 $ 171 $ 719 8 1 9 5 6 1 12 27 22 4 53 9 15 6 30 (1) 452 180 60 692 397 186 178 761 Adjusted EBITDA Depreciation and amortization (1) 120 56 24 200 137 47 21 205 $ 572 $ 236 $ 84 $ 892 $ 534 $ 233 $ 199 $ 966 Net sales $ 2,433 $ 1,141 $ 424 $ 3,998 $ 2,300 $ 1,126 $ 671 $ 4,097 Operating margin 17.5 % 13.1 % 13.0 % 15.8 % 16.7 % 14.7 % 25.5 % 17.5 % (1) Adjusted operating margin 18.6 % 15.8 % 14.2 % 17.3 % 17.3 % 16.5 % 26.5 % 18.6 % Adjusted EBITDA margin (1) 23.5 % 20.7 % 19.8 % 22.3 % 23.2 % 20.7 % 29.7 % 23.6 % (1) See description of non-GAAP financial measures. 27
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