Financial Metrics and Projections slide image

Financial Metrics and Projections

RECONCILIATION OF GAAP MEASURES TO NON-GAAP MEASURES COHERENT Reconciliation of GAAP Segment Operating Income (Loss) to Segment Non-GAAP Operating Income (Loss)* $ Millions (Unaudited) Dec 31, 2022 Three Months Ended Sept 30, Six Months Ended Dec 31, Dec 31, Dec 31, 2022 2021 2022 2021 Networking GAAP Operating Income $ 90.0 $ 91.0 $ 50.4 $ 181.0 $ 109.9 Share-based compensation 8.9 10.2 9.4 19.1 19.0 Amortization of acquired intangibles 16.4 16.5 16.4 32.9 33.4 Integration and other(1) 2.5 1.1 2.5 2.0 Non-GAAP Networking Operating Income $ 117.8 $ 117.7 $ 77.3 $ 235.5 $ 164.3 Materials GAAP Operating Income Share-based compensation Amortization of acquired intangibles $ 81.5 $ 75.3 $ 56.5 $ 156.8 103.3 12.8 17.2 9.3 30.0 22.5 3.3 3.2 3.6 6.5 7.0 Integration and other(1) 2.8 1.1 1.2 3.8 1.2 Start-up costs(3) 11.3 11.3 Non-GAAP Materials Operating Income $ 100.3 $ 96.8 $ 81.9 $ 197.1 $ 145.3 Lasers GAAP Operating Income (Loss) $ (163.3) $ (123.8) $ $ (287.1) $ Share-based compensation 13.2 25.8 39.0 Amortization of acquired intangibles 85.7 62.8 148.5 Integration and other(1) 12.0 23.0 35.0 Transaction fees and financing(2) 38.7 38.7 Preliminary fair value adjustment on acquired inventory 112.0 45.5 157.5 Non-GAAP Lasers Operating Income $ 59.7 $ 71.9 $ S 131.6 $ Unallocated and Other GAAP Operating Income (Loss) $ Transaction fees and financing(2) Non-GAAP Unallocated and Other GAAP Operating Income (Loss) $ $ (8.7) $ (19.9) 8.7 19.9 S $ Total GAAP Operating Income $ 8.2 S 42.5 $ 98.2 S 50.7 $ 193.3 Non-GAAP Operating Income $ 277.8 $ 286.4 $ 159.2 $ 564.2 $ 309.6 41
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