M&A Strategy and Financial Overview slide image

M&A Strategy and Financial Overview

Q3 2023 Results DEERE 3186 Total Revenue Net Income Adjusted EBITDA** Net Rental Capital Expenditures (Year-to-Date) Net Cash Provided by Operating Activities (Year-to-Date) $3.765 billion (+23.4% Y/Y as reported; 14.9% on a pro form a basis*) $703 million (18.7% margin; -120 bps Y/Y as reported; 20 bps on a pro forma basis*) $1.850 billion (49.1% margin; -80 bps Y/Y as reported; 20 bps on a pro formal basis*) $1.942 billion, after gross purchases of $3.078 billion $3.290 billion Free Cash Flow** (Year-to-Date) $1.163 billion*** * Pro forma includes the standalone, pre-acquisition results of Ahern. See the tables provided elsewhere in this presentation for reconciliations of pro forma margins to the most comparable GAAP measures. ** Adjusted EBITDA and Free Cash Flow are non-GAAP measures. See the tables provided elsewhere in this presentation for reconciliations to the most comparable GAAP measures. *** Excludes aggregate merger and restructuring related payments of $6 million. United Rentals® Work United® | 40
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