AAR Corp Parts Supply and Engineering Initiatives slide image

AAR Corp Parts Supply and Engineering Initiatives

Non-GAAP financial measures Net debt/ adjusted EBITDA ($ in millions) Total debt FY17 FY18 FY19 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 Q2 FY22 Q3 FY22 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY24 $156.2 Less: cash and cash equivalents Net debt (10.3) $178.9 (31.1) $142.9 $203.3 $198.3 $145.9 $147.8 (21.3) $121.6 (39.9) $163.4 (38.2) $160.1 $208.1 $602.0 $257.0 $222.1 (37.0) (404.7) (107.7) (110.0) (99.2) $171.1 $197.3 $149.3 $112.1 $108.4 $207.6 $135.2 $129.0 $104.5 $104.5 $100.0 $115.0 (51.8) (48.8) (42.7) (40.6) (53.5) $198.0 (44.3) (49.0) $188.0 $272.0 (52.7) (68.4) $83.4 $80.2 $61.8 $63.9 $46.5 $70.7 $149.0 $135.3 $203.6 Trax acquisition purchase price 120.0 Pro forma net debt $145.9 $147.8 $121.6 $163.4 $160.1 $171.1 $197.3 $149.3 $112.1 $108.4 $83.4 $80.2 $61.8 $63.9 $46.5 $70.7 $149.0 $255.3 $203.6 Adjusted EBITDA 127.2 153.4 171.6 176.9 181.1 183.1 155.9 135.8 117.6 101.8 114.6 130.0 140.0 147.6 Net debt to Adjusted EBITDA 1.1x 1.0x 0.7x 0.9x 0.9x 0.9x 1.3x 1.1x 1.0x 1.1x 0.7x 0.6x 0.4x 0.4x 156.4 0.3x 161.2 169.0 179.9 190.6 0.4x 0.9x 0.8x 1.1x Adjusted EBITDA pro forma for Trax acquisition Pro forma net debt to Adjusted EBITDA 188.5 1.35x AAR © 2023 AAR CORP. All rights reserved worldwide. 91
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