Executing for Growth and Returns slide image

Executing for Growth and Returns

Reconciliation of Net Cash Provided by Operating Activities to EBITDA and Adjusted EBITDA Three Months Ended June 30, Six Months Ended June 30, $ Millions Net cash provided by operating activities 2017 2016 2017 2016 $ 714 $ 643 $ 1,337 $ 1,247 Adjustments for items included in net cash provided by operating activities but excluded from the calculation of EBITDA: Amortization of deferred financing costs and original issue discounts (2) Gain on sales of rental equipment 52 Gain on sales of non-rental equipment 2 Merger related costs (1) (14) Restructuring charge (2) (19) Stock compensation expense, net (3) (24) (13) ÊÇ| | ཀྴཔྱེ (4) (4) 98 102 3 (16) (2) (19) (40) Loss on repurchase/redemption of debt securities and amendment of ABL facility སྟྲ 7 | $8 (4) (22) (12) (26) (12) (26) Excess tax benefits from share-based payment arrangements 26 Changes in assets and liabilities (170) (232) (346) (350) Cash paid for interest Cash paid for income taxes, net EBITDA Add back: 87 150 177 219 58 56 59 3 $ 672 $ 655 $ 1,237 $ 1,219 Merger related costs (1) 14 16 Restructuring charge (2) 19 2 19 4 Stock compensation expense, net (3) 24 13 40 22 Impact of the fair value mark-up of acquired RSC and NES fleet (4) Adjusted EBITDA 18 9 26 18 $ 747 $ 679 $ 1,338 $ 1,263 (1) Reflects transaction costs associated with the NES acquisition discussed above. We have made a number of acquisitions in the past and may continue to make acquisitions in the future. Merger related costs only include costs associated with major acquisitions that significantly impact our operations. The historic acquisitions that have included merger related costs are RSC, which had annual revenues of approximately $1.5 billion prior to the acquisition, and National Pump, which had annual revenues of over $200 million prior to the acquisition. NES had annual revenues of approximately $369 million. United Rentals (2) Primarily reflects severance and branch closure charges associated with our closed restructuring programs and our current restructuring program. We only include such costs that are part of a restructuring program as restructuring charges. Since the first such restructuring program was initiated in 2008, we have completed three restructuring programs. We have cumulatively incurred total restructuring charges of $253 million under our restructuring programs. Represents non-cash, share-based payments associated with the granting of equity instruments. Reflects additional costs recorded in cost of rental equipment sales associated with the fair value mark-up of rental equipment acquired in the RSC and NES acquisitions and subsequently spld. Executing for Growth and Returns (3) (4) 23
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