FY24 Pipeline and Capital Deployment Overview slide image

FY24 Pipeline and Capital Deployment Overview

NON-GAAP FINANCIAL INFORMATION (Unaudited) Three Months Ended December 31, Nine Months Ended December 31, (In thousands, except share and per share data) Revenue, Excluding Billable Expenses Revenue Less: Billable expenses Revenue, Excluding Billable Expenses * Adjusted Operating Income 2023 2022 2023 2022 $ 2,569,801 $ $ 799,896 1,769,905 $ 2,277,074 $ 710,526 1,566,548 $ 7,890,569 $ 2,436,988 5,453,581 $ 6,825,650 2,069,733 4,755,917 Operating Income $ 247,558 $ 58,640 $ Change in provision for claimed indirect costs (a) 748,965 $ (18,345) 489,756 Acquisition and divestiture costs (b) 1,952 19,096 5,480 40,121 Financing transaction costs (c) 820 6,888 Significant acquisition amortization (d) 13,597 14,101 40,301 36,275 Legal matter reserve (e) 124,000 27,453 124,000 Adjusted Operating Income $ 263,107 $ 215,837 $ 804,674 $ 697,040 EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin on Revenue & Adjusted EBITDA Margin on Revenue, Excluding Billable Expenses Net income attributable to common stockholders $ 145,644 $ 30,997 $ 477,750 $ 340,213 Income tax expense 61,740 10,539 156,291 103,286 Interest and other, net (f) Depreciation and amortization EBITDA Change in provision for claimed indirect costs (a) Acquisition and divestiture costs (b) Financing transaction costs (c) Legal matter reserve (e) Adjusted EBITDA Net income margin attributable to common stockholders 40,174 17,412 114,924 46,907 41,113 42,046 123,867 121,200 288,671 100,994 872,832 611,606 (18,345) 1,952 19,096 5,480 40,121 820 6,888 124,000 27,453 124,000 $ 290,623 $ 244,090 $ 888,240 $ 782,615 5.7 % Adjusted EBITDA Margin on Revenue Adjusted EBITDA Margin on Revenue, Excluding Billable Expenses 11.3 % 1.4 % 10.7 % 6.1 % 5.0% 11.3 % 11.5 % 16.4 % 15.6 % 16.3 % 16.5 % * Revenue, Excluding Billable Expenses includes $18.3 million of revenue resulting from the reduction to our provision for claimed indirect costs as noted on slide 24. 22
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