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Investor Presentaiton

Supplemental Information-GAAP to Non-GAAP Reconciliation In millions Net sales GAAP gross profit GAAP gross margin Add: Release of inventory fair value step-up for purchase accounting Add: Share-based comp Add: Depreciation of PP&E fair value step-up for purchase accounting Q1 21 Q4 20 2020 2019 2018 In millions, except per share amounts $133.7 $138.9 $454.2 $419.3 $542.1 54.9 56.8 194.31 158.2 193.7 GAAP Basic weighted average shares GAAP Diluted weighted average shares 41.1% 40.9% 42.8% 37.7% 35.7% GAAP Basic EPS 0.3 1.3 2.5 GAAP Diluted EPS GAAP Net income (loss) 0.5 0.5 1.9 1.9 1.9 Add: Share-based comp - 0.2 0.3 Add: Amortization Q1 21 Q4 20 2020 2019 2018 48.6 48.3 48.4 47.5 47.2 53.1 48.3 48.4 47.5 47.2 $0.05 $(0.00) $(0.17) $(1.66) $(8.63) $0.05 $(0.00) $(0.17) $(1.66) $(8.63) $2.5 S(0.1) S(8.4) $(78.7) $(407.1) 3.2 3.1 12.7 15.3 16.1 3.4 3.8 15.3 17.1 32.4 - - 1.1 6.0 7.4 Non-GAAP gross profit Non-GAAP gross margin $55.4 $57.4 $196.5 $161.6 $198.5 Add: Restructuring 41.5% 41.3% 43.3% 38.5% 36.6% Add: Acquisition related 3.0 - Add: Asset impairment 0.3 4.0 375.2 In millions Q1 21 Q4 20 2020 2019 2018 GAAP Net income (loss). $2.5 $(0.1) S(8.4) $(78.7) $(407.1) Add: Release of inventory fair value step-up for purchase accounting Add: Depreciation of PP&E fair value step-up for purchase accounting Add: Accelerated depreciation - - 0.3 1.3 2.5 0.1 0.1 0.2 0.6 1.0 - - 0.4 1.2 Add: Share-based comp 3.2 3.1. 12.7 15.3 16.1 Add: Non-cash interest expense 3.5 3.5 13.8 12.7 11.8 Add: Amortization 3.4 3.8 15.3 17.1 32.4 Add: Other income (expense), net 4.8 7.8 21.0 Add: Restructuring 1.1 6.0 7.4 Add: Tax adjustment from GAAP to Non-GAAP Add: Asset impairment 0.3 4.0 375.2 (0.1) (0.3) (0.8) (0.8) (29.1) Non-GAAP net income (loss) $12.6 $15.0 $42.3 S(1.3) 14.2 Add: Release of inventory fair value step-up for purchase accounting Add: Depreciation of PP&E fair value step-up for purchase accounting - 0.3 1.3 2.5 Non-GAAP basic EPS $0.26 $0.31 $0.88 $(0.03) $0.30 0.1 0.1 0.2 0.6 1.0 Non-GAAP diluted EPS $0.25 $0.30 $0.86 $(0.03) $0.30 Add: Accelerated depreciation - 0.4 1.2 Non-GAAP basic weighted average shares 48.6 48.3 48.4 47.5 47.2 Add: Acquisition related - - 3.0 Non-GAAP diluted weighted average shares 50.9 49.7 49.31 47.5 47.2 Add: Interest expense 6.6 6.5 23.2 17.4 18.3 In millions Q1 21 Q4 20 2020 2019 2018 Add: Other income (expense), net 4.8 7.8 21.0 GAAP operating expenses $45.5 $46.2 $171.7 $197.8 $609.2 Add: Tax expense (benefit) 0.3 (0.6) (0.1) 0.8 (26.7) Share-based compensation (2.7) (2.7) (10.8) (13.4) (14.2) Non-GAAP operating income (loss) $16.1 $17.6 $52.5 $5.1 $23.2 Amortization (3.4) (3.8) (15.3) (17.1) (32.4) Asset impairment - - - (4.0) (375.2) Other (0.1) (1.5) (6.8) (12.1) Non-GAAP operating expenses $39.3 $39.7 $144.0 $156.5 $175.3 30 Investor Presentation | 2021 Veeco Instruments Inc. Amounts may not calculate precisely due to rounding. Veeco
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