Strategies for Sustainable Growth and Resilience slide image

Strategies for Sustainable Growth and Resilience

Tailwinds and Expected EDGE Drivers by Region 32.2% PACIFIC 2022 Revenue Mix1 16.2% O 22.8% 6.3% 22.5% Strong economic tailwinds: Aggregates Ready Mix Asphalt Contracting Services Other ■ Rebound in tourism to pre-COVID levels in Hawaii and increased military spending ■ Rebound in DOT, local municipality, and port spending in California Large airport and dam projects in Alaska EDGE - Key Expected Drivers: Execute mining improvements and operational efficiencies in 1 of only 3 large quarries in Oahu, Hawaii and Southern California Increase strategically located aggregate reserves throughout the region Implement best practices and operating expertise from Northwest prestress operations in Alaska 56.5% MOUNTAIN 2022 Revenue Mix¹ 12.8% O 16.4% Aggregates Ready Mix Asphalt Contracting Services 14.3% Other Strong economic tailwinds: ■ Idaho is one of the top 2 fastest growing states with population increase of 23% since 2010 ■ Treasure Valley seeing significant infrastructure project growth Bozeman has grown 94% since 2000 Housing demand remain strong in western Montana EDGE - Key Expected Drivers: Capitalize on being one of few vertically integrated contractors with full upstream capabilities and synergies Continue to execute on disciplined bid strategy with record backlog allowing for greater selectivity ■ Focus of PIT crews on aggregate production facilities ■ Execute on record backlog seeking opportunity to increase margins throughout and exceeding quality requirements that result in job bonuses Note: Pie chart numbers are rounded and may not sum to 100%. Other includes merchandise, transportation services and other products that individually are not considered to be a major line of business for the segment. 1 Reflects gross revenue breakdown by materials, contracting services and other. KNIFE RIVER 23 23
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