Market Verticals and Megatrends slide image

Market Verticals and Megatrends

RECONCILIATION OF GAAP MEASURES TO NON-GAAP MEASURES COHERENT Reconciliation of Segment Non-GAAP Operating Income (Loss) to GAAP Segment Operating Income (Loss)* $ Millions (Unaudited) Non-GAAP Networking Operating Income Share-based compensation Amortization of acquired intangibles Restructuring and related expenses Networking GAAP Operating Income 2022 Three Months Ended Sept 30, Jun 30, 2022 Sept 30, 2021 $ 117.7 $ 89.2 $ 86.8 (10.2) (16.5) (3.1) (9.6) (16.2) (16.9) (2.8) (0.9) $ 91.0 $ 67.1 $ 59.4 Non-GAAP Materials Operating Income Share-based compensation S 96.8 $ 79.5 S 63.5 (17.2) (10.5) (13.2) Amortization of acquired intangibles Integration and other() (3.2) (3.7) (3.5) (1.1) (5.4) Start-up costs (3) (6.4) Materials GAAP Operating Income $ 75.3 $ 53.5 S 46.8 Non-GAAP Lasers Operating Income $ 71.9 $ Share-based compensation (25.8) Amortization of acquired intangibles (62.8) Integration and other(1) (23.0) Transaction fees and financing) (38.7) Preliminary fair value adjustment on acquired inventory Lasers GAAP Operating Income (Loss) (45.5) $ (123.8) $ S Non-GAAP Unallocated and Other Operating Income (Loss) Restructuring, integration, and transaction expenses Unallocated and Other GAAP Operating Income (Loss) $ $ $ (6.4) (11.2) S $ (6.4) $ (11.2) Total GAAP Operating Income $ 42.5 S 114.2 S 95.1 Non-GAAP Operating Income $ 286.4 $ 168.6 $ 150.2 34
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