FY24 FULL YEAR OUTLOOK slide image

FY24 FULL YEAR OUTLOOK

RECONCILIATION OF GAAP MEASURES TO NON-GAAP MEASURES Reconciliation of GAAP Segment Operating Income (Loss) to Segment Non-GAAP Operating Income (Loss)* $ Millions (Unaudited) Jun 30, 2023 Three Months Ended Mar 31, Year Ended Jun 30, Jun 30, Jun 30, 2023 2022 2023 2022 Networking GAAP Operating Income (Loss) $ (8.1) $ 49.5 $ 67.1 $ 222.4 $ 231.6 Share-based compensation 7.6 6.9 3.1 33.6 30.9 Amortization of acquired intangibles(1) 22.9 16.5 16.5 72.3 66.3 Restructuring charges(2) 55.6 55.6 Integration, site consolidation and other(3) 0.9 1.8 2.3 5.2 6.2 Transaction fees and financing(4) Non-GAAP Networking Operating Income 0.5 0.5 $ 78.9 $ 74.7 $ 89.5 $ 389.1 $ 335.5 Reconciliation of GAAP Measures to non-GAAP Measures* $ Millions (Unaudited) Three Months Ended Jun 30, 2023 Mar 31, 2023 Jun 30, 2022 Jun 30, 2023 Gross profit on GAAP basis Share-based compensation $ 343.4 $ 420.2 $ 326.0 $1,618.3 $1,265.5 Year Ended Jun 30, 2022 Materials GAAP Operating Income (Loss) Share-based compensation Amortization of acquired intangibles(1) Restructuring charges(2) Integration, site consolidation and other(3) Transaction fees and financing(4) Start-up costs(4) $ (65.0) $ 67.8 $ 53.5 $ 159.6 $ 218.6 10.4 10.7 10.5 51.1 42.2 35.1 3.2 3.3 44.8 13.3 60.4 60.4 29.4 7.3 5.2 40.5 8.1 0.2 0.2 6.4 32.3 4.9 6.5 0.9 22.9 5.1 Non-GAAP Materials Operating Income $ 70.2 $ 89.0 $ 79.1 $ 356.4 $ 314.7 Amortization of acquired intangibles(1) 38.7 30.7 9.6 132.1 38.3 Preliminary fair value adjustment on acquired inventory Integration, site consolidation and other(3) Start-up costs(5) Gross profit on non-GAAP basis 157.5 45.8 5.8 6.9 53.2 9.8 Lasers GAAP Operating Income (Loss) Share-based compensation $ (82.1) 8.4 $ (49.9) $ 17.5 $ (419.1) $ 64.9 2.8 Amortization of acquired intangibles(1) 75.6 73.0 297.1 $ 432.8 $ 463.2 $ 343.4 $1,984.0 $1,321.5 Restructuring charges(2) 3.1 3.1 Integration, site consolidation and other(3) 31.0 12.8 78.8 Transaction fees and financing(4) 38.7 Operating income (loss) on GAAP basis $ (155.2) $ 67.4 $ 114.2 Share-based compensation 26.4 35.1 13.5 $ (37.1) $ 414.3 149.6 73.1 Preliminary fair value adjustment on acquired inventory Non-GAAP Lasers Operating Income 157.5 $ 36.0 $ 53.4 $ $ 221.0 Amortization of acquired intangibles(1) 133.5 92.7 19.9 414.1 79.7 Preliminary fair value adjustment on acquired inventory 157.5 Restructuring charges(1) 119.1 119.1 Unallocated and Other GAAP Operating Income (Loss) Transaction fees and financing(4) $ $ $ (6.4) S 6.4 $ (35.9) 35.9 Integration, site consolidation and other(2) 61.3 21.9 7.5 124.5 14.3 Non-GAAP Unallocated and Other GAAP Operating Income (Loss) $ $ S Transaction fees and financing(3) Start-up costs(4) Operating income on non-GAAP basis 7.1 38.7 36.6 6.4 32.3 Total GAAP Operating Income (Loss) $ (155.2) $ 67.4 $ 114.2 $ (37.1) $ 414.3 $ 185.1 $ 217.1 $ 168.6 $ 966.5 $ 650.2 Non-GAAP Operating Income $ 185.1 $ 217.1 $ 168.6 $ 966.5 $ 650.2 COHERENT Copyright 2024, Coherent. All rights reserved. 55 35
View entire presentation