Charles River - JP Morgan Conference Presentation slide image

Charles River - JP Morgan Conference Presentation

CONTINUED FROM PREVIOUS SLIDE CHARLES RIVER LABORATORIES INTERNATIONAL, INC. RECONCILIATION OF GAAP TO NON-GAAP SELECTED BUSINESS SEGMENT INFORMATION (UNAUDITED) (¹) (in thousands, except percentages) Unallocated Corporate Overhead Add back: Severance Acquisition related adjustments Other items (3) (2) Total non-GAAP adjustments to operating expense Unallocated corporate overhead, excluding non-GAAP adjustments Total Revenue Operating income Operating income as a % of revenue Add back: Amortization related to acquisitions Severance Acquisition related adjustments (2) Site consolidation costs, impairments and other items (3) Total non-GAAP adjustments to operating income Operating income, excluding non-GAAP adjustments Non-GAAP operating income as a % of revenue Depreciation and amortization Capital expenditures Three Months Ended December 25, 2021 December 26, 2020 Twelve Months Ended December 25, 2021 December 26, 2020 $ (54,021) $ (45,747) $ (230,320) $ (177,430) 224 1,343 375 4,020 73 30,354 411 39 39 13,996 (661) $ 1,606 $ 4,395 $ 30,466 $ 13,746 $ (52,415) $ (41,352) $ (199,854) $ (163,684) 905,050 $ 790,990 172,807 128,927 19.1 % 16.3 % $ 3,540,160 $ 2,923,933 589,862 16.7 % 432,729 14.8 % 29,398 28,097 128,148 118,618 1,358 1,051 4,718 7,586 (15,563) 5,724 15,867 19,623 1,100 877 3,468 6,457 $ 16,293 $ 35,749 $ 152,201 $ 152,284 $ 189,100 20.9 % $ 164,676 $ 20.8 % 742,063 $ 21.0 % 585,013 20.0 % S $ 67,241 $ 98,775 $ 60,876 87,854 $ 265,540 $ 234,924 $ 228,772 $ 166,560 (1) Charles River management believes that supplementary non-GAAP financial measures provide useful information to allow investors to gain a meaningful understanding of our core operating results and future prospects, without the effect of often-one-time charges and other items which are outside our normal operations, consistent with the manner in which management measures and forecasts the Company's performance. The supplementary non-GAAP financial measures included are not meant to be considered superior to, or a substitute for results of operations prepared in accordance with U.S. GAAP. The Company intends to continue to assess the potential value of reporting non-GAAP results consistent with applicable rules, regulations and guidance. (2) These adjustments are related to the evaluation and integration of acquisitions, which primarily include transaction, third-party integration, and certain compensation costs, and fair value adjustments associated with contingent consideration. (3) Other items include certain costs in our Microbial Solutions business related to environmental litigation incurred during the three and twelve months ended December 25, 2021, which impacted Manufacturing Solutions; and third-party costs, net of insurance reimbursements, incurred during the twelve months ended December 26, 2020 associated with the remediation of the unauthorized access into the Company's information systems which was detected in March 2019, which impacted Unallocated Corporate Overhead. Charles River - JP Morgan Conference Presentation 28
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