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Investor Presentaiton

Reconciliation of Adjusted Segment EBITDA ($'s in millions) Construction Products Operating Profit Add: Depreciation, depletion, and amortization expense (1) Segment EBITDA Add: Impact of acquisition and divestiture-related expenses (2) Add: Impairment charge Less: Benefit from reduction in holdback obligation Adjusted Segment EBITDA Adjusted Segment EBITDA Margin Engineered Structures Operating Profit Add: Depreciation and amortization expense (1) Segment EBITDA Add: Impact of acquisition and divestiture-related expenses (2) Add: Impairment charge Less: Gain on sale of storage tanks business Adjusted Segment EBITDA Three Months Ended September 30, 2023 2022 Twelve Months Ended September 30, 2023 2022 2021 Twelve Months Ended December 31, 2020 2019 2018 $ 30.3 $ 27.6 $ 28.4 26.3 138.3 108.6 $ 96.5 $ 102.7 83.2 88.7 $ 74.7 $ 52.7 $ 50.4 60.1 38.0 21.9 58.7 53.9 246.9 199.2 171.9 134.8 90.7 72.3 7.6 2.9 1.4 0.8 0.8 (5.0) 58.7 $ 53.9 $ 241.9 22.4 % 22.1 % 24.6 % $ 199.2 21.6 % $ 179.5 $ 138.5 $ 92.1 73.1 22.5 % 23.3 % 20.9 % 25.0 % $ 18.7 $ 37.1 270.4 $ 307.0 88.0 $ 80.2 100.7 $ 28.6 6.7 8.1 26.1 30.5 33.1 31.5 27.9 29.7 25.4 45.2 296.5 337.5 121.1 111.7 128.6 58.3 0.6 0.6 1.0 2.8 2.9 1.3 23.2 (195.4) $ (189.0) $ 25.4 11.4 % $ 45.8 $ 101.1 $ 149.1 $ 125.0 $ 115.8 $ 128.6 $ 81.5 16.5 % 12.0 % 14.9 % 13.4 % 13.2 % 15.4 % 10.4 % Adjusted Segment EBITDA Margin Transportation Products Operating Profit Add: Depreciation and amortization expense (1) Segment EBITDA Add: Impact of acquisition and divestiture-related expenses (2) 14.1 $ 1.0 $ 40.1 $ 11.5 $ 6.4 $ 54.6 $ 46.8 48.4 4.1 3.9 16.1 15.8 17.8 18.0 16.3 15.5 18.2 4.9 56.2 27.3 24.2 72.6 63.1 63.9 0.6 5.0 Add: Impairment charge Adjusted Segment EBITDA $ 18.2 4.9 56.2 27.3 24.2 77.6 63.7 63.9 Adjusted Segment EBITDA Margin 17.0 % 5.9 % 14.1 % 8.6 % 7.9 % 16.6 % 13.7 % 16.3 % Operating Loss - Corporate $ (14.7) $ (16.7) $ (66.2) $ (66.0) $ (70.3) $ Add: Impact of acquisition and divestiture-related expenses - Corporate (2) 0.5 1.6 6.8 10.4 11.5 (57.7) 4.6 $ (47.3) $ (32.5) Add: Legal settlement - - 8.7 - Add: Corporate depreciation expense Adjusted EBITDA 5.2 5.1 $ 325.1 (1) Includes the impact of the fair value markup of acquired long-lived assets, subject to final purchase price adjustments. (2) Expenses associated with acquisitions and divestitures, including the cost impact of the fair value markup of acquired inventory, advisory and professional fees, integration, separation, and other transaction costs. 1.3 89.4 1.3 $ 90.8 4.7 4.9 3.6 345.0 $ 283.3 $ 283.7 240.7 0.5 $ 186.5 32 MOVING INFRASTRUCTURE FORWARD | 2023 A
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