Investor Presentaiton
Q2'23 Key Performance Highlights
1
Delivering Strong Organic
Growth
We delivered a ninth consecutive
quarter of organic NSR growth,
including 8% organic NSR1 growth in
the design business with continued
strong growth across all markets.
2
Transforming the Value of
Our Backlog
By winning what matters, we are
transforming the visibility and long-
term earnings potential of the business
with a design backlog at a record high,
driven by record quarterly wins and a
1.5 book-to-burn ratio6.
+12%5
$21.0B
3
Translating Growth to the
Bottom Line
Industry-leading margins, combined
with accelerating organic growth, is
translating to the bottom line, which is
enabling investments in our teams to
capitalize on substantial growth
opportunities.
10%
Q2'23 Adjusted²
EBITDA4 Growth
11%
Q2'23 Adjusted²
EPS Growth
4
Maximizing Value for
Shareholders
Leveraging our strong cash flow in the
first half of the year, we have returned
more than $120 million to shareholders
in the first half of the year through
stock repurchases and dividends.
$63M
H1'23 Free Cash Flow
9th
8%
Consecutive Quarter of
Organic NSR1 Growth
$19.0B
Q2'23 Total Design
NSR1 Growth
1.5x
Q2'23 Design
Book-to-Burn
Q2'22
Q2'23
Total Design Backlog
2x+
Share of High Value Wins
Has More Than Doubled Over
the Last Few Years
FY'23E
FY'22
FY'21
FY'20
FY'19
FY'18
14.6%
~$120M
14.2%
13.8%
12.3%
10.7%
8.7%
Segment Adjusted² Operating Margin³
~16%
+20%
H1'23 Capital Returns to
Shareholders (including
repurchases and dividends)
Share Count Reduction Since
Repurchases Began in Sept 20
Increased Quarterly Dividend in
January
WE REMAIN CONFIDENT IN DELIVERING ON OUR LONG-TERM COMMITMENTS AND IN CREATING VALUE FOR SHAREHOLDERS
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