THOR Investor Day 2022 slide image

THOR Investor Day 2022

Reconciliation of Non-GAAP Measures ROIC % ($ in thousands) Income Before Income Taxes (1) FY17 - FY21 5-Year Average $ 498,312 July 31, 2016 July 31, 2021 Invested Capital Total Stockholders' Equity $ 1,265,222 $ 2,948,106 Add Back: Long-term Debt 360,000 1,594,821 Deferred Income Tax Liabilities, Net 113,598 Less: Cash and Cash Equivalents 209,902 445,852 Restricted Cash Deferred Income Tax Assets, Net Total Invested Capital 5-Year ROIC % 2,854 53,417 41,216 1,361,903 $ 4,166,603 $ 2,764,253 18.0% (1) Income Before Income Taxes utilized for the ROIC calculation herein is a calculated five year average based on actual results for the fiscal years ending July 31, 2017 to July 31, 2021. ROIC is calculated using a non-GAAP financial measure. We calculate ROIC by dividing income before income taxes by average invested capital (components and reconciliation shown above). We believe that ROIC is useful to investors as a measure of performance and of the effectiveness of the use of capital in our operations. We use ROIC as one measure to monitor and evaluate operating performance. This method of determining non-GAAP ROIC may differ from other companies' methods and therefore may not be comparable to those used by other companies. ROIC should be considered in addition to, rather than as a substitute for, other information provided in accordance with GAAP. 98 THOR Investor Day 2022 THOR Go Everywhere. Stay Anywhere™
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