Capital Allocation and Growth Strategy slide image

Capital Allocation and Growth Strategy

Reconciliation of GAAP and Non-GAAP Information Year-ending: December 31, 2017 In Millions of Dollars Except Per Share Amounts Gross Profit Operating Profit Interest- Expense, Net Net Income GAAP results $3,455.4 $ 1,313.4 $ 98.3 Adjustments: Income Per Share- Diluted $783.0 $3.66 Derivative mark-to-market gains Business realignment activities Acquisition-related costs Pension settlement charges relating to Company- directed initiatives Long-lived and intangible asset impairment charges Impact of U.S. tax reform Noncontrolling interest share of business realignment and impairment charges Tax effect of all adjustments reflected above (35.3) (35.3) 5.1 69.4 0.3 I (30.5) 51.0 (0.16) 0.33 0.2 I 6.8 0.05 208.7 185.4 0.98 32.5 I (26.8) (0.13) (0.04) Non-GAAP results $3,425.2 $1,556.5 $98.3 $1,001.5 $4.69 As reported gross margin 46.0% Non-GAAP gross margin (1) 45.6% As reported operating profit margin 17.5% 20.7% Non-GAAP operating profit margin (2) 1: Calculated as non-GAAP gross profit as a percentage of net sales for the period presented. | 2: Calculated as non-GAAP operating profit as a percentage of net sales for the period presented.
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