Hagerty Investor Presentation Deck slide image

Hagerty Investor Presentation Deck

RECONCILIATION OF NON-GAAP METRICS Basic Earnings (Loss) Per Share to Adjusted Earnings (Loss) Per Share IN THOUSANDS EXCEPT FOR PER SHARE AMOUNTS Net Income (Loss) attributable to controlling interest¹ Net Income (Loss) attributable to non-controlling interest Consolidated Net Income (Loss) Change in Fair Value of Warrant Liabilities Adjusted Consolidated Net Income (Loss)² Weighted-average shares of Class A Common Stock Outstanding: Basic¹ Potentially dilutive shares outstanding: Conversion of non-controlling interest Hagerty Group Units to Class A Common Stock Total warrants outstanding Total unissued stock-based compensation Potentially dilutive shares outstanding Fully dilutive shares outstanding² Basic Earnings (Loss) per Share¹ Adjusted Earnings (Loss) per Share² ¹ Numerator and Denominator of the GAAP measure Basic EPS (Net income (loss) attributable to controlling interest / Weighted-average shares of Class A Common Stock outstanding) 2 Numerator and Denominator of the non-GAAP measure Adjusted EPS (Adjusted consolidated net income (loss) / Fully dilutive shares outstanding) Q1 2023 ($2,099) (12,926) ($15,025) 515 ($14,510) 83,227 255,640 19,484 6,870 281,994 365,221 ($0.03) ($0.04) Q1 2022 $27,507 (11,641) $15,866 (31,686) ($15,820) 82,433 251,034 19,484 270,518 352,951 $0.33 ($0.04) Adjusted EPS We define Adjusted Earnings (Loss) Per Share ("Adjusted EPS") as consolidated Net income (loss) attributable to both our controlling and non-controlling interest, less the change in fair value of our warrants and the revaluation gain on previously held equity method investment, divided by our outstanding and total potentially dilutive securities. The total potentially dilutive securities includes (1) the weighted-average issued and outstanding shares of Class A Common Stock, (2) all issued and outstanding non-controlling interest Hagerty Group Units, (3) all unexercised warrants and (4) all unissued stock-based compensation awards. In the third quarter of 2022, we began removing (1) the change in fair value of our warrants and (2) the revaluation gain on previously held equity method investment from consolidated Net income (loss) attributable to both our controlling and non-controlling interest for purposes of calculating Adjusted EPS. For comparability, references to prior period non-GAAP measures have been updated to show the effect of removing the change in the fair value of our warrants from Adjusted EPS. We believe this updated presentation of Adjusted EPS enhances investors' understanding of our financial performance from activities occurring in the ordinary course of our business. The most directly comparable GAAP measure is basic earnings per share ("Basic EPS"), which is calculated as Net income (loss) attributable to controlling interest divided by the weighted average of Class A Common Stock outstanding during the period. We caution investors that Adjusted EPS is not a recognized measure under GAAP and should not be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP, including Basic EPS, and that Adjusted EPS, as we define it, may be defined or calculated differently by other companies. In addition, Adjusted EPS has limitations as an analytical tool and should not be considered as a measure of profit or loss per share. HAGERTY Q1 2023 | 15
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