2022 Guidance and E.S.G. Considerations slide image

2022 Guidance and E.S.G. Considerations

Cash Flow Statement Highlights (1) ~ 2020 includes benefit of payroll tax deferral (COVID-19 relief). Total payroll tax deferral of $55M (half paid in December 2021; remainder due in December 2022). $ in Millions 4Q20 1Q21 2Q21 3Q21 4Q21 GAAP Net Income 45.6 50.3 80.6 45.2 34.0 Changes in working capital 34.5 (18.3) (9.1) (7.0) (27.1) Depreciation and amortization 8.8 7.6 6.7 7.5 9.1 Non-cash compensation, includes 401(k) match expense 7.0 7.3 6.2 4.4 5.9 Deferred income taxes (23.8) 7.4 15.3 12.0 9.9 Other (6.2) (0.3) (31.7) (0.3) (26.6) Cash flow from operations 65.9 54.0 68.0 61.8 5.2 Capital expenditures - routine (2.4) (1.6) (1.0) (2.2) (0.7) (2.9) (2.7) (2.7) (0.5) (3.3) 60.6 49.7 64.3 59.1 1.2 Required debt repayments Free cash flow Capital Deployment Acquisitions Share Repurchases Total 0.8 (2.5) (262.4) (5.1) (72.9) (1.2) (10.8) (15.0) 0.8 (72.9) (3.7) (273.2) (20.1) 1. Free cash flow defined as cash flow from operations less routine capital expenditures and required debt repayments. 14
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