Investor Presentation 2022 slide image

Investor Presentation 2022

APPENDIX NON-U.S. GAAP RECONCILIATIONS Non-U.S. GAAP Measures INVESTOR PRESENTATION 2022 88 YTD FY 21 (mils) YTD FY 20 (mils) YTD FY 19 (mils) YTD FY 18 (mils) YTD FY 17 (mils) YTD FY16 (mils) YTD FY15 (mils) YTD FY14 (mils) Net Earnings Per Share YTD FY 21 $ 3.18 YTD FY 20 $ 3.74 YTD FY 19 $ 4.02 YTD FY 18 $ 2.82 YTD FY 17 $ 3.16 YTD FY16 $ 2.85 Non-U.S. GAAP Adjustments Net Earnings $ 208.6 $ 240.4 $ 259.6 $ 180.4 $ 200.5 $ 180.8 $ 181.5 $ 165.8 Restructuring charges, net of tax 0.06 0.26 0.20 Income Taxes 37.2 41.5 61.0 39.2 52.2 45.6 59.5 61.4 Other charges, net of tax* (0.04) 0.69 0.66 Interest Expense 34.3 35.8 44.0 40.5 35.6 26.8 24.9 22.8 Interest Income (1.5) (1.8) (1.4) (1.7) (1.7) (2.0) (0.8) (0.3) Non-U.S. GAAP adjustments 0.06 0.22 0.69 0.86 Transition impact of recent changes to EBIT 278.6 315.9 363.2 258.4 286.7 251.2 265.0 249.8 U.S. tax law Total non-U.S. GAAP adjustments Amortization of Intangibles 41.9 39.5 56.0 44.7 25.8 27.5 29.2 33.6 Adjusted net earnings per share 0.17 0.17 0.06 0.22 0.86 1.03 $ 3.24 $ 3.96 $ 4.88 $ 3.85 $ 3.16 $ 2.85 Depreciation Expense 87.6 91.7 86.0 71.4 55.1 41.6 46.0 43.8 EBITDA as reported $ 408.1 $447.1 $ 505.2 $ 374.5 $ 367.6 $ 320.3 $340.3 $ 327.1 Restructuring and other charges 5.0 27.2 39.7 57.9 EBITDA as adjusted $413.1 $ 474.3 $ 544.9 $ 432.4 $ 367.6 $ 320.3 $340.3 $ 327.1 * Includes, as applicable, (i) the gain on sale of assets associated with the sale of the Company's real property, (ii) the charge from the impairment of assets held for sale, and the losses, associated with the Company's divestiture of its renewable power systems and related businesses, (iii) Duarte move related costs, (iv) the purchase accounting impacts related to the amortization of the backlog intangible acquired in connection with the acquisition of Woodward L'Orange on June 1, 2018 (the "L'Orange Acquisition"), (v) the transition impacts of the change in U.S. federal tax legislation in December 2017, (vi) costs associated with the previously proposed merger with Hexcel Corporation, which merger agreement was terminated on April 5, 2020, (vii) transaction costs associated with the completed divestiture of renewable power systems and related businesses, (viii) restructuring charges, (ix) acceleration of stock compensation expense related to restructuring activities, (x) the net gain on settlement of cross-currency interest rate swaps, and (xi) costs related to the fourth quarter of fiscal year 2019 impairment of accounts receivable, inventory and certain other assets in connection with Senvion, a significant customer of Woodward renewables business, which declared insolvency in fiscal year 2019. Cash From Operations Payments for PP&E Free Cash Flow Cash proceeds from the sale of the Duarte facility Cash paid for merger and divestiture transaction costs Cash paid for restructuring costs Net cash proceeds from cross-currency interest rate swaps Net after-tax payments from formation of joint venture with GE Adjusted Free Cash Flow YTD FY 21 (mils) $ 464.7 YTD FY 20 (mils) YTD FY 19 (mils) YTD FY 18 (mils) YTD FY 17 (mils) YTD FY16 (mils) $ 349.5 $ 390.6 $ 299.3 $ 307.5 $ 435.4 (37.7) (47.1) (99.1) $ 427.0 $ 302.4 $ 291.5 (127.1) $172.2 (92.3) (175.7) $215.2 $ 259.7 30.1 19.9 18.1 (55.2) (155.0) $ 427.0 $ 315.2 $291.5 $ 172.2 $215.2 $104.7 © WOODWARD, INC. | PROPRIETARY WOODWARD
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