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Itron Investor Presentation

CONSOLIDATED NON-GAAP & CASH RESULTS: FY'22 $ in millions (except per share amounts) FY 2022 FY 2021 Change Non-GAAP operating income $58.4 $75.6 -23% Non-GAAP operating margin 3.3% 3.8% -50 bps Adjusted EBITDA $95.1 $115.2 -17% Adjusted EBITDA margin 5.3% 5.8% -50 bps Non-GAAP net income attributable to Itron, Inc. $51.0 $78.1 -35% Non-GAAP earnings per share - diluted $1.13 $1.75 -35% Net cash provided by operating activities $24.5 $154.8 -84% Free cash flow $4.8 $120.1 -96% » Decrease in Non-GAAP operating income due to fall through of lower gross profit, partially offset by lower non-GAAP opex >> Non-GAAP net income decreased due to lower non-GAAP operating income and higher non-GAAP income tax >> Free cash flow decreased due to higher working capital usage, higher variable compensation payments, and lower non- GAAP EBITDA, partially offset by lower capex Reconciliation of GAAP to Non-GAAP results in Appendix and also available on our website. Itron ©2023 ITRON PROPRIETARY ITRI Itron Investor Presentation - February 2023 | 35
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