2022 Sustainability Report - Building a Sustainable Future slide image

2022 Sustainability Report - Building a Sustainable Future

Q3 2023 Financial Results Excluding Legacy Projects, Property Sales and Business Dispositions $ Millions Three Months Ended September 30 Twelve Months Ended September 30 2023 2022 Change+ 2023 2022 Revenue 1,240 1,321 6% 4,781 4,518 Change+ 6% Legacy Projects (176) (199) (785) (754) ATE Results Pre-Sale (126) (150) (296) Pro Forma Revenue 1,064 995 7% 3,845 3,468 A 11% Operating Profit Legacy Projects Loss / (Profit) Property Dispositions (Gain on Sale) ATE Results Pre-Sale Loss/ (Profit) ATE Disposition Loss / (Gain on Sale)^ Skyport Minority Sale (Gain on Sale) Pro Forma Operating Profit Adjusted EBITDAⓇ Adjusted EBITDA Margin %* Legacy Projects Loss / (Profit) ATE Results Pre-Sale Loss / (Profit) Pro Forma Adjusted EBITDA Pro Forma Adjusted EBITDA Margin %* 140.1 61.0 ▲ 130% 242.0 87.2 ▲ 178% 91.1 30.2 234.2 105.2 (43.4) (10.2) 1.5 5.5 (36.5) (6.4) (139.0) (139.0) 93.7 81.0 16% 262.8 186.0 41% 32.0 92.6 65% 140.8 213.0 34% 2.6% 7.0% 440 bps 2.9% 4.7% 180 bps 91.1 30.2 234.2 105.2 (14.8) (3.8) (22.9) 123.1 108.0 14% 371.2 295.4 26% 11.6% 10.9% ▲ 70 bps 9.7% 8.5% 120 bps * 100% sale of Aecon Transportation East Business ("ATE") to Green Infrastructure Partners Inc. ("GIP"), which closed in Q2 2023 (May 1, 2023). * CC&L Infrastructure acquired a 49.9% interest in the concessionaire, which closed in Q3 2023 (September 20, 2023). Aecon Concessions retains the management contract for the airport and joint control of Skyport with a 50.1% retained interest. +bps basis point ACCON This is a non-GAAP financial measure. Refer to page 2 in this presentation. *This is a non-GAAP financial ratio. Refer to page 2 in this presentation. 26
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