Capital Deployment and M&A Highlights

$5B SAM Expands to $7B+ with IMG Acquisition Established Position Opportunity U.S. Europe Customer Gas Delivery ($1.8B) 234 S. 5 Korea Japan 7 8 9 Others Share (est. 2020): Served Markets and Market Opportunity (Semi) Chemical Delivery Sub-Assembly (including LDM) ($0.8B) (Weldments) ($1.3B pre-IMG) Precision Machining Other Components ($0.8B pre-IMG) ($0.2B) ~33% <10% <25% <10% <5% IMG Acquisition Adds to Semi SAM: ichor +$0.2B E-Beam / Laser +$0.6B Medium-Format Welding Proprietary Precision Mach. IMG Acquisition Adds new SAM Verticals: >$IB SAM for Non-Semi Precision Machining $0.35B SAM for Brazing $0.23B SAM for LINACS 8

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