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Sustainable Growth and Financial Review

Non-GAAP reconciliation – adjusted net income¹ FY2017 FY2018 FY2019 FY2020 FY2021 1Q22 1Q21 $390 $269 $147 $212 $405 $92 $55 6 13 (14) 64 1 ($M) Net income Litigation and audit assessments Goodwill impairment Duplicate chassis costs 15 WSL contingent consideration adjustment Acquisition-related costs Restructuring charges (14) 2 35 I 64 1 11 I 2 I I I Property gain - net I (51) I Tax Cuts and Jobs Act² (230) I Income tax adjustment³ (1) (25) (4) 3 (3) Adjusted net income $161 $275 $220 $222 $407 $102 $55 1 Table may not sum due to rounding. 2 Represents the effect on deferred assets and liabilities of the change in the federal income tax rate from 35% to 21% as a result of the Tax Cuts and Jobs Act enacted in December 2017. 3 Tax impacts are calculated using the applicable consolidated federal and state effective tax rate, modified to remove the impact of tax credit and adjustments not applicable to the specific items. Notes: SCHNEIDER Investor presentation 14
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