EX-99.1

Exhibit 99.1 Welcome M I C H E L L E S I M M O N S

O U R C O M M I T M E N T Safety First Our success starts with protecting our people. A safe workplace enables our people to thrive, our operations to perform, and a brighter future for our customers, communities and the planet. OPERATIONS PEOPLE SAFE STRONG COMMUNITIES A BRIGHTER THRIVING TOMORROW T H I N K S A F E . W O R K S A F E . H O M E S A F E . P E O P L E . P E R F O R M A N C E . R E S P O N S I B I L I T Y .

L E G A L D I S C L A I M E R Cautionary Statement Regarding Forward-Looking Statements and Non-GAAP Disclosures This presentation contains forward-looking statements within the Readers are cautioned not to place undue reliance on these forward- the announcement or pendency of the Preferred Investment and the meaning of Section 27A of the Securities Act of 1933, as amended, and looking statements. Spin-Off on the market price of Flex’s securities and/or on Flex’s financial Section 21E of the Securities Exchange Act of 1934, as amended. Words Risks and uncertainties related to the Preferred Investment, EPC Power performance; the ability to achieve anticipated capital structures, credit such as “anticipate,” “believe,” “expect,” “intend,” “may,” “plan,” “project,” Acquisition and Spin-Off include, but are not limited to: uncertainties as ratings, and financing in connection with the Spin-Off; the ability to “will,” and similar expressions identify forward-looking statements. These to whether the Preferred Investment and the Spin-Off will be completed retain key personnel; impacts of geopolitical conflicts; and any changes forward-looking statements include, without limitation, statements and the timing thereof; the ability to achieve anticipated ratings of the in general economic and/or industry-specific conditions. Additional regarding the separation of Flex’s Cloud and Power Infrastructure Convertible Preferred Stock; the possibility that various conditions to the information concerning risks relating to our business is described under business into an independent publicly traded company, Axiom Solutions completion of the Preferred Investment and the Spin-Off may not be “Risk Factors” and “Management’s Discussion and Analysis of Financial International, Inc. (“Axiom” and such separation, the “Spin-Off”) and the satisfied or waived, including the failure to obtain required regulatory Condition and Results of Operations” in our most recent Annual Report Preferred Stock Investment Agreement, pursuant to which GC Venture XIII approvals in the expected timeframe or at all or subject to conditions on Form 10-K and in our subsequent filings with the Securities and (ASI), L.P. and the other investors party thereto have agreed to that are not anticipated; the possibility that the Spin-Off will not qualify Exchange Commission (the “SEC”). Any references to the planned Spin- collectively purchase 200,000 shares of Axiom’s Series A Convertible for the expected tax-free treatment for U.S. federal income tax purposes; Off, including its timing, Form 10 status, and the leadership of each Preferred Stock, par value $0.0001 per share (the “Convertible Preferred the risk that the Spin-Off may be more difficult, time-consuming, or company following the separation, are forward-looking and remain Stock”), in a private placement (the “Preferred Investment”), the costly than expected, including the impact on Flex resources, systems, subject to applicable approvals and completion of the Spin-Off. All expected timing of the closing of the Preferred Investment, the expected procedures, and controls; potential adverse effects to the businesses of forward-looking statements are made as of the date hereof, and Flex timing of the Spin-Off and the ability to complete each of the Preferred Flex during the pendency of the Spin-Off, such as employee departures assumes no obligation to update or revise any forward-looking Investment and the Spin-Off; the anticipated synergies and benefits of or distraction of management from business operations; the possibility statements, whether as a result of new information, future events or the acquisition of EPC Power Corp. (“EPC Power”, and such acquisition, that the strategic, operational and financial benefits of the EPC Power otherwise, except as required by applicable law. the “EPC Power Acquisition”) and the Spin-Off, including enhanced Acquisition and the Spin-Off may not be achieved or may take longer to Reconciliations of historical non-GAAP financial measures to the most strategic focus, financial flexibility and value creation for shareholders; achieve than expected, including as a result of problems arising from the directly comparable GAAP financial measures are available in the the expected tax-free treatment of the Spin-Off for U.S. federal income integration of the business of EPC Power; the failure to obtain, or delays in Investor Relations section of our website at www.flex.com. Reconciliations tax purposes; the expected future performance of each of Flex and obtaining, required legal, regulatory or other approvals necessary to of forward-looking non-GAAP financial measures to the most directly Axiom, including the business of EPC Power; the impact of the EPC Power complete the Spin-Off; disruption from the EPC Power Acquisition and comparable GAAP financial measures are not provided because the Acquisition on Flex’s Cloud and Power Infrastructure business; Flex’s the Spin-Off, including potential adverse effects on relationships with information necessary to prepare such reconciliations is not available plans to repay borrowings incurred in connection with the EPC Power customers, suppliers, employees and other business partners; without unreasonable effort due to the inherent variability, complexity Acquisition; and statements about business strategies, growth competitive responses to the announcement or completion of the Spin- and uncertainty in forecasting certain reconciling items, including opportunities, market position and financial outlook for each of Flex and Off; diversion of management’s attention from ongoing business restructuring and impairment charges. These items could be material Axiom. These forward-looking statements are based on current operations; the possibility of disputes, litigation or unanticipated costs in and could significantly affect our GAAP results. expectations, estimates and assumptions involving risks and connection with the Spin-Off; uncertainty regarding the financial This presentation does not constitute an offer to sell, or the solicitation of uncertainties that could cause actual outcomes and results to differ performance of Flex or Axiom following the Spin-Off; negative effects of an offer to buy, any securities. materially from those anticipated by these forward-looking statements.

I N N O V A T I O N D A Y · 2 0 2 6 Today’s Agenda S E S S I O N 1 · N A S D A Q : F L E X S E S S I O N 2 · N A S D A Q : A X M 8:00 AM – 11:00 AM 12:00 PM – 3:00 PM Product Presentation Product Q&A Presentation Q&A › › › › Showcase Showcase 8:00 AM 12:00 PM 10:15 AM 2:40 PM 9:05 AM 1:10 PM

Innovation Day R E V A T H I A D V A I T H I

I N N O V A T I O N D A Y · 2 0 2 6 Building on Our Proven Transformation Record 2019 – 2026 Results from FY19 to FY26 2027+ Delivered strong results Entering our next chapter Transformed the portfolio • Repositioned toward higher-value FY26 adjusted operating • On track to complete the planned markets and exited structurally margin, almost doubled spin-off of Axiom in calendar Q1 6%+ lower-margin businesses since FY19 2027 • Executed the Nextracker spin-off • Establishing two focused, Adjusted EPS, FY19 to independent public companies ~3x FY26 • Built a leading critical digital positioned to lead in their infrastructure business across respective markets power, compute, and cooling, now TSR relative to the S&P becoming Axiom ~4x 500 Adj. operating margin and adj. EPS are non-GAAP, FY19 vs. FY26 as reported. Flex TSR based on share price appreciation from March 31, 2019 to November 1, 2026; S&P 500 total return per FactSet.

I N N O V A T I O N D A Y · 2 0 2 6 Two Companies Built to Win A market-leading advanced manufacturing company A leader in critical digital infrastructure, delivering end-to- operating at global scale for premier brands across a end compute, power and thermal management diverse set of end markets technologies for AI data centers and mission-critical applications Healthcare Industrial Automotive Communications Lifestyle Power Conversion Critical Power Embedded Power Cloud Compute Thermal Products Products Products Management Products R E V E N U E M I X R E V E N U E M I X Regulated Manufacturing Solutions Power Integrated Technology Solutions Cloud & Cooling

I N N O V A T I O N D A Y · 2 0 2 6 Positioned to Deliver Long-Term Value 01 02 03 Two independent, Distinct growth strategies Management focus on focused companies with aligned to differentiated scaling businesses, clear execution priorities market positions expanding margins, and driving value creation Each company purpose-built for Capital and focus directed to Clear accountability, disciplined its market and positioned to lead where each business has the portfolio management, and strongest right to win capital deployment aligned to returns

I N N O V A T I O N D A Y · 2 0 2 6 The Investment Case for Flex Michael Hartung, Chief Executive Officer

T H E I N V E S T M E N T C A S E F O R F L E X Building a Value Creation Company Creating value through profitable growth, operating margin expansion, cash generation, and disciplined capital allocation POSITION OF STRENGTH PROVEN PLAYBOOK AMBITIONS BEYOND EMS Unique global platform, deep History of financial rigor, Building a value creation customer relationships, proven productivity improvement, and company where capital follows operating capabilities, and a portfolio optimization will guide returns portfolio aligned with long-term how Flex creates value in the secular trends future

T H E I N V E S T M E N T C A S E F O R F L E X Post-Spin Flex Starts from a Position of Strength Global scale, integrated capabilities, and diversified end markets create a differentiated competitive position C O M P R E H E N S I V E S U I T E O F S E R V I C E S A T G L O B A L S C A L E U N M A T C H E D E X P E R T I S E A N D Design Advanced manufacturing Vertical integration Fulfillment Circular economy C A P A B I L I T I E S $21B FY26 net sales Regulated Manufacturing Solutions (RMS) Integrated Technology Solutions (ITS) Complex, regulated and high-reliability Complex, technology-driven and rapidly products evolving products 110k Employees Healthcare Industrial Automotive Communications Lifestyle 55+ years Advanced manufacturing F Y 2 4 – 2 6 O P E R A T I N G M O M E N T U M 90 bps 150 bps 17% 30 RMS segment adj. operating ITS segment adj. operating Combined segment income Countries margin expansion margin expansion growth FY26 net sales represent the combined net sales of the RMS and ITS segments.

T H E I N V E S T M E N T C A S E F O R F L E X A Proven Playbook That Makes Value Creation Repeatable FINANCIAL PORTFOLIO PRODUCTIVITY RIGOR OPTIMIZATION IMPROVEMENT • Increase exposure to higher- • Improve the quality of earnings • Build on seven years of value businesses and markets and cash generation operational progress • Improve businesses where • Maintain disciplined cost and • Apply execution discipline, stronger execution creates working capital management automation, data, and physical AI value • Allocate capital based on • Accelerate productivity gains • De-emphasize businesses that returns and unlock additional value do not meet our strategic and financial criteria

T H E I N V E S T M E N T C A S E F O R F L E X Capital Goes Where It Earns the Highest Return Invest Improve • Markets with strong secular growth, differentiated • Fund organic growth with attractive returns capabilities and a clear right to win • Strengthen base businesses where better execution can • Higher margins and strong returns on capital increase contribution • Passive and active actions may be evaluated • Drive productivity and efficiency Flex is raising the quality of the portfolio and the quality of its earnings

T H E I N V E S T M E N T C A S E F O R F L E X Six High-Value Markets, Multiple Paths to Growth S E G M E N T · R M S S E G M E N T · R M S S E G M E N T · I T S Medical devices Robotics Advanced networking S E G M E N T · R M S S E G M E N T · R M S S E G M E N T · I T S Drug delivery Energy Satellite infrastructure communications Six markets give Flex multiple paths to double-digit growth and margins above the company average

T H E I N V E S T M E N T C A S E F O R F L E X A Better Mix Drives Margin Expansion Post-spin Flex: high-value markets become a larger share of revenue and earnings H I G H - V A L U E M A R K E T S , % O F R E V E N U E A D J U S T E D O P E R A T I N G M A R G I N 35–40% 7%+ Approaching 30% 5.7–5.9% 24% 5.5% FY26 FY27 FY29 FY26 FY27 FY29 Mix will be the largest driver of margin expansion, with additional contributions from productivity and operating leverage FY26 High-Value Markets % of revenue based on total RMS and ITS segment revenues. FY26 Adjusted Operating Margin represents pro forma adjusted operating margin, including Corporate and other costs allocated to the RMS and ITS segments based on each segment’s proportion of total Flex revenue.

T H E I N V E S T M E N T C A S E F O R F L E X A Proven Playbook with Demonstrated Results 6.3% $1.8B $1.1B F R E E C A S H F L O W A D J U S T E D O P E R A T I N G A D J U S T E D O P E R A T I N G M A R G I N I N C O M E $0.9B 3.3% $1B+ +300 bps 11% CAGR NM FY19 FY26 FY19 FY26 FY19 FY26 T H E P L A Y B O O K W O R K S BUILD Financial rigor Productivity improvement Portfolio optimization • Strong cash conversion SCALE • Build on seven years of • Nextracker built, scaled, taken • Disciplined capital deployment operational progress public, and separated REALIZE • Reliable execution through • Axiom built within Flex, with VALUE changing market conditions separation underway Financials represent Total Flex as reported

The Team to Execute Michael Hartung Amy Schwetz Mike Thoeny Dennis Kirkpatrick Chief Executive Officer Chief Financial Officer President, RMS President, ITS FLEX: 20+ YEARS JOINED FLEX 2026 | PRIOR: FLOWSERVE FLEX: 6+ YEARS FLEX: 20+ YEARS Rodrigo DallOglio Ivan Brockman Xavier Boza Andy Powell Chief Business Chief Operating Officer Chief Human Resources Chief Legal Officer Transformation Officer Officer JOINED FLEX 2026 | PRIOR: BX/PJT FLEX: 5+ YEARS FLEX: 9+ YEARS FLEX: 25+ YEARS

T H E I N V E S T M E N T C A S E F O R F L E X FY27 Outlook and FY29 Direction Reflects business performance and portfolio actions F Y 2 7 O U T L O O K Organic revenue growth Up HSD to LDD F Y 2 9 D I R E C T I O N RMS revenue growth Up MSD to HSD MSD 35% – 40% 7%+ Organic revenue growth, HVM share of revenue Adjusted operating ITS revenue growth FY26 to FY29 CAGR margin Up LDD to Low-teens Adjusted operating margin 5.7% to 5.9% DD 80%+ ~2% of revenue High-value markets Annual adjusted EPS FCF conversion Capital expenditures Approaching 30% growth Revenue growth is organic, continuing operations. FY26 revenue represents the combined net sales of the RMS and ITS segments. FY2029 is direction, not guidance; FY2029 revenue growth is the FY2026 to FY2029 CAGR. Free cash flow conversion is free cash flow as a percentage of adjusted net income. MSD, HSD, LDD and DD: mid-and high-single-digit, low-double-digit and double-digit.

T H E I N V E S T M E N T C A S E F O R F L E X Creating Long-Term Shareholder Value STARTING FROM A POSITION OF STRENGTH PROVEN PLAYBOOK LEVERAGING LEADING EMS POSITION TO BUILD A VALUE CREATION COMPANY Driving high-value market growth from 24% of revenue in FY26 to 35% to 40% by FY29, and company adjusted operating margin of 7%+ FY26 High-Value Markets % of revenue based on total RMS and ITS segment revenues.

Winning in High-Value Markets Mike Thoeny Dennis Kirkpatrick Expected President, Regulated Expected President, Integrated Manufacturing Solutions Technology Solutions

RMS R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Driving Durable Growth in High-Value Markets Serving highly regulated industries where quality, compliance and reliability are the price of admission Healthcare Industrial Automotive H I G H - V A L U E H I G H - V A L U E O P T I M I Z E A N D M A R K E T S M A R K E T S L E V E R A G E B A S E B U S I N E S S Medical devices Robotics Leverage power and Drug delivery Energy infrastructure compute capabilities into higher-growth markets B U I L T F O R L O N G - T E R M V A L U E C R E A T I O N Predictable, repeatable Expanded participation Deeply embedded High barriers to entry execution across product lifecycle relationships High barriers to entry, differentiated capabilities and deep customer relationships drive sustained growth and margin expansion

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Healthcare: A Premium, Regulated Growth Engine Two high-value markets where regulatory barriers and design-led participation deliver high-quality, durable programs W H Y F L E X W I N S S T R O N G , N O N - C Y C L I C A L Operating margin on design engagements M A R K E T D R I V E R S Regulatory and quality Aging populations and rising +250 bps expertise chronic disease Medical devices FDA-registered sites Proven design-to- Care moving from hospital 12 industrialization capabilities to home expand participation ISO 13485-certified sites Trusted partnerships earned Fast-growing drug delivery through execution; programs (e.g., GLP-1 therapies >25% 22 span 10+ years Drug delivery CAGR in recent years) S E L E C T C U S T O M E R S

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Merck KGaA, Darmstadt, Germany + Flex An award-winning connected autoinjector, from concept to full production E V O L U T I O N T O D A Y W H A T ’ S N E X T Over two decades An award-winning, A platform for future of patient-centric reusable connected therapies The platform will support future drug delivery autoinjector iterations that explore predictive Nearly 25 years of collaboration on Developed from concept through insights and more personalized patient-centric devices, including new product introduction to patient support. multi-drug, multi-dose injectors commercialization: a smart P A R T N E R S H I P S P O T L I G H T that improve adherence and injection device with an intuitive, patient experience. patient-focused design. Merck KGaA, Darmstadt, Germany + Flex HEALTHCARE | DRUG DELIVERY W H A T T H E R E L A T I O N S H I P D E M O N S T R A T E S Flex designed and manufactures a smart, connected autoinjector, from early concept through Strategic customer Higher-value design role Differentiated market End-to-end design across commercialization. expansion position mechanical, electronics, From drug delivery devices to a The 2025 PDA Drug Delivery software and UI, with a skin fully connected, digitally Innovation Award places Flex sensor and speed control. integrated therapy platform. among the leaders in connected drug delivery. ~25 yrs 3 months of collaboration to full production Design-led participation: more of the program, more of the value

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Industrial: Scaling Energy Infrastructure and Robotics Two high-value markets shaped by major investment cycles and a shared need to industrialize complex systems at speed Energy infrastructure Robotics FY27 Industrial revenue growth Rising investment in power Flex’s global scale and expertise generation creates demand for accelerate robotics production Double-digit complex power systems that Flex is amid escalating demand for positioned to scale. automation FY25–26 adj. operating W H Y F L E X W I N S W H Y F L E X W I N S margin improvement Critical power heritage Customer, supplier, innovator Deep expertise in industrializing complex power Firsthand robotics experience helps customers 230 bps infrastructure scale faster with less risk Integrated capabilities Automation expertise FY27 high-value markets Power electronics, modular fabrication, system Proprietary modular automation deployed across revenue growth integration and aftermarket services Flex operations ~2X Global scale Cross-industry capabilities Proven ability to manufacture complex power Proven automotive capabilities in ruggedized systems across data center, grid and residential compute, power electronics and motion systems S E L E C T C U S T O M E R S

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Teradyne Robotics + Flex A 20+ year partnership that scaled complex capital equipment is now expanding into robotics at scale E V O L U T I O N T O D A Y W H A T ’ S N E X T From test to automation Build + deploy Automation at scale 20+ years building some of Flex manufactures key Physical-AI use cases validated Teradyne’s most complex components and deploys UR and in Flex sites can be replicated semiconductor test systems built MiR robots in our own factories, globally, supporting resilient, the trust to expand into robotics bringing scale, speed and scalable deployment across new and physical AI. operating insight to the automation applications. partnership. P A R T N E R S H I P S P O T L I G H T Teradyne + Flex INDUSTRIAL | ROBOTICS Partnership evolution from W H A T T H E R E L A T I O N S H I P D E M O N S T R A T E S semiconductor test to robotics. Complexity + speed Execution earns expansion Validated by Teradyne High-value customers choose Reliable execution and supply Robotics partners proven on their hardest continuity build trust, expanding “…an ideal partner for advancing builds and toughest ramps. the relationship from intelligent automation.” Jean- semiconductor test into robotics. Pierre Hathout, President, 4x volume ramp 20+ yrs Teradyne Robotics. in 6 months | 100% of partnership on-time delivery Customer, supplier and innovator: the robotics playbook at work

R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S Turning Differentiated Capabilities into Durable Growth High barriers to entry protect earnings, while faster-growing high-value markets drive richer mix and stronger returns F O C U S O N H I G H - V A L U E M A R K E T S E X P A N D C U S T O M E R V A L U E L E V E R A G E E X I S T I N G C A P A B I L I T I E S Prioritize markets with strong secular Expand our role across design, Apply proven expertise to adjacent growth and differentiated right-to-win industrialization and lifecycle services high-growth markets to capture more value Medical Drug Energy Robotics Automotive Manufacturing System Design Lifecycle Industrialization devices delivery power and at scale integration infrastructure services compute Higher-value mix Durable growth Stronger returns

ITS I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S

I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S Accelerating Growth in High-Value Connectivity Markets Delivering physical infrastructure that moves data from the network core to the connected edge Communications Lifestyle H I G H - V A L U E M A R K E T S Advanced Satellite networking communications Switching and optical Space-to-earth-to-user connectivity D I S C I P L I N E D P O R T F O L I O O P T I M I Z A T I O N Reprice Exit Expand Invest Improve Improve program Reduce lower- Increase value Prioritize high- Drive productivity economics return business across the product value markets and efficiency lifecycle Leveraging a scaled, cash-generative platform to drive profitable growth, stronger cash flow and attractive returns

I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S Advanced Networking: Capitalizing on Strong Secular Growth and Increasing Complexity W H Y F L E X W I N S High-value market scale Largest at Flex Leading position in complex switch manufacturing Average customer relationship Partnerships 20+ years with top component suppliers Increasing complexity raises barriers to market Proven NPI-to-volume S E L E C T C U S T O M E R S entry capabilities Flex’s established expertise and scale position us to Global manufacturing industrialize next-generation footprint networking platforms quickly and reliably Advanced networking strengthens ITS’ portfolio mix, driving higher-value growth, margin expansion and attractive returns

I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S Cisco + Flex From trusted manufacturing partner to engineering-led scale for AI-ready platforms E V O L U T I O N T O D A Y W H A T ’ S N E X T Built trust across the Global launch and scale AI-ready industrialization Mirrored manufacturing Earlier engagement in value chain capabilities support scalable advanced technologies, Expanded from high-volume production and supply chain process readiness, and execution into complex resiliency. capacity planning for scale. transfers, NPI, failure analysis and deeper manufacturing P A R T N E R S H I P S P O T L I G H T collaboration. Cisco + Flex COMMUNICATIONS | ADVANCED NETWORKING A long-standing relationship W H A T T H E R E L A T I O N S H I P D E M O N S T R A T E S evolving from manufacturing execution to integrated engineering and industrialization. Scale with speed Technology readiness Resilient growth platform 25x volume ramp in under two Advanced technology and Global capacity, common years, moving a highly complex process readiness for next- execution standards and platform from NPI to high- generation platforms. lifecycle support. volume production across 20+ yrs 6 regions. of partnership regions in production Scale at speed: complex platforms from NPI to volume across regions

I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S Satellite Communications: Early Investment Positions Flex to Capture a Rapidly Scaling Market W H Y F L E X W I N S # of LEO satellites in orbit, past five years Early market entry 3x 6+ years building capabilities and customers Market coverage Space-to-earth-to-user History of manufacturing for the complete 95% network Rapid Low Earth Orbit deployment is driving demand for industrialization Advanced integration and testing RF expertise, ruggedization and quality S E L E C T C U S T O M E R S Early investment and systems established capabilities position us to help customers rapidly scale mission-critical connectivity AS9100-certified sites Global scale backed by aerospace-grade quality SatCom extends Flex’s industrialization capabilities beyond terrestrial networks, positioning us as a trusted partner for mission-critical connectivity

I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S A Higher-Value ITS Portfolio Drives Attractive Returns Applying our value-creation playbook to improve the quality of our portfolio, with a focus on higher-value markets and disciplined execution E X P A N D V A L U E C A P T U R E O P T I M I Z E T H E P O R T F O L I O G R O W O U R H I G H - V A L U E M A R K E T S Advanced networking Industrialization and NPI Invest where we can Largest growth opportunity From design to launch at scale differentiate Prioritize high-value markets Satellite communications Early-stage engineering Improve or exit programs Building on early investment Component and system design Improve or exit programs that do not meet strategic criteria Lifecycle and aftermarket services Higher-value services and deeper customer relationships Better mix Higher margins Stronger returns

THANK YOU

Product Showcase I N N O V A T I O N D A Y · 2 0 2 6

Financial Overview and Outlook Amy Schwetz Chief Financial Officer

F I N A N C I A L O V E R V I E W A N D O U T L O O K A Simple Model Built to Compound Earnings Three principles, clear levers and measurable progress P R I N C I P L E S H O W W E D E L I V E R E V I D E N C E T O D A Y 01 4 24% • Invest organically in six high-value markets Shift the mix toward Consecutive quarters of Revenue from HVMs in • Manage lower-value business for margin YoY revenue expansion FY26 high-value markets and cash for both RMS and ITS • Mix shift toward higher-margin markets 90 bps 150 bps 02 • Productivity, automation and AI across the network RMS segment adj. ITS segment adj. Expand margins • Remove stranded costs created by the separation operating margin, FY24 operating margin, FY24 to FY26 to FY26 ~2% 80%+ • 80%+ free cash flow conversion; capex about 2% 03 of revenue Held ITS and RMS Capex Free cash flow in FY24– since FY20 at or below FY26; FY27 reduced on • Deleverage using the retained Axiom stake Financial rigor 2% of revenue CPI and spin costs • Return excess capital through share repurchases FY26 High-Value Markets % of revenue based on total RMS and ITS segment revenues.

F I N A N C I A L O V E R V I E W A N D O U T L O O K High-Value Markets Become the Growth Engine FY2026 to FY2029 revenue CAGR by portfolio category, before portfolio actions R E G U L A T E D M A N U F A C T U R I N G S O L U T I O N S ( R M S ) I N T E G R A T E D T E C H N O L O G Y S O L U T I O N S ( I T S ) MSD to HSD growth through FY29 LSD to MSD growth through FY29 H I G H - V A L U E M A R K E T S ENERGY ADVANCED SATELLITE MEDICAL DEVICES DRUG DELIVERY INFRASTRUCTURE ROBOTICS NETWORKING COMMUNICATIONS RMS I T S Double-digit growth through FY29 Share of revenue, FY26 › FY27 › FY29: 24% › approaching 30% › 35%–40% FY26 High-Value Markets % of revenue based on total RMS and ITS segment revenues.

F I N A N C I A L O V E R V I E W A N D O U T L O O K Multiple Levers Driving Margin Expansion Adjusted operating margin bridge, FY2027 outlook to FY2029 direction M I X I M P R O V E M E N T 7%+ Fixed cost leverage High-value market growth, services Productivity gains expansion and portfolio Mix improvement optimization 5.7%–5.9% P R O D U C T I V I T Y G A I N S Automation, manufacturing efficiency and network optimization >100 bps expansion F I X E D C O S T L E V E R A G E Improved cost leverage as the FY27 outlook FY29 target portfolio evolves

F I N A N C I A L O V E R V I E W A N D O U T L O O K Disciplined Capital Allocation Balance sheet first: reduce debt, reinvest, return excess capital B A L A N C E S H E E T F I R S T C A P I T A L P R I O R I T I E S , I N O R D E R C A S H G E N E R A T I O N A N D R E T U R N S Reduce debt 1 Return historical leverage levels through retained 80%+ $5.2B stake exchange Free cash flow conversion following EXPECTED POST-SPIN DEBT spin Reinvest in the business 2 Focused investment in high-value markets; application of AI and automation technologies ~2% 10% to 12% Capital expenditures as a share of RETAINED AXIOM STAKE, EXCHANGED FOR Targeted acquisitions revenue FLEX DEBT WITHIN 24 MONTHS Strengthen and expand positions in high-value 3 markets; disciplined approach to growth and capabilities Investment-grade $944M Return excess capital ratings maintained Share repurchases in FY26; diluted 4 Excess capital returned to shareholders through RETURN TO HISTORICAL LEVELS shares down ~14%, FY24 to FY26 share repurchases Every capital decision must pass one test: does it increase long-term shareholder value?

F I N A N C I A L O V E R V I E W A N D O U T L O O K How We Compound Earnings Per Share Illustrative annual adjusted EPS growth algorithm, FY2026 to FY2029 R E V E N U E G R O W T H M A R G I N E X P A N S I O N I N T E R E S T S A V I N G S A D J U S T E D E P S G R O W T H MSD >100 bps ~$100M DD annual savings S H A R E + + = R E P U R C H A S E S High-value markets Mix, productivity and Debt reduced through Annual growth through lead; lower-value stranded-cost removal the Axiom stake FY29 Amplify EPS growth markets managed for exchange cash W H A T T H I S M E A N S F O R S H A R E H O L D E R S EARNINGS GROW FASTER RESILIENT THROUGH CYCLES MEASURED EVERY QUARTER THAN REVENUE Margin and capital return, not Diversified, regulated end markets We will report HVM growth, margin, volume alone, drive the algorithm and a flexible cost base EPS and cash conversion

F I N A N C I A L O V E R V I E W A N D O U T L O O K FY27 Outlook and FY29 Targets F Y 2 7 O U T L O O K F Y 2 9 T A R G E T S ORGANIC REVENUE GROWTH Up HSD to LDD Up MSD 35%–40% 7%+ Organic revenue growth, High-value markets, Adjusted operating RMS REVENUE GROWTH FY26 to FY29 CAGR % of revenue margin Up MSD to HSD ITS REVENUE GROWTH Up LDD to low teens ADJUSTED OPERATING MARGIN 5.7% to 5.9% DD ~2% 80%+ Annual adjusted EPS Capital expenditures as a Free cash flow conversion HIGH-VALUE MARKETS, % OF REVENUE growth share of revenue Approaching 30% Revenue growth is organic, continuing operations. FY26 revenue represents the combined net sales of the RMS and ITS segments. FY2029 is direction, not guidance; FY2029 revenue growth is the FY2026 to FY2029 CAGR. Free cash flow conversion is free cash flow as a percentage of adjusted net income. MSD, HSD, LDD and DD: mid-and high-single-digit, low-double-digit and double-digit.

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F I N A N C I A L O V E R V I E W A N D O U T L O O K A Clear Path to Value Creation A proven playbook, more focused portfolio, and measurable financial targets R E V E N U E G R O W T H B E T T E R M I X H I G H E R M A R G I N S S T R O N G E R C A S H S T R O N G E R E A R N I N G S MSD 35–40% 7%+ 80%+ DD High-value markets High-value market Adjusted operating Free cash flow Annual adjusted EPS provide multiple paths revenue by FY29 margin by FY29 conversion growth to double-digit growth D I S C I P L I N E D C A P I T A L A L L O C A T I O N Reduce leverage Invest for returns Selective M&A Share repurchases

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