On Track to Deliver ~$300M Total Transformation Savings by 2023; 3X Original $100M RMT Stranded Cost Reduction Target

ir_statement / Sep 17, 2026 / receipt

~$240M Corporate Costs (+~$20M; strategic investments & incentive comp)

ir_statement / Sep 17, 2026 / receipt

~30% organic leverage through balance of 2021; transformation savings plus higher Transport mix

ir_statement / Sep 17, 2026 / receipt

Supports initiatives to deliver ~$300M in annualized savings by 2023 (3X initial $100M RMT stranded cost reduction target)

ir_statement / Sep 17, 2026 / receipt

restructuring costs supporting other cost reduction programs

ir_statement / Sep 17, 2026 / receipt

2021 revenue growth of ~+10.5% (up from +6.5% to +8.5%); Adj. EPS raised to ~$6.00 (up from $5.30 to $5.50)

ir_statement / Sep 17, 2026 / receipt

Deployed ~$614M in Q1; expect to deploy ~$2.5B+ FY 2021, up $500M vs. prior guidance

ir_statement / Sep 17, 2026 / receipt

On track for ~$90M incremental savings in 2021 after delivering stranded / fixed cost take-out of $100M in 2020

ir_statement / Sep 17, 2026 / receipt

Organic revenue growth of ~9% (up from +5% to +7%) with 35%+ organic leverage; driving strong margin expansion

ir_statement / Sep 17, 2026 / receipt

Raising 2021 revenue & EPS guidance on strong Q1 / improving market conditions with increasing global vaccination rates

ir_statement / Sep 17, 2026 / receipt

Raising FY Revenue and EPS Guidance Above Prior Range

ir_statement / Sep 17, 2026 / receipt

FY effective tax rate guidance remains unchanged at ~19% to ~20%

ir_statement / Sep 17, 2026 / receipt