Unisys Corporation New · NYSE:UIS
Unisys Corporation New — Unisys — East Coast Ideas Conference 2026
34 slides from Unisys Corporation New's conference presentation, June 2026
Slide 1: Unisys Presentation
Unisys Presentation EAST COAST IDEAS CONFERENCE JUNE 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Unisys ca
Slide 3: Speaker and agenda
Speaker and agenda Unisys Overview Growth Solutions Artificial Intelligence Financial Strategy Deb McCann Capital Structure Chief Financial Officer
Slide 4: Unisys Overview
Unisys Overview
Slide 5: We push for more
We push for more A global GLOBAL PRESENCE REVENUE mission-critical • Blue Bell, PA headquarters • 120+ countries where Unisys • ~$2.0B | FY25 annual revenue • Diversified by industry, IT services and services clients geography, and client solutions partner • 700+ clients • 100+ ecosystem partners A
Slide 6: Our portfolio of solutions
Our portfolio of solutions NEW NAME NEW NAME Technology Solutions & Services ClearPath (formerly Ex-L&S) (formerly L&S) Cloud, Applications Digital Workplace Enterprise Computing & Infrastructure Solutions (DWS) Solutions (ECS) (CA&I) Specialized Services ClearPath Agentic Service Desk Hybrid Cloud
Slide 7: FY 2025 Revenue Profile
FY 2025 Revenue Profile Highly diverse revenue streams with large base of recurring revenue Segments CA&I 38% ECS 32% DWS 26% 22% All Other 4% ClearPath Geography 42% MIX US & Canada OF TOTAL EMEA 31% COMPANY 78% REVENUE Asia Pacific 15% Technology Latin America 12% Solutions & Services Client Secto
Slide 8: Select Unisys Clients
Select Unisys Clients PUBLIC FINANCIAL TRAVEL AND RETAIL AND SECTOR/HIGHER MANUFACTURING OTHER SERVICES TRANSPORTATION CONSUMER GOODS EDUCATION
Slide 9: Select Strategic Unisys Partners
Select Strategic Unisys Partners Key Alliance Partners Digital Workplace Cloud, Applications & Infrastructure Enterprise Computing Solutions
Slide 10: Powering breakthroughs
Powering breakthroughs 21 global leader rankings | 42 total global reports Company Awards LEADER in Advanced Analytics and AI Services LEADER in Advanced Digital Workplace Services TIME World’s Best Companies of 2025 LEADER in Generative AI Services LEADER in Cloud Infrastructure Mgmt Services India
Slide 11: Growth Solutions
Growth Solutions
Slide 12: CA&I Solutions for the future
CA&I Solutions for the future Reimagined portfolio to drive client success Priority solutions Future-ready portfolio & delivery model We help clients Hybrid Cloud Develop Transform Orchestrate Transformation & Managed Services AI-infused solution portfolio Application Development Intelligent Data Ag
Slide 13: DWS Solutions for the future
DWS Solutions for the future We empower and support the digital, physical, and human workplace Priority solutions Future-ready portfolio We help clients Experience-as-a-Service Develop Transform Orchestrate Agentic Service Desk AI-infused solution portfolio and professional services AI-powered Field
Slide 14: The Modern ClearPath Ecosystem
The Modern ClearPath® Ecosystem Secure, scalable operating systems with the flexibility to enable enterprise AI workflows Deployment Options CPF Ecosystem Application Environment Today’s CPF runs seamlessly in AWS and Azure, a private Evolve and enhance applications with capabilities ranging cloud,
Slide 15: Artificial Intelligence
Artificial Intelligence
Slide 16: Why now? The agentic inflection point
Why now? “Agentic AI is emerging as a strategic inflection The agentic point. This new class of AI isn’t just speeding up innovation. It’s reshaping how work gets done, how people contribute, and how inflection point industries will grow in the years ahead.” $450B 33% 10x 44% Economic value Of enter
Slide 17: The Unisys AI framework
The Unisys AI framework Develop Transform Orchestrate Develop the Apply AI to Orchestrate foundation for transform AI securely, enterprise AI operations responsibly, at scale We help clients define We help clients We run hybrid and and create the implement foundational transformed IT foundational el
Slide 18: AI technology stack
AI Frontier Models LLMs Data & Infrastructure Cloud/GPU compute technology Inference Model hosting Private AI Data governance stack Simplifying a complex AI ecosystem for our clients Develop the foundational models, data and compute that power enterprise-grade AI. Transform operations with agents, R
Slide 19: The Unisys Edge
The 1 End-to-end AI from edge to cloud to data center 2 Security and governance Unisys 3 built into every layer Proven enterprise delivery at global scale Edge 4 Depth of industry and process knowledge 5 Agile and practical AI for real-world enterprise outcomes
Slide 20: AI is driving, not replacing, mainframe workloads
AI is driving, not replacing, mainframe workloads Mainframe workloads have doubled over 15 years and will double again, accelerated by AI. Every new AI use case lands on the core. WORKLOAD GROWTH WHY NOW ~6% Mainframe market 5-year CAGR through 2033 — and accelerating Data gravity favors the core wi
Slide 21: AI at the core – power without limits
AI at the core – power without limits 1 AI-driven integration AI value realization 2 Extending the ecosystem around Increasing accuracy, maximizing code ClearPath while maintaining data generation, and accelerating speed to security and integrity value on strategic AI projects AI-enabled operations
Slide 22: Financial Strategy
Financial Strategy
Slide 23: Technology Solutions & Services Revenue Growth Opportunity
Technology Solutions & Services Revenue Growth Solutions Growth Opportunity Expected to be the drivers of growth inflection Positioning ourselves for growth inflection | Target: 3-5% 3-year CAGR* Digital Workplace $M $1,586 $1,577 Data Center & Enhanced Field Services $1,512 $1,522 Agentic Service D
Slide 24: Continuing Technology Solutions & Services margin expansion
Continuing Technology Higher margin mix shift Solutions & Services margin Increasing volumes and new business signings in higher expansion value solutions with accretive margin profile 200+ bps Improved efficiency with AI and optimization Over the next three years ~ Agentic AI and automation are dis
Slide 25: Improving structural SG&A efficiency
Improving structural SG&A efficiency Building a leaner, agentified organization aligned to growth Transforming Targeting 150 bps AI-powered core G&A functions reduction • Deploying AI across core G&A functions to drive In SG&A as a % of revenue from productivity, streamline processes, and lower 2026
Slide 26: Bringing it all together
Bringing it all together Inflecting to positive growth, expanding profitability, and enhancing free cash flow Total company* Total company gross Operating Free Cash revenue growth margin expansion Profit Flow 2 % - 4% ~100 bps 12% to 14% ~$50M Three-year CAGR from Over the next three years 2029 Targ
Slide 27: Capital Structure
Capital Structure
Slide 28: Deleveraging as a core focus
Pension contributions expected to translate to ~$240M Deleveraging as of deficit reduction from 2025 to year-end 2029 a core focus 1400 1200 1000 Execution of our strategy 800 $M improves our leverage 600 position 400 200 0 2023 2024 2025 2026E 2027E 2028E 2029E Puts us in a position to Sr. Secured
Slide 29: Why Unisys is a compelling investment
Why Unisys is a compelling investment An inflection point – from deleveraging to durable free cash flow Transformed Near-term Medium-term value Unlocked Unisys catalysts shareholder value Sustained growth step-up +$3 / share from ~$200M targeted Recognized leader with Growth inflection 200+ bps TS&S
Slide 30: Thank you
Thank you Contact Us: Investor@Unisys.com
Slide 31: Appendix
Appendix
Slide 32: Leverage Detail
Leverage Detail $M MARCH 31, 2026 SENIOR SECURED NOTES 1 $ 698.4 FINANCE LEASES AND OTHER DEBT 51.3 TOTAL DEBT EXCLUDING PENSION DEFICIT $ 749.7 ESTIMATED GLOBAL NET PENSION DEFICIT(AS OF DECEMBER 31, 2025) 2 $448.5 TOTAL DEBT $ 1,198.2 CASH $380.2 NET LEVERAGE EXCLUDING PENSION DEFICIT $ 369.5 NET
Slide 33: Definitions of Non-GAAP Financial Metrics
Definitions of Non-GAAP Financial Metrics Non-GAAP operating profit – This measure excludes pretax pension and postretirement expense, pretax goodwill impairment charge and pretax charges or gains associated with certain legal matters related to settlements, professional services and legal fees, inc
Slide 34: Definitions of Other Metrics
Definitions of Other Metrics ClearPath – Represents software license and related support services, primarily ClearPath Forward , within the company's ECS segment. Technology Solutions & Services – These measures exclude revenue, gross profit and gross profit margin in connection with software licens