CONDENSED CONSOLIDATING BALANCE SHEET

June 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
ASSETS
Current assets:
Cash and cash equivalents	$	5.0		$	311.9		$	0.9		$	—		$	317.8
Receivables:
Trade, less allowance for doubtful receivables	—			127.7			3.6			—			131.3
Intercompany receivables	—			—			4.5			(4.5		)	—
Other	—			1.6			0.3			—			1.9
Inventories	—			189.1			7.7			—			196.8
Prepaid expenses and other current assets	—			74.1			0.6			—			74.7
Total current assets	5.0			704.4			17.6			(4.5		)	722.5
Investments in and advances to unconsolidated affiliates	1,168.3			9.1			—			(1,177.4		)	—
Property, plant, and equipment — net	—			361.1			11.9			—			373.0
Intercompany long-term receivables	—			(188.1		)	2.6			185.5			—
Net asset in respect of VEBA	—			262.3			—			—			262.3
Deferred tax assets — net	—			148.2			(0.6		)	8.7			156.3
Intangible assets — net	—			36.3			—			—			36.3
Goodwill	—			37.2			—			—			37.2
Other assets	51.5			19.3			3.0			—			73.8
Total	$	1,224.8		$	1,389.8		$	34.5		$	(987.7	)	$	1,661.4
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable	$	0.5		$	59.2		$	6.8		$	—		$	66.5
Intercompany liabilities	—			4.5			—			(4.5		)	—
Accrued salaries, wages, and related expenses	—			28.9			2.4			—			31.3
Other accrued liabilities	3.9			40.9			1.5			—			46.3
Payable to affiliate	—			18.3			—			—			18.3
Long-term debt-current portion	—			—			—			—			—
Total current liabilities	4.4			151.8			10.7			(4.5		)	162.4
Net liability in respect of VEBA	—			20.1			—			—			20.1
Intercompany long-term liabilities	(188.1		)	2.6			—			185.5			—
Long-term liabilities	48.3			53.0			17.4			—			118.7
Long-term debt	376.6			—			—			—			376.6
Total liabilities	241.2			227.5			28.1			181.0			677.8

Total stockholders’ equity	983.6			1,162.3			6.4			(1,168.7		)	983.6
Total	$	1,224.8		$	1,389.8		$	34.5		$	(987.7	)	$	1,661.4

CONDENSED CONSOLIDATING BALANCE SHEETS

December 31, 2011



	Parent		Guarantor Subsidiaries		Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
ASSETS
Current assets:
Cash and cash equivalents	$	5.0	$	43.0	$	1.8		$	—		$	49.8
Receivables:
Trade, less allowance for doubtful receivables	—		96.0		2.9			—			98.9
Intercompany receivables	—		2.3		0.2			(2.5		)	—
Other	—		0.8		0.4			—			1.2
Inventories	—		196.6		9.1			—			205.7
Prepaid expenses and other current assets	6.9		71.0		1.0			—			78.9
Total current assets	11.9		409.7		15.4			(2.5		)	434.5
Investments in and advances to unconsolidated affiliates	1,036.9		5.8		—			(1,042.7		)	—
Property, plant, and equipment — net	—		355.9		11.9			—			367.8
Long-term intercompany receivables	—		22.0		2.5			(24.5		)	—
Net asset in respect of VEBA	—		144.7		—			—			144.7
Deferred tax assets — net	—		218.9		(0.6		)	8.6			226.9
Intangible assets — net	—		37.2		—			—			37.2
Goodwill	—		37.2		—			—			37.2
Other assets	50.2		19.2		2.9			—			72.3
Total	$	1,099.0	$	1,250.6	$	32.1		$	(1,061.1	)	$	1,320.6
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable	$	—	$	57.1	$	5.1		$	—		$	62.2
Intercompany payable	—		0.2		2.3			(2.5		)	—
Accrued salaries, wages, and related expenses	—		28.7		2.2			—			30.9
Other accrued liabilities	2.2		38.0		0.8			—			41.0
Payable to affiliate	—		14.4		—			—			14.4
Long-term debt-current portion	—		1.3		—			—			1.3
Total current liabilities	2.2		139.7		10.4			(2.5		)	149.8
Net liability in respect of VEBA	—		20.6		—			—			20.6
Long-term intercompany payable	22.0		2.5		—			(24.5		)	—
Long-term liabilities	54.0		53.5		18.5			—			126.0
Long-term debt	148.0		3.4		—			—			151.4
Total liabilities	226.2		219.7		28.9			(27.0		)	447.8

Total stockholders’ equity	872.8		1,030.9		3.2			(1,034.1		)	872.8
Total	$	1,099.0	$	1,250.6	$	32.1		$	(1,061.1	)	$	1,320.6

CONDENSED CONSOLIDATING STATEMENT OF COMPREHESIVE INCOME

Quarter Ended June 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	335.0		$	32.1		$	(21.9	)	$	345.2
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation, amortization and other items	—			276.9			29.0			(21.4		)	284.5
Depreciation and amortization	—			6.3			0.3			—			6.6
Selling, administrative, research and development, and general	0.8			13.5			0.7			(0.6		)	14.4
Other operating charges (benefits), net	—			0.1			—			—			0.1
Total costs and expenses	0.8			296.8			30.0			(22.0		)	305.6
Operating income	(0.8		)	38.2			2.1			0.1			39.6
Other (expense) income:
Interest expense	(6.2		)	(0.3		)	—			—			(6.5		)
Other income (expense), net	0.7			0.3			0.1			—			1.1
(Loss) income before income taxes	(6.3		)	38.2			2.2			0.1			34.2
Income tax provision	—			(14.7		)	(0.7		)	2.2			(13.2		)
Earnings in equity of subsidiaries	27.3			1.6			—			(28.9		)	—
Net income	$	21.0		$	25.1		$	1.5		$	(26.6	)	$	21.0

Comprehensive income	$	22.5		$	26.2		$	1.9		$	(28.1	)	$	22.5

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Six Months Ended June 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	690.5		$	64.7		$	(44.6	)	$	710.6
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation, amortization and other items	—			564.3			58.9			(43.7		)	579.5
Depreciation and amortization	—			12.4			0.5			—			12.9
Selling, administrative, research and development, and general	1.3			31.2			0.7			(0.9		)	32.3
Other operating charges (benefits), net	—			0.1			—			—			0.1
Total costs and expenses	1.3			608.0			60.1			(44.6		)	624.8
Operating income	(1.3		)	82.5			4.6			—			85.8
Other (expense) income:
Interest expense	(10.2		)	(0.4		)	—			—			(10.6		)
Other income (expense), net	1.2			0.5			0.1			—			1.8
(Loss) income before income taxes	(10.3		)	82.6			4.7			—			77.0
Income tax provision	—			(31.5		)	(1.4		)	3.4			(29.5		)
Earnings in equity of subsidiaries	57.8			3.3			—			(61.1		)	—
Net income	$	47.5		$	54.4		$	3.3		$	(57.7	)	$	47.5

Comprehensive income	$	50.1		$	56.9		$	3.4		$	(60.3	)	$	50.1

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Quarter Ended June 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	328.7		$	35.6		$	(25.5	)	$	338.8
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation, amortization and other items	—			292.2			32.9			(25.1		)	300.0
Depreciation and amortization	—			6.1			0.3			—			6.4
Selling, administrative, research and development, and general	0.9			13.9			3.6			(0.4		)	18.0
Other operating charges (benefits), net	—			0.1			(0.4		)	—			(0.3		)
Total costs and expenses	0.9			312.3			36.4			(25.5		)	324.1
Operating (loss) income	(0.9		)	16.4			(0.8		)	—			14.7
Other (expense) income:
Interest expense	(3.9		)	(0.5		)	—			—			(4.4		)
Other (expense) income, net	(3.5		)	0.1			—			—			(3.4		)
(Loss) income before income taxes	(8.3		)	16.0			(0.8		)	—			6.9
Income tax provision	—			(6.0		)	(0.7		)	3.9			(2.8		)
Earnings (losses) in equity of subsidiaries	12.4			(1.5		)	—			(10.9		)	—
Net income (loss)	$	4.1		$	8.5		$	(1.5	)	$	(7.0	)	$	4.1

Comprehensive income (loss)	$	4.9		$	9.3		$	(1.5	)	$	(7.8	)	$	4.9

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Six Months Ended June 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	641.6		$	70.6		$	(50.8	)	$	661.4
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation, amortization and other items	—			564.8			66.0			(49.9		)	580.9
Depreciation and amortization	—			12.2			0.5			—			12.7
Selling, administrative, research and development, and general	1.3			27.7			5.5			(0.9		)	33.6
Other operating charges (benefits), net	—			0.1			(0.4		)	—			(0.3		)
Total costs and expenses	1.3			604.8			71.6			(50.8		)	626.9
Operating (loss) income	(1.3		)	36.8			(1.0		)	—			34.5
Other (expense) income:
Interest expense	(7.7		)	(1.2		)	—			—			(8.9		)
Other (expense) income, net	(1.9		)	0.2			—			—			(1.7		)
(Loss) income before income taxes	(10.9		)	35.8			(1.0		)	—			23.9
Income tax provision	—			(13.0		)	(1.1		)	5.1			(9.0		)
Earnings (losses) in equity of subsidiaries	25.8			(2.1		)	—			(23.7		)	—
Net income (loss)	$	14.9		$	20.7		$	(2.1	)	$	(18.6	)	$	14.9

Comprehensive income (loss)	$	16.1		$	22.2		$	(2.4	)	$	(19.8	)	$	16.1

CONDENSED CONSOLIDATING STATEMENT OF CASH FLOWS

Six Months Ended June 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments		Consolidated
Cash flows from operating activities:
Net cash (used in) provided by operating activities	$	(213.6	)	$	288.7		$	(0.4	)	$	—	$	74.7
Cash flows from investing activities:
Capital expenditures	—			(16.4		)	(0.5		)	—		(16.9		)
Change in restricted cash	6.9			0.3			—			—		7.2
Purchase of available for sale securities	—			(0.3		)	—			—		(0.3		)
Net cash provided by (used in) investing activities	6.9			(16.4		)	(0.5		)	—		(10.0		)
Cash flows from financing activities:
Proceeds from issuance of senior notes	225.0			—			—			—		225.0
Cash paid for financing costs	(6.4		)	—			—			—		(6.4		)
Repayment of promissory notes	—			(4.7		)	—			—		(4.7		)
Excess tax benefit upon vesting of non-vested shares and dividend payment on unvested shares expected to vest	—			1.3			—			—		1.3
Repurchase of common stock to cover employees' tax withholdings upon vesting of non-vested shares	(2.1		)	—			—			—		(2.1		)
Cash dividend paid to stockholders	(9.8		)	—			—			—		(9.8		)
Net cash provided by (used in) financing activities	206.7			(3.4		)	—			—		203.3
Net increase (decrease) in cash and cash equivalents during the period	—			268.9			(0.9		)	—		268.0
Cash and cash equivalents at beginning of period	5.0			43.0			1.8			—		49.8
Cash and cash equivalents at end of period	$	5.0		$	311.9		$	0.9		$	—	$	317.8

CONDENSED CONSOLIDATING STATEMENT OF CASH FLOWS

Six Months Ended June 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments		Consolidated
Cash flows from operating activities:
Net cash provided by operating activities	$	10.4		$	22.0		$	0.5		$	—	$	32.9
Cash flows from investing activities:
Capital expenditures	—			(13.1		)	(1.0		)	—		(14.1		)
Purchase of available for sale securities	—			(0.3		)	—			—		(0.3		)
Cash payment for acquisition of manufacturing facility and related assets (net of $4.9 of cash received in connection with the acquisition in 2011)	—			(83.2		)	—			—		(83.2		)
Net cash used in investing activities	—			(96.6		)	(1.0		)	—		(97.6		)
Cash flows from financing activities:
Repayment of promissory notes	—			(0.6		)	—			—		(0.6		)
Repurchase of common stock to cover employees' tax withholdings upon vesting of non-vested shares	(1.1		)	—			—			—		(1.1		)
Cash dividend paid to stockholders	(9.4		)	—			—			—		(9.4		)
Net cash used in financing activities	(10.5		)	(0.6		)	—			—		(11.1		)
Net decrease in cash and cash equivalents during the period	(0.1		)	(75.2		)	(0.5		)	—		(75.8		)
Cash and cash equivalents at beginning of period	5.0			129.6			1.0			—		135.6
Cash and cash equivalents at end of period	$	4.9		$	54.4		$	0.5		$	—	$	59.8