CONDENSED CONSOLIDATING BALANCE SHEET

September 30, 2012



	Parent		Guarantor Subsidiaries		Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
ASSETS
Current assets:
Cash and cash equivalents	$	5.0	$	250.0	$	0.6		$	—		$	255.6
Short-term investments	—		79.9		—			—			79.9
Receivables:
Trade, less allowance for doubtful receivables	—		151.7		4.7			—			156.4
Intercompany receivables	—		0.2		0.3			(0.5		)	—
Other	—		1.5		0.2			—			1.7
Inventories	—		181.9		7.1			—			189.0
Prepaid expenses and other current assets	0.1		72.2		0.8			—			73.1
Total current assets	5.1		737.4		13.7			(0.5		)	755.7
Investments in and advances to unconsolidated affiliates	1,209.4		8.1		—			(1,217.5		)	—
Property, plant, and equipment — net	—		362.3		12.4			—			374.7
Long-term intercompany receivables	182.4		0.5		7.4			(190.3		)	—
Net asset in respect of VEBA	—		266.9		—			—			266.9
Deferred tax assets — net	—		131.6		(0.6		)	8.7			139.7
Intangible assets — net	—		35.9		—			—			35.9
Goodwill	—		37.2		—			—			37.2
Other assets	61.3		19.9		3.2			(0.2		)	84.2
Total	$	1,458.2	$	1,599.8	$	36.1		$	(1,399.8	)	$	1,694.3
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable	$	0.3	$	58.5	$	7.2		$	—		$	66.0
Intercompany payable	—		0.3		0.2			(0.5		)	—
Accrued salaries, wages, and related expenses	—		33.0		2.5			—			35.5
Other accrued liabilities	10.6		30.9		0.4			—			41.9
Payable to affiliate	—		14.0		—			—			14.0
Total current liabilities	10.9		136.7		10.3			(0.5		)	157.4
Net liability in respect of VEBA	—		19.9		—			—			19.9
Long-term intercompany payable	—		189.8		0.5			(190.3		)	—
Long-term liabilities	58.6		49.9		19.8			—			128.3
Long-term debt	378.4		—		—			—			378.4
Total liabilities	447.9		396.3		30.6			(190.8		)	684.0

Total stockholders’ equity	1,010.3		1,203.5		5.5			(1,209.0		)	1,010.3
Total	$	1,458.2	$	1,599.8	$	36.1		$	(1,399.8	)	$	1,694.3

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 September 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	328.6		$	32.0		$	(25.1	)	$	335.5
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation and amortization	—			251.4			29.7			(24.5		)	256.6
Depreciation and amortization	—			6.4			0.3			—			6.7
Selling, administrative, research and development, and general	0.4			14.0			2.1			(0.5		)	16.0
Other operating charges (benefits), net	—			—			—			—			—
Total costs and expenses	0.4			271.8			32.1			(25.0		)	279.3
Operating (loss) income	(0.4		)	56.8			(0.1		)	(0.1		)	56.2
Other (expense) income:
Interest expense	(9.0		)	(0.2		)	—			—			(9.2		)
Other income (expense), net	—			0.3			0.1			—			0.4
(Loss) income before income taxes	(9.4		)	56.9			—			(0.1		)	47.4
Income tax (provision) benefit	—			(21.6		)	(0.6		)	4.0			(18.2		)
Equity earnings (losses) of subsidiaries	38.6			(0.7		)	—			(37.9		)	—
Net income (loss)	$	29.2		$	34.6		$	(0.6	)	$	(34.0	)	$	29.2

Comprehensive income (loss)	$	30.1		$	36.0		$	(1.1	)	$	(34.9	)	$	30.1

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Nine Months Ended September 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	1,019.1		$	96.7		$	(69.7	)	$	1,046.1
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation and amortization	—			815.7			88.6			(68.2		)	836.1
Depreciation and amortization	—			18.8			0.8			—			19.6
Selling, administrative, research and development, and general	1.7			45.2			2.8			(1.4		)	48.3
Other operating charges, net	—			0.1			—			—			0.1
Total costs and expenses	1.7			879.8			92.2			(69.6		)	904.1
Operating (loss) income	(1.7		)	139.3			4.5			(0.1		)	142.0
Other (expense) income:
Interest expense	(19.2		)	(0.6		)	—			—			(19.8		)
Other income (expense), net	1.2			0.8			0.2			—			2.2
(Loss) income before income taxes	(19.7		)	139.5			4.7			(0.1		)	124.4
Income tax (provision) benefit	—			(53.1		)	(2.0		)	7.4			(47.7		)
Equity earnings of subsidiaries	96.4			2.6			—			(99.0		)	—
Net income	$	76.7		$	89.0		$	2.7		$	(91.7	)	$	76.7

Comprehensive income	$	80.2		$	92.9		$	2.3		$	(95.2	)	$	80.2

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Quarter Ended September 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	316.2		$	38.0		$	(31.9	)	$	322.3
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation and amortization	—			293.3			36.0			(31.6		)	297.7
Restructuring benefits	—			(0.3		)	—			—			(0.3		)
Depreciation and amortization	—			6.0			0.2			—			6.2
Selling, administrative, research and development, and general	0.2			13.9			(0.1		)	(0.3		)	13.7
Other operating charges, net	—			—			0.1			—			0.1
Total costs and expenses	0.2			312.9			36.2			(31.9		)	317.4
Operating (loss) income	(0.2		)	3.3			1.8			—			4.9
Other (expense) income:
Interest expense	(4.0		)	(0.3		)	—			—			(4.3		)
Other income (expense), net	4.1			0.1			(0.3		)	—			3.9
(Loss) income before income taxes	(0.1		)	3.1			1.5			—			4.5
Income tax (provision) benefits	—			(1.2		)	1.2			(0.4		)	(0.4		)
Equity earnings of subsidiaries	4.2			2.6			—			(6.8		)	—
Net income	$	4.1		$	4.5		$	2.7		$	(7.2	)	$	4.1

Comprehensive income	$	5.2		$	4.8		$	3.5		$	(8.3	)	$	5.2

CONDENSED CONSOLIDATING STATEMENT OF COMPREHENSIVE INCOME

Nine Months Ended September 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments			Consolidated
Net sales	$	—		$	957.8		$	108.6		$	(82.7	)	$	983.7
Costs and expenses:
Cost of products sold:
Cost of products sold, excluding depreciation and amortization	—			858.1			102.0			(81.5		)	878.6
Restructuring benefits	—			(0.3		)	—			—			(0.3		)
Depreciation and amortization	—			18.2			0.7			—			18.9
Selling, administrative, research and development, and general	1.5			41.6			5.4			(1.2		)	47.3
Other operating charges (benefits), net	—			0.1			(0.3		)	—			(0.2		)
Total costs and expenses	1.5			917.7			107.8			(82.7		)	944.3
Operating (loss) income	(1.5		)	40.1			0.8			—			39.4
Other (expense) income:
Interest expense	(11.7		)	(1.5		)	—			—			(13.2		)
Other income (expense), net	2.2			0.3			(0.3		)	—			2.2
(Loss) income before income taxes	(11.0		)	38.9			0.5			—			28.4
Income tax (provision) benefits	—			(14.2		)	0.1			4.7			(9.4		)
Equity earnings of subsidiaries	30.0			0.5			—			(30.5		)	—
Net income	$	19.0		$	25.2		$	0.6		$	(25.8	)	$	19.0

Comprehensive income	$	21.3		$	27.0		$	1.1		$	(28.1	)	$	21.3

CONDENSED CONSOLIDATING STATEMENT OF CASH FLOWS

Nine Months Ended September 30, 2012



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments		Consolidated
Cash flows from operating activities:
Net cash (used in) provided by operating activities	$	(208.4	)	$	314.8		$	0.3		$	—	$	106.7
Cash flows from investing activities:
Capital expenditures	—			(24.6		)	(1.1		)	—		(25.7		)
Purchase of available for sale securities	—			(80.0		)	—			—		(80.0		)
Change in restricted cash	6.9			0.3			(0.4		)	—		6.8
Net cash provided by (used in) investing activities	6.9			(104.3		)	(1.5		)	—		(98.9		)
Cash flows from financing activities:
Repayment of capital lease	—			(0.1		)	—			—		(0.1		)
Proceeds from issuance of senior notes	225.0			—			—			—		225.0
Cash paid for financing costs	(6.6		)	—			—			—		(6.6		)
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	(2.2		)	—			—			—		(2.2		)
Cash dividend paid to stockholders	(14.7		)	—			—			—		(14.7		)
Net cash provided by (used in) financing activities	201.5			(3.5		)	—			—		198.0
Net increase (decrease) in cash and cash equivalents during the period	—			207.0			(1.2		)	—		205.8
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		$	250.0		$	0.6		$	—	$	255.6

CONDENSED CONSOLIDATING STATEMENT OF CASH FLOWS

Nine Months Ended September 30, 2011



	Parent			Guarantor Subsidiaries			Non-Guarantor Subsidiaries			Consolidating Adjustments		Consolidated
Cash flows from operating activities:
Net cash provided by operating activities	$	15.3		$	5.0		$	0.5		$	—	$	20.8
Cash flows from investing activities:
Capital expenditures	—			(22.1		)	(0.8		)	—		(22.9		)
Purchase of available for sale securities	—			(0.2		)	—			—		(0.2		)
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		)
Change in restricted cash	—			(1.1		)	—			—		(1.1		)
Net cash used in investing activities	—			(106.6		)	(0.8		)	—		(107.4		)
Cash flows from financing activities:
Repayment of capital lease	—			(0.1		)	—			—		(0.1		)
Cash paid for financing costs	—			(2.1		)	—			—		(2.1		)
Repayment of promissory notes	—			(8.0		)	—			—		(8.0		)
Repurchase of common stock to cover employees' tax withholdings upon vesting of non-vested shares	(1.1		)	—			—			—		(1.1		)
Cash dividend paid to stockholders	(14.1		)	—			—			—		(14.1		)
Net cash used in financing activities	(15.2		)	(10.2		)	—			—		(25.4		)
Net increase (decrease) in cash and cash equivalents during the period	0.1			(111.8		)	(0.3		)	—		(112.0		)
Cash and cash equivalents at beginning of period	5.0			129.6			1.0			—		135.6
Cash and cash equivalents at end of period	$	5.1		$	17.8		$	0.7		$	—	$	23.6