Boyd Group Services Inc · TSX:BYD
Boyd Group Services — Investor Presentation (February 2026)
25 slides from Boyd Group Services's investor presentation, February 2026
Slide 1: Boyd Group Services Inc. Investor Presentation February 2026
Boyd Group Services Inc. INVESTOR PRESENTATION February 2026 Internal
Slide 2: Forward-Looking Statement
Forward-Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 2 Forward-Looking Statement This presentation contains forward-looking statements, other than historical facts, which reflect the view of the Company’s mana
Slide 3: Boyd is the 2nd largest operator in the highly fragmented $48B collision repair industry
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 3 TRACK RECORD GROWTH OPPORTUNITY LONG-TERM GROWTH AND MARGIN GOALS 15% Boyd is the 2nd largest 10-Year Revenue CAGR1 3-5% Average Annual SSSG operator in t
Slide 4: Leading Player in the North American Collision and U.S. Glass Industries
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 4 Leading Player in the North Boyd Group’s Collision Location Footprint American Collision and U.S. Glass Industries • The second largest collision repair o
Slide 5: A Trusted Partner to Insurance Customers
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 5 Vehicle Owner Has Accident A Trusted Partner to Insurance Customers Boyd Grows and Gains More Insurer Vehicle Owner Relationships Calls Insurer • Direct R
Slide 6: A Commitment to Operational Excellence
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 6 Best-in-Class Service Provider • Average cost of repair • Cycle time • Customer service • High-quality repairs • Integrity in every interaction WOW Operat
Slide 7: Joe Hudson's Acquisition: Accelerating Boyd's Scale, Density & Market Leadership
Forward Looking Statements Company Profile TheBusiness The Business Market Overview Long-Term Goal Joe Joe Hudson’s Hudson’s Acquisition Acquisition Financial Review Executive Team 7 Joe Hudson’s Acquisition: Accelerating Boyd’s Scale, Density & Market Leadership BUILDING DENSITY ACROSS THE US SOUTH
Slide 8: Synergies + Store Maturation Unlocks Meaningful Adj EBITDA Upside Potential
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 8 Synergies + Store Maturation Unlocks Meaningful Adj EBITDA Upside Potential SYNERGIES: STORE MATURATION: MEANINGFUL ADJUSTED EBITDA ~$35-$45M ~$24M IN ADJ
Slide 9: A Highly Fragmented Industry TAM: ~$48B
Forward Looking Statements Company Profile The Business MarketOverview Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 9 A Highly Fragmented Industry Despite ongoing consolidation, the U.S. collision repair market Other remains highly fragmented. 7% • The indu
Slide 10: A Strong Track Record of Same-Store Sales Growth
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 10 A Strong Track Record of Same-Store Sales Growth Boyd’s Annual Same-Store Sales Growth 25.00% 3-Year Average: 11.3% 19.8% In Q3 2025, Boyd returned to
Slide 11: A Look Back In History Highlights Boyd's Resilience
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 11 A Look Back In History Highlights Boyd’s Resilience THE GREAT RECESSION THE PANDEMIC Boyd Group Same-Store Sales Growth Boyd Group Same-Store Sales Growt
Slide 12: A Return To Positive Same-Store Sales in Q3 2025
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 12 A Return To Positive Same-Store Sales in Q3 2025 THE 2024/2025 INDUSTRY DOWNTURN Boyd Group Same-Store Sales Growth Significant increases in automotive i
Slide 13: Continued Improvement In Industry Drivers
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 13 Continued Improvement In Industry Drivers Auto Insurance Premium Growth Has Used Car Prices In Positive Territory Total Loss Rates Off Recent Highs Retur
Slide 14: A High-Return Service: Calibration
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 14 CALIBRATION A High-Return Service Calibration Revenue Internal vs. External Staffing Levels as % of Total Calibration Revenue Calibration Revenue Sept. 3
Slide 15: New Unit Growth Augments Organic Expansion
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 15 New Unit Growth Augments Organic Expansion Boyd Group’s Total North American Locations* 1990 2004 2013 2017 2021 2026 *Current location count is as of Ja
Slide 16: Varying Ramp-Up Times, Consistently Strong Returns
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 16 SINGLE SHOP GROWTH Varying Ramp-Up Times, Consistently Strong Returns Sales Adjusted $000s EBITDA% 4,000 25.0% Single Acquisition 3,500 20.0% Maturation
Slide 17: Proven Success in Driving Value Through Single Shop Acquisitions
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 17 Proven Success in Driving Value Through Single Shop Acquisitions Value Creation Levers Single Shop Acquisition Adj. EBITDA Margins Client Relationships +
Slide 18: Sustain Our Market Leadership and Accelerate Our Profitability
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 18 OUR GOAL Sustain Our Market Leadership and Accelerate Our Profitability Ambition “WOW” every customer as the most profitable industry consolidator, while
Slide 19: Executing Our Proven Growth Playbook to Achieve Our Revenue Goal
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 19 Executing Our Proven Growth Playbook to Achieve Our Revenue Goal $5B • Incorporating a return to a normalized +5-7% repairable claims environment, enabli
Slide 20: Roadmap to 14%+ Adj EBITDA Margins Through Project 360 & Synergies
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 20 Roadmap to 14%+ Adj EBITDA Margins Through Project 360 & Synergies $140MM $30MM Project 360, our cost transformation plan, together with synergies from t
Slide 21: Disciplined Capital Allocation Focused on Growing the Business
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 21 Disciplined Capital Allocation Focused on Growing the Business Capital Allocation Breakdown #1 GROWTH INVESTMENTS—Acquisition & Growth Capex • Target: $1
Slide 22: Q3 2025: Return To Positive Same-Store Sales And Strong Margin Improvement
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 22 Q3 2025 : Return To Positive IN US$ MILLIONS (except per share and % amounts) Same-Store Sales And QUARTER ENDED Strong Margin Improvement September 30,
Slide 23: Q3 2025: Balance Sheet Strength Supports Growth
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 23 Q3 2025: Balance Sheet IN US$ MILLIONS Strength Supports Growth September 30, 2025 December 31, 2024 Cash $64.3 $20.0 Long-term debt $585.4 $507.3 Net de
Slide 24: Experienced Management Team Poised to Seize Market Opportunity
Forward Looking Statements Company Profile The Business Market Overview Long-Term Goal Joe Hudson’s Acquisition Financial Review Executive Team 24 Experienced Management Team Poised to Seize Market Opportunity BRIAN JEFF KIM CREIGHTON STEPHEN ZACH KANER MURRAY MORIN WARREN BOYD BALTHROP Vice Preside
Slide 25: Internal
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