Generac Holdings Inc. · NYSE:GNRC
Generac — Investor Presentation (August 2026)
36 slides from Generac's investor presentation, August 2026
Slide 1: Investor Presentation
Investor Presentation August 2026 1
Slide 2: Investor Relations
INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO York Ragen CHIEF FINANCIAL OFFICER Kris Rosemann DIRECTOR CORPORATE FINANCE & INVESTOR RELATIONS (262) 506-6064 InvestorRelations@generac.com 2
Slide 3: Forward Looking Statements
Forward Looking Statements Certain statements contained in this news release, as well as • changes and volatility with respect to the trade policies of various • the possibility that the expected synergies, efficiencies and cost other information provided from time to time by Generac countries, whic
Slide 4: Generac Overview
Generac Overview GENERAC EE
Slide 5: Generac Overview
Generac Overview LTM SALES MIX BY SEGMENT LTM Net Sales Scale $4.4 Billion ~9,400 global employees and 19 manufacturing facilities LTM Adjusted EBITDA Innovation ~1,200 engineers worldwide focused $863 Million on product development and quality Residential: 56% ($2.5B) Distribution LTM Cash Flow Fro
Slide 6: Investment Highlights
Investment Highlights Industry leader in backup power solutions with track record of growth Omni-channel distribution network Global manufacturing and distribution footprint Product breadth across energy management solutions C&I Segment Residential Segment Capturing A Generational Growth Opportunity
Slide 7: Track Record of Growth
Track Record $5,000 of Growth $4,500 Decades Long Track Record of Growth $4,000 ~14% CAGR 2000-2026F $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500 $- '00 '02 '04 '06 '08 '10 '12 '14 '16 '18 '20 '22 '24 '26F Note: $ amounts in millions. Represents net sales. Figures include results from acquisitions
Slide 8: Product Overview
Product Overview *LTM figures as of 6/30/2026 Residential – $2.3B–Net Residential Sales* $2.5B Net Sales* Commercial & Industrial – $2.0B Net Sales* Portable Generators Large MW Diesel Generators Home Standby Generators 2.25MW – 3.25MW Natural Gas & Diesel Fueled Stationary Generators 10kW – 2MW Con
Slide 9: Generac Global Footprint
GENERAC — EE Generac Global Footprint yy Global Headquarters Waukesha, Wisconsin Key Locations Office, Warehouse, Sales, Research & Development and Other e Manufacturing Operations Conducted across 19 facilities globally, including 5 locations in Wisconsin, USA
Slide 10: Unmatched Omni-Channel Distribution
Unmatched Omni-Channel Distribution Residential Network C&I Network Industrial Distributors Residential Dealers Engage specifying engineering firms, aftermarket service Generator experts providing direct sales, install & service capabilities Wholesale Distributors Data Center, Telecom & Rental Deep
Slide 11: Mega-Trends Review: Lower Power Quality
Mega-Trends Review: Lower Power Quality Nearly half of U.S. population in region considered High Risk RISK DRIVERS: • Escalating demand growth • Increased intermittent generation • Retirement of traditional thermal generation • Infrastructure development uncertainty North America Electric Reliabilit
Slide 12: Mega-Trends Review: Higher Power Prices
Mega-Trends Review: Higher Power Prices U.S. Electricity Demand Changes U.S. Residential Electricity Price (Increase in Cumulative TWh) $0.20 $0.19 $0.18 $0.17 $ / kWh $0.16 $0.15 $0.14 $0.13 $0.12 Accelerating Demand Growth Causes Upward Pressure on Prices Additional Drivers of Continued Price Incr
Slide 13: Mega-Trends Review: Global Infrastructure & AI
Mega-Trends Review: Global Infrastructure & AI Required Investment in Global Infrastructure AI Driving Rapid Capital Deployment ~$100 Trillion global infrastructure investment required through 2040 – Data center load growth driving generational C&I growth secular growth driver for C&I products oppor
Slide 14: Powering a smarter world
Improveenergy Increase power reliability through onsite generation and storage solutions that resilienceand provide resiliency for homes, businesses independence. and communities. Powering a Optimize energy Enable efficient power generation and efficiencyand consumption through monitoring, consumpti
Slide 15: Commercial & Industrial Segment
Commercial & Industrial Segment Capturing A Generational Growth Opportunity
Slide 16: Serving Diverse End Markets, Expanding Competencies & Markets
Serving Diverse End Markets Expanding Competencies & Markets Global Distribution Capabilities • Complete distributor coverage in North America • 17 sales branches Internationally • Broad energy solutions offering • Direct sales capabilities with large national & global accounts • Global aftersales s
Slide 17: The Generac Advantage: How We Compete Above 2MW
The Generac Advantage How We Compete Above 2MW Innovation Execution at Scale • Demonstrated history in engineered solutions • ~50-year track record of execution in C&I markets • Controls systems leadership • Global manufacturing & customization capabilities • Integrated multi-asset solutions • Compe
Slide 18: Global Data Center Market
Global Data Center Market Capitalizing on a Generational Growth Opportunity Securing Agreements to Drive Future Growth • Global supply agreements with two hyperscale customers • Data center product backlog: $1.6 Billion1 Incremental Opportunity in Expanding Market • Global market supply shortfall fo
Slide 19: Multi-Asset Energy Integration
Multi-Asset Energy Integration Solutions for Every Backup Power Need ASSETS: Gen only → Multi-asset energy systems M&A accelerates technical roadmap USE CASE: Resilience only → Multiple value prop GRID INTERACTION: Isolated → Grid parallel LEAST COMPLEX MOST COMPLEX Standby gens Parallel gens Beyond
Slide 20: Residential Segment
Residential Segment Mega-Trends Support Long-Term Growth Norm Taffe – President, Generac Home 20
Slide 21: Home Standby Opportunity
Home Standby Opportunity A Growing and Underpenetrated Market Widespread Growth Potential 6.75% Current Penetration 63M Addressable Homes1 >$50 Billion Incremental Opportunity HSB Opportunity to 20% Penetration Rate Replacement New Home Opportunity Opportunity Top 5 States Average Penetration Rate ~
Slide 22: Competitive Advantages to Capture HSB Penetration Opportunity
Competitive Advantages to Capture HSB Penetration Opportunity Category Innovation • Broadest, most powerful, air-cooled lineup in the market • Meter switch, smart breaker, & field pro app enable affordability & efficiency • Fully integrated smart thermostat enabling load shed & enhance user experien
Slide 23: Differentiated Home Energy Ecosystem of the Future
Differentiated Home Energy Ecosystem of the Future Multiple hardware devices connected to a single interface to optimize home energy generation & consumption. Prioritize energy resilience & 1 independence Deliver savings by optimizing 2 for energy efficiency Balance comfort and 3 conservation Market
Slide 24: Home Integration Strengthens Core Generator Business
Home Integration Strengthens Core Generator Business Innovative Solar Savings Can Offset Expanded Overlapping Differentiation Generator Costs Channels Generac Meter Switch SOLAR GENERATOR INSTALLERS INSTALLERS ENERGY INSTALLERS ecobee Energy Hub / Smart Thermostat Generac Smart 24 Breaker
Slide 25: Unified Energy Experience For Customers & Installers
Unified Energy Experience For Customers & Installers ecobee by Generac & Generac Field Pro COMMON CUSTOMER COMMON INSTALLER Mobile Link EXPERIENCE EXPERIENCE Remote monitoring for generators & fuel monitors ecobee Smart home control for thermostats and security devices PWRview Real-time energy insig
Slide 26: Unified Network Development
Unified Network Development Expanding Distribution Bandwidth & Reach Standby Dealers Aligned Contractors Solar & Storage Installers Generator specialists with deep Generac solution breadth offers Electrical & HVAC contractors homeowner trust and installation growth opportunity for solar who leverage
Slide 27: Financial Summary
GENERAC’ ee Financial Summary
Slide 28: Financial Summary
Financial Summary Net Sales Gross Margin % Adjusted EBITDA Adjusted EBITDA Margin % $5,500 50.0% $1,200 35.0% $1,000 30.0% $4,500 45.0% $800 25.0% $3,500 40.0% $600 20.0% $400 $2,500 35.0% $200 15.0% $1,500 30.0% $0 10.0% 2021 2022 2023 2024 2025 2026F 2021 2022 2023 2024 2025 2026F Adjusted EPS Fre
Slide 29: Business Outlook
Business Outlook Guidance as of July 29th, 2026* 2025 Financial Metric 2026F Outlook Financial Results Residential $2.5B HSD% Range Net Sales C&I $1.7B Low 30s % Net Sales Consolidated $4.2B Mid to High-Teens % Net Sales Gross Margin % 38.3% 38.5 - 39.5% Low end of the range Adj. EBITDA % 17.0% 18.5
Slide 30: Disciplined & Balanced Capital Allocation
Disciplined & Balanced Capital Allocation CapEx CapEx as % of Net Sales 1. Organic $200 10.0% 2. Strategic M&A Mar. Sep. Jun. Growth 2019 2021 2024 $170 8.0% $150 $137 Dec. Aug. Apr. $129 2021 2024 Investment in technology, 2019 $110 6.0% Accelerating “Powering A in Millions innovation, R&D capabili
Slide 31: Appendix
Appendix GENERAC EE
Slide 32: Expanding Power Outage Severity
Expanding Power Outage Severity1 Total Outage Hours Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 (1) Represents power outage hours for mainland U.S. only 32
Slide 33: Q2 2026 & LTM Financial Overview
Q2 2026 & LTM Financial Overview 33
Slide 34: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation 34
Slide 35: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation 35
Slide 36: Adjusted Net Income & Free Cash Flow Reconciliation
Adjusted Net Income & Free Cash Flow Reconciliation 36
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