Graco : Investor Access Day Presentation

Published: 2026-05-05 09:25:11 ET GGG

Published on 05/05/2026 at 09:25 am EDT

INVESTOR ACCESS EVENT

May 5, 2026

Dayton, Minnesota

A CENTURY OF INGENUITY. A FUTURE OF POSSIBILITY.

HOUSEKEEPING

Restrooms

Breaks

Transportation & Lunch

8:00-tı:45 AM Executive presentations

10:00 AM -12:00 PM Facility tour and product

demonstrations 12:15-1:00 PM Lunch and fireside chat 1:00-1:15 PM Departure

1:15-4:00 PM Optional session at distribution

center and contractor facility

WELCOME AND AGENDA

President and Chief Executive Officer

Mark was appointed President and Chief Executive Officer in June 2021. Prior to that, he served as Chief Financial Officer and Treasurer from June 2018 to June 2021. He led the Applied Fluid Technologies Division as Vice President and General Manager from February 2008 to June 2018. He also served as Chief Administrative Officer from September 2005 to February 2008. Earlier in his career, he was Vice President and Treasurer from December 1998

to September 2005.

He serves as a director of Tennant Company and is a member of the board of managers of Fernweh Group, LLC.

Tour facilities and experience product

demonstrations

Learn about 100-year anniversary milestone

Hear from Graco executive team to get a

closer look at Graco strategy and operations

OBJECTIVES

ABOUT TODAY

Developed Convoy Luber for War Efforts

Company Completes IPO

Listed on NYSE

Foundation for Growth, Increased M&A Focus

Founded in Minneapolis, Minnesota

Industrial Market and Global Expansion

Set a Record for New Products

Technological Innovation, Opened HQ in EMEA

1tı26 1tı40s 1tı60s 1tı6tı 1tı80s 1tı86 1tıtı0s 2010s

Surpassed $1B in revenue in

2012; $2B in revenue in 2022

Expanded global scale through targeted acquisitions and new product innovations

Used M&A to add specialized capabilities and deepen exposure to attractive end markets

Continued disciplined investment in global operations and advanced automation to support long-term growth

Global Reach

CELEBRATING 100 YEARS IN 2026

If you invested $1,000 in Graco stocfi in 1986 and reinvested the dividends earned each year, that investment would be worth about

$480,000 at the end of 2025.

That's a 17.2% growth rate and a

48,000% return.

In comparison, the compound annual growth rate of the S&P500 over the same period is tı.4% generating a 3,180% return.

100 YEARS OF DISCIPLINE, DECADES OF VALUE CREATION

NICHE

DIFFICULT APPLICATIONS, HARD-TO-MOVE MATERIALS

4,400

EXTENSIVE REACH

30,000+ CUSTOMERS IN

OUTLETS/DISTRIBUTORS* 100+ COUNTRIES

FACILITIES IN

15+ COUNTRIES

BUSINESS MODEL STRENGTH

48%

40%

>1.5X

REVENUE FROM HIGH

REVENUE FROM

R&D INVESTMENT

VALUE, LOW VOLUME

PARTS & ACCESSORIES

COMPARED TO PEERS**

PRODUCTS

GLOBAL EMPLOYEES

Graco designs and manufactures systems to move, measure, dispense and control hard-to-move fluids and materials that professionals rely on in homes, factories, and job sites worldwide.

$2.2B

2025 REVENUE

% of Total Sales

*Select distributors serve multiple divisions

**Based on a 5-year average, 2021 - 2025, Peers: ITW, LECO, DOV, IEX, NDSN, 9

GRACO TODAY: DIVERSIFIED MATERIAL HANDLING

Increase revenue by 10%+ annually on average,

with about two-thirds from core business growth and one-third from acquisitions.

Grow earnings by 12%+

annually, on average, over time.

Drive above market

shareholder returns.

GOALS

STRATEGY

Win in premium niche markets that have the most challenging materials to move through our product

quality, product performance, exceptional service and comprehensive aftermarket support.

LONG-TERM STRATEGIC GROWTH DRIVERS

DRIVE GROWTH FROM CORE PRODUCTS

MEET FUTURE CUSTOMER NEEDS

ACCELERATE GROWTH THROUGH M&A

Drive measurable revenue and margin growth from

our core product lines through increased customer value and loyalty. Focus on driving down product costs, making targeted investments, and expanding aftermarket opportunities.

Innovate today to serve customers tomorrow by

positioning our products, processes and systems to meet evolving needs. Offer advancements in technology and seamless purchasing experiences.

Strengthen our balanced approach to growth by

increasing focus on strategic mergers and acquisitions

to shape Graco's next 100 years.

GRACO VISION

Commercial & Selling Effectiveness

One Graco aligned category, product, channel, and sales teams across divisions, enabling earlier collaboration, consistent messaging, and cross-division selling.

Engineering & Technical

Execution

Engineering adopted a cross-functional model with stronger project management discipline, global visibility, and cross-division collaboration.

Operating Model & Supply Chain Scale

Operations implemented a global, analytics-driven operating model with aligned metrics, regional manufacturing, and integrated supply chain and logistics networks.

One Graco is focused on improving growth through commercial and engineering execution and scaling operations-delivering measurable savings and margin resilience today while building a more scalable,

integrated growth platform over time.

Cost, Capital & Efficiency Discipline

One Graco drove footprint optimization, asset sharing through Centers of Excellence, localized manufacturing, and a structured enterprise cost-out program.

Organizational Simplification & Enterprise Alignment

Leadership, operations, and support functions were centralized to reduce regional silos, standardize processes, and improve enterprise collaboration.

ONE GRACO

New market opportunities through cross-selling

Sales cross-training and integrated selling activities uncovering previously under-penetrated opportunities

Improved launch readiness and coordination between commercial and engineering teams supporting future growth

Expanded product offering drove 20% growth in Industrial Finishing sales with existing customer in 2026 YTD

Revenue Expansion

Centers of Excellence reducing duplication, improving utilization, and accelerating execution

Stronger project management discipline across engineering and operations improving cost and timeline

Value and ROI based selling reinforcing margin quality even in uneven demand environments

$15M restructuring savings in FY2025 and $30M annualized cost savings target for FY2026

Increased Margins

Improved Worfiing Capital

Sales & Operations Planning (S&OP) enabling better demand planning, inventory alignment, and cross-functional ownership

Regional manufacturing and sourcing flexibility reducing lead times, logistics complexity, and inventory risk

Simplified organizational structures and aligned metrics improving execution discipline and cash conversion over

time

Improved capacity utilization and inventory management with $50M inventory reduction in FY2025

ONE GRACO: SELECT EXAMPLES

KEY INVESTMENT ATTRIBUTES

PROVEN PERFORMANCE

RETURN ON INVESTED CAPITAL

EARNINGS PER SHARE CAGR

TOTAL SHAREHOLDER RETURN

20 Yr. S&P 500 at 9%

REVENUE CAGR

Durable revenue supported by strong, longstanding

customer relationships

Defensible market positions with leadership in niche, high-value applications

High margins and strong cash flow supported by innovation and strategic acquisitions

Strong balance sheet with disciplined capital allocation

and consistent shareholder returns

25 Consecutive Years of Dividend Increases

Targeted Revenue CAGR

10%

Targeted Earnings CAGR

12%+

Based on a 20-year average. Organic revenue at constant currency. Adjusted diluted EPS.

INVESTMENT PROFILE - WHY GRACO

GROWTH PLANS AND EARNINGS DRIVERS

David J. Thompson

President, Global Contractor Division

Peter J. O'Shea

President, Global Industrial Division

Claudio Merengo

President, Global Powder Division

Timothy R. White

President, Expansion Markets Division

Angela F. Wordell

Executive Vice President and Chief

Operations and Supply Chain Officer

Sanjiv Gupta

Chief Financial Officer and Treasurer

Ronita Banerjee

Executive Vice President and Chief Human Resources Officer

Joseph J. Humfie

Executive Vice President, General Counsel and Corporate Secretary

David M. Lowe

Retired Chief Financial Officer and Treasurer

Kathryn L. Schoenrocfi

Executive Vice President and Chief Information Officer

Christopher D. Knutson

Vice President, Controller and Chief Accounting Officer

Laura L. Evanson

Executive Vice President and Chief Marketing Officer

Executive team averages 22 years of tenure

EXECUTIVE TEAM

Chief Financial Officer and Treasurer

Vice President & CFO, GM International (2023-2026),

General Motors Company

Head of Global FP&A (2019-2023)

President & Managing Director, India; (2017-2019)

CFO, International Markets (ANZ, India, Southeast Asia)

Global leadership across finance, operations, and manufacturing

Early career at Nestlé and Loblaw Companies Limited

President, Global Contractor Division

President, Global Contractor Division (January 2025-present)

President, Worldwide Contractor Equipment Division (2024)

Vice President of Engineering, Contractor Equipment Division (2021-2024)

Progressed through engineering leadership roles: Engineering Manager, Senior Engineering Manager, Director of Engineering

Joined the company in 1988

2025

PERFORMANCE

$1,072M

SEGMENT REVENUE

25%

OPERATING MARGIN

EMEA 21%

Asia Pacific 10%

Americas 6tı%

REVENUE BY REGION

Growth Drivers: Housing and new construction, infrastructure spending, material changes, end-user conversion from brush and roll, new applications, product innovation and channel expansion

BUILDING & CONSTRUCTION

HOME IMPROVEMENT

INFRASTRUCTURE

The Contractor division serves professional contractors, DIY customers, material manufacturers, and paint stores worldwide with precision-engineered, customer-fit platforms that are easy to use and offer the highest quality at the lowest total cost of ownership.

The Graco global partner network-supported by a direct salesforce-delivers scalable solutions with local reach and deep distributor and end-user relationships.

CONTRACTOR OVERVIEW

Disclaimer

Graco Inc. published this content on May 05, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 05, 2026 at 13:24 UTC.