Generac : May 2026 Investor Presentation vFinal
GNRC
Published on 05/04/2026 at 08:19 pm EDT
May 2026
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INVESTOR RELATIONS
Aaron Jagdfeld
PRESIDENT & CEO
York Ragen
CHIEF FINANCIAL OFFICER
Kris Rosemann
DIRECTOR CORPORATE FINANCE
& INVESTOR RELATIONS
(262) 506-6064
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Forward Looking Statements
Certain statements contained in this news release, as well as • changes and volatility with respect to the trade policies of various other information provided from time to time by Generac countries, which may result in new or increased tariffs, trade Holdings Inc. or its employees, may contain forward-looking restrictions, or other unfavorable trade actions;
statements that involve risks and uncertainties that could • our ability to protect our intellectual property rights or
the possibility that the expected synergies, efficiencies and cost savings of our acquisitions, divestitures, restructurings, or realignments will not be realized, or will not be realized within the expected time period;
cause actual results to differ materially from those in the forward-looking statements. Forward-looking statements
successfully defend against third party infringement claims;
risks related to sourcing components in foreign countries;
compliance with environmental, health and safety laws and
give Generac's current expectations and projections relating • changes in durable goods spending by consumers and
regulations;
to the Company's financial condition, results of operations, plans, objectives, future performance and business. You can
businesses or other global macroeconomic conditions, impacting demand for our products;
scrutiny regarding our sustainability practices;
government regulation of our products;
identify forward-looking statements by the fact that they do • changes in governmental policies, particularly with respect to tax
failures or security breaches of our networks, information
not relate strictly to historical or current facts. These statements may include words such as "anticipate," "estimate," "expect," "forecast," "project," "plan," "intend,"
"believe," "confident," "may," "should," "can have," "likely,"
incentives, tax credits, or grant programs, which could: (i) affect the demand for certain of our products; or (ii) result in a withdrawal or reduction of grants previously awarded to the Company;
technology systems, or connected products;
our ability to make payments on our indebtedness;
risks due to instability caused by geopolitical conflicts;
terms of our credit facilities that may restrict our operations;
"future," "optimistic" and other words and terms of similar
increase in product and other liability claims, warranty costs,
our potential need for additional capital to finance our growth or
meaning in connection with any discussion of the timing or nature of future operating or financial performance or other events.
Any such forward-looking statements are not guarantees of
recalls, or other claims;
significant legal proceedings, claims, fines, penalties, tax assessments, lawsuits or government investigations;
refinancing our existing credit facilities;
risks of impairment of the value of our goodwill and other indefinite-lived assets;
volatility of our stock price; and
performance or results, and involve risks, uncertainties (some • our ability to consummate our share repurchase programs;
of which are beyond the Company's control) and • our failure or inability to adapt to, or comply with, current or future
potential tax liabilities.
Should one or more of these risks or uncertainties materialize,
assumptions. Although Generac believes any forward-looking
changes in applicable laws, regulations, and product standards;
Generac's actual results may vary in material respects from
statements are based on reasonable assumptions, you should
our ability to develop and enhance products and gain customer
those projected in any forward-looking statements. A
be aware that many factors could affect Generac's actual financial results and cause them to differ materially from those anticipated in any forward-looking statements, including:
fluctuations in cost, availability, and quality of raw materials, key components and labor required to manufacture our products;
our dependence on a small number of contract manufacturers and component suppliers, including single-sourcesuppliers;
changes and volatility with respect to the trade policies of various countries, which may result in new or increased tariffs, trade restrictions, or other unfavorable trade actions;
acceptance for our products including as part of the growing data center market and energy technology product offerings;
our ability to accurately forecast demand for our products and effectively manage inventory levels relative to such forecast;
our ability to remain competitive;
our dependence on our dealer and distribution network;
market reaction to changes in selling prices or mix of products;
loss of our key management and employees;
disruptions from labor disputes or organized labor activities;
our ability to attract and retain employees;
disruptions in our manufacturing operations;
detailed discussion of these and other factors that may affect future results is contained in Generac's filings with the U.S. Securities and Exchange Commission ("SEC"), particularly in the Risk Factors section of the Annual Report on Form 10-K and in its periodic reports on Form 10-Q. Stockholders, potential investors and other readers should consider these factors carefully in evaluating the forward-looking statements.
Any forward-looking statement made by Generac in this press release speaks only as of the date on which it is made. Generac undertakes no obligation to update any forward-looking statement, whether as a result of new information,
future developments or otherwise, except as may be required 3
by law.
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Generac Overview
Generac Overview
LTM Net Sales
$4.3 Billion
LTM SALES MIX BY SEGMENT
Scale
~9,400 global employees and 19 manufacturing facilities
LTM Adjusted EBITDA
$759 Million
Innovation
~1,200 engineers worldwide focused
on product development and quality
Distribution
Omni-channel distribution with thousands of dealers, wholesalers, retailers, and e-commerce partners
LTM Cash Flow From Ops
$499 Million
Residential: 57% ($2.5B)
C&I: 43% ($1.8B)
Financial data as of 3/31/2026 & Employee data as of 12/31/2025; Amounts for totals, subtotals, and variances may not recalculate exactly within this presentation due to rounding 5
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
CCI Segment
Capturing A Generational Growth Opportunity
Large MW solutions multiply served market via data centers
Core strengths drive share gains in growing global end markets
Residential Segment
Mega-Trends Support Long-Term Growth
Significant penetration opportunity in home standby category
Differentiated home energy ecosystem to combat higher prices
Mega-Trends Support Generational Growth Opportunity
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Decades Long Track Record of Growth
~14% CAGR 2000-2026F
$5,000
$4,500
$4,000
$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 completed during 2011-present. CAGR measures revenue growth through
2026F off 2000. 2026F figure assumes midpoint of guidance updated on April 29th, 2026. 7
Product Overview
Residential - $2.5B Net Sales*
*LTM figures as of 3/31/2026
Commercial &Industrial - $1.8B Net Sales*
Home Standby Generators
Portable Generators
Large MW Diesel Generators
Natural Gas & Diesel Fueled Stationary Generators 10kW - 2MW
2.25MW - 3.25MW
Microinverter
ecobee Energy Hub Solutions
Residential Energy Storage
Controls
& Connectivity
EV Charger
Residential Load Manager
Chore Products
Mobile Generators & Light Towers 3kW - 2.3MW
C&I Bess, Mobile BESS, & Grid Services
20kWh - 5MWh
Aftermarket Parts & Accessories, Extended Warranty, ecobee+, Other Services
Aftermarket Parts & Accessories, Extended Warranty, Microgrid Controls, Services 8
Generac
Global Footprint
GEMERA
Global Headquarters
Wau kesha, Wisconsin
Key Locations
Office, Warehouse, Sales,
Research & Development and Other
Manufacturing Operations
Conducted across 19 facilities globally, including 5 locations in Wisconsin, USA
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Unmatched Omni-Channel Distribution
Residential Network C&I Network
Residential Dealers
Generator experts providing direct sales, install & service capabilities
Wholesale Distributors
Deep relationships with electrical, HVAC & solar contractors
Retail Outlets
Create product awareness & availability
More than 10,000 Channel Partners* in the Evolving Generac Home Network
Industrial Distributors
Engage specifying engineering firms, aftermarket service
Data Center, Telecom & Rental
Direct sales to large customers in growing markets
Other Direct C&I
Access to strategic verticals with custom solutions
International Branches
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17 branches. Local Expertise, Global Scale.
*Residential Dealers, Aligned Contractors, and Solar Installers
Mega-Trends Review : Lower Power Quality
Nearly half of U.S. population in region considered High Risk
North America Electric Reliability Corporation Long-Term Risk Assessment
More frequent severe & volatile weather, growing supply/demand imbalances, and aging grid
infrastructure expected to result in increased power outage activity
*See appendix for historical quarterly power outage data
RISK DRIVERS:
Escalating demand growth
Increased intermittent generation
Retirement of traditional thermal generation
Infrastructure development uncertainty
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Mega-Trends Review: Higher Power Prices
(Increase in Cumulative TWh)
Accelerating Demand Growth Causes Upward Pressure on Prices
Dispatchable power supply lagging accelerating demand through 2030
Incremental 166GW demand vs 81GW dispatchable supply3
2030 peak demand forecasts accelerating
+2.5x vs prior year forecast
Data center demand driving future load growth
Electricity demand expected CAGR of 5.7% through 20302
U.S. Electricity Demand Changes
U.S. Residential Electricity Price
$0.20
$0.19
$0.18
$0.17
$ / kWh
$0.16
$0.15
$0.14
$0.13
$0.12
Additional Drivers of Continued Price Increases
Grid infrastructure requires significant investment
$1.4 Trillion U.S. Electric Utility CapEx 2025-20304
Rising & volatile fuel prices
2025 natural gas electric power price +40% Y/Y ¹
Grid hardening, storm recovery, insurance costs
Costs to recover and insure against hurricanes, wildfires, etc.
¹EIA - Electric Power Annual - U.S. Energy Information Administration (EIA), ²GridStrategies Load Growth Report, 3Grid Strategies; McCoy Power Reports, 4 Deloitte 12
Mega-Trends Review: Global Infrastructure C AI
Required Investment in Global Infrastructure
~$100 Trillion global infrastructure investment required through 2040 -
secular growth driver for C&I products
AI Driving Rapid Capital Deployment
Data center load growth driving generational C&I growth opportunity & grid supply/demand imbalance
$800
Railways, highways, ports, airports, and canals
Transport & Logistics
$36 Trillion
$700
Generation, transmission, h distribution assets
Energy & Power
$23 Trillion
$600
$500
Data centers, telecom, fiber h support solutions
Digital
$19 Trillion
$400
$300
Education, healthcare, civic facilities, etc.
Social
$16 Trillion
Waste management, wastewater h water systems
Waste & Water
$6 Trillion
2021 2022 2023 2024 2025 2026F
Hyperscaler CapExf
$ Billions
¹ Amazon, Alphabet, Meta, Microsoft, Oracle historical capital expenditures h most recent FY26 Guidance
$200
$100
$-
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Improveenergy resilienceand independence.
Increase power reliability through onsite generation and storage solutions that provide resiliency for homes, businesses and communities.
Optimizeenergy efficiencyand consumption.
Enableefficient power generation and consumption through monitoring, management and energy optimizing solutions.
Offering innovative solutions that enable and protect next-generation energy production, data centers, and other critical infrastructure.
Innovate to Protectand buildcritical infrastructure.
Powering a smarterworld.
Our Purpose: Lead the evolution to more resilient, efficient, and innovative energy solutions.
Capturing A Generational Growth Opportunity
Serving Diverse End Markets Expanding Competencies C Markets
Global Distribution Capabilities
Complete distributor coverage in North America
17 sales branches Internationally
Broad energy solutions offering
Direct sales capabilities with large national h global accounts
Global aftersales service h support network
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The Generac Advantage
How We Compete Above 2MW
Innovation
Demonstrated history in engineered solutions
Controls systems leadership
Integrated multi-asset solutions
Execution at Scale
~50-year track record of execution in ChI markets
Global manufacturing h customization capabilities
Competitive lead times across product offerings
Operational Excellence
Vertical integration in fabrication, packaging
Global service networks h direct sales force
Agility to serve dynamic customer h market needs
Strategic Partnerships
Global infrastructure companies h other EPCs
World-class engine partners with scale
Decades-long global supply chain relationships
Proactive Maintenance
Scheduled programs designed to maximize uptime and eliminate unplanned outages before they occur.
Emergency Response
Global Service Capabilities
~900 Domestic Field Techs
~400 Domestic Data Center Field Techs
~800 International Service Partners
24/7 Remote Monitoring & Diagnostics
Rapid-response protocols with dedicated data center technicians ensuring the fastest possible resolution when it matters most.
End-to-End Platform
Salesforce-powered Service Desk Case Management and digital platforms that provide full visibility, traceability, and scalable support.
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Global Data Center Market
Capitalizing on a Generational Growth Opportunity
Generating Early Success
International Colocator Customer Site
12 Units
Domestic Colocator Customer Site
37 Units
Non-binding 'notice to proceed' with a Hyperscale customer up to $600M
Preferred supplier of two global data center colocators
Data center product backlog: $700M+1
Incremental Opportunity in Expanding Market
Global market supply shortfall for large diesel generators
Data center power requirements growing rapidly
Capacity Expansion & Vertical Integration
>$1B Domestic manufacturing capacity for large MW gens by Q4 2026
Organic capacity expansion in Wisconsin, Italy, India, China, Mexico
New facility in Wisconsin more than doubles domestic capacity
Enercon acquisition brings packaging capabilities in house
Internal packaging capacity increases control over delivery timelines
1. As of February 11, 2026
2. Cushman h Wakefield - 2025; company estimates
Vertical integration increases ChI margin profile
Growing Backlog Provides Visibility to Increasing Market Share
¹ As of 4/29/2026, does not include any potential hyperscale volume
Multi-Asset Energy Integration Solutions for Every Backup Power Need
M&A accelerates technical roadmap
ASSETS: Gen only Multi-asset energy systems USE CASE: Resilience only Multiple value prop GRID INTERACTION: Isolated Grid parallel
LEAST COMPLEX MOST COMPLEX
Beyond standby gens with controls
Standby gens
Parallel gens
Integrated, multi asset, grid interactive energy systems
Multi-asset systems with controls
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Mega-Trends Support Long-Term Growth
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Disclaimer
Generac Holdings 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 00:18 UTC.