Generac (GNRC) Corporate presentation summary

Scale and business mix

• LTM sales were $4.4B, including $2.5B residential and $2.0B commercial and industrial (C&I); LTM adjusted EBITDA was $863M and operating cash flow was $548M as of June 30, 2026.

• Global footprint included ~9,400 employees, 19 manufacturing facilities and ~1,200 engineers; manufacturing spans five Wisconsin locations.

• Residential offerings cover generators, storage, solar, EV charging and home energy management; C&I products include stationary and mobile generators, large-MW units, light towers, BESS and controls.

• Distribution included more than 10,000 home-network channel partners and 17 international branches; the business cited a ~14% sales CAGR from 2000 to 2026F, with 2026F based on guidance midpoint.

Demand drivers

• Nearly half of the U.S. population lives in a region considered high risk for power reliability; severe weather, supply-demand imbalances and aging infrastructure are cited as outage drivers.

• U.S. electricity demand is expected to grow at a 5.7% CAGR through 2030; projected incremental demand of 166 GW compares with 81 GW of dispatchable supply.

• Required global infrastructure investment through 2040 is estimated at ~$100T, including $19T for digital infrastructure; hyperscaler capital spending and data-center load growth support C&I demand.

C&I growth opportunity

• Large-MW data-center product backlog was $1.6B as of July 29, 2026, excluding volumes from the second hyperscaler agreement; global supply agreements with two hyperscalers support future growth.

• Global manufacturing capacity for large-MW generators is expected to exceed $1.25B by Q4 2026, with a path to 3x that starting capacity by end-Q3 2027.

• The Enercon acquisition brings packaging capabilities in house; additional packaging investment is intended to improve delivery control and support the C&I margin profile.

• C&I capabilities include global manufacturing and customization, direct sales, distributor coverage, service networks, and ~900 domestic field technicians, including ~400 data-center technicians.