Q3 2022 Earnings Presentation

Improved 2022 Double-Digit Growth Outlook ■ Expected revenue growth led by continued expansion. into single-family residential, coupled with stronger momentum from multi-family and commercial backlog Adjusted EBITDA outlook incorporates expectation for full year gross margin to be in the mid-to-high ~40% range, mainly attributable to strong operating leverage, structural advantages, vertically integrated operations, and a higher mix of product versus installation revenue Strong invoicing continuing into Q4'22 with October closing as the highest invoicing month of 2022 ■ Anticipate strong cash flow from operations and executing on growth capex investments to support expected growth in demand Revenue $680-$700 MM +37-41% YoY Adj. EBITDA $240-$255 MM +62-72% YoY 13

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