Q2 2023 Financial Overview & Strategic Plan slide image

Q2 2023 Financial Overview & Strategic Plan

ADJUSTED NET INCOME AND FREE CASH FLOW RECONCILIATIONS ($'S IN MILLIONS) Net income to Adjusted net income reconciliation Three months ended June 30, GENERAC LTM Ended June 30, 2023 2022 2023 2022 (unaudited) (unaudited) Transaction costs and credit facility fees Net income attributable to Generac Holdings. Inc. Net income attributable to noncontrolling interests Net income Provision for income taxes (1) Income before provision for income taxes Amortization of intangible assets Amortization of deferred financing costs and OID Loss on extinguishment of debt Tax effect of add backs $ 45,198 317 45,515 $ 156,359 1,278 157,637 $ 186,913 $ 544,682 7,100 194,013 8,566 553,248 53,227 45,515 157,637 194,013 606,475 26,393 25,876 103,606 81,785 967 650 3,868 2,581 3,743 3,743 669 5,710 5,021 13,966 (7,459) Business optimization, provision for regulatory charges, and other Cash income tax expense (1) 1,760 (8,448) 1,590 (42,861) 75,428 (17,704) Adjusted net income $ 67,844 Adjusted net income attributable to noncontrolling interests (317) $ 186,758 (1,678) Adjusted net income attributable to Generac Holdings. Inc. $ 67,527 $ 185,080 $ 339,075 (6,555) $ 332,520 2,002 (60,957) $ 631,891 $ 626,231 (5,660) Free Cash Flow Reconciliation Net cash provided by operating activities $ 83,147 $ Proceeds from beneficial interests in securitization transactions Expenditures for property and equipment 677 23,835 270 (29,923) (18,303) Free cash flow $ 1) Amounts prior to the first quarter 2022 are based on an anticipated cash income tax rate due to the existence of the tax shield from the amortization of tax-deductible goodwill and intangible assets from our acquisition by CCMP Capital Advisors, LLC in 2006. Due to the expiration of this tax shield in the fourth quarter of 2021, there is no similar reconciling item for the periods beginning with the first quarter of 2022. $ 53,901 $ 5,802 109,411 3,195 (93,585) 19,021 $ 5,089 (102,273) $ 52,672 $ 149,856 29
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