Investor Presentaiton
Growth
Drivers
GENERAC
GENERAC
Consumer Power Products
Key drivers: Aging and under-invested grid, favorable
demographics, heightened power outages
Low penetration of emerging HSB category: ~4.75% of
addressable households within the U.S.
Market leader: Leading share of domestic HSB market; With
significant competitive advantages high-20% share of portable
generator market
Key strategic initiatives: Further improve lead generation,
close rates and reduce total system cost
Connectivity: Driving deeper engagement with customers and
distribution partners
C&I Stationary Products
Natural gas generators: Gaining share vs. diesel
Market share gains: Larger-kW product offering, distribution
optimization, sales process excellence
International Expansion: Acquisitions accelerate expansion
into other regions of the world
New Market Opportunities: Expansion of gaseous-fueled
products into prime, continuous and CHP applications
Low penetration: Within the light commercial/retail market
Telecom: Growing importance of backup power for critical
telecommunications infrastructure
Outdoor Chore Products
Housing drives market growth: Need for outdoor power
equipment grows alongside housing starts
Trend toward pro market: Capitalize on growing trend in lawn and
garden industry of "do it for me" with products for the pro market
Leverage current D2C customer base: Introducing new
products to capture more share of wallet
Expand distribution: Products for outdoor power equipment
dealers and other B2B partners
Supply Chain and Operational Synergies: Leverage air-cooled
engine volumes and consolidated manufacturing footprint to
improve cost position.
Mobile Power Products
Secular shift toward renting: Mobile products platform
benefiting from shift toward renting in lieu of buying
Diversification into new products: Entry into adjacent
"engine-powered" rental equipment categories, both
organically and through acquisitions
Long-term increased infrastructure spending: Macro
opportunity of increased spending stimulus to improve aging
domestic infrastructure
Long-term domestic energy production: Multi-decade
upcycle for mobile support equipment that is essential to oil &
gas drilling and production sites
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