FY24 Financial Guidance Update

Profitable Growth Driven by EV and Lean Transformation Units Revenue $M Diesel Gas/Propane EV CNG 12,000 11,317 11,646 -2,503 (-23%) 11,017 December Updated Updated Normal Guidance Year Outlook → Rev. $M 12,000 11,000 3,000 10,500 10,000 9,500 8,878 8,514 8,750 2,500 8,000 6,679 6,822 2,000 2,000 1,750 6,000 1,500 1,500 1,350 4,000 1,019 1,133 1,200 879 1,000 991 1,025 800 684 2,000 5,000 3,500 500 0 -7 56 158 -146 269 546 900 1,500 2,500 0 2017 2018 2019 2020 2021 2022 2023 2024 New Short Term Mid Term Mid Term Long Term Guidance (Normal Year) (Low) (High) COVID/Transformation 12.0% 12.5% 11.0% 9.6% 10.0% 7.8% 300 Adj. EBITDA % Adj. EBITDA $M 200 8.0% 7.0% 6.9% 6.2% 5.1% 100 69 70 82 55 -15 88 35 88 250 210 115 135 165 0 -1.8% 2017 2018 2019 2020 2021 2022 2023 2024 New Guidance Short Term (Normal Year) Mid Term Mid Term Long Term (Low) (High) BLUE BIRD Growth path towards 5,000 EV's, ~$2B Revenue and 12%+ Adj. EBITDA ($250M+) See appendix for additional detail regarding non-GAAP measures 24

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