Q2 2023 Financial Overview & Strategic Plan slide image

Q2 2023 Financial Overview & Strategic Plan

TRACK RECORD OF GROWTH 16% REVENUE CAGR (2010 IPO THROUGH 2023E) $4,000 '01 '03 '05 '07 '09 '11 '13 '15 '17 '19 '21 '23E STRATEGIC GROWTH THEMES $6,000 $5,000 $3,000 $2,000 $1,000 • • • Power Quality Issues Continue to Increase Home Standby Penetration Opportunity is Significant Solar, Storage, & Energy Management Markets Developing Quickly Grid Services & Energy-as-a-Service Open New Revenue Streams Natural Gas Generators Driving Strong Growth Rollout of 5G Will Require Improved Network Reliability Note: $ amounts in millions. Represents gross sales excluding freight revenue. Figures include results from acquisitions completed during 2011-present. CAGR measures revenue growth through 2023E off 2010 base. 2023E figure assumes midpoint of guidance given on August 2, 2023. 6
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