Core Insights - Vertiv (VRT) and Generac Holdings (GNRC) are significant players in the data center infrastructure market, providing essential solutions for data centers and industrial environments [2] - The data center infrastructure management market is projected to grow from approximately $3.06 billion in 2024, with a CAGR of 17.3% from 2025 to 2030, presenting substantial growth opportunities for both companies [3] Vertiv (VRT) Overview - Vertiv specializes in thermal and power management solutions for data centers, which are increasingly demanding due to the complexity of AI hardware and edge computing [4] - The company reported a 24% year-over-year increase in net sales for Q1 2025, reaching $2.036 billion, with organic orders up about 20% compared to the previous year [5] - Strong capital expenditure plans from hyperscalers for data center expansion are favorable for Vertiv, supported by a diverse partner ecosystem including major tech companies [6] Generac Holdings (GNRC) Overview - Generac is expanding its portfolio with new high-capacity generators tailored for the data center market, which is a key growth driver [7] - In April 2025, Generac launched a new range of generators (2.25 MW to 3.25 MW) designed to meet the power needs of data centers, featuring advanced technology for reliable energy solutions [8] - The rise of AI applications is driving demand for energy-intensive data centers, which may strain existing power grids, creating opportunities for Generac [9] Stock Performance and Valuation - Year-to-date, Vertiv's shares have increased by 12.1%, while Generac's shares have decreased by 5.3% due to macroeconomic uncertainties and cost pressures [11] - Vertiv's shares are currently trading at a forward Price/Sales ratio of 4.73X, compared to Generac's 1.90X, indicating a higher valuation for Vertiv [14] Earnings Estimates - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $3.56 per share, reflecting a 24.91% year-over-year increase [17] - Generac's 2025 earnings estimate is $7.42 per share, showing a modest 2.06% year-over-year increase [17] Conclusion - Both Vertiv and Generac are positioned to benefit from the growing data center market, but Vertiv is viewed as the stronger investment option due to its AI-driven growth and strategic partnerships [18] - Generac faces challenges from cost pressures and macroeconomic uncertainties, impacting its market position [19]

Company Overview - Generac Holdings Inc. is a leading global designer, manufacturer, and provider of energy technology solutions and power products, founded in 1959 [3] - The company specializes in power generation equipment, energy storage systems, and energy management devices, serving residential, light commercial, and industrial markets [3] - Generac aims to empower users to utilize energy on their own terms and is committed to leading the evolution towards more resilient, efficient, and sustainable energy solutions [3] Upcoming Financial Results - Generac plans to release its second quarter 2025 financial results before the market opens on July 30, 2025 [1] - A conference call will be held at 10:00 a.m. EDT on the same day to discuss the highlights of the earnings release [1] Webcast Information - A webcast of the conference call will be accessible via a provided link and will also be available on Generac's website under the Investor Relations section [2] - A replay of the webcast will be available on the company's website following the live event [2]

Core Insights - Generac Holdings achieved a record fundraising total of $94,000 for ToolBank Disaster Services through its "Power Up With Purpose" initiative in 2025 [1][4] - The funds will be utilized to purchase and equip a mobile disaster-response tool trailer for ToolBank, which aids communities affected by natural disasters [2] - The "Power Up with Purpose" initiative has raised a total of $233,078 since its inception in 2023, with different charities benefiting each year [3] Fundraising Details - Generac surpassed its initial fundraising goal of $50,000 within the first two weeks of Summerfest, which took place from June 19 to July 5 [4] - The initiative is supported through the sale of "Power Up with Purpose" pit passes at the Generac Power Stage during Summerfest [3] - This year's partnership with ToolBank is significant as it enhances Generac's role in disaster response, aiding communities in recovery from severe weather events [4] Company Background - Generac is a leading global designer, manufacturer, and provider of energy technology solutions, founded in 1959 [6] - The company specializes in power generation equipment, energy storage systems, and energy management solutions for residential, light commercial, and industrial markets [6] - Generac aims to lead the evolution towards more resilient, efficient, and sustainable energy solutions [6]

Group 1: Market Trends - Investors are actively purchasing shares of Generac, with the company experiencing nearly 12% growth this week and on track for its best week since November 2024 [1] - High temperatures and power outages across the central and eastern United States are contributing to increased demand for backup generators [2] - The Atlantic hurricane season is projected to be above normal, with the National Oceanic and Atmospheric Administration forecasting 13 to 19 named storms, including 3 to 5 major hurricanes [3] Group 2: Industry Challenges - The combination of extreme heat and storms is straining the aging U.S. power grid, with research indicating a potential 50% increase in power outage risks due to climate change [5] - Generac's CEO highlighted the critical nature of the situation, noting that the demand for electricity is expected to grow at a 2.5% compound annual growth rate from 2024 to 2035 [6] Group 3: Related Companies - Trane Technologies, which produces cooling systems, is another company to watch, currently rated as a hold by analysts [7] - Utility stocks are anticipated to benefit from rising power demand, with Bank of America expecting significant tailwinds for the power sector in the second half of the year [7] - Preferred investment opportunities in the utilities sector include Sempra, Northwestern Energy, and Alliant Energy, as analysts seek laggards with catalysts for outperformance [8]

Company Overview - Generac Holdings Inc. is experiencing quiet trading, consolidating after a nearly 5% increase in stock price attributed to potential increased sales of generators due to a heatwave in the Midwest [1] Technical Analysis - The stock has shown bullish patterns, particularly an ascending triangle, indicating aggressive buyers and complacent sellers, which sets the stage for potential upward movement [2][8] - Resistance was noted around the $117 level in early April, where the stock remained until early May, indicating a balance between sellers and buyers [3][5] - Following this, another ascending triangle pattern emerged in late May and June, with resistance forming around $131, yet buyers continued to enter the market at higher prices, leading to a breakout and upward trend [6][7]

Investor Presentation March 2015 Aaron Jagdfeld, President & Chief Executive Officer York Ragen, Chief Financial Officer (262) 506-6064 InvestorRelations@generac.com Michael Harris, Vice President – Finance and Investor Relations (262) 544-4811 x2675 Michael.Harris@generac.com 2 Forward Looking Statements Certain statements contained in this presentation, as well as other information provided from time to time by Generac Holdings Inc. or its employees, may contain forward-looking statements that involve ris ...

Company Overview - Generac's 2015 sales reached $1.317 billion[8] - The company has achieved approximately 7% organic revenue CAGR from 2005 to 2015[9] - The company has approximately 3,200 employees as of December 31, 2015[8] Growth Strategies & Market Opportunities - Every 1% increase in North American home standby generator penetration represents approximately $2 billion of market opportunity[18] - The annual market for Engine Powered Tools (EPT) is estimated to be between $1.1 billion and $1.4 billion[24] - The global market for C&I stationary products is estimated to be over $16 billion, with the domestic market at approximately $3 billion[30] - The overall rental industry is projected to grow at approximately 6% CAGR from 2015-2019[41] Financial Performance & Outlook - The company anticipates a cash tax rate for full-year 2016 to be approximately 10% of pretax income[64] - The company expects cash taxes going forward to be approximately 36% tax rate on pre-tax profits less approximately $50 million annual tax shield[64] - The company's tax attributes and 338(h)10 election overview results in present value tax savings of approximately $200-$250 million, or $300-$375 per share[77]

Investor Presentation February 2017 Investor Relations Contacts Aaron Jagdfeld President & CEO York Ragen Chief Financial Officer (262) 506-6064 InvestorRelations@generac.com Michael Harris Vice President – Finance (262) 544-4811 x2675 Michael.Harris@generac.com 2 Forward Looking Statements Certain statements contained in this presentation, as well as other information provided from time to time by Generac Holdings Inc. or its employees, may contain forward-looking statements that involve risks and uncertai ...

Company Overview - Generac's 2017 sales reached $1.672 billion[10] - The company experienced an 11% organic sales increase in 2017[11] - The company is targeting margin expansion of approximately 150 basis points through 2020[42] Market Position and Growth Strategy - A 1% increase in home standby generator penetration equates to a $2 billion sales opportunity[22] - A 1% increase in market share equates to a $35 million sales opportunity[22] - The company is expanding its C&I products to gain market share in a global market outside of the US & Canada, currently serving approximately $2 billion of a $5 billion global gas market[27] - The company is leveraging its global footprint to serve a $13.5 billion market outside of the US & Canada[27] Financial Performance and Projections - The company projects a consolidated net sales increase between 3% to 5%, with core organic sales increasing between 2% to 3%[79] - The company anticipates adjusted EBITDA margins between 19.0% to 19.5%[80] - The company expects free cash flow conversion of adjusted net income to be over 90%[80] - The company anticipates free cash flow to be over $800 million from 2017-2020[81]

Generac's mission is to ensure peace of mind by developing power products and solutions that make the world safer, brighter and more productive. 1 Investor Relations CONTACTS Aaron Jagdfeld PRESIDENT & CEO Investor Presentation FEBRUARY 2020 York Ragen CHIEF FINANCIAL OFFICER Mike Harris VICE PRESIDENT – CORPORATE DEVELOPMENT & INVESTOR RELATIONS (262) 506-6064 InvestorRelations@generac.com 2 Forward Looking Statements Certain statements contained in this news release, as well as other information provided ...