Home Standby Generators

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Generac (GNRC) - 2019 Q4 - Earnings Call Presentation
2025-06-24 09:58
Financial Performance & Metrics - Generac's FY2019 net sales were approximately $2.2 billion[10] - The adjusted EBITDA margin for FY2019 was approximately 21%[10] - Free cash flow for FY2019 was $251 million[10] - The company's gross debt leverage ratio was 2.0x in 2019[100] Market Position & Growth - Generac operates in over 150 countries[10] - The company has a significant omni-channel distribution network[10] - The home standby (HSB) market has a large total addressable market (TAM) of 53 million households in the US, with only 4.75% penetration[22] - Every 1% of increased penetration in the HSB market equals approximately $2 billion of market opportunity[22, 30] Future Outlook - The company anticipates a consolidated net sales increase of approximately 6% to 8% in 2020, with a potential upside of 9% to 13%[105] - Adjusted EBITDA margins for 2020 are expected to be approximately 20%, with a potential upside to 20.5%[105]
Generac (GNRC) - 2022 Q1 - Earnings Call Presentation
2025-06-24 09:56
INVESTOR PRESENTATION MAY 2022 OUR PURPOSE: York Ragen CHIEF FINANCIAL OFFICER Mike Harris VICE PRESIDENT – CORPORATE DEVELOPMENT & INVESTOR RELATIONS Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO Kris Rosemann INVESTOR RELATIONS MANAGER (262) 506 -6064 InvestorRelations@generac.com 2 FORWARD LOOKING STATEMENTS Certain statements contained in this news release, as well as other information provided from time to time by Ge ...
Generac (GNRC) - 2022 Q2 - Earnings Call Presentation
2025-06-24 09:54
Financial Performance & Growth - Generac's Last Twelve Months (LTM) net sales reached $4437 million [108], reflecting a 39.1% year-over-year increase [108] - The company's LTM adjusted EBITDA was $897.4 million [108], with an adjusted EBITDA margin of 20.2% [108] - In Q2 2022, net sales were $1291.4 million [108], a 40.4% increase year-over-year [108] - The company anticipates a consolidated revenue increase between 36% to 40% for the year [69] - The company's free cash flow for the Last Twelve Months (LTM) was $52.7 million [60] Market & Strategy - Generac estimates a ~$8 billion Grid Services Served Addressable Market (SAM) opportunity by 2025 in North America, Europe, and Australia [57] - The company projects an approximate 5X expansion of its Served Addressable Market (SAM) from $14 billion in 2018 to $72 billion in 2025 [35] - The total US penetration rate of Home Standby Generators (HSB) was estimated at ~5.5% at the end of 2021 [41] - The company has a 60% share of the US telecom market [107] Business Outlook - The company expects adjusted EBITDA margins between 21.5% and 22.5% [65] - The company anticipates a GAAP effective tax rate of approximately 23.0% [66]
Generac (GNRC) - 2022 Q3 - Earnings Call Presentation
2025-06-24 09:54
Company Overview and Strategy - Generac's purpose is to lead the evolution to more resilient, efficient, and sustainable energy solutions[1] - The company is focused on building energy ecosystems by aggregating Distributed Energy Resources (DERs) to support the next-generation grid, emphasizing decarbonization, digitalization, and decentralization[35, 36] - The company's strategy evolution unlocks a massive and growing Served Addressable Market (SAM), projected to expand approximately 5X since 2018, reaching $72 billion in 2025[33, 34] Market Trends and Opportunities - There's a growing electricity supply/demand imbalance due to deteriorating supply reliability and rapidly increasing demand, driven by factors like climate change and electrification[24, 26, 27] - The home standby (HSB) penetration opportunity is significant, with the three largest markets (CA, TX, & FL) representing approximately 25% of addressable households but are significantly underpenetrated at approximately 3.5%[40] - Telecom infrastructure is shifting to the next generation, with 5G rollout requiring improved network quality and backup power solutions, presenting a global opportunity[22, 93] Financial Performance and Outlook - The company's LTM (Last Twelve Months) net sales through Q3 2022 were $45826 million, with domestic sales accounting for 85% and international sales for 15%[9, 13, 102] - The LTM adjusted EBITDA was $8720 million, representing a 190% margin[57, 102] - The company anticipates consolidated net sales to increase between 22% to 24% in 2023[64]
Generac (GNRC) - 2022 Q4 - Earnings Call Presentation
2025-06-24 09:53
Company Overview and Strategy - Generac aims to lead the evolution to more resilient, efficient, and sustainable energy solutions[1] - The company projects a ~5X expansion of its Served Addressable Market (SAM) from $14 billion in 2018 to $72 billion in 2025, driven by factors like clean energy, connected devices, and grid services[35] - A key element of Generac's strategy is building energy ecosystems by aggregating Distributed Energy Resources (DERs) to support the next-generation grid[36] Market Trends and Opportunities - Mega-trends such as the evolution of the electrical utility model ("Grid 2.0"), climate change impact, and telecommunications infrastructure upgrades are creating opportunities for Generac[21, 22] - Approximately 25% of Americans are at high risk of resource adequacy shortfalls during normal seasonal peak conditions in the 2023-2027 period[30] - The total US penetration rate for Home Standby Generators (HSB) was estimated at ~5.75% as of 2022, indicating significant growth potential[40] Financial Performance and Outlook - Generac reported total net sales of $4.5647 billion in 2022, a 22.1% increase year-over-year[108] - The company's gross margin for 2022 was 33.3%[59, 108] - Adjusted EBITDA for 2022 was $825.4 million, with a margin of 18.1%[59, 108] - For 2023, Generac anticipates a consolidated revenue decrease between 6% to 10% and an adjusted EBITDA margin between 17% to 18%[65, 61]
Generac (GNRC) - 2023 Q1 - Earnings Call Presentation
2025-06-24 09:53
INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO INVESTOR PRESENTATION May 2023 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. 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 uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Forward- l ...