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 ...

Industry Overview - The Zacks Building Products - Air Conditioner & Heating industry is positioned for long-term growth due to rising demand for energy-efficient solutions and smarter climate control technologies [1] - Companies are capitalizing on favorable policy trends and sustainability goals, increasing investments in digitalization, system upgrades, and green retrofits [1][2] - The industry includes designers, manufacturers, and marketers of products for heating, ventilation, air conditioning, and refrigeration markets [3] Market Dynamics - The residential market is driving momentum as homeowners prioritize comfort, efficiency, and indoor air quality [2] - Commercial and industrial demand is accelerating, particularly in high-tech environments requiring specialized cooling [2] - Industry leaders are enhancing market positions through service-based models and strategic acquisitions, ensuring steady revenue streams [2] Trends Influencing Growth - U.S. administration's pro-environmental moves are focusing on reducing greenhouse gas emissions, benefiting companies that provide clean and efficient energy systems [4] - The data center boom, driven by AI and cloud computing, is increasing demand for specialized HVAC solutions, presenting high-margin opportunities [5] - Technology upgrades and strategic acquisitions are driving growth, with companies investing in R&D and enhancing customer experience through digital platforms [6] Challenges and Risks - The housing market remains volatile, with higher interest rates and economic fluctuations potentially impacting renovation and construction activity [7] - Labor shortages, supply chain constraints, and rising regulatory compliance costs are significant challenges facing the industry [9] Performance Metrics - The Zacks Building Products - Air Conditioner & Heating industry ranks 67, placing it in the top 27% of over 250 Zacks industries, indicating bright prospects [10][11] - The industry's earnings estimates for 2025 have increased to $5.58 per share from $5.52, reflecting growing analyst confidence [12] Stock Performance - The industry has outperformed the broader Zacks Construction sector and the S&P 500 Composite over the past year, gaining 17.1% compared to the sector's 0.5% decline [14] - The industry is currently trading at a forward P/E of 28.43X, higher than the S&P 500's 22.11X and the sector's 17.96X [17] Company Highlights - **Comfort Systems USA, Inc.** has seen a surge in demand from advanced technology sectors, contributing to a record backlog of $6.9 billion and a 52.9% stock gain over the past year [20][21] - **Carrier Global Corporation** is focusing on innovative climate and energy solutions, with a 13.3% stock gain over the past year and an expected 18% earnings growth in 2025 [25][26]

Resideo (REZI) FY Conference May 07, 2025 10:30 AM ET Speaker0 Okay. Thank you, everybody. Welcome to the Oppenheimer Industrial Conference. I am Ian Zaffino. I am the equity research analyst that covers Resideo. I've been covering them since they spun out of Honeywell. With me today is Tom Saran, the company's president of products and solutions, and also Mike Cartlett, is the company's CFO. Guys, thank you very much for being here today. We really appreciate it. Speaker1 Thanks, Ian. Thanks for having us. ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Christopher T. Lee - Global Head of Investor RelationsJay Geldmacher - President & CEOThomas Surran - President of Products & SolutionsRob Aarnes - President, ADI Global DistributionMichael Carlet - Executive VP & Chief Financial OfficerIan Zaffino - Managing Director Conference Call Participants Erik Woodring - AnalystNone - Analyst Operator Good afternoon. My name is Eric, and I will be your conference operator today. Thank ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Eric, and I will be your conference operator today. Thank you. I would like to hand the conference over to your host today, Chris Li, Global Head of Strategic Finance. You may begin your conference. Speaker1 Thank you, Eric. Good afternoon, everyone, and thank you for joining us for Resideo's first quarter twenty twenty five earnings call. On today's call will be Jay Gelmacher, Resideo's Chief Executive Officer ...

Core Viewpoint - Generac Holdings Inc. is set to report its first-quarter 2025 results on April 30, with expectations of revenue growth driven by strong residential product sales, despite challenges in the commercial and industrial (C&I) segment [1][3][4]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for first-quarter revenues is $918.7 million, reflecting a 3.3% increase year-over-year, while earnings are estimated at 99 cents per share, up 12.5% year-over-year [1]. - Generac has consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average earnings surprise of 14.2% [2]. - The company's shares have declined 17.8% over the past year, compared to a 9.3% loss in the Zacks Manufacturing-General Industrial industry [2]. Group 2: Key Factors Influencing Performance - The residential segment, particularly home standby generators, is expected to be a significant growth driver, with a 28% year-over-year increase in residential product sales in Q4 2024, reaching $743 million [3]. - Demand for Generac's products has been bolstered by extreme weather events leading to power outages, with 2024 recording the highest number of outage hours since 2010 [4]. - The first quarter typically sees less impact from hurricanes, but unexpected severe weather could positively influence sales [4]. Group 3: Product Developments and Market Position - Generac's expansion into the data center market with new high-capacity generators (2.25 MW to 3.25 MW) is aimed at meeting rising electricity needs and enhancing reliability [11]. - The ecobee smart thermostat line is gaining traction, with the launch of the Smart Thermostat Essential expected to contribute to top-line growth [12]. - The introduction of the 28kW home standby generator model enhances Generac's product offerings, providing a comprehensive home energy solution [13]. Group 4: Segment Performance Insights - The Zacks Consensus Estimate for residential products' revenues is $483.5 million, while C&I products' revenues are estimated at $324.6 million [8]. - There is concern over prolonged weakness in C&I revenues, with expectations of flat year-over-year sales and a high single-digit decline in the first quarter [7].