GNRC

• Net income attributable to the Company was $143 million, or $2.40 per share, versus $74 million, or $1.25 per share, in the prior year.
• Adjusted net income was $174 million, or $2.91 per share, compared to $97 million, or $1.65 per share, in Q2 2025.
• Adjusted EBITDA was $291 million, or 24.8% of net sales, up from $188 million, or 17.7%, in the prior year.
• Full-year 2026 adjusted EBITDA margin guidance raised to approximately 20.0-21.0%, from previous 18.5-19.5%.
• Data center backlog increased to approximately $1.6 billion, with nearly $700 million committed for 2027 from a hyperscale customer.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Director vote results: Avedon received 42,473,392 for; Morgan 38,517,771 for; Zarcone 43,058,885 for, with broker non-votes of 5,404,286 for each.
• Stockholders ratified Deloitte & Touche LLP as independent auditor for fiscal year ending December 31, 2026, with 50,925,956 votes for and 723,483 against.
• The advisory, non-binding executive compensation proposal passed with 43,841,064 votes for and 2,373,481 against.
• The report was filed under Item 5.07 to disclose the voting results of the annual meeting.

5.07 Submission of Matters to a Vote of Security Holders

• Net income attributable to the Company was $73 million, or $1.24 per share, versus $44 million, or $0.73 per share, in Q1 2025.
• Adjusted EBITDA was $193 million, or 18.3% of net sales, compared to $150 million, or 15.9%, in the prior year quarter.
• Full-year 2026 net sales growth guidance raised to mid-to-high teens percent, and adjusted EBITDA margin guidance raised to approximately 18.5% to 19.5%.
• Completed acquisitions of Allmand (January 2026) and Enercon (April 2026), both in the C&I segment.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Taffe's award has a $1 million target value, granted April 1, 2026, vesting on the second anniversary, with performance period ending December 31, 2027.
• Wilde's award has a $2 million target value, granted April 1, 2026, vesting on the third anniversary, with performance period ending December 31, 2028.
• Each executive may earn 0% to 200% of target based on achievement of specified performance conditions set by the committee.
• The awards are intended to align executives' interests with the company's Generac Home and Domestic C&I initiatives.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Net loss attributable to the Company was $24 million, or $0.42 per share, including a $104.5 million legal settlement provision.
• Adjusted net income was $95 million, or $1.61 per share, compared to $168 million, or $2.80 per share, in Q4 2024.
• Adjusted EBITDA was $185 million, or 17.0% of net sales, down from $265 million, or 21.5%, in the prior year quarter.
• For full-year 2026, the Company expects net sales growth in the mid-teens percent range and Adjusted EBITDA margin of approximately 18.0% to 19.0%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Net income attributable to the Company was $66 million, or $1.12 per share, down from $114 million, or $1.89 per share, in the prior-year quarter.
• Adjusted EBITDA was $193 million, or 17.3% of net sales, compared to $232 million, or 19.8%, in Q3 2024.
• The Company lowered full-year 2025 net sales growth guidance to approximately flat, down from prior guidance of 2% to 5% increase.
• Adjusted EBITDA margin for full-year 2025 is now expected to be approximately 17.0%, down from prior guidance of 18.0% to 19.0%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Second quarter 2025 net sales increased 6% to $1,061 million from $998 million in the prior-year quarter.
• Adjusted EBITDA was $188 million, or 17.7% of net sales, up from $165 million, or 16.5%, in the prior-year quarter.
• Full-year 2025 net sales growth guidance narrowed to 2-5% (from 0-7%), and adjusted EBITDA margin guidance raised to 18.0-19.0% (from 17.0-19.0%).
• Free cash flow conversion outlook increased to 90-100% of adjusted net income, up from 70-90%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The amendment replaces the existing term loan A facility with a new $700 million term loan A facility (2025 New Term Loan).
• The existing $1.25 billion revolving credit facility is replaced with a new $1.0 billion revolving credit facility (2025 New Revolving Facility).
• Both new facilities mature on July 1, 2030.
• The amendment eliminates the LIBOR-to-SOFR credit spread adjustment and updates the pricing grids based on Total Leverage Ratio.

1.01 Entry into a Material Definitive Agreement · 9.01 Financial Statements and Exhibits