2025 Investor Day Presentation Slides

Market snapshot

Number 1 or 2 positions in attractive end markets, positioned to benefit from overlapping technology trends and industry drivers

Market

Key products

Market outlook

Low to mid-single digit growth

~$8B Addressable market

Refuse and Recycling Collection Vehicles

Electrification Autonomy and active safety

Connected solutions

Fire Apparatus

Mid to high-single digit growth

~$9B Addressable market

Ground Support Equipment and Passenger Boarding Bridges

Aircraft Rescue and Fire Fighting Trucks

Robust backlogs

Aging fleet replacement

~$2B Addressable market

Low-single digit growth

Global air travel/ cargo growth

Municipal funding and infrastructure spending

Front Discharge Concrete Mixers

Service Bodies and Telescopic Cranes

Addressable market notes: represent company estimates. All addressable market figures reflect whole goods only. Municipal reflects North America fire apparatus and RCVs; Airport reflects global airport GSE/gate equipment (excludes airport services) and global ARFF; infrastructure reflects North America front discharge concrete mixers and service bodies/telescopic cranes. Market growth outlook reflects directional internal estimates through 2028.

Serving broad ~$19B addressable market with leading technology

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