2025 Investor Day Presentation Slides

Demand-driven capacity expansion opportunity

• Delivering operational efficiencies to offer improved throughput in our current footprint, while making prudent investments to enable us to execute on our robust backlog and capitalize on market dynamics • Expanding production capacity is a key contributor to 20-30% segment revenue growth from 2025 to 2028

$ in billions Vocational backlog at Dec. 31

Strong market dynamics

Accelerating Digital Manufacturing and Industry 4.0 Initiatives Pictured: high flow final assembly line

$6.3

Aging fleet replacement

$5.5

Investing in Automation and Advanced Equipment Pictured: robotic painting

$3.5

Healthy municipal funding and infrastructure spend

Record high

Leveraging Design for Manufacturing Opportunities Pictured: CAD pumphouse

Strong global air travel/ cargo growth

2023 (1)

2022

2024

(1) Includes $0.8 billion acquired in Oshkosh AeroTech acquisition.

Prudently expanding capacity to capture significant growth opportunities across end markets

9

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