Gorman-Rupp Company (GRC) Investor presentation summary

Investment highlights and company overview

• Leading pump and pump systems designer with over 90 years of experience and a strong reputation for quality and customer service.

• Highly diversified across markets such as fire suppression, industrial, agriculture, construction, municipal, petroleum, and OEM.

• Primarily U.S.-based supply chain and manufacturing, with a recognized family of brands and established distribution networks.

• Growth opportunities through market share expansion, new product development, infrastructure spending, and acquisitions.

• Clear capital allocation priorities: reinvestment, dividend growth (53 consecutive years), debt reduction, and acquisitions.

Financial performance and profitability

• Record 2025 net sales of $682.4 million, up 3.4% from 2024, with record net income of $53.0 million ($2.02 per share).

• Adjusted earnings per share for 2025 were $2.14, up from $1.75 in 2024; adjusted EBITDA reached $128.8 million (18.9% of sales).

• Q4 2025 net sales were $166.6 million (+2.4% YoY), with adjusted EPS of $0.55 and adjusted EBITDA margin of 18.9%.

• Total debt reduced by $60 million in 2025, with a year-end leverage ratio of 2.3x EBITDA.

• 53 consecutive years of dividend increases, with a current annualized rate of $0.76 per share.

Market and product diversity

• Serves multiple end markets: industrial/chemicals & HVAC (19–21%), fire suppression (19–22%), agriculture & irrigation (14–16%), municipal water/wastewater (12–15%), construction & dewatering (11–13%), OEM (6–8%), refined petroleum (2–4%), and repair parts (9–12%).

• Broad product range includes pumps for manufacturing, fire suppression, irrigation, construction, municipal water, OEM, and petroleum applications.

• International sales account for about 25% of total sales, with a strong presence in Europe, Canada, and the Middle East.