Madison Air Solutions Corporation Morgan Stanley 14th Annual Laguna Conference

Great. Thank you, Toby, and thank you everyone for joining us. For those of you joining us on the live stream, we do have pages available on our investor website, madisonair.com/investors. What I wanted to do is just to level the playing field on the understanding of our company, just open with a few remarks, as Toby said. We are Madison Air. Our mission is to make the world safer, healthier, and more productive through the power of better air. We often talk about the three strengths that underlie the company. The first is we are differentiated by Return on Air. Whether it be residential markets or commercial end markets, we provide highly engineered customer semi-custom solutions that drive a tangible improvement in the environments of the customers we serve. We call that Return on Air, moving the needle for our customers.

We lead in growth markets. We chase, we are an 8 share in a $40 billion addressable market that is distinct and complementary to what the global OEMs do. Really, we sell into mission-critical end markets where air is a vital aspect of essential infrastructure, and these markets are disproportionately benefiting from strong secular tailwinds. Last but not least, we are powered by a very unique value creation model. We are decentralized, meaning we are very customer-focused, agile locally with the customers we serve at enterprise scale, with unique philosophies around value selling, value pricing, mergers and acquisitions, people, culture, and the like. You see that not only in our growth profile, but in our margin and cash profile as well. We believe we are building a very balanced and resilient business.