CFO OVERVIEW Performance in Supply Chain Constrained Market Department New Equipment Sales Used Equipment Sales Rental Equipment Sales Rent-to Rent Parts / Service Supply Chain Yes Neutral No No No Constrained Impact on Low Medium Medium High High EBITDA Commentary Supply chain constraints cause Supply chain constraints cause new Supply chain constraints cause Supply chain constraints cause Customers awaiting new equipment continue to new equipment shortages and equipment shortages, trickle-down heightened demand for lightly used heightened demand for rental assets to service their aging equipment in interim extended lead times, impacting effect to used equipment trade-ins equipment and therefore prompt an fill gap caused by extended lead times Customers may opt to engage in higher-cost Alta’s ability to deliver new Lease-end returns support used increase to rental equipment sales Increased rental demand spurs rebuilds such as engine or transmission repair to equipment to customers and equipment pipeline Alta has option to continue to rent increase in utilization and rental rates extend life of equipment rather than enter the new drive new equipment revenue Lightly used equipment fills the void or sell its approximately $450MM Alta’s robust rental offering allows us equipment queue and gross profit left by new equipment shortages high quality fleet at market highs to benefit from these conditions and Warranty may expire while awaiting new meet customer demand equipment, providing for warranty extension opportunities or customer-pay work