FY26 Investor Presentation (Revised Version)

• Fleetwood's Community Solutions segment reported a record EBIT of $50.0m with Searipple Village occupancy at 96%.
• The company's Building Solutions segment faced challenges, with underlying EBIT down 19.7% due to lower revenue and below-target margins.
• Fleetwood exited the RV Solutions segment, selling assets and incurring restructuring costs of $29.6m.
• The company returned $21.6m to shareholders through dividends and share buybacks.

Fleetwood Ltd's FY26 results showed a 6% decrease in revenue, primarily due to lower performance in Building Solutions. However, Community Solutions achieved a record EBIT of $50.0m, supported by high occupancy at Searipple Village. The company exited the RV Solutions segment, incurring $29.6m in restructuring costs. Despite these challenges, Fleetwood returned $21.6m to shareholders through dividends and share buybacks, maintaining a strong cash position of $61.5m.

Building Solutions revenue expected to grow over 5% in FY27

Fleetwood is focused on earnings quality and expects revenue growth in FY27, with a positive outlook for Building Solutions.