5.11.1.3Vertical

Level 2 & AC Charging Equipment OEMs

Manufacturers of residential and commercial Level 2 EVSE hardware.

Market snapshot

These figures describe EV Charging Equipment Manufacturing (5.11.1), the segment that Level 2 & AC Charging Equipment OEMs sits within — not Level 2 & AC Charging Equipment OEMs on its own.

FragmentationFragmentedEstimate

EV charging hardware spans electrical-equipment and other manufacturing classifications and is not separately disclosed by the Census Bureau, so the segment is not separately sized here.

Business model & economics

Revenue model

Charger hardware sales plus networking/software subscriptions

Key economics

Recurring revenue
Moderate–High

recurring networking and charging software

EBITDA margin
Hardware thin; software/network higher
Capex intensity
Moderate

Characteristics

  • Emerging, fast-growing, many-entrant segment.
  • NEVI funding and fleet electrification drive demand.
  • Hardware plus recurring networking/charging-as-a-service.

M&A deal context

Deal activityHigh

Who’s acquiring

  • Charging & energy strategics
  • VC- and PE-backed platforms
  • Utility & infrastructure investors

What’s driving deals

  • EV adoption and charging-infrastructure funding.
  • Hardware-plus-software and network economics.
  • Consolidation amid sector shakeout.

Find Level 2 & AC Charging Equipment OEMs acquisition targets

Search Acquisera’s index for companies classified under Level 2 & AC Charging Equipment OEMs (5.11.1.3) and build a targeted deal pipeline.

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