NN (NNBR) Investor presentation summary

Strategic growth and market focus

• Achieved breakout profitable growth through a multi-year program targeting high-value markets, including Data Center & Electric Grid, Defense & Electronics, Medical, and High-Value Vehicle Systems.

• Partnered with leading OEMs to co-develop customized metal components and assemblies, leveraging a standardized global manufacturing footprint.

• Emphasized Six Sigma quality, automation, AI, and robotics to deliver exceptional quality at scale.

• Expanded global footprint with 27 facilities serving ~700 customers, primarily in North America and China.

• Shifted sales mix from 65% auto in 2023 to 40% auto in Q2 2026, focusing on non-auto growth markets.

Segment and business highlights

• Data Center & Electric Grid: $80M TTM sales, targeting $120M, with significant new awards and capacity expansion in China.

• Defense & Electronics: $60M TTM sales, targeting $90M, secured multi-year agreements and Tier 1 awards, expanding pipeline and customer base.

• Medical Products: $15M TTM sales, targeting $40M, new wins in robotic-assisted surgery, strong pipeline, and improved profitability.

• Power Solutions: 1H 2026 net sales $117.7M (+40% YoY), adj. EBITDA margin 20%.

• Mobile Solutions: 1H 2026 net sales $129.7M (+5% YoY), adj. EBITDA margin 15%.

Financial performance and guidance

• Q2 2026 net sales $128.7M (+19% YoY), adj. EBITDA $17.9M (+36% YoY), adj. EBITDA margin 13.9%.

• 1H 2026 net sales $247.2M (+16% YoY), adj. EBITDA $32.1M (+35% YoY), adj. EBITDA margin 13%.

• Raised 2026 guidance: net sales midpoint $470M (+10% vs. 2025), adj. EBITDA midpoint $60M (+22%), new business wins midpoint $90M (+29%).

• Announced preferred stock paydown and refinancing in August 2026.