Strattec Security Corporation · NASDAQ:STRT
Strattec Security — East Coast IDEAS Conference (June 2026)
25 slides from Strattec Security's conference presentation, Jun 10, 2026
Slide 1: East Coast IDEAS Conference
Jennifer Slater President and CEO Matthew Pauli Senior Vice President and CFO June 10, 2026 East Coast IDEAS Conference Nasdaq: STRT
Slide 2: Safe Harbor Statement
WE ENGINEER THE ACCESS EXPERIENCE 2 Safe Harbor Statement Safe Harbor Statement Certain statements contained in this presentation contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the use of forward-
Slide 3: Leader in Powered Vehicle Access, Security and Authorization Solutions
WE ENGINEER THE ACCESS EXPERIENCE 3 Leader in Powered Vehicle Delivering Innovative, Access, Security and Comprehensive, Highly Authorization Solutions Engineered Solutions 1 Nasdaq: STRT Avg. Trading 82,000 Vol (3 mos): Founded: 1908 Shares Public: 1995 4.2M Outstanding: Market $330M Institutional
Slide 4: Our Vision
WE ENGINEER PREMISSION, THE& HOLD MOTION ACCESS EXPERIENCE 4 Our Vision : To be the most trusted, global leader in safe and secure access solutions for the automotive and mobility industries by creating the ultimate access experience for consumers.
Slide 5: Highly Engineered Products for Leading OEMs
WE ENGINEER THE ACCESS EXPERIENCE 5 Highly Engineered Products for Leading OEMs TTM Q3 FY26 Revenue: $579.6M Sales By Customer 10% GM 11% 28% MILWAUKEE, WI AUBURN HILLS, MI Ford • Strattec HQ • Sales Stellantis • Sales • Engineering 14% Tier 1 • Engineering • Program Com'l & Other • Testing Manageme
Slide 6: We engineer the access experience: Portfolio Realignment
WE ENGINEER THE ACCESS EXPERIENCE 6 We engineer the access experience: Portfolio Realignment Permission Motion Hold Lock and Key Power Access Latches PRODUCTS PROVIDED THROUGH JOINT VENTURE
Slide 7: Capabilities
WE ENGINEER THE ACCESS EXPERIENCE 7 Capabilities Design & Engineering Quality Control Painting Injection Molding & Inspection Zinc Die Casting Plating & Stamping Assembly PCBA Manufacturing
Slide 8: Transforming Strattec
WE ENGINEER THE ACCESS EXPERIENCE 8 Transforming Strattec Legacy Strattec: Where we were Strategic Enablers • Lack of scale • Highly cyclical and • Innovative products and • Cost structure opportunities competitive industry differentiated solutions • Limited product launches: • Significant customer
Slide 9: Transforming Strattec: Accelerating Our Engagement with Customers
WE ENGINEER THE ACCESS EXPERIENCE 9 Transforming Strattec: Accelerating Our Engagement with Customers Early customer Product specification RFQ Award Launch engagement development w/ OEM 5+ years to launch 3-5 years to launch 2-3 years to launch ~2 years to launch Start of production • Understand cus
Slide 10: Transforming Strattec: Building a Better Business
WE ENGINEER THE ACCESS EXPERIENCE 10 Transforming Strattec: Building a Better Business $ Strengthening Driving to Leveraging Modernizing the Team Operational Excellence Value Proposition Operations • Built new leadership team • Established Business • Captured $15.6M in • Initiated sale / leaseback C
Slide 11: Financial Review
WE ENGINEER THE ACCESS EXPERIENCE 11 Financial Review Progress demonstrated in margin expansion and cash generation Nasdaq: STRT
Slide 12: Delivering Consistency
WE ENGINEER THE ACCESS EXPERIENCE 12 Delivering Consistency NET SALES GROWTH ($ in millions) $565.1 $579.6 $413.1 $427.5 $492.9 $537.8 $452.3 YTD FY25 YTD FY26 FY 2022 FY 2023 FY 2024 FY 2025 TTM Q3 FY26 YTD FY26 net sales up $14.4 million, or 3.5% Expect sales to track U.S. SAAR + 1.8% of pricing b
Slide 13: Expanding Gross Margin and Managing SAE
WE ENGINEER THE ACCESS EXPERIENCE 13 Expanding Gross Margin Q3 FY26 YTD Gross Margin Expanded 250 Basis Points Y/Y and Managing SAE(1) + $10.3 million in pricing actions including tariff recoveries and higher production volume + $4.6 million in restructuring savings contributed to margin expansion G
Slide 14: Enhanced Earnings Power
WE ENGINEER THE ACCESS EXPERIENCE 14 Enhanced Earnings Power ($ in millions except earnings per share data; narrative compared with prior-year period unless otherwise noted) NET INCOME(1) ADJ. NET INCOME(2) ADJ. EBITDA(2) (YTD) (YTD) (YTD) $16.7 $19.9 $37.9 $30.8 $13.5 $10.4 $2.56 $4.04 $3.32 $4.83
Slide 15: Strong Cash Generation & Capital Flexibility
WE ENGINEER THE ACCESS EXPERIENCE 15 ($ in millions) Strong Cash Generation & Capital Flexibility CAPITALIZATION March 29, 2026 June 29, 2025 FY26 YTD Cash & Capitalization Highlights Cash and cash equivalents $ 107.0 $ 84.6 1. Generated $36.6 million of cash from operations Total debt 1.0 8.0 2. Re
Slide 16: Disciplined & Balanced Capital Allocation Priorities
WE ENGINEER THE ACCESS EXPERIENCE 16 Disciplined & Balanced Capital Allocation Priorities 1 2 3 4 Invest In Growth Fund Transformation M&A Return Capital to •Organic initiatives •Automation •Scale to improve Shareholders competitive position •Innovation •Modernization •$40 million buyback •Customer
Slide 17: Strattec Investment Rationale
WE ENGINEER THE ACCESS EXPERIENCE 17 Strattec Investment Rationale 1 Track record of growth and margin expansion demonstrate progress with transformation and building resiliency 2 Rebranded as solutions provider to aid in advancing commercial initiatives for future model years 3 Business modernizati
Slide 18: Q&A
WE ENGINEER THE ACCESS EXPERIENCE 18 Q&A Nasdaq: STRT
Slide 19: Strattec The Access Engine
Strattec The Access Engine
Slide 20: Supplemental Slides
WE ENGINEER THE ACCESS EXPERIENCE 20 Supplemental Slides Nasdaq: STRT
Slide 21: Served Customer Vehicles
WE ENGINEER THE ACCESS EXPERIENCE 21 Served Customer Vehicles PASSENGER CARS Acura ZDX Aston Martin Vantage Ford Focus Aston Martin AMR24 Cadillac ATS Ford Mustang The vehicles listed here include models Aston Martin DB 12 Cadillac CT4 Volkswagen Jetta of various powertrain types—including Aston Mar
Slide 22: Variety of competitors across product categories
WE ENGINEER THE ACCESS EXPERIENCE 22 Variety of competitors Aisin Inteva OHI Automotive across product categories: Atech Shinchang Kiekert Motorsports Industry Door Handles Brose Magna Stabilus Keys & Locksets Marquardt Tokai Rika Edscha Group Group Power Access GECOM Corp Mitsuba U-Shin Ltd. User I
Slide 23: Reconciliation of GAAP to Non-GAAP Financial Measures
WE ENGINEER THE ACCESS EXPERIENCE 23 Reconciliation of GAAP to Non-GAAP Financial Measures ($ in thousands) Fiscal 2025 Fiscal 2026 Q1 Q2 Q3 Q4 Total Q1 Q2 Q3 Q4 Total NET SALES Net Sales (GAAP) $ 139,052 $ 129,919 $ 144,082 $ 152,013 $ 565,066 $ 152,399 $ 137,534 $ 137,632 - $ 427,565 ADJUSTED EBIT
Slide 24: Reconciliation of GAAP to Non-GAAP Financial Measures
WE ENGINEER THE ACCESS EXPERIENCE 24 Reconciliation of GAAP to Non-GAAP Financial Measures ($ in thousands) Fiscal 2025 Fiscal 2026 Q1 Q2 Q3 Q4 Total Q1 Q2 Q3 Q4 Total ADJUSTED NET INCOME AND EARNINGS/(LOSS) PER SHARE: Net income attributable to Strattec (GAAP) $3,703 $1,319 $5,396 $8,267 $18,685 $8
Slide 25: Strattec: The Access Engine
Investor Relations Contact: Deborah K. Pawlowski, Alliance Advisors IR 716-843-3908 dpawlowski@allianceadvisors.com Strattec: The Access Engine
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