Lgl Group, Inc. (the) · AMEX:LGL
Lgl Group, Inc. (the) — Investor Presentation (September 2022)
12 slides from Lgl Group, Inc. (the)'s investor presentation, Sep 8, 2022
Slide 1: Investor Update Webinar
The LGL Group, Inc. (NYSE MKT: LGL) Investor Update Webinar September 8, 2022
Slide 2: Safe Harbor Statement
Safe Harbor Statement Information included or incorporated by reference in this presentation may contain forward-looking statements. This information may involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially d
Slide 3: Background
Background The LGL Group, Inc. was Formed in 1917, been Stock Exchange listed since 1946, and has two subsidiaries today. Components Frequency & Spectrum Control Solutions since 1965 Systems Frequency Reference and Synchronization Systems since 2016
Slide 4: Financial Trends
Financial Trends Consolidated Revenue, Gross Margin and Adjusted EBITDA ($ in millions) Q2 reflect strong underlying fundamentals as Defense and Space markets replaces the mix shifts from Aerospace market and COVID related supply chain disruptions Growth enhanced by numerous new product design wins
Slide 5: Spin-Off
SPIN-OFF Source: Mtron Industries Form 10 filed August 19, 2022. Figures are Unaudited.
Slide 6: Segment Focus: MtronPTI Capabilities
Segment Focus MtronPTI Capabilities The MtronPTI Advantage Engineering centric company=>Aerospace & Defense Industry Customized, high reliability, spectrum and frequency control solutions for harsh environment applications. Over 57 years of experience and customer relationships. Operates globally fr
Slide 7: MtronPTI's High Reliability and Harsh Environment Applications
MtronPTI’s High Reliability and Harsh Environment applications 57 Years Experience Please see full disclosures. Figures are estimates. Slide chart courtesy of Houlihan Lokey.
Slide 8: Backlog Growth
Backlog Growth Record $43.2m in backlog of Military (49%) Avionics (22%) Aerospace (12%)* * Other includes ICT, Instrumentation, Medical Expanded product offerings lead to market and customer share gains
Slide 9: MtronPTI Look Forward
MtronPTI Look Forward Shareholder Value through existing and new business opportunities, including: New product development in several areas Adding value with the creation of Integrated Microwave Assemblies and Planar Filters, High-frequency OCXO and e-vib OCXO Growing IP organically and with partne
Slide 10: Precise Time and Frequency, LLC (PTF)
www.ptf-llc.com 10 Precise Time and Frequency, LLC (PTF) Founded in 2002 Focus on Developing Systems for High-performance frequency and time reference standards $~700 million TAM with 6.2% CAGR from 2020 to 2027 Significant expansion potential with 3,000 sq. ft. manufacturing facility based in Wakef
Slide 11: Road Ahead: A Glimpse Forward
Road Ahead A Glimpse Forward LGL Group has a long history of spin offs and reorganizations executed to enhance shareholder value Operating business expansion of new and existing operations M&A and lift outs Orientation for niche customer solutions up the value chain Broaden franchise Leverage manage
Slide 12: LGL Group: Thank You
LGL Group: Thank You Your Questions Please see full disclosures. All points in discussions are estimates. Visit us: www.lglgroup.com www.mtronpti.com Contact us: Ivan Arteaga, Investor Relations e-mail: iarteaga@lglgroup.com Voice: (407) 298-2000 LGL Group Contact Information