Standard Motor Products, Inc. · NYSE:SMP

Standard Motor Products — Q4 2025 Earnings Presentation

16 slides from Standard Motor Products's earnings presentation, Feb 26, 2026

  1. Slide 1: Standard Motor Products, Inc. 4th Quarter 2025 Earnings Call

    Standard Motor Products, Inc. 4th Quarter 2025 Earnings Call | February 26, 2026

  2. Slide 2: Safe Harbor – Forward Looking Statements

    Safe Harbor – Forward Looking Statements You should be aware that except for historical information, the matters discussed herein are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements, including projections and anticipat

  3. Slide 3: Agenda

    Agenda ❖Welcome & Introduction Tony Cristello, VP Investor Relations ❖Overview & Market Trends Eric Sills, CEO ❖Financial Results & Balance Sheet Nathan Iles, CFO ❖Final Comments Eric Sills, CEO ❖Q&A All Standard Motor Products, Inc. | Q4 2025 Earnings 3

  4. Slide 4: Q4 & YTD P&L Summary – Segments

    Q4 & YTD P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED TWELVE MONTHS ENDED DECEMBER 31, DECEMBER 31, 2025 2024 2025 2024 Vehicle Control Revenue $ 193.7 $ 187.4 $ 785.4 $ 762.6 Gross Margin 62.1 32.1% 59.6 31.8% 247.1 31.5% 244.1 32.0% Selling, General & Administrative 38.6 19.9% 34.5 1

  5. Slide 5: Q4 & YTD P&L Summary – Segments

    Q4 & YTD P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED TWELVE MONTHS ENDED DECEMBER 31, DECEMBER 31, 2025 2024 2025 2024 Nissens Automotive (2) Revenue $ 64.1 $ 35.7 $305.4 $ 35.7 Gross Margin 27.2 42.4% 14.6 40.8% 126.6 41.5% 14.6 40.8% Selling, General & Administrative 23.6 36.8% 14.2

  6. Slide 6: Q4 & YTD P&L Summary – Consolidated

    Q4 & YTD P&L Summary – Consolidated(1) (In millions, except per share amounts) THREE MONTHS ENDED TWELVE MONTHS ENDED DECEMBER 31, DECEMBER 31, 2025 2024 2025 2024 Consolidated Results Revenue $ 385.1 $ 343.4 $ 1,791.2 $ 1,463.8 Gross Margin 124.1 32.2% 104.1 30.3% 567.7 31.7% 426.4 29.1% Selling, G

  7. Slide 7: Balance Sheet & Cash Flow Highlights

    Balance Sheet & Cash Flow Highlights (In millions) DECEMBER 31, 2025 2024 Working Capital Stats Accounts Receivable, Net $ 232.0 $ 210.7 Inventories $ 712.2 $ 624.9 Cash Flow Stats (YTD) Operating cash flows $ 57.4 $ 76.7 Capex $ (38.7) $ (44.0) M&A $ — $ (372.5) Dividends $ (27.3) $ (25.3) Share re

  8. Slide 8: 2026 Guidance

    2026 Guidance Full Year Outlook* Sales Growth Low to mid single digits Adjusted EBITDA % 11% to 12% Interest Expense Approximately $30 million Income Tax Rate Approximately 27.5% to 28% Depreciation & Amortization $45 to $50 million Total Operating Expenses Approximately $106 to $114 million per qua

  9. Slide 9: Q&A Session

    Q&A Session Standard Motor Products, Inc. | Q4 2025 Earnings 9

  10. Slide 10: Appendix

    Appendix Standard Motor Products, Inc. | Q4 2025 Earnings 10

  11. Slide 11: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures (In thousands, except per share amounts; unaudited) THREE MONTHS ENDED TWELVE MONTHS ENDED DECEMBER 31, DECEMBER 31, 2025 2024 2025 2024 Earnings from Continuing Operations Attributable To SMP GAAP Earnings (Loss) from Continuing Operations $ 9,191 $ (796

  12. Slide 12: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures (In thousands; unaudited) THREE MONTHS ENDED TWELVE MONTHS ENDED DECEMBER 31, DECEMBER 31, 2025 2024 2025 2024 Operating Income GAAP Operating Income $ 21,573 $ 3,880 $ 136,507 $ 80,624 Restructuring Expenses 543 1,894 2,580 7,668 Acquisition & Integratio

  13. Slide 13: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures THREE MONTHS ENDED DECEMBER 31, 2025 (In thousands, unaudited) Temperature Nissens Engineered Vehicle Control Control Automotive Solutions All Other Consolidated Operating Income GAAP Operating Income (Loss) 16,339 7,315 3,468 (587) (4,962) 21,573 Restruc

  14. Slide 14: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures THREE MONTHS ENDED DECEMBER 31, 2024 (In thousands, unaudited) Temperature Nissens Engineered Vehicle Control Control Automotive Solutions All Other Consolidated Operating Income GAAP Operating Income (Loss) 15,621 3,635 (2,768) 1,766 (14,374) 3,880 Restr

  15. Slide 15: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures TWELVE MONTHS ENDED DECEMBER 31, 2025 (In thousands; unaudited) Temperature Nissens Engineered Vehicle Control Control Automotive Solutions All Other Consolidated Operating Income GAAP Operating Income (Loss) 65,796 61,485 26,900 10,598 (28,272) 136,507 R

  16. Slide 16: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures Twelve Months Ended December 31, 2024 (In thousands; unaudited) Temperature Nissens Engineered Vehicle Control Control Automotive Solutions All Other Consolidated Operating Income GAAP Operating Income (Loss) 67,306 34,937 (2,768) 14,820 (33,671) 80,624 R

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