Mistras Group Inc · NYSE:MG
Mistras — Q1 2026 Earnings Presentation
13 slides from Mistras's earnings presentation, May 6, 2026
Slide 1: Q1 2026 Earnings Report
Q1 2026 Earnings Report May 6, 2026
Slide 2: Safe Harbor Statement and Other Matters
Safe Harbor Statement and Other Matters Forward-Looking and Cautionary Statements Certain statements contained in this presentation are "forward-looking statements" within the meaning of Section gas industry and the impact of global energy market volatility; risks related to ongoing geopolitical con
Slide 3: Q1 Key Financial Highlights
Q1 Key Financial Highlights 4.6% 120 bps Revenue Growth Gross Profit Margin Increase Consolidated revenue grew 4.6% year-over-year, Gross profit grew by $3.8 million, with gross profit reflecting strong demand across core service lines. margin expanding 120 basis points supported by favorable mix an
Slide 4: Q1 Business Environment
Q1 Business Environment Revenue by Industry (In millions) For the quarter ended March 31 Strong performance in key growth markets: 2026 2025 YoY Change Aerospace & Defense, Oil & Gas $85.5 $96.6 (11.5%) Power, Infrastructure Aerospace & Defense $27.6 $20.4 35.5% Industrials $18.6 $18.6 0.4% Oil & Ga
Slide 5: Strategic Plan Update
Strategic Plan Update Our Data Solutions business delivers a turnkey integration of services, technology, data, and analytics: Wallet Share Expansion MINT - Mechanical Interity Turnkey Solutions o Continued PCMS growth, over 10% in Q1 o Cross-sell wins of $8.2 million annualized contract value o Int
Slide 6: Strategic Plan Update
Strategic Plan Update Diversification of Customers o Strategic markets, up $15.3 million (30%) o A&D Hub-and-spoke model scales capacity and delivers higher-margin work o Expanded new use cases for our integrated offerings in Infrastructure and Power end markets In-Lab Hub & Spoke Platform MISTRAS A
Slide 7: Strategic Plan Update
Strategic Plan Update Hello Mistras Customer Operational Efficiencies o AI-enabled tools in our back-office functions to streamline workflows o Optimizing Processes and enhanced technician scheduling o Cost management and operational discipline 7 Copyright © 2026 MISTRAS Group, Inc. All rights reser
Slide 8: Other Noteworthy Achievements
Other Noteworthy Achievements Customer Safety Recognition 8 Copyright © 2026 MISTRAS Group, Inc. All rights reserved.
Slide 9: Q1 2026 Key Profitability Metrics
Q1 2026 Key Profitability Metrics Overall Metrics (In millions) For the quarter ended March 31 2026 2025 YoY Change Revenue $169.0 $161.6 4.6% Q1 2026 Highlights: Gross Profit $44.7 $40.9 9.3% Gross Profit Margin 26.5% 25.3% 120 bps ▪ Strong revenue growth of $7.4 million or 4.6% Selling, General, &
Slide 10: Key Cash Flow and Debt Balances
Key Cash Flow and Debt Balances For the quarter ended March 31 Cash Flow (In millions) 2026 2025 Net Cash Provided by Operating Activities (GAAP) $2.8 $5.6 Less: Capital Expenditures ($7.3) ($5.8) Free Cash Flow (non-GAAP) ($4.5) ($0.2) Q1 2026 Highlights: Capex of 4.3% of Revenue, focused on expans
Slide 11: Management Imperatives Towards Long Term Value Creation
Management Imperatives Towards Long Term Value Creation Financial Performance Platform Scaling o Strong revenue growth and o Investing in CapEx and OpEx to meaningful profitability improvement, meet existing demand in key reflecting disciplined execution and growth markets while maintaining continue
Slide 12: Reaffirming 2026 Full Year Outlook
Reaffirming 2026 Full Year Outlook Adj. EBITDA Guide $91 - $93 (In millions) Revenue Guide $730 - $750 (In millions) Adj. EBITDA Margin Guidance 12.4% - 12.5% Midpoint guidance Midpoint guidance 2026 net income and EPS to exceed 2025 levels alongside increased long-term growth investment 12 Copyrigh
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