Lgl Group, Inc. (the) · AMEX:LGL
Lgl Group, Inc. (the) — The LGL Group — Moody Capital Solutions Conference (September 2026)
23 slides from Lgl Group, Inc. (the)'s conference presentation, Sep 9, 2026
Slide 1: Moody Capital Solutions Conference
Moody Capital Solutions Conference Jason Lamb, CEO September 9, 2026 The LGL Group, Inc. (NYSE American: LGL)
Slide 2: Safe Harbor Statement
Safe Harbor Statement Cautionary Note Regarding Forward-Looking Statements This presentation, and any accompanying oral remarks, may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 193
Slide 3: Agenda
Agenda September 9, 2026 | 10:40 a.m. Eastern 01 Overview 02 Performance 03 Initiatives “How do you make money? Spinoffs, split-ups, liquidations, mergers and acquisitions.” – Mario Gabelli The LGL Group, Inc. 3
Slide 4: Overview
SECTION 01 01 Overview The LGL Group, Inc. 4
Slide 5: Investment Highlights
Investment Highlights A critical technology platform with capital to support disciplined growth 1 Platform Operations and Merchant Investment focused on critical technologies 2 PTF Q2 sales +52.7%; June backlog +480.5% from year-end 3 $41.8M raised in July; post-offering cash and securities above $8
Slide 6: The LGL Group Overview
The LGL Group Overview Two complementary activities focused on critical technologies Platform Operations + Merchant Investment • Public holding company focused on critical technologies • Engineering roots in 1917; incorporated in 1928; listed since 1946 • Platform Operations: build companies, like P
Slide 7: Executive Team
Executive Team Investment experience and operating leadership across critical technologies Marc Gabelli Jason Lamb Executive Chairman CEO • Over 30 years in asset management, including aerospace and defense • Former Chief Strategy Officer, BlackSea Technologies; founder of investing Hard Yards • Exe
Slide 8: A Platform for Critical Technologies
A Platform for Critical Technologies Operating growth, acquisitions and strategic investment reinforce each other The LGL Group, Inc. 8
Slide 9: Platform Operations: PTF
Platform Operations: PTF Precision time and frequency capabilities for mission-critical systems Founded in 2002; acquired by LGL in 2016 High-performance frequency and time reference standards Communications, defense, data centers and power infrastructure Design, manufacturing and testing in Wakefie
Slide 10: Precision Timing Connects Critical Systems
Precision Timing Connects Critical Systems Established applications and adjacent opportunities 01 Space & Satellites 02 Military Communications Synchronize satellite networks and GPS systems Coordinate resilient defense communications 03 Data Centers 04 Power & Infrastructure Synchronize networks an
Slide 11: PTF: Space and Defense Contract Awards
PTF: Space and Defense Contract Awards Timing instruments supporting resilient communications SPACE COMMUNICATIONS INDO-PACIFIC DEFENSE $6.0M 24 months Awards through July 31, 2026 Contract delivery period Direct-to-device communications using low Earth orbit satellites Advanced HaveQuick timing ins
Slide 12: Platform Acquisition Strategy
Platform Acquisition Strategy Build subsidiaries with disciplined acquisitions and integration CORE THESIS Operating improvement drives long-term value ACQUISITION AND INTEGRATION 1 2 3 4 5 Find opportunities Diligence Acquire selectively Integrate carefully Grow earnings Technical relevance and Cap
Slide 13: Mtron: Platform Development in Action
Mtron: Platform Development in Action A focused public aerospace and defense electronics company after the 2022 spin-off SPIN-OFF October 7, 2022 Q2 2026 Revenue: $15.1M Net income: $1.9M Backlog: $84.0M At June 30, 2026 $74.57 close (Sept. 4) | ~$324M illustrative equity value The LGL Group, Inc. 1
Slide 14: Performance
SECTION 02 02 Performance The LGL Group, Inc. 14
Slide 15: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights PTF growth and backlog, with clear visibility into consolidated results $1.153M $750K ($353K) Consolidated revenue PTF net sales Q2 net loss +24.8% vs Q2 2025 +52.7% vs Q2 2025 ($0.06) per diluted share $86M+ 49.2% $3.628M Cash + securities PTF gross margin PTF backlog P
Slide 16: Q2 2026 Financial Performance
Q2 2026 Financial Performance Growing shipments and backlog; margin and expense discipline remain priorities PTF Sales ($K) Backlog ($K) PTF Gross Margin (%) Cash + Securities ($M) $3,628 57.0 $750 $45.2 49.2 $41.6 $491 $527 $625 Q2 25 Q2 26 Jun 25 Dec 25 Jun 26 Q2 25 Q2 26 Dec 25 Jun 26 Customer co
Slide 17: Initiatives
SECTION 03 03 Initiatives The LGL Group, Inc. 17
Slide 18: Capital to Support Platform Growth
Capital to Support Platform Growth Rights Offering — Completed July 2026 Capital for operating growth, acquisitions and strategic partnerships in critical technologies. Rights Offering: Completed July 24, 2026 • $41.8M gross proceeds at $6.90 per share • 6,062,714 shares issued; 92.6% of shares offe
Slide 19: Skyline Instruments
Skyline Instruments Merchant Investment | Precision timing and sensing Precision timing and synchronized sensing Charlottesville, Virginia; defense and commercial technology markets Developing precision timing and synchronized sensing Designed for fragile, contested or unavailable GPS Applications:
Slide 20: Arlington Headquarters: Closer to Defense
Arlington Headquarters: Closer to Defense Aligning our location with defense customers and technologies N↑ ARLINGTON, VIRGINIA 3100 Clarendon Blvd CIA headquarters Langley, Virginia Suite 1200 Arlington, VA 22201 WASHINGTON, D.C. Also AUVSI’s headquarters VIRGINIA Relocated from Orlando to be White
Slide 21: Execution Priorities
Execution Priorities Building long-term value • Convert backlog into profitable shipments • Execute space and defense awards with disciplined margins • Deploy capital selectively across organic growth and acquisitions • Build complementary capabilities and customer relationships • Develop Skyline an
Slide 22: Questions
Questions We welcome your questions. info@lglgroup.com +1 (202) 780-5941 The LGL Group, Inc. Building Long-Term Value
Slide 23: Appendix: Board of Directors
Appendix: Board of Directors Investment, operating, governance and national security experience Kaan Aslansan — Independent Director Director since 2022; Audit, Compensation and Nominating committees. SOL Investment Group and Alvarez & Marsal; corporate transformation and finance. Darlene DeRemer —
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