Standard Motor Products, Inc. · NYSE:SMP

Standard Motor Products — Q3 2025 Earnings Presentation

15 slides from Standard Motor Products's earnings presentation, Oct 31, 2025

  1. Slide 1: Standard Motor Products, Inc. 3rd Quarter 2025 Earnings Call

    Standard Motor Products, Inc. 3rd Quarter 2025 Earnings Call | October 31, 2025

  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. | Q3 2025 Earnings 3

  4. Slide 4: Q3 & YTD P&L Summary – Segments

    Q3 & YTD P&L Summary – Segments(1) (In millions, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2025 2024 2025 2024 Vehicle Control Revenue $ 197.7 $ 200.9 $ 591.7 $ 575.1 Gross Margin 62.2 31.4% 65.7 32.7% 185.0 31.3% 184.5 32.1% Selling, General & Admini

  5. Slide 5: Q3 & YTD P&L Summary – Segments

    Q3 & YTD P&L Summary – Segments(1) (In millions, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2025 2024 2025 2024 Nissens Automotive Revenue $ 84.5 $ - $ 241.3 $ - Gross Margin 34.8 41.2% - 0.0% 99.5 41.2% - 0.0% Selling, General & Administrative 24.0 28

  6. Slide 6: Q3 & YTD P&L Summary – Consolidated

    Q3 & YTD P&L Summary – Consolidated(1) (In millions, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2025 2024 2025 2024 Consolidated Results Revenue $ 498.8 $ 399.3 $ 1,406.1 $ 1,120.5 Gross Margin 161.8 32.4% 121.4 30.4% 443.6 31.6% 322.3 28.8% Selling, G

  7. Slide 7: Balance Sheet & Cash Flow Highlights

    Balance Sheet & Cash Flow Highlights (In millions) SEPTEMBER 30, DECEMBER 31, 2025 2024 2024 Working Capital Stats Accounts Receivable, Net $ 296.2 $ 217.1 $ 210.7 Inventories $ 656.8 $ 503.0 $ 624.9 Cash Flow Stats (YTD) Operating cash flows $ 85.7 $ 78.2 Capex $ (29.3) $ (34.1) M&A $ - $ - Dividen

  8. Slide 8: Q&A Session

    Q&A Session Standard Motor Products, Inc. | Q3 2025 Earnings 8

  9. Slide 9: Appendix

    Appendix Standard Motor Products, Inc. | Q3 2025 Earnings 9

  10. Slide 10: Reconciliation of GAAP and Non-GAAP Measures

    Reconciliation of GAAP and Non-GAAP Measures (In thousands, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2025 2024 2025 2024 (Unaudited) (Unaudited) EARNINGS FROM CONTINUING OPERATIONS ATTRIBUTABLE TO SMP GAAP EARNINGS FROM CONTINUING OPERATIONS $ 29,837

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2025 2024 2025 2024 (Unaudited) (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 47,636 $ 37,139 $ 114,934 $ 76,744 RESTRUCTURING EXPENSES 782 3,

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) THREE MONTHS ENDED SEPTEMBER 30, 2025 Temperature Nissens Engineered Vehicle Control All Other Consolidated Control Automotive Solutions (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 15,135 $ 26,734 $ 10,811 $ 4,055 $ (9,099) $ 47,63

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) THREE MONTHS ENDED SEPTEMBER 30, 2024 Temperature Nissens Engineered Vehicle Control All Other Consolidated Control Automotive Solutions (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 21,029 $ 16,074 $ - $ 5,010 $ (4,974) $ 37,139 RES

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) NINE MONTHS ENDED SEPTEMBER 30, 2025 Temperature Nissens Engineered Vehicle Control All Other Consolidated Control Automotive Solutions (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 49,457 $ 54,170 $ 23,432 $ 11,185 $ (23,310) $ 114,

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) NINE MONTHS ENDED SEPTEMBER 30, 2024 Temperature Nissens Engineered Vehicle Control All Other Consolidated Control Automotive Solutions (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 51,685 $ 31,302 $ - $ 13,054 $ (19,297) $ 76,744 RE

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