Preformed Line Products Company · NASDAQ:PLPC
Preformed Line Products — Q2 2026 Earnings Presentation
11 slides from Preformed Line Products's earnings presentation, Jul 29, 2026
Slide 1: PLP Second Quarter 2026 Earnings Presentation
PLP Second Quarter 2026 Earnings Presentation July 29, 2026
Slide 2: Forward Looking Statements and Non-GAAP Measures
FORWARD LOOKING STATEMENTS AND NON-GAAP MEASURES Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements regarding Preformed Line Products Company’s (the “Company”, “we” “us” or “our”) and our management’s beliefs and expectations. Any forward-looki
Slide 3: Q2 2026 Summary - A Record Quarter
Q2 2026 SUMMARY - A Record Quarter Record quarterly net sales of $212.7 million, up 25% from Q2 2025 and 21% from Q1 2026 Record quarterly USA sales of $104.3 million, with growth of 32% from Q2 2025 and 12% from Q1 2026 Record quarterly Americas and EMEA sales, with growth of 19% and 31% from Q2 20
Slide 4: Q2 2026 Highlights
Q2 2026 HIGHLIGHTS $ Millions, except per share amounts Q2 2026 Q2 2025 YoY • Sales up 25% compared to prior year, driven by all Net Sales $212.7 $169.6 25% segments and favorable FX of $6.0 million Gross Profit $73.0 $55.4 32% • Acquisition of Delta Star in Q2 contributed sales of $1.2 million Gros
Slide 5: Disaggregated Revenue
DISAGGREGATED REVENUE $ Millions ENERGY • Sales growth of 25% vs Q2 2025 and 19% vs Q1 2026 $148.9 $118.7 $122.9 $129.8 $125.2 • 36% year-over-year growth for PLP-USA • Transmission market continues to drive the growth Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 COMMUNICATIONS • PLP-USA communication sa
Slide 6: Balance Sheet & Liquidity
BALANCE SHEET & LIQUIDITY • Healthy balance sheet and strong liquidity provides opportunities for strategic acquisitions, investments in facility modernization and return of capital to our shareholders through our regular quarterly dividend. See the next slide of a summary of recent investments. $ M
Slide 7: PLP's Recent Capital Investments
PLP'S RECENT CAPITAL INVESTMENTS
Slide 8: Free Cash Flow
FREE CASH FLOW Free Cash Flow ($ in millions) 146% 139% 83% 85% • Free cash flow highest since with Q2 2025 (37)% • The increase in Free Cash Flow from Q1 $18.6 $18.3 2026 was driven by the increase in $11.7 $8.5 quarterly net income and changes in operating assets & liabilities $(3.9) Q2 2025 Q3 20
Slide 9: Appendix
APPENDIX
Slide 10: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES Below is a reconciliation of non-GAAP financial measures to their most directly comparable financial measures calculated and presented in accordance with GAAP. (Thousands, except per share data) Reconciliation of adjusted earnings: Q2 2025 Q3 2025 Q4 202
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