Nn, Inc. · NASDAQ:NNBR
Nn — Q2 2026 Earnings Presentation
18 slides from Nn's earnings presentation, Aug 6, 2026
Slide 1: NN, Inc. Q2 2026 Earnings
NN, Inc. Q2 2026 Earnings August 6, 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation may contain forward-looking statements regarding our business, operations, and financial performance. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ ma
Slide 3: Q2 2026 Earnings Highlights
Q2 2026 Earnings Highlights +19% +36% +16% +35% $65M Q2 Q2 1st Half 1st Half 1st Half Y/Y Net Sales Y/Y Adj. EBITDA 2026 Y/Y 2026 Y/Y 2026 Growth Growth Net Sales Adj. EBITDA New Business Growth Growth Awards All Divisions All Divisions All Divisions All Divisions All Divisions $124 Million Preferre
Slide 4: $124M Preferred Stock Refinanced in Negotiated Transaction
$124M Preferred Stock Refinanced in Negotiated Transaction Transaction materially de-leverages NN, reduces interest • $89M payoff - $70M cash payoff from PIPE transaction, $19M through equitization to common stock • ~$35M remaining preferred stock has 10% PIK interest rate for one year, and a $5M di
Slide 5: Q2 2026 Financial Results
Q2 2026 Financial Results ($millions, except percentages) Q2’25 Q2’26 Y/Y 1st Half 2025 1st Half 2026 Y/Y Net Sales $107.9 $128.7 + $20.8 $213.6 $247.2 + $33.6 Adj. Gross Margin $21.1 $26.1 + $5.0 $38.9 $49.2 + $10.3 Adj. Gross Margin % 19.5% 20.3% + 80 basis pts 18.2% 19.9% + 170 basis pts Adj. EBI
Slide 6: Power Solutions Reporting Segment / Stamped Products
Power Solutions Reporting Segment / Stamped Products Net Sales Adjusted EBITDA ($millions, except percentages) ($millions, except percentages) $23.0 $117.7 $12.7 $62.3 1st Half ’26 1st Half ’26 Q2’26 Q2’26 Adj. EBITDA Y/Y G rowth +40% +34% 20% 20% Margin % 6
Slide 7: Mobile Solutions Reporting Segment / Machined Products
Mobile Solutions Reporting Segment / Machined Products Net Sales Adjusted EBITDA ($millions, except percentages) ($millions, except percentages) $129.7 $18.0 $66.6 $9.8 1st Half ’26 1st Half ’26 Q2’26 Q2’26 Adj . EBITDA Y/Y Growth +5 % +3% 15% 14% Margin % 7
Slide 8: Growth Program Driving Portfolio Improvement
Growth Program Driving Portfolio Improvement 2023 % OF SALES Q2 2026 Non-Auto Auto Auto 35% 65% Non-Auto 40% 60% Top 3 Growth Markets Data Center & Electric Grid $80M TTM sales Near-Term Target is $120M Defense & Electronics $60M TTM sales Near-Term Target is $90M Medical Products $15M TTM sales Nea
Slide 9: 5 Pillar Growth Architecture
5 Pillar Growth Architecture 1 Data Center and Electric Grid • Fast-growing market and business, demanding applications for many NN products, recent liquid cooling new products 2 Defense and Electronics • Many robust weapon and electronics applications, many products, growing business, recent Tier 1
Slide 10: Data Center and Electric Grid - Business Highlights
Data Center and Electric Grid - Business Highlights Data Center and Electric Grid products are growing • ~$80 Million TTM Q2 Net Sales at accretive margins – near-term goal of $120 Million, multiple large opportunities being evaluated • NN’s 2nd largest market, many components & assemblies across tr
Slide 11: Defense & Electronics - Business Highlights
Defense & Electronics - Business Highlights Developing Strong, Fast-Growing Business in Defense & Electronics • ~$60 Million TTM Q2 Net Sales at accretive margins – near-term goal of $90 Million • NN supplies many critical components for weapons, guidance systems, evaluating anti-drone munitions Rec
Slide 12: Medical Products – Business Highlights
Medical Products – Business Highlights Medical Products Business is Small, but Gaining Momentum • $15 Million TTM Q2 Net Sales, profit rate continues to improve – near term goal of $40 Million • High-precision manufacturer to medical equipment OEMs and medical instrument OEMs – precision metal parts
Slide 13: 2026 - Raising Guidance
2026 - Raising Guidance Prior 2026 Guidance in Q1’26 New 2026 Guidance in Q2’26 ($millions, except percentages) 2026 2026 2026 2026 New 2026 Midpoint Guidance Range Guidance Midpoint Guidance Range Guidance Midpoint vs. 2025 Actual Net Sales $450 - $470 $460 $460 - $480 $470 + 10% Adjusted EBITDA $5
Slide 14: Appendix
Appendix BEYOND DSN
Slide 15: Non-GAAP Financial Measures Footnotes
Non-GAAP Financial Measures Footnotes This presentation contains certain financial measures not presented in accordance with U.S. generally accepted accounting principles ("GAAP"), including adjusted gross margin, adjusted gross margin %, adjusted income from operations, adjusted EBITDA, adjusted EB
Slide 16: Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin
RELIABLE. nN’ BEYOND Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin % NN, Inc. Consolidated (in millions) Q22026 Q22025 1st Half 2026 1st Half 2025 Net sales $ 127 $ 1079 $ 272 $ 2136 Cost of sales (exclusive of depreciation and amortization) 106.9 89.7 205.9 1813 GAAP
Slide 17: Segment Reconciliation of GAAP Income (Loss) from Operations
‘Segment Reconciliation of GAAP Income (Loss) from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA Margin % \ ‘GAAP income from operations, $ 90 $ $s Personnel costs(1) o1 Facility costs (2) - . ‘Amortization of intangibles 26 26 Non-GAAP adjus
Slide 18: Thank You
Thank You BEYOND nN RELIABLE.