Airboss Of America Corporation · TSX:BOS
Airboss Of America — Investor Presentation (August 2026)
27 slides from Airboss Of America's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
Investor Presentation August 2026 TSX: BOS | OTCQX: ABSSF investor.relations@airboss.com
Slide 2: Forward-Looking Information & Disclaimers
Forward-Looking Information & Disclaimers FORWARD-LOOKING INFORMATION DISCLAIMERS Certain statements contained or incorporated by reference herein, including those that express management’s expectations or estimates of future This presentation has been prepared by AirBoss of America Corp. (“AirBoss”
Slide 3: Our Business Segments
North American manufacturer of proprietary rubber-based products founded in 1989 Our Business Segments A I R B O S S R U B B E R S O LU T I O N S ( A R S ) Manufacturer of rubber & specialty rubber products • Second largest rubber compound manufacturer in North America¹ A I R B O S S M A N U FA C T
Slide 4: Share Metrics
Share Metrics TSX : BOS | OTCQX : ABSSF Market Cap ( 0 8 / 0 4 / 2 0 2 6 ) @ $6.95 (CAD) $188.8 M 52-Week Share Price Range ($3.87 – 10.08 CAD) Shares Outstanding 27.17 M Current Quarterly Dividend (CAD) $0.035 (Issued dividend since 2007) Share Ownership¹ Management, Board, Insiders 35.5% (includes
Slide 5: ARS manufactures custom rubber compounds tailored for applications across multiple sectors
A R S m a n u fa c t u re s c u s to m r u b b e r c o m p o u n d s t a i l o re d fo r a p p l i c at i o n s a c ro s s m u l t i p l e s e c t o rs 2nd largest 500M lbs +2,000 Rubber compound Annual Production Custom Proprietary Rubber manufacturer in Capacity Compounds North America¹ $205M $27M
Slide 6: Multi-decade Customer Relationships
Multi-decade Customer Relationships Trusted manufacturer and supplier of raw rubber compounds for blue-chip customers across multiple sectors: - Major tire - Off-the-road - Industrial - Defense - Resource sector - Among many others AIRBOSS OF AMERICA INVESTOR PRESENTATION TSX: BOS | OTCQX: ABSSF 6
Slide 7: Drivers for Growth
Drivers for Growth Rubber consumption has historically tracked global economic growth¹ AirBoss continues to focus on high-quality manufacturing, advanced technical capabilities and specialty compound applications Focused on specialty compounds for continued margin growth R&D Lab AIRBOSS OF AME
Slide 8: AMP manufactures finished rubber-based products
$239M $44M ‘25 Net Sales ‘25 Gross Profit AMP manufactures finished rubber-based products Manufacturing Concentration by Major Product1 & Distributing 500+ Finished Products Rubber Defense molded 51% products Serving Customers 49% Across 60+ Nations globally Modern injection molding machine Custom
Slide 9: From Design to Production
AIRBOSS ENGINEERED PRODUCTS (AEP) From Design to Production AIRBOSS OF AMERICA INVESTOR PRESENTATION TSX: BOS | OTCQX: ABSSF 9
Slide 10: Engineered Product Growth Drivers
AIRBOSS ENGINEERED PRODUCTS (AEP) Engineered Product Growth Drivers We have invested in automation and robotics and now have two highly automated and efficient plants in Auburn Hills, Michigan. Benefitting from onshoring and “Made in America” Diversified from 100% auto to adjacent industries, in
Slide 11: Survivability Solutions Provider
AIRBOSS DEFENSE GROUP (ADG) Survivability Solutions Provider • ADG is a survivability solutions provider dedicated to delivering critical capability to military, first responder, and healthcare personnel operating in high-risk environments around the world • ADG manages a diverse portfolio of produc
Slide 12: AirBoss Defense Group: Select Products
A I R B O S S D E F E N S E G R O U P : S E L EC T P R O D U C T S ENTERPRISE SERVICES Respiratory Protection Wearables Route Clearance Breaching and Clearance Testing and Diagnostics • Masks • CBRN Gloves • Husky Vehicle • Bandolier • Test Kits • PAPRs • CBRN Boots • Integrated Peripherals • Energe
Slide 13: Modular, Light-Weight, Tailorable Line Charge
The Bandolier Modular Line Charge is a versatile, lightweight explosive system, easily employed to AIRBOSS DEFENSE GROUP (ADG) reduce burden and optimize mobility across a BANDOLIER variety of tactical demolition and breaching tasks Modular, Light-Weight, Tailorable Line Charge Bandolier • Steel Cut
Slide 14: Evolving Technology To Protect Our Soldiers
AIRBOSS DEFENSE GROUP (ADG) B L A S T G AU G E Evolving Technology To Protect Our Soldiers Black Box Biometrics® - Transforming the battlefield with lightweight, wearable blast overpressure sensors Benefit from deployment of the Blast Gauge System across a spectrum of organizations Broaden our t
Slide 15: Defense Growth Drivers Global Defense Spending Tailwinds
AIRBOSS DEFENSE GROUP (ADG) Defense Growth Drivers Global Defense Spending Tailwinds GLOBAL UNITED STATES CANADA NATO ALLIANCE $2.9T $961B $63B+ $1.4T 2 1 3 4 U.S. DoW Budget Request (FY26) Global Military Expenditure (2025) Canada Defense Investment (FY25-26) Combined Allied Defense Spending (2025)
Slide 16: Strategic Value Of Our North American Manufacturing Capacity
Strategic Value Of Our North American Germany Manufacturing Capacity Geographically positioned to win U.S. government contracts Acton-Vale, PQ Strategically positioned to ramp up US production of originally imported products globally Kitchener, ON Newmarket, ON Professionally managed supply ch
Slide 17: 30 Years of Innovation & Growth
30 Years of Innovation & Growth Acquired Acquired Acquired Uniroyal Goodrich tire AirBoss Defense plant in Kitchener, molded glove Ontario Where we began Acquired Acquired Completed purpose- Acquired Acquired Acquired Launch of Purchase of Acton built rubber AirBoss Silicone Developing a puncture- C
Slide 18: Consistent Growth Through Multiple Economic Cycles
Consistent Growth Through Multiple Economic Cycles $Millions AirBoss' Revenue History Consistent focus on innovation and 700 competitive advantages 650 2020-2022 PPE 600 Spend due to COVID-19 $587 Diversified customer sectors to mitigate 550 risk of economic and contractual cycles and 500 develo
Slide 19: Recent Financial Data
Recent Financial Data 2024 2025 2025 2026 Q2 Q2 ARS Net Sales 226,351 205,247 50,930 56,404 Gross Profit $ 35,500 26,625 6,613 6,882 15.7% 13.0% 13.0% 12.2% AMP Net Sales 176,696 239,203 54,995 62,659 Gross Profit $ 18,496 44,444 9,554 11,905 10.5% 18.6% 17.4% 19.0% AirBoss of America Net Sales 387,
Slide 20: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights Net Sales $M Adjusted EBITDA $M Profit $M EPS $ (FD) 2.3 2.5 107.9 10.2 2.1 106.0 105.8 9.5 0.08 0.08 0.09 9.1 (2.9) 8.4 7.3 (0.11) 100.4 98.6 (7.6) (0.28) Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q2 25 Q3 25 Q4 25 Q1 26 Q
Slide 21: Q2 2026 - AirBoss Rubber Solutions
Q2 2026 - AirBoss Rubber Solutions ARS - Net Sales $M ARS - Gross Profit $M 5.1 4.0 5.8 5.7 5.1 51.3 6.6 6.9 6.9 46.9 45.7 48.1 6.3 40.7 5.3 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 ARS experienced a modest recovery in Q2 2026 compared to Q1 2026 and Q2 2025 ARS’ Net Sales incre
Slide 22: Q2 2026 - AirBoss Manufactured Products
Q2 2026 - AirBoss Manufactured Products AMP - Net Sales $M AMP - Gross Profit $M 7.1 4.8 6.1 3.4 14.7 3.2 65.4 57.7 12.2 11.9 54.7 56.6 51.7 10.2 9.6 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 AMP’s Q2 2026 results reflect improvements in the defense products and rubber molded produ
Slide 23: Driven and Dedicated Team
Driven and Dedicated Team Management Team Board brings significant diversified Industrial, Defense & Public Company Expertise Board Members P. Gren Schoch Chris Bitsakakis Frank Ientile Chris Figel Chairman & Co-CEO President & Co-CEO CFO EVP & General Counsel P. Gren Schoch Chairman & Co-CEO Foun
Slide 24: Investor Highlights
Investor Highlights North America’s second largest custom rubber compounder¹ “American Made” – Geographically positioned to win U.S. Government contracts Strategically positioned to ramp up U.S. production of originally imported products globally Manufacturing in the U.S. for domestic contra
Slide 25: Valuation Consideration
Valuation Consideration Diversified End Markets Participation in industrial, transportation and defense markets Exposure to multiple demand drivers and customer sectors Multi-decade relationships with top-tier, blue-chip customers globally across government, military, major tire, off-the-road,
Slide 26: Thank You
Thank You AirBoss of America Corp. 16441 Yonge Street Newmarket, Ontario Canada L3X 2G8 Contact Information Investor Relations investor.relations@airboss.com Media media@airboss.com TSX: BOS | OTCQX: ABSSF Website www.airboss.com Phone 905-751-1188 26
Slide 27: Reconciliation Of Non-IFRS Measures
Reconciliation Of Non-IFRS Measures This presentation is based on financial statements prepared in accordance with IFRS Accounting Standards and uses Non-IFRS Financial Measures. Management believes that these measures provide useful information to investors in measuring the financial performance of
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