Airboss Of America Corporation · TSX:BOS
Airboss Of America — Q2 2026 Earnings Presentation
30 slides from Airboss Of America's earnings presentation, Aug 6, 2026
Slide 1: Investor Presentation
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: Pioneers of Innovation & Technology
Pioneers of Innovation & Technology Over 30 Years of Growth We develop, manufacture and market proprietary rubber-based products for the automotive, heavy commercial, construction and infrastructure, oil & gas, and defense industries Acquired Acquired Acquired Uniroyal Goodrich tire AirBoss Defense
Slide 4: One AirBoss, Multiple Customer Channels
One AirBoss, Multiple Customer Channels AirBoss Synergies Drive Revenue Growth Segments & Improved Margins Compounded Rubber & Silicone Materials R&D AirBoss Divisions ARS North Carolina, ARS Kitchener, ARS Acton Vale SHARED CORE COMPETITIVE ADVANTAGES: Innovation Efficiency Scale SHARED SERVICES, B
Slide 5: AirBoss Rubber Solutions: Custom Rubber Compounding
$205M $27M ‘25 Net Sales ‘25 Gross Profit AIRBOSS RUBBER SOLUTIONS Custom Rubber Compounding North America’s second largest custom compounder¹ Trusted producer and supplier of raw rubber compounds for blue-chip customers in the major tire, off-the-road, industrial, defense and resource sectors
Slide 6: AirBoss Manufactured Products: Finished Products
$239M $44M ‘25 Net Sales ‘25 Gross Profit AIRBOSS MANUFACTURED PRODUCTS Finished Products Manufacturing and distributing 500+ finished products in 60+ nations globally to governments, militaries, tier-1 automotive OEMs and non-auto industry leaders Manufacturing & Distributing 500+ Finished Produc
Slide 7: Rubber Molded Products: Focused on Anti-Vibration
AIRBOSS MANUFACTURED PRODUCTS Rubber Molded Products: Focused on Anti-Vibration Customized rubber-based anti-vibration and noise-reduction solutions for the automotive, electric vehicle, heavy truck, Banded Stabilizer Bars industrial and defense industries Multiple domestic and off-shore automak
Slide 8: Defense Products for Survivability
AIRBOSS MANUFACTURED PRODUCTS Defense Products for Survivability Industrial and military-grade protection for chemical, biological, radiological and nuclear (“CBRN”) threats Personal protective equipment (“PPE”) for healthcare settings Blast monitoring and route clearance solutions for militar
Slide 9: Strategic Value of Our North American Manufacturing Capacity
Strategic Value of Our North American Manufacturing Capacity Germany Geographically positioned to win U.S. government contracts Acton-Vale, PQ Strategically positioned to ramp up U.S. production of originally imported products globally Newmarket, ON Kitchener, ON Professionally managed supply
Slide 10: Consistent Growth Through Multiple Economic Cycles
Consistent Growth Through Multiple Economic Cycles Consistent focus on innovation and competitive advantages Diversified customer sectors to mitigate risk of economic and contractual cycles and develop natural hedges Strategic acquisitions to bolster capabilities in target sectors Re-structu
Slide 11: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights Net Sales Adjusted EBITDA Profit and Diluted Per Share Earnings 9% increase in Q2 2026 compared to Q2 Decreased by $0.7M in Q2 2026 Increased primarily due to higher gross 2025 primarily due to higher sales from compared to Q2 2025 due to a $3.7M profits and lower
Slide 12: Q2 2026 - AirBoss Rubber Solutions
Q2 2026 - AirBoss Rubber Solutions ARS experienced a modest recovery in Q2 2026 compared to Q1 2026 and Q2 2025 ARS' Net Sales increased by 11% compared to the same period in 2025 Gross Profit increased by 4% from higher non-tolling volumes compared to the same period in 2025 partially offset by
Slide 13: Q2 2026 - AirBoss Manufactured Products
Q2 2026 - AirBoss Manufactured Products AMP's Q2 2026 results reflect improvements in the defense products and rubber molded products businesses: AMP Net Sales increased by 14% compared to the same period in 2025 mainly due to: - Higher sales in the defense products business driven by deliveries u
Slide 14: Innovation & Execution In Our Business
Innovation & Execution In Our Business Segments AIRBOSS OF AMERICA INVESTOR PRESENTATION TSX: BOS | OTCQX: ABSSF 14
Slide 15: Growing The Rubber Business Over The Long Term
AIRBOSS RUBBER SOLUTIONS Growing The Rubber Business Over The Long Term Core Driver For Sustainable Growth And Productivity Focus on innovation in custom rubber compounding, while aiming to expand market share through organic and inorganic means Expansion of Capabilities Expand our compounding capab
Slide 16: Transforming the Rubber Business
AIRBOSS RUBBER SOLUTIONS Transforming the Rubber Business 100% ownership in Ace Elastomer, a U.S.-based custom rubber compounder provides AirBoss with higher margins and increased R&D capabilities Access to higher margin colour and speciality compounding markets, including domestically produced en
Slide 17: Building Value With New Solutions For Our Partners
AIRBOSS MANUFACTURED PRODUCTS Building Value With New Solutions For Our Partners Continued Focus On Efficiency & Innovation Meeting our customers’ unique demands Advancing products up to the technical curve Generating higher margins Expanding Our Access Into Non-Automotive Sectors Growing ou
Slide 18: Expanding Beyond Automotive
AIRBOSS MANUFACTURED PRODUCTS Expanding Beyond Automotive Accelerated innovation, local sourcing & manufacturing wins AMP strategic contracts with Defense and Off-Highway OEMs AirBoss’ locally-sourced materials met necessary compliance requirements for a Defense contract connected with the U.S. Mi
Slide 19: Evolving Technology To Protect Our Soldiers
AIRBOSS MANUFACTURED PRODUCTS 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 technical and engi
Slide 20: Strengthening Our Broad Survivability Platform
AIRBOSS MANUFACTURED PRODUCTS Strengthening Our Broad Survivability Platform Continued Focus On: Winning new government contracts Delivering on awarded contracts PPE consumables Growing Our Platform: Source, develop and acquire new defense and first responder products Seek strategic acquis
Slide 21: Team • Share Metrics • Highlights
• Team • Share Metrics • Highlights AIRBOSS OF AMERICA INVESTOR PRESENTATION TSX: BOS | OTCQX: ABSSF 21
Slide 22: Driven and Dedicated Management Team
Driven and Dedicated Management Team P. Gren Schoch Chris Bitsakakis Frank Ientile Chris Figel Chairman & Co-CEO President & Co-CEO CFO EVP & General Counsel Founded and chaired Over 30 years in the Over 30 years of Over 15 years of private Petromet Resources in rubber, automotive and progre
Slide 23: Board With Significant Diversified Industrial, Defense & Public Company Expertise
Board With Significant Diversified Industrial, Defense & Public Company Expertise P. Gren Schoch Alan J. Watson¹²³ Stephen M. Ryan²³ David Camilleri¹ Ryan Voegeli²³ Maxime Robillard¹ Chairman & Co-CEO Lead Independent Director Director Director Director Director Founded and chaired 30-year inves
Slide 24: Share Metrics
Share Metrics TSX : BOS | OTCQX : ABSSF Market Cap (08/04/2026) @ $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 P. Gren Sc
Slide 25: 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 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 Website www.airboss.com Phone 905-751-1188 TSX: BOS | OTCQX: ABSSF 26
Slide 27: Appendix
Appendix AIRBOSS OF AMERICA INVESTOR PRESENTATION TSX: BOS | OTCQX: ABSSF 27
Slide 28: Growth Strategy Summary
Growth Strategy Summary AIRBOSS MANUFACTURED PRODUCTS AIRBOSS RUBBER SOLUTIONS AirBoss Defense Group & AirBoss Engineered Products • Advance custom rubber compounding innovation • Continued focus on advancing efficiency and innovation • Expand market share through organic and inorganic growth • Expa
Slide 29: Historical Performance
Historical Performance Diversification benefits Revenues: Adjusted EBITDA: Returning to Positive Adjusted Profit: Significant increased sales at AMPs Full-year 2025 adjusted EBITDA increased 55% 2025 reflected higher EBITDA, reduced inventory write-downs defense products business and increases compa
Slide 30: 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