Standard Motor Products, Inc. · NYSE:SMP

Standard Motor Products — Q2 2025 Earnings Presentation

15 slides from Standard Motor Products's earnings presentation, Aug 5, 2025

  1. Slide 1: Standard Motor Products, Inc. 2nd Quarter 2025 Earnings Call

    Standard Motor Products, Inc. 2nd Quarter 2025 Earnings Call | August 5, 2025 1

  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. | Q2 2025 Earnings

  4. Slide 4: Q2 & YTD P&L Summary – Segments

    Q2 & YTD P&L Summary – Segments(1) (In millions, except per share amounts) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2025 2024 2025 2024 Vehicle Control Revenue $ 201.7 $ 188.7 $ 394.0 $ 374.3 Gross Margin 60.6 30.1% 60.0 31.8% 122.8 31.2% 118.9 31.8% Selling, General & Administrative 36

  5. Slide 5: Q2 & YTD P&L Summary – Segments

    Q2 & YTD P&L Summary – Segments(1) (In millions, except per share amounts) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2025 2024 2025 2024 Engineered Solutions Revenue $ 70.3 $ 76.6 $ 136.2 $ 150.9 Gross Margin 12.7 18.1% 14.9 19.4% 24.4 17.9% 25.8 17.1% Selling, General & Administrative 8

  6. Slide 6: Q2 & YTD P&L Summary – Consolidated

    Q2 & YTD P&L Summary – Consolidated(1) (In millions, except per share amounts) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2025 2024 2025 2024 Consolidated Results Revenue $ 493.9 $ 389.8 $ 907.2 $ 721.2 Gross Margin 152.5 30.9% 111.4 28.6% 281.8 31.1% 201.0 27.9% Selling, General & Admini

  7. Slide 7: Balance Sheet & Cash Flow Highlights

    Balance Sheet & Cash Flow Highlights (In millions) JUNE 30, DECEMBER 31, 2025 2024 2024 Working Capital Stats Accounts Receivable, Net $ 327.3 $ 239.3 $ 210.7 Inventories $ 638.6 $ 508.2 $ 624.9 Cash Flow Stats (YTD) Operating cash flows $ (5.9) $ (10.1) Capex $ (19.3) $ (22.9) M&A $ - $ - Dividends

  8. Slide 8: Q&A Session

    Q&A Session Standard Motor Products, Inc. | Q2 2025 Earnings

  9. Slide 9: Appendix

    Appendix Standard Motor Products, Inc. | Q2 2025 Earnings

  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 SIX MONTHS ENDED JUNE 30, JUNE 30, 2025 2024 2025 2024 (Unaudited) (Unaudited) EARNINGS FROM CONTINUING OPERATIONS ATTRIBUTABLE TO SMP GAAP EARNINGS FROM CONTINUING OPERATIONS $ 26,300 $ 17,980 $

  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 SIX MONTHS ENDED JUNE 30, JUNE 30, 2025 2024 2025 2024 (Unaudited) (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 42,836 $ 24,986 $ 67,298 $ 39,605 RESTRUCTURING AND INTEGRATION EXPENSES 58

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) THREE MONTHS ENDED JUNE 30, 2025 Temperature Engineered Nissens Vehicle Control All Other Consolidated Control Solutions Automotive (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 16,540 $ 19,536 $ 3,954 $ 10,034 $ (7,228) $ 42,836 RES

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) THREE MONTHS ENDED JUNE 30, 2024 Temperature Engineered Nissens Vehicle Control All Other Consolidated Control Solutions Automotive (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 15,116 $ 13,197 $ 5,812 $ - $ (9,139) $ 24,986 RESTRUCT

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) SIX MONTHS ENDED JUNE 30, 2025 Temperature Engineered Nissens Vehicle Control All Other Consolidated Control Solutions Automotive (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 34,322 $ 27,436 $ 7,130 $ 12,621 $ (14,211) $ 67,298 REST

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

    Reconciliation of GAAP and Non-GAAP Measures (In thousands) SIX MONTHS ENDED JUNE 30, 2024 Temperature Engineered Nissens Vehicle Control All Other Consolidated Control Solutions Automotive (Unaudited) OPERATING INCOME GAAP OPERATING INCOME $ 30,656 $ 15,228 $ 8,044 $ - $ (14,323) $ 39,605 RESTRUCTU

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