Slide 1: Q2 2026 Earnings
Q2 2026 Earnings August 4, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements that reflect, when made, Versigent’s current views with respect to current events, certain investments and acquisitions, business plans and financial performance. Such forward-looking statements are subject to many risk
Slide 3: Business Priorities
Business Priorities Unlocking value for shareholders as an independent company Further strengthen market leading position • Increase share by leveraging full-service capabilities and best-in-class operating model • Leverage scale and capabilities in Automotive and other high-value end markets Contin
Slide 4: Q2 2026 Highlights
Q2 2026 Highlights Advancing our strategy while delivering profitable growth and shareholder value Strong Financial Performance Commercial Momentum • Net Sales +11% YoY • $2.8B Q2 bookings2 across new and existing customers o Adjusted Net Sales Growth1 +5% YoY • Adjusted EBITDA1 $272M, +25% YoY • 39
Slide 5: Q2 2026 Financial Results
Q2 2026 Financial Results Q2 2026 Earnings | 5
Slide 6: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights $ millions, except per share amounts Q2 2026 Q2 2025 YoY Commentary • Growth achieved despite lower global automotive production Net Sales $2,444 $2,206 +11% • Includes ~200 bps favorable FX impact and ~400 bps favorable commodity pass-throughs • Growth driven by higher
Slide 7: Q2 Net Sales
Q2 Net Sales Regional Net Sales $ millions +11% Americas +5% Adjusted Net Sales Growth1 Adjusted* $96 $2,444 $1,095M +11% YoY +6% YoY $40 $120 Asia Pacific $(18) $2,206 Adjusted* $825M +24% YoY +15% YoY EMEA Adjusted* $524M (6)% YoY (11)% YoY Q2 2025 Volume Net Pricing FX Commodity Q2 2026 Impacts *
Slide 8: Q2 Adjusted EBITDA
Q2 Adjusted EBITDA1 $ millions % = Adjusted EBITDA1 Margin +25% $38 $272 $30 $13 $218 $(18) $(9) Includes: $7M IEEPA tariff refunds 9.9% 11.1% Q2 2025 Volume Net Pricing FX Commodity Net Q2 2026 Impacts Performance (1) Non-GAAP measure. Refer to Appendix for further details and reconciliation to mos
Slide 9: Q2 Free Cash Flow and Financial Position
Q2 Free Cash Flow1 and Financial Position Free Cash Flow $ millions Q2 2026 Q2 2025 YoY Adjusted EBITDA1 $272 $218 $54 Financial Position Capital expenditures (51) (42) (9) Strong liquidity and leverage profile Separation costs (22) (2) (20) as of Jun 30 ’26: Restructuring payments (11) (10) (1) • $
Slide 10: Updated FY 2026 Financial Guidance
Updated FY 2026 Financial Guidance Current FY 2026 Previous FY 2026 $ millions (May 5 ‘26) Net Sales $9,400 – $9,600 $9,100 – $9,400 Adjusted Net Sales Growth % 1,2 +2% +2% Raised and tightened Net Sales guidance based on higher commodity pass-throughs and FX Adjusted EBITDA3 $950 – $1,030 $950 – $1
Slide 11: Capital Allocation
Capital Allocation Capital Allocation Framework Free Cash Flow1 Capital Expenditures • Target ~3% of annual net sales ~$1B Quarterly Dividend2 • $0.13 per share dividend declared on Aug 3 ‘26 o Record date: Sept 4 ‘26; Payment date: Sept 18 ‘26 Cumulative FCF Generation 2026E to 2028E Share Repurcha
Slide 12: Summary
Summary Creating Value Through Disciplined Execution Delivered strong second quarter results despite a dynamic industry backdrop Leveraging our scale, customer relationships, and operating discipline to drive profitable growth Raised and tightened FY 2026 net sales guidance and initiated a quarterly
Slide 13: Appendix
Appendix Q2 2026 Earnings | 13
Slide 14: Supplemental Information
Supplemental Information Non-GAAP Financial Measures (unaudited) Adjusted Net Sales Growth – Adjusted Net Sales Growth is presented as a supplemental measure of the Company’s financial performance which management believes is useful to investors in assessing the Company’s ongoing financial performan
Slide 15: YTD Results
YTD Results $ millions, except per share amounts YTD 2026 YTD 2025 YoY Net Sales $4,656 $4,230 +10% Adjusted Net Sales1 $4,398 n/a +4% Adjusted EBITDA1 $475 $416 +14% Margin 10.2% 9.8% +40 bps Adjusted Diluted EPS1, 2 $3.98 $3.51 +13% Free Cash Flow1 $77 $111 (31)% (1) Non-GAAP measure. Refer to Sup
Slide 16: YTD Net Sales
YTD Net Sales Regional Net Sales $ millions +10% Americas +4% Adjusted Net Sales Growth1 Adjusted* $152 $4,656 $2,059M +11% YoY +6% YoY $106 $180 Asia Pacific $(12) $4,230 Adjusted* $1,564M +20% YoY +13% YoY EMEA Adjusted* $1,033M (3)% YoY (11)% YoY YTD 2025 Volume Net Pricing FX Commodity YTD 2026
Slide 17: YTD Adjusted EBITDA
YTD Adjusted EBITDA1 $ millions % = Adjusted EBITDA1 Margin +14% $72 $475 $44 $(12) $(5) $416 $(40) Includes: $7M IEEPA tariff refunds 9.8% 10.2% YTD 2025 Volume Net Pricing FX Commodity Net YTD 2026 Impacts Performance (1) Non-GAAP measure. Refer to Supplemental Information included herein for furt
Slide 18: YTD Free Cash Flow
YTD Free Cash Flow1 $ millions YTD 2026 YTD 2025 YoY Adjusted EBITDA1 $475 $416 $59 Capital expenditures (117) (79) (38) Separation costs (48) (7) (41) Restructuring payments (37) (28) (9) Tax payments (50) (57) 7 Interest payments (3) (2) (1) Working capital & other (143) (132) (11) Free Cash Flow1
Slide 19: Reconciliation of Net Sales to Adjusted Net Sales Growth
Reconciliation of Net Sales to Adjusted Net Sales Growth Q2 2026 YTD 2026 Reported net sales YoY % change 11% 10% Less: impact of foreign currency movements (2)% (2)% Global Less: impact of commodity movements (4)% (4)% Adjusted Net Sales Growth 5% 4% Reported net sales YoY % change 11% 11% Americas
Slide 20: Reconciliation of Net Income to EBITDA and Adjusted EBITDA and Net Leverage Ratio
Reconciliation of Net Income Attributable to Versigent to EBITDA and Adjusted EBITDA and Net Leverage Ratio TTM Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 YTD 2026 YTD 2025 $ millions Jun 2026 Net income attributable to Versigent 107 109 217 78 118 522 196 202 1 Interest expense 1 ̶ ̶ 5 36 41 41 3 Inco
Slide 21: Reconciliation of Net Income to Adjusted Net Income and Adjusted Diluted EPS
Reconciliation of Net Income Attributable to Versigent to Adjusted Net Income and Adjusted Diluted EPS $ millions, except per share amounts Q2 2026 Q2 2025 YTD 2026 YTD 2025 Net income attributable to Versigent 118 107 196 202 Adjusting items: Amortization ̶ 1 1 1 Restructuring ̶ 25 46 41 Separation
Slide 22: Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow
Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow $ millions Q2 2026 Q2 2025 YTD 2026 YTD 2025 Net cash provided by operating activities 158 150 194 190 Capital expenditures (51) (42) (117) (79) Free Cash Flow 107 108 77 111 Q2 2026 Earnings | 22
Slide 23: Versigent
“) Versigent