Slide 1: NN, Inc. Investor Presentation August 2026
NN, Inc. Investor Presentation August 2026
Slide 2: Forward Looking Statements
2 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
Slide 3: Management in Attendance
3 Management in Attendance Harold Bevis Chief Executive Officer Chris Bohnert Chief Financial Officer Tim French Chief Operating Officer
Slide 4: NN at a Glance: Profitable Growth in High-Value Markets
4 NN at a Glance: Profitable Growth in High-Value Markets ▪ Breakout Profitable Growth - company is benefitting from multi- year program to generate profitable growth in targeted markets ▪ Partner with Leading OEMs – co-develop customized metal components and assemblies, using a shared and standardi
Slide 5: Footprint Aligned with End Market Growth & Supply Chains
5 ▪ Global footprint to serve both local customers and global customers ▪ Top end markets are vehicle parts, Data Center & Electric Grid, Defense & Electronics ▪ Top geographic markets are North America and China ▪ NN footprint matches the global supply chain for data center, electric grid and vehic
Slide 6: Pillar Growth Architecture
6 5 Pillar Growth Architecture High-Value Vehicle Parts • Curated product portfolio of demanding applications that require exceptionally precise parts, NN technology curve High-Value Stampings • Broad portfolio of precision stamped & plated parts, especially Smart Home applications like smoke detect
Slide 7: Growth Program Driving Portfolio Improvement
7 Growth Program Driving Portfolio Improvement Auto 65% Non-Auto 35% 2023 Auto 40%Non-Auto 60% Q2 2026% OF SALES Data Center & Electric Grid Medical Products Defense & Electronics $80M TTM sales Near-Term Target is $120M $15M TTM sales Near-Term Target is $40M $60M TTM sales Near-Term Target is $90M
Slide 8: Liquid-cooled data centers start with NN components
8 Liquid-cooled data centers start with NN components The data center liquid cooling value chain — from precision-machined part to deployed rack WHERE NN PLAYS 1 Precision Components NN Inc Mission-critical machined parts, engineered to spec 2 Connectors & Couplings Parts built into complete connect
Slide 9: Data Center and Electric Grid - Business Highlights
9 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 includi
Slide 10: Defense and Electronics - Business Highlights
10 Defense and Electronics - Business Highlights Recent News - Entry into Tier 1 weapons business; ramping during 2nd Half 2026 • Multi-year agreement to produce firearms accessories for a leading U.S. brand owner • Expected to add $12–$15 Million in sales, starting Q3 2026, with many additional opp
Slide 11: Medical Products – Business Highlights
11 Medical Products – Business Highlights New wins in robotic-assisted surgery equipment, ramping during 2nd Half 2026 • Qualified and received initial purchase orders for a leading robotic-assisted surgery platform • Cleared a critical full-facility audit at the Kentwood, Michigan plant, backed by
Slide 12: Q2 2026 Earnings Highlights
12 Q2 2026 Earnings Highlights +19% +16%+36% +35% $65M Q2 Y/Y Net Sales Growth 1st Half 2026 Y/Y Net Sales Growth Q2 Y/Y Adj. EBITDA Growth 1st Half 2026 Y/Y Adj. EBITDA Growth 1st Half 2026 New Business Awards All Divisions All Divisions All Divisions All Divisions All Divisions Preferred Stock Pay
Slide 13: Q2 2026 Financial Results
13 Q2 2026 Financial Results $17.9 $32.1 Adjusted EBITDA ($millions, except percentages) $128.7 $247.2 Net Sales ($millions, except percentages) ($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 $21
Slide 14: Raised Guidance in Q1, and Again in Q2
14 Raised Guidance in Q1, and Again in Q2 ($millions, except percentages) 2026 Guidance Range 2026 Guidance Midpoint 2026 Guidance Range 2026 Guidance Midpoint New 2026 Midpoint vs. 2025 Actual Net Sales $450 - $470 $460 $460 - $480 $470 + 10% Adjusted EBITDA $52 - $62 $57 $55 - $65 $60 + 22% New Bu
Slide 15: Power Solutions Reporting Segment / Stamped Products
15 Power Solutions Reporting Segment / Stamped Products $62.3 $117.7 Net Sales ($millions, except percentages) +40% +34%Y/Y Growth $12.7 $23.0 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 20% 20% Q2’26 Q2’26 1st Half ’26 1st Half ’26
Slide 16: Mobile Solutions Reporting Segment / Machined Products
16 Mobile Solutions Reporting Segment / Machined Products $66.6 $129.7 Net Sales ($millions, except percentages) +5% +3%Y/Y Growth $9.8 $18.0 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 15% 14% Q2’26 Q2’26 1st Half ’26 1st Half ’26
Slide 17: Multi-Year Roadmap – Long-Term Goals as of August 2026
Multi-Year Roadmap – Long-Term Goals as of August 2026 17 • Add $80 - $100 million of New Business Growth per year, continue to wean lower margin legacy auto business as contracts expire, retool & convert equipment • Grow in Eletrical Grid & Data Center, Defense & Electronics, Medical, and High-Valu
Slide 18: Summary
18 Summary NN’s commercial momentum is strong, growing in desirable targeted markets – Electrical Grid & Data Center, Defense & Electronics, Medical Business growth & operations program are driving margin and operating cashflow expansion 2026 balance sheet fixes enhance correlation of valuation to o
Slide 19: Appendix
19 Appendix
Slide 20: Non-GAAP financial measures
20 This presentation contains certain financial measures not presented in accordance with U.S. generally accepted accounting principles ("GAAP"), including adjusted gross margin, adjusted gross margin %, adjusted income from operations, adjusted EBITDA, adjusted EBITDA margin % (collectively, the "n
Slide 21: Note: Totals may not foot due to rounding
21 Note: Totals may not foot due to rounding
Slide 22: Note: Totals may not foot due to rounding
22 Note: Totals may not foot due to rounding
Slide 23: Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin %
23 Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin % NN, Inc. Consolidated (in millions) FY 2025 Net sales 422.2$ Cost of sales (exclusive of depreciation and amortization) 362.8 GAAP gross margin 59.4 Personnel costs (1) 9.3 Facility costs (2) 6.3 Other 3.1 Adjusted gr
Slide 24: Thank You
PN Thank You BEYOND Nn! RELIABLE.