Universal Electronics Inc. · NASDAQ:UEIC

Universal Electronics — Q4 2025 Earnings Presentation

23 slides from Universal Electronics's earnings presentation, Mar 12, 2026

  1. Slide 1: Q4 2025 / FY 2025 Results

    Universal Electronics Inc. Q4 2025 / FY 2025 Results As of December 31, 2025 reported on March 12, 2026

  2. Slide 2: Safe Harbor Statement

    SAFE HARBOR STATEMENT This presentation and accompanying Financial Appendix contain “forward-looking statements” within the meaning of federal securities laws, including: our goals, focus, priorities, strategies and operating model; our financial outlook for the fiscal year ending December 31, 2026;

  3. Slide 3: Our Mission: Be ONE with YOUR Home

    OUR MISSION Be ONE with YOUR Home Creating touchpoints that provide the simplest way for a human to interact with technology in their home. 3

  4. Slide 4: UEI is the Global Leader in Universal Control for the Home

    UEI is the Global Leader in Universal Control for the Home We bring to life millions of innovative wireless control products that focus on a user-centric approach to creating control solutions and applications that simplify user interaction with highly complex technologies in the home, removing inte

  5. Slide 5: We do CTRL

    We do CTRL Entertainment Climate Smart Home 5

  6. Slide 6: Embedded Technologies, Finished Goods, Software/Cloud Services

    Embedded Technologies Finished Goods Software/Cloud Services 6

  7. Slide 7: Business Highlights

    Growing share in Climate Control & Home Automation • UEI TIDE family of Climate Control products launched in late 2025 across HVAC OEM, Energy & Multi-Dwelling Unit (MDU) channels in US and Europe Business Highlights • Strong pipeline of product design wins in Connected Home space across HVAC, Secur

  8. Slide 8: Building market share in higher growth Connected Home markets

    Building market share in higher growth Connected Home markets by leveraging core capabilities developed as the leader in Home Entertainment plus New Occupancy Detection and Sensing Technologies Home Entertainment Connected Home Pay TV, Smart TV & AV Accessories Includes: HVAC OEMs, Home Automation,

  9. Slide 9: Home Entertainment

    Home Entertainment Overall home entertainment markets are expected to be down • Traditional Pay TV market in North America continues to decline, while EMEA and Latin America regions are relatively flat • Growth is primarily driven by Smart TV penetration and continued adoption of streaming services

  10. Slide 10: homeSense driving AdTech Revenues in Home Entertainment

    homeSense driving AdTech Revenues in Home Entertainment homeSense adds a layer of intelligence on top of QuickSet’s discovery capabilities to power adaptive & personalized home intelligence. It’s Private by Design. It learns from changes in the home to provide actionable events relevant to the curre

  11. Slide 11: Connected Home

    Connected Home Demand for smart, connected climate control is growing • HVAC OEMs represent highest growth potential within channel • Innovation driving changes in HVAC systems, such as heat pumps and VRF, that rely on proprietary control protocols Overall smart thermostat demand driven by: • Consum

  12. Slide 12: homeSense driving Energy Management and Comfort/Convenience

    homeSense driving Energy Management and Comfort/Convenience in Connected Home homeSense is available on standard and custom smart thermostat solutions and brings a layer of intelligence that learns and adapts from changes in the home to provide actionable events, including: • Energy Management with

  13. Slide 13: Opportunity to penetrate high growth HVAC OEM Climate Control market

    INTELLIGENT CLIMATE CONTROL ▪ Opportunity to penetrate high growth, HVAC OEM Climate Control market and adjacencies, Utilities and MDU Property Management. ▪ Investing in developing thermostat solutions, sensors and software optimized for delivering energy efficiency and preventive maintenance ▪ Add

  14. Slide 14: QuickSet delivers Smart Home interoperability & increased user engagement

    QuickSet ® delivers Smart Home • Launched in 2008, QuickSet® has been deployed in interoperability & increased user over 600 million devices and is providing the world’s most comprehensive solution for entertainment and engagement through personalized smart home device control and app & content expe

  15. Slide 15: Partnering with global channel leaders

    Partnering with global channel leaders Go Panasonic Global Home Climate Control Home Security Home Automation Go Panasonic Global Home Video Service Providers Consumer Electronics Consumer Accessories Universal Electronics Inc. 2026 15

  16. Slide 16: Company delivers first profitable year since 2022

    COMPANY DELIVERS FIRST PROFITABLE YEAR SINCE 2022 Adjusted Non-GAAP* DRIVING LONG-TERM SALES & PROFITABILITY GROWTH ($M, except EPS) Q4 2025 Q4 2024 • FY 2025 was our first profitable year since 2022 • 15.2% decline in Home Entertainment partly offset by 15.8% growth in Net Sales $87.7 $110.5 Connec

  17. Slide 17: Investment Rationale

    • Targeting attractive, growing connected home markets worth $1.3B • Attracting top-tier customer base in new markets Investment Rationale • Expanding product portfolio in growing climate control and home automation markets • Leveraging global scale and reach • Developing industry leading, value-add

  18. Slide 18: Financial Appendix

    UNIVERSAL (ELECTRONICS.

  19. Slide 19: Use of Non-GAAP Financial Metrics

    USE OF NON-GAAP FINANCIAL METRICS In addition to reporting financial results in accordance with generally accepted accounting principles, or GAAP, UEI provides Adjusted non-GAAP information as additional information for its operating results. References to Adjusted non-GAAP information are to non-GA

  20. Slide 20: Net Sales by Channel

    NET SALES BY CHANNEL (In thousands, except per share amounts, unaudited) Universal Electronics Inc. 2026 20

  21. Slide 21: Reconciliation of GAAP to Adjusted Non-GAAP Financial Results

    RECONCILIATION OF GAAP TO ADJUSTED NON-GAAP FINANCIAL RESULTS (In thousands, except per share amounts, unaudited) Universal Electronics Inc. 2026 21

  22. Slide 22: Reconciliation of GAAP to Adjusted Non-GAAP Financial Results

    RECONCILIATION OF GAAP TO ADJUSTED NON-GAAP FINANCIAL RESULTS (In thousands, except per share amounts, unaudited) Universal Electronics Inc. 2026 22

  23. Slide 23: Reconciliation of GAAP to Adjusted Non-GAAP Financial Results

    RECONCILIATION OF GAAP TO ADJUSTED NON-GAAP FINANCIAL RESULTS (In thousands, except per share amounts, unaudited) Universal Electronics Inc. 2026 23

Universal Electronics — Q4 2025 Earnings Presentation on 6ix