Lgl Group, Inc. (the) · AMEX:LGL
Lgl Group, Inc. (the) — The LGL Group — Investor Day (May 2026)
21 slides from Lgl Group, Inc. (the)'s investor day presentation, May 12, 2026
Slide 1: Investor Day
Investor Day Marc Gabelli, Chairman Jason Lamb, CEO May 12, 2026 The LGL Group, Inc. (NYSE American: LGL)
Slide 2: Safe Harbor Statement
Safe Harbor Statement Cautionary Note Regarding Forward-Looking Statements This presentation, and any accompanying oral remarks, may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 193
Slide 3: Agenda
Agenda 1000 to 1130 May 12, 2026 01 Overview 02 Performance 03 Initiative “How do you make money? Spinoffs, split-ups, liquidations, mergers and acquisitions.” – Mario Gabelli The LGL Group, Inc. 3
Slide 4: Overview
SECTION 01 01 Overview The LGL Group, Inc. 4
Slide 5: Investment Highlights
Investment Highlights Building long-term value around mission-critical timing, capital discipline, and defense technology optionality 1 Precision time and frequency platform serving communications, aerospace, defense, instrumentation and industrial markets 2 Q1 2026 Electronic Instruments net sales
Slide 6: Company Overview
Company Overview NYSE American-listed holding company with precision engineering heritage The LGL Group, Inc. (NYSE American: LGL) • Holding company engaged in services, merchant investment, and manufacturing business activities • Engineering origins date to 1917; incorporated in 1928; listed on the
Slide 7: Executive Team
Executive Team Strategic cohesion: Investment Discipline and Warfighter Requirements Marc Gabelli Jason Lamb Executive Chairman CEO Over 30 years of experience in asset management with significant A&D Member, Board of Directors, AUVSI — Association for Uncrewed Vehicle Systems investment experie
Slide 8: Board of Directors
Board of Directors Laying the Foundation for Profitable Growth Kaan Aslansan — Independent Director •Director since 2022; serves on the Audit, Compensation, and Nominating committees. •Co-President of SOL Investment Group; previously held senior corporate transformation roles at Alvarez & Marsal. •C
Slide 9: A Strategic Development Platform
A Strategic Development Platform A disciplined platform model that acquires, builds, and scales businesses while creating additional investment opportunities. The LGL Group, Inc. 9
Slide 10: Case Study: Mtron Industries (NYSE: MPTI)
Case Study: Mtron Industries (NYSE: MPTI) Creating standalone Aerospace and Defense frequency control engineering pure play SPIN-OFF: October 7, 2022 Value-Creation Playbook Mtron illustrates how focus, public-company governance, capital discipline and exposure to high-reliability defense electronic
Slide 11: Operating Company: Precise Time and Frequency, LLC (PTF)
Operating Company Precise Time and Frequency, LLC (PTF) • Founded 2002, acquired by The LGL Group in 2016 • Developing systems for high-performance frequency and time reference standards • PTF’s narrow global TAM is about $2.7bn in 2026, growing to $3.6bn by 2030, at roughly 7.6% CAGR • Expansion po
Slide 12: Precision Time & Frequency
Precision Time & Frequency Building a platform with precision time and frequency as a cross-cutting capability Enabling synchronization, resilience, and mission effectiveness across critical defense technology systems The LGL Group, Inc. 12
Slide 13: Platform Roll-Up Strategy
Platform Roll-Up Strategy Acquire an anchor, consolidate the long tail, and compound EBITDA through a repeatable integration engine CORE THESIS Fragmentation + integration = scale advantage REPEATABLE ACQUISITION-TO-INTEGRATION MOTION 1 2 3 4 5 Target fragmentation Acquire anchor Add bolt-ons Integr
Slide 14: Performance
SECTION 02 02 Performance The LGL Group, Inc. 14
Slide 15: Q1 2026 Financial Highlights
Q1 2026 Financial Highlights Sales growth, backlog momentum and balance sheet strength $682K $1.53M 51.0% Net sales Backlog Gross margin +36.9% vs Q1 2025 +144% vs Dec. 31, 2025 vs 52.4% Q1 2025 $46.7M $46.3M $6.81 Cash + marketable securities Working capital Book value per share Mar. 31, 2026 Mar.
Slide 16: Financial Performance
Financial Performance Compelling early operating momentum supported by significant cash resources Net Sales ($K) Backlog ($K) Gross Margin (%) Cash + Securities ($M) $47 $1,525 52.4 $682 51.0 $42 $498 $625 $295 Q1 25 Q1 26 Mar 25 Dec 25 Mar 26 Q1 25 Q1 26 Dec 25 Mar 26 Operating Commentary Expense C
Slide 17: Initiative
SECTION 03 03 Initiative The LGL Group, Inc. 17
Slide 18: Strategic Capital Formation to Support Platform Growth
Strategic Capital Formation to Support Platform Growth Proposed Rights Offering LGL’s platform strategy is expected to focus on critical technologies supporting national security, defense, and resilient infrastructure, including precision time and frequency capabilities, selective investments, acqui
Slide 19: Summary
Summary Building Long-Term Value • NYSE listed Micro-Cap • Long History of Delivering Value • Precise Time and Frequency is a cross-cutting capability • Positioned for Expansion • 2026 beginning a period of use of the balance sheet The LGL Group, Inc. 19
Slide 20: We welcome your questions.
Questions ? We welcome your questions. info@lglgroup.com +1 (571) 283-4001 The LGL Group, Inc. Building Long-Term Value
Slide 21: Appendix
Appendix Footnotes: (1) Book Value Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Shares outstanding 5,373,055 5,373,055 5,373,055 5,373,055 5,389,211 5,389,211 5,406,744 6,174,950 6,540,435 Book value attributable to LGL Group common stockholders $38,792 $38,938 $39,019 $39