Mistras Group Inc · NYSE:MG

Mistras — Q2 2026 Earnings Presentation

14 slides from Mistras's earnings presentation, Aug 11, 2026

  1. Slide 1: Q2 2026 Earnings Report

    Q2 2026 Earnings Report August 11, 2026

  2. Slide 2: Safe Harbor Statement and Other Matters

    Safe Harbor Statement and Other Matters Forward - Looking and Cautionary Statements Certain statements contained in this presentation are "forward - looking statements" within the meaning of Section others: risks related to our dependency on customers in the oil and gas industry and the impact of gl

  3. Slide 3: Q2 Key Financial Highlights

    Q2 Key Financial Highlights 4.2% 10 bps Revenue Growth Gross Profit Margin Increase Consolidated revenue grew 4.2% year -over-year, Gross profit grew by $2.5 million, with gross profit reflecting strong demand across Infrastructure, Power margin expanding 10 basis points, supported by Generation, an

  4. Slide 4: Q2 Business Environment

    Q2 Business Environment Revenue by Industry (In millions) For the quarter ended June 30 Strong performance in key growth markets 2026 2025 YoY Change (Aerospace & Defense, Oil & Gas $94.3 $102.8 (8.2%) Power, Infrastructure) Aerospace & Defense $27.2 $24.0 13.2% Industrials $20.5 $19.6 4.4% Oil & Ga

  5. Slide 5: Q2 Business Environment: Strategic Growth Market Performance

    Q2 Business Environment Strategic Growth Market Performance Aerospace & Power Infrastructure Defense Generation QTD Growth 13.2% QTD Growth 26.4% QTD Growth 76.5% YTD Growth 23.4% YTD Growth 30.3% YTD Growth 80.1% Strategic end markets delivered mid-to high-double-digit growth, marking the fourth co

  6. Slide 6: Vision2030 | Strategic Plan Update: Expand Wallet Share

    Vision2030 | Strategic Plan Update Expand Wallet Share Delivering value to existing customers o Growing adoption of proprietary technologies (ART Crawler, Monitoring Solutions, PCMS) o Increasing integration of asset integrity solutions into customer workflows o Simplified proposal process improving

  7. Slide 7: Vision2030 | Strategic Plan Update: Diversify Growth Markets

    Vision2030 | Strategic Plan Update Diversify Growth Markets Expanding into attractive end markets o New contract wins across Wind Energy, Commercial Diving, and Marine Infrastructure o Increased projects associated with the Department of Defense o Successful Houston Technology Day showcasing the ful

  8. Slide 8: Vision2030 | Strategic Plan Update: Build Operational Leverage

    Vision2030 | Strategic Plan Update Build Operational Leverage Driving efficiency and scalability o Advancing AI and automation across workflows, collections, and support functions o Improving productivity, efficiency, and working capital management o Enhanced technician recruiting and targeted benef

  9. Slide 9: Other Noteworthy Achievements

    Other Noteworthy Achievements Markets & Markets Russell Index AEScout Recognition Inclusion Launch Named a "Star" in both NDT inspection Added to several Russell growth and Launched AEScout, a rapid -deployment services and NDT inspection defensive benchmarks following the acoustic emission monitori

  10. Slide 10: Q2 2026 Key Profitability Metrics

    Q2 2026 Key Profitability Metrics Overall Metrics (In millions) For the quarter ended June 30 2026 2025 YoY Change Revenue $193.1 $185.4 4.2% Gross Profit $56.4 $53.9 4.6% Gross Profit Margin 29.2% 29.1% 10 bps Q2 2026 Highlights: ▪ Revenue growth of $7.7 million, Selling, General, & Admin Expenses

  11. Slide 11: Key Cash Flow and Debt Balances

    Key Cash Flow and Debt Balances For the quarter ended June 30 For the 6 months ended June 30 Cash Flow (In millions) 2026 2025 2026 2025 Net cash provided by operating $14.9 ($9.3) $17.7 ($3.6) activities (GAAP) Less: Capital Expenditures ($6.7) ($6.5) ($14.0) ($12.3) Free Cash Flow (non -GAAP) $8.2

  12. Slide 12: Increasing 2026 Full Year Outlook

    Increasing 2026 Full Year Outlook Adj. EBITDA Guide $92 - $95 (In millions) Revenue Guide $740 - $755 (In millions) Adj. EBITDA Margin Guidance 12.4% - 12.6% Midpoint guidance Midpoint guidance 12 Copyright © 2026 MISTRAS Group, Inc. All rights reserved.

  13. Slide 13: We Remain On Plan

    We Remain On Plan Expanding Managing Investing Aerospace & Defense, Infrastructure, and Oil & Gas managed with discipline, Capital allocated to the highest -return Power — our highest -conviction growth optimizing for margin and capital areas of the business to support markets — are scaling with mom

  14. Slide 14: @mistras

    @mistras

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