Gentex Corporation · NASDAQ:GNTX

Gentex — Q3 2025 Earnings Presentation

9 slides from Gentex's earnings presentation, Oct 24, 2025

  1. Slide 1: GNTX – Q3 2025 Conference Call Updates

    GNTX – Q3 2025 Conference Call Updates 1

  2. Slide 2: Safe Harbor for Forward Looking Statements

    Safe Harbor for Forward Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The statements contained in this communication that are not purely historical are forward-looking

  3. Slide 3: Q3 Highlights

    Q3 HIGHLIGHTS • Gentex and VOXX International Corporation ("VOXX") Consolidated net sales totaled $655.2 million, an 8% increase compared to the third quarter of 2024, which did not include VOXX • Core Gentex net sales (excluding VOXX) totaled $570.3 million in the third quarter of 2025 • Consolidat

  4. Slide 4: Consolidated Guidance

    $2.5 – 2.6B Revenue 2025 33.5 – 34% CONSOLIDATED Gross Margin GUIDANCE* $380 – 390M (Excluding Severance) Operating Expenses (E, R&D and S, G&A) *Updated Oct 24, 2025 16 – 16.5% Annual Tax Rate $115 – 125M Capital Expenditures $96 – 99M Depreciation & Amortization *2025 guidance includes VOXX and as

  5. Slide 5: 2025 Guidance

    2025 GUIDANCE $2.14 – 2.15B (Primary Markets) $250 – 270M Revenue $135 – 145M (China) Revenue GENTEX VOXX 28 – 29% Gross Margin 34.25 – 34.75% STAND- ALONE Gross Margin STAND-ALONE $75 – 80M GUIDANCE* $305 – 310M GUIDANCE* Operating Expenses (E, R&D and S, G&A) *Updated October 24, 2025 Operating Ex

  6. Slide 6: 2025 Return to Shareholders

    2025 RETURN TO SHAREHOLDERS* RETURN OF CAPITAL $800.0 $708.2M $700.0 $116.6 $600.0 $500.0 $447.8M $439.9M MILLIONS USD $405.7M $400.0 $116.3 $115.3 $340.2M $337.4M* $117.2 $316.5M $300.0 $264.5M $591.6 $256.9M $108.8 $106.9 $227M $110.4 $208.2M $200.0 $101.1 $112.2 $97.0 $331.5 $324.6 $113.1 $117.6M

  7. Slide 7: Light Vehicle Production

    LIGHT VEHICLE PRODUCTION • 2025 volumes down approx. 1% in our primary markets, with NA -2%* -Q4 2025 is expected to decline 4% compared to Q4 2024 -Impacted by delayed or cancelled EV programs and removal of tax credit • 2026 expects 3% decline in NA, -4% in Japan/Korea, and flat EU production Glob

  8. Slide 8: Growth Through Features and Vehicle Content

    GROWTH THROUGH FEATURES AND VEHICLE CONTENT 2017 95.1M Vehicles Globally 2024 89.5M Vehicles Globally 2025* 91.2M Vehicles Globally 28M China (29.4%) 30.1M China (33.6%) 32M China (35.1%) $1.79B Revenue $2.3B Revenue $2.5-2.6B Revenue Global LVP Revenue vs. Light Vehicle Production Revenues 100,000,

  9. Slide 9: Full Display Mirror

    FULL DISPLAY MIRROR • The industry benchmark -Launched on 130+ vehicle models FDM Volume -Available across 22 different brands 3500000 2024: 2.96M 3000000 • New Launches 2500000 -DS No. 8 -Volvo Accessory 2000000 -Ford Bronco • EX30 1500000 -Nissan Pathfinder • EX40, XC40 1000000 -Vauxhall Combo • X

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