Standard Motor Products, Inc. · NYSE:SMP
Standard Motor Products — Q2 2026 Earnings Presentation
18 slides from Standard Motor Products's earnings presentation, Aug 4, 2026
Slide 1: Standard Motor Products, Inc. 2nd Quarter 2026 Earnings Call
Standard Motor Products, Inc. 2nd Quarter 2026 Earnings Call | August 4, 2026
Slide 2: Safe Harbor – Forward Looking Statements
Safe Harbor – Forward Looking Statements You should be aware that except for historical information, the matters discussed herein are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements, including projections and anticipat
Slide 3: Agenda
Agenda ❖Welcome & Introduction Tony Cristello, VP Investor Relations ❖Overview & Market Trends Eric Sills, CEO ❖Financial Results & Balance Sheet Nathan Iles, CFO ❖Final Comments Eric Sills, CEO ❖Q&A All Standard Motor Products, Inc. | Q2 2026 Earnings 3
Slide 4: Q2 P&L Summary – Segments
Q2 P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2026 2025 2026 2025 Vehicle Control Revenue $ 198.6 $ 201.7 $ 412.4 $ 394.0 Gross Margin 60.4 30.4% 60.6 30.1% 128.6 31.2% 122.8 31.2% Selling, General & Administrative 40.5 20.4% 36.4 18.0% 81.4 19.7% 7
Slide 5: Q2 P&L Summary – Segments
Q2 P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2026 2025 2026 2025 Nissens Automotive Revenue $ 94.9 $ 90.5 $ 169.3 $ 156.7 Gross Margin 40.2 42.4% 36.8 40.7% 72.3 42.7% 64.7 41.3% Selling, General & Administrative 24.4 25.7% 24.0 26.5% 48.6 28.7% 44
Slide 6: Q2 P&L Summary – Consolidated
Q2 P&L Summary – Consolidated(1) (In millions, except per share amounts) THREE MONTHS ENDED SIX MONTHS ENDED JUNE 30, JUNE 30, 2026 2025 2026 2025 Consolidated Results Revenue $ 526.7 $ 493.9 $ 977.9 $ 907.2 Gross Margin 164.6 31.3% 152.5 30.9% 303.8 31.1% 281.8 31.1% Selling, General & Administrati
Slide 7: Balance Sheet & Cash Flow Highlights
Balance Sheet & Cash Flow Highlights (In millions) JUNE 30, DECEMBER 31, 2026 2025 2025 Working Capital Stats Accounts Receivable, Net $ 358.4 $ 327.3 $ 232.0 Inventories $ 684.2 $ 638.6 $ 727.9 Cash Flow Stats (YTD) Operating cash flows $ 58.3 $ (5.9) $ 57.4 Capex $ (14.9) $ (19.3) $ (38.7) Dividen
Slide 8: 2026 Guidance
2026 Guidance Full Year Outlook* Sales Growth Low to mid single digits Adjusted EBITDA % 11% to 12% Interest Expense Approximately $30 million Income Tax Rate Approximately 27.5% to 28% Depreciation & Amortization $45 to $50 million Total Operating Expenses Approximately $106 to $114 million per qua
Slide 9: Q&A Session
Q&A Session To ask a question please dial 1-800-445-7795 with conference ID-SMP2Q2026. Once connected you may press *1 to enter the queue Standard Motor Products, Inc. | Q2 2026 Earnings 9
Slide 10: Appendix
Appendix Standard Motor Products, Inc. | Q2 2026 Earnings 10
Slide 11: Reconciliation of GAAP to Adjusted Net Sales by Segment - QTD
Reconciliation of GAAP to Adjusted Net Sales by Segment - QTD Three Months Ended June 30, 2026 2025 IEEPA Tariff Adjusted IEEPA Tariff Adjusted (In thousands, unaudited) GAAP Net Sales Adjustment Net Sales GAAP Net Sales Adjustment Net Sales Vehicle Control Engine Management (Ignition, Emissions and
Slide 12: Reconciliation of GAAP to Adjusted Net Sales by Segment - YTD
Reconciliation of GAAP to Adjusted Net Sales by Segment - YTD Six Months Ended June 30, 2026 2025 IEEPA Tariff Adjusted IEEPA Tariff Adjusted (In thousands, unaudited) GAAP Net Sales Adjustment Net Sales GAAP Net Sales Adjustment Net Sales Vehicle Control Engine Management (Ignition, Emissions and F
Slide 13: Reconciliation of GAAP and Non-GAAP Earnings Measures
Reconciliation of GAAP and Non-GAAP Earnings Measures Three Months Ended Six Months Ended June 30, June 30, (Unaudited) 2026 2025 2026 2025 Diluted Earnings Per Share from Continuing Operations Attributable to SMP GAAP Diluted Earnings Per Share from Continuing Operations $ 1.39 $ 1.17 $ 2.20 $ 1.79
Slide 14: Reconciliation of GAAP and Non-GAAP Earnings Measures
Reconciliation of GAAP and Non-GAAP Earnings Measures Last Twelve Months Ended Year Ended June 30, December 31, (In thousands, except for net debt leverage ratio) 2026 2025 2025 Net Debt Unaudited Audited Current portion of revolving credit facility $ 34,579 $ 10,000 $ 30,000 Current portion of term
Slide 15: Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD Three Months Ended June 30, 2026 (In thousands, unaudited) Temperature Nissens Engineered Corporate Vehicle Control Unallocated Consolidated Control Automotive Solutions Expenses EBITDA without Special Items GAAP Net Earnings (Lo
Slide 16: Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD Three Months Ended June 30, 2025 (In thousands, unaudited) Temperature Nissens Engineered Corporate Vehicle Control Unallocated Consolidated Control Automotive Solutions Expenses EBITDA without Special Items GAAP Net Earnings (Lo
Slide 17: Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD Six Months Ended June 30, 2026 (In thousands, unaudited) Temperature Nissens Engineered Corporate Vehicle Control Unallocated Consolidated Control Automotive Solutions Expenses EBITDA without Special Items GAAP Net Earnings (Loss
Slide 18: Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD Six Months Ended June 30, 2025 (In thousands, unaudited) Temperature Nissens Engineered Corporate Vehicle Control Unallocated Consolidated Control Automotive Solutions Expenses EBITDA without Special Items GAAP Net Earnings (Loss
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