Slide 1: GNTX – Q4/YE 2025 Conference Call Updates
GNTX – Q4/YE 2025 Conference Call Updates 1
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
Slide 3: Q4 Highlights
Q4 HIGHLIGHTS • Net Sales: Consolidated $644.4 million; Core Gentex (ex-VOXX) $541.0 million • Gross Margin: Consolidated 34.8%; Core Gentex (ex-VOXX) 35.5% • Income from Operations: Consolidated $120.1 million • Net Income attributable to Gentex: Consolidated $93.0 million • Consolidated earnings p
Slide 4: 2025 Year End Highlights
2025 YEAR END HIGHLIGHTS • Net Sales: Consolidated $2.53 billion; Core Gentex (ex- VOXX) $2.27 billion • Gross Margin: Consolidated 34.2%; Core Gentex (ex-VOXX) 34.7% • Income from Operations: Consolidated $473.9 million • Net income attributable to Gentex: Consolidated $384.8 million • Earnings per
Slide 5: Consolidated Performance
$2.53B 2025 Revenue CONSOLIDATED 34.2% Gross Margin PERFORMANCE $392.8M Operating Expenses (E, R&D and S, G&A) 16.6% Annual Tax Rate $120.6M Capital Expenditures $104M Depreciation & Amortization *2025 performance includes VOXX and approx. $141.6M in sales to China. 5
Slide 6: 2025 Performance
2025 PERFORMANCE $2.22B (Automotive) $267.2M Revenue $51.5M (Aero, FP, Med, Biometric) Revenue VOXX 29.7% GENTEX Gross Margin 34.7% STAND-ALONE Gross Margin STAND-ALONE $74.3M PERFORMANCE $318.5M PERFORMANCE Operating Expenses (E, R&D and S, G&A) Operating Expenses (E, R&D and S, G&A) 6
Slide 7: Consolidated Guidance
$2.6 – 2.7B 2026 Revenue CONSOLIDATED 34 – 35% GUIDANCE* Gross Margin $410 – 420M (Excluding Severance) Operating Expenses (E, R&D and S, G&A) 16 – 18% Annual Tax Rate $125 – 140M Capital Expenditures 2027 REVENUE GUIDE* $2.75 – 2.85B $100 – 110M Depreciation & Amortization *Updated Jan 30, 2026 7
Slide 8: 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 $425.9M MILLIONS USD $405.7M $400.0 $116.3 $115.3 $106.9 $340.2M $117.2 $316.5M $300.0 $264.5M $591.6 $256.9M $108.8 $227M $110.4 $208.2M $200.0 $101.1 $112.2 $97.0 $331.5 $324.6 $113.1 $319 $117
Slide 9: Light Vehicle Production
LIGHT VEHICLE PRODUCTION • 2025 volumes approx. -2% in our primary markets -Impacted by delayed or cancelled EV programs and removal of tax credit • 2026 expects -2% in NA, -2% in Japan/Korea, and -1% EU production Global Light Vehicle Production 35,000,000 30,000,000 25,000,000 20,000,000 15,000,00
Slide 10: Growth Through Features and Vehicle Content
GROWTH THROUGH FEATURES AND VEHICLE CONTENT 2017 95.1M Vehicles Globally 2024 89.5M Vehicles Globally 2025* 92.9M Vehicles Globally 28M China (29.4%) 30.1M China (33.6%) 33M China (35.6%) $1.79B Revenue $2.3B Revenue $2.53B Revenue Global LVP Revenue vs. Light Vehicle Production Revenues 100,000,000
Slide 11: Full Display Mirror
FULL DISPLAY MIRROR • The industry benchmark -3.19M Units in 2025 FDM Volume -Launched on 140+ vehicle models 3500000 -Available across 22 different brands 3000000 • New Launches 2500000 -Aston Martin Valhalla -Polestar 5 2000000 -Fiat Doblo -Toyota bZ 1500000 -Hyundai Nexo 1000000 -Jeep Cherokee 50