Myers Industries, Inc. · NYSE:MYE

Myers Industries — Q2 2026 Earnings Presentation

20 slides from Myers Industries's earnings presentation, Jul 30, 2026

  1. Slide 1: Q2 2026 Results

    ® Q2 2026 Results Products that Protect July 30, 2026 ®

  2. Slide 2: Today’s Speakers

    Today’s Speakers Aaron Schapper Sam Rutty Meghan Beringer President and Executive Vice President and Sr. Director, Chief Executive Officer Chief Financial Officer Investor Relations ® 2

  3. Slide 3: Safe Harbor Statement & Non-GAAP Measures

    Safe Harbor Statement & Non-GAAP Measures Statements in this presentation contain “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including information regarding the Company’s financial outlook, future plans,

  4. Slide 4: CEO Opening Comments

    CEO Opening Comments Aaron Schapper President and Chief Executive Officer ®

  5. Slide 5: Q2 2026 Summary

    Q2 2026 Summary $179.2M Sales improved Y/Y primarily on strong Infrastructure and Net Sales +9.8% Y/Y Food & Beverage growth; sequential growth driven by +8.9% Q/Q Infrastructure, Industrial, and Food & Beverage $30.0M Improved profitability due to improved volume and mix, price, Adjusted +46.0% Y/Y

  6. Slide 6: Focused Transformation | 2026 Strategic Priorities

    Focused Transformation | 2026 Strategic Priorities Customer Value Operational Excellence Investments to Maximize 1 2 3 Focus and Core Markets and Cost Leadership Profitable Growth Areas Understand our markets Run fewer plays, run them better, Invest in growth platforms where and lead our categories

  7. Slide 7: Building a Simpler, More Unified Organization

    Building a Simpler, More Unified Organization Commercial Operations CONSOLIDATING TO ONE LEADER CONSOLIDATING TO ONE LEADER Gustavo Oberto Jeff Condino President, Commercial & Strategy President, Operations ▪ 25 years of global leadership experience ▪ 30 years of operational experience; joined Myers

  8. Slide 8: Expanding Military Portfolio: Products that Protect

    Expanding Military Portfolio: Products that Protect PRODUCT PORTFOLIO Category Creation through Material Conversion UP TO 40% D I F F E R E N T I AT E D IMPROVED LIGHTER TECHNOLOGY EFFICIENCY Reduced transportation Alternative to steel and wood Integrated dunnage costs containers with significant re

  9. Slide 9: Strategic Investments Supporting Growth

    Strategic Investments Supporting Growth Launching European Production Myers AMMO Packaging Revenue* ▪ Strengthening alignment with military programs $300M Serviceable Market and speed to market on a global scale ▪ Positioning to leverage industry expansion and equipment modernization ▪ Modular manuf

  10. Slide 10: Financial Results

    Need photo Financial Results for Dan Sam Rutty Executive Vice President and Chief Financial Officer ®

  11. Slide 11: Q2 Financial Performance

    Q2 Financial Performance ($M except EPS) Q2 2026 Q2 2025 Y/Y ▪ Net sales increased 13% Y/Y excluding impact from exiting Net Sales $179.2 $163.2 +9.8% ~$5M low-margin products with Adj. Gross Profit $62.1 $51.4 +20.7% idling of two rotational molding Adj. Gross Margin 34.6% 31.5% +310 bps facilities

  12. Slide 12: Balance Sheet and Cash Flow

    Balance Sheet and Cash Flow ▪ Cash balance of $47.6M combined with $244.7M of availability under the revolver, provides ample liquidity of $292.3M to support capital allocation priorities ▪ Net debt1 reduced $21.2M Q/Q; net leverage lowered to 1.9x ▪ July 28: new $250M Revolving Credit Facility and

  13. Slide 13: Capital Allocation Priorities to Drive Shareholder Value

    Capital Allocation Priorities to Drive Shareholder Value Balanced Framework That Supports Growth Investments and Returning Cash to Shareholders Built on Foundation of Strong Balance Sheet with Ample Liquidity GROWTH INVESTMENTS RETURNING CASH TO SHAREHOLDERS Q2 capex was $5.6M with expectation that

  14. Slide 14: Updating Our 2026 End Market Outlook

    Updating Our 2026 End Market Outlook End Markets and Key Products 2026 Outlook* (% of TTM Sales) Strong Infrastructure outlook is Industrial (40% of Sales) supported by accelerating utility Akro-Mils®, Buckhorn® & Jamco® containers, organizational bins, spending and data center-related Moderate grow

  15. Slide 15: CEO Summary Comments

    CEO Summary Comments Aaron Schapper President and Chief Executive Officer ®

  16. Slide 16: Key Takeaways

    Key Takeaways 1 2 3 4 Team performed well in Focused Transformation Simplifying our portfolio, Focusing resources and H1 2026, growing is improving margins and streamlining our path to investments on revenues, expanding increasing operating market, and improving opportunities that margins, improving

  17. Slide 17: Appendix

    Appendix ®

  18. Slide 18: Reconciliation of Non-GAAP Financial Measures

    Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED GROSS PROFIT, ADJUSTED OPERATING INCOME, ADJUSTED EBITDA AND FREE CASH FLOW (UNAUDITED) (Dollars in thousands) Quarter Ended June 30, Six Months Ended June 30, 2026 2025 2026 2

  19. Slide 19: Reconciliation of Non-GAAP Financial Measures

    Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED INCOME (LOSS) FROM CONTINUING OPERATIONS AND ADJUSTED INCOME (LOSS) PER DILUTED SHARE FROM CONTINUING OPERATIONS (Dollars in thousands) Quarter Ended June 30, Six Months Ended

  20. Slide 20: Meghan Beringer Senior Director Investor Relations

    Meghan Beringer Senior Director Investor Relations Myers Industries, Inc. | 1293 S. Main Street, Akron, Ohio 44301 Tel: (252) 536-5641 | Email: mberinger@myersind.com www.myersind.com ®

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