Slide 1: Midwest IDEAS Conference
Jennifer Slater President and CEO Matthew Pauli Senior Vice President and CFO August 27, 2026 Midwest IDEAS Conference Nasdaq: STRT
Slide 2: Safe Harbor Statement
WE ENGINEER THE ACCESS EXPERIENCE 2 Safe Harbor Statement Safe Harbor Statement Certain statements contained in this presentation contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the use of forward-
Slide 3: Leader in Powered Vehicle Access, Security and Authorization Solutions
WE ENGINEER THE ACCESS EXPERIENCE 3 Leader in Powered Vehicle Delivering Innovative, Access, Security and Comprehensive, Highly Authorization Solutions Engineered Solutions 1 Nasdaq: STRT Avg. Trading 82,000 Vol (3 mos): Founded: 1908 Shares Public: 1995 4.0M Outstanding: Market $342M Institutional
Slide 4: Highly Engineered Products for Leading OEMs
WE ENGINEER THE ACCESS EXPERIENCE 4 Highly Engineered Products for Leading OEMs FY 2026 Revenue: $579.4M Sales By Customer 9% 12% 27% AUBURN HILLS, MI GM MILWAUKEE, WI Ford • Strattec HQ • Sales Stellantis • Sales • Engineering 15% Tier 1 • Engineering • Program Com'l & Other 21% • Manufacturing Man
Slide 5: We engineer the access experience: Portfolio Realignment
WE ENGINEER THE ACCESS EXPERIENCE 5 We engineer the access experience: Portfolio Realignment Permission Motion Hold Lock and Key Power Access Latches PRODUCTS PROVIDED THROUGH JOINT VENTURE
Slide 6: Capabilities
WE ENGINEER THE ACCESS EXPERIENCE 6 Capabilities Design & Engineering Quality Control Painting Injection Molding & Inspection Zinc Die Casting Plating & Stamping Assembly PCB Manufacturing
Slide 7: Transforming Strattec
WE ENGINEER THE ACCESS EXPERIENCE 7 Transforming Strattec Legacy Strattec: Where we were Strategic Enablers • Lack of scale • Highly cyclical and • Innovative products and • Cost structure opportunities competitive industry differentiated solutions • Limited product launches: • Significant customer
Slide 8: Transforming Strattec: Accelerating Our Engagement with Customers
WE ENGINEER THE ACCESS EXPERIENCE 8 Transforming Strattec: Accelerating Our Engagement with Customers Early customer Product specification RFQ Award Launch engagement development w/ OEM 5+ years to launch 3-5 years to launch 2-3 years to launch ~2 years to launch Start of production • Understand cus
Slide 9: Transforming Strattec: Building a Better Business
WE ENGINEER THE ACCESS EXPERIENCE 9 Transforming Strattec: Building a Better Business $ Strengthening Driving to Leveraging Modernizing the Team Operational Excellence Value Proposition Operations • Injected new talent across • Established Business • Rebranded the Company • Implemented financial the
Slide 10: Financial Review
WE ENGINEER THE ACCESS EXPERIENCE 10 Financial Review Progress demonstrated in margin expansion and cash generation Nasdaq: STRT
Slide 11: Delivering Consistency
WE ENGINEER THE ACCESS EXPERIENCE 11 Delivering Consistency NET SALES GROWTH ($ in millions) $151.8 $565.1 $579.4 $152.0 $537.8 $492.9 $452.3 Q4 FY25 Q4 FY26 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Q4 FY26 net sales flat with prior year period Expect sales to track U.S. SAAR + $1.4 million of pricin
Slide 12: Expanding Gross Margin and Managing SAE
WE ENGINEER THE ACCESS EXPERIENCE 12 Expanding Gross Margin FY 2026 Gross Margin Expanded 150 Basis Points Y/Y and Managing SAE(1) + $9.5 million in pricing, including tariff recoveries, and higher production volume + $5.4 million in restructuring savings, partially offset by $1.8 million in higher
Slide 13: Enhanced Earnings Power
WE ENGINEER THE ACCESS EXPERIENCE 13 Enhanced Earnings Power ($ in millions except earnings per share data; narrative compared with prior-year period unless otherwise noted) NET INCOME(1) ADJ. NET INCOME(2) ADJ. EBITDA(2) (FY) (FY) (FY) $28.4 $21.9 $50.5 $20.6 $43.8 $18.7 $4.58 $5.00 $5.38 $6.88 7.7
Slide 14: Strong Cash Generation & Capital Flexibility
Q4 FY26 FINANCIAL RESULTS August 26, 2026 14 ($ in millions) Strong Cash Generation & Capital Flexibility CASH FLOW Q4 Q4 Cash Generation: FY 2026 FY 2025 FY 2026 FY 2025 • Lower cash from operations reflects one-time Cash from operations $ 9.7 $ 30.2 $ 46.3 $ 71.7 benefit in fiscal 2025 to reset wo
Slide 15: Disciplined & Balanced Capital Allocation Priorities
WE ENGINEER THE ACCESS EXPERIENCE 15 Disciplined & Balanced Capital Allocation Priorities 1 2 3 4 Invest In Growth Fund Transformation M&A Return Capital to •Organic initiatives •Automation •Scale to improve Shareholders competitive position •Innovation •Modernization •Repurchased 110,269 •Customer
Slide 16: Strattec Investment Rationale
WE ENGINEER THE ACCESS EXPERIENCE 16 Strattec Investment Rationale 1 Track record of growth and margin expansion demonstrate progress with transformation and building resiliency 2 Rebranded as solutions provider to aid in advancing commercial initiatives for future model years 3 Business modernizati
Slide 17: Q&A
WE ENGINEER THE ACCESS EXPERIENCE 17 Q&A Nasdaq: STRT
Slide 18: Strattec: The Access Engine
Strattec The Access Engine
Slide 19: Supplemental Slides
WE ENGINEER THE ACCESS EXPERIENCE 19 Supplemental Slides Nasdaq: STRT
Slide 20: Served Customer Vehicles
WE ENGINEER THE ACCESS EXPERIENCE 20 Served Customer Vehicles* Acura MDX Cadillac XT4 Ford Bronco Sport Jeep Compass Acura RDX Cadillac XT5 Ford Expedition Jeep Gladiator Acura ZDX Cadillac XT6 Ford Explorer Jeep Grand Cherokee Ford F-Series & Super Duty Aston Martin DB 11/12 Chevrolet Blazer Jeep M
Slide 21: Variety of competitors across product categories
WE ENGINEER THE ACCESS EXPERIENCE 21 Variety of competitors Aisin JNS Auto Parts OHI Automotive across product categories: Shin Chang Alpha-Tech Magna Industry Door Handles Marquardt Brose Stabilus Group Keys & Locksets Tokai Rika Edscha Mitsuba Group Power Access HUF Group Minebea U-Shin Ltd. Wirel
Slide 22: Reconciliation of GAAP to Non-GAAP Financial Measures
Q4 FY2026 FINANCIAL RESULTS August 26, 2026 22 Reconciliation of GAAP to Non-GAAP Financial Measures ($ in thousands) Fiscal 2025 Fiscal 2026 Q1 Q2 Q3 Q4 Total Q1 Q2 Q3 Q4 Total NET SALES: Net Sales (GAAP) $ 139,052 $ 129,919 $ 144,082 $ 152,013 $ 565,066 $ 152,399 $ 137,534 $ 137,632 $ 151,827 $ 57
Slide 23: Reconciliation of GAAP to Non-GAAP Financial Measures
Q4 FY2026 FINANCIAL RESULTS August 26, 2026 23 Reconciliation of GAAP to Non-GAAP Financial Measures ($ in thousands, except per share data) Fiscal 2025 Fiscal 2026 Q1 Q2 Q3 Q4 Total Q1 Q2 Q3 Q4 Total ADJUSTED NET INCOME AND EARNINGS PER SHARE: Net income attributable to Strattec (GAAP) $ 3,703 $ 1,
Slide 24: Strattec: The Access Engine
Investor Relations Contact: Deborah K. Pawlowski, Alliance Advisors IR 716-843-3908 dpawlowski@allianceadvisors.com Strattec: The Access Engine