M-tron Industries, Inc. · AMEX:MPTI
M-tron Industries — 2026 Moody Capital Solutions Disruptive Growth & Life Sciences Conference
25 slides from M-tron Industries's conference presentation, Sep 9, 2026
Slide 1: Investor Presentation
INVESTOR PRESENTATION 2026 Moody Capital Solutions Disruptive Growth & Life Sciences Conference September 9, 2026 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement Information included or incorporated by reference in this presentation may contain forward-looking statements. This information may involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially d
Slide 3: Mtron Overview
Mtron Overview Mtron (NYSE AM: MPTI) is a NYSE American publicly traded corporation Formed in 1965 Aerospace and Defense Focused Since 2004 Acquisition Listed NYSEAM in October 2022 via Spin Off at ~$13 ( $10.85-$102.00 Range) 4.3 mm Shares Outstanding1, No Debt, and Free Cash Flow Generatio
Slide 4: Investment Highlights
Investment Highlights 1 Strong revenue growth and cash generation 2 Attractive end markets with long-term contracts and loyal customers 3 Unique capability to manufacture in U.S. for mission critical supply chains 4 Compelling financials with organic and inorganic growth strategy 5 Have production c
Slide 5: Mtron At A Glance
Mtron At A Glance Vertically Integrated RF Solutions Blue-Chip Customer Base Strong Market Performance Highly-engineered, high reliability Diverse global customer base including Delivering strong returns to precision components and solutions industry leaders in the Aerospace & shareholders of 561% s
Slide 6: Management Team and Board
Management Team and Board Tenured Management Team and Board Provides Mtron with Decades of Experience and Leadership Senior Management Team Cameron Pforr Linda Biles William Drafts Chief Executive Officer & Chief Executive Vice President, President Financial Officer Finance Non-Executive Board Membe
Slide 7: A History of Leadership and Innovation
A History of Leadership and Innovation For Over 60 Years, Mtron Has Been a Leader in Supporting Advanced Electronics 2024 Mtron launches its first space –borne IMA 2022 Mtron completes separation from The LGL 2022 Group, Inc., becoming an independent, publicly traded company Mtron launches Planar Fi
Slide 8: Unique Product Portfolio...
Unique Product Portfolio... Filters Oscillators FY’25 Revenue Split by Product Applications within Avionics, Space, Communications, Applications within Avionics, Communications, Electronic Filters Oscillators Other Electronic Warfare, Instrumentation, and Radar Warfare, Instrumentation, and Rada
Slide 9: New Product Development
New Product Development Increased R&D and Capex Spend Drive Organic Topline Growth in the Near-Term New Product Revenue ($M) Total Revenue ($) ASP Constant Innovation with $113.73 $110.58 Strategic Targeting of $54.4 Larger Opportunities $92.19 $49.0 ~30% of FY’25 Revenue comes $84.11 from product
Slide 10: Servicing High Growth Market Applications
Servicing High Growth Market Applications Precision-Guided Munitions Radar Electronic Warfare Commercial Aerospace UAV / Drones Space & SATCOM 10
Slide 11: U.S. DoW Rewriting Procurement Rules
U.S. DoW Rewriting Procurement Rules Modern Conflicts Are Driving Increased Demand for Advanced Weapons Systems Technology Driving Rapid Change U.S. DoW Response Implications for Defense Suppliers Modern warfare based on sensors, ai, control Defense contractors may benefit from: Contracting long-t
Slide 12: Munitions Depletion is Real
Munitions Depletion is Real CSIS study on Munitions Depletion Highlights Pressure on US Stockpile Units Available Under-investment and Iran conflict Pre-War Current has cost US dearly in several critical munitions 3,100 Under Secretary Feinberg’s 7-year 2,330 missile framework agreements 2,000 movin
Slide 13: Product Applications: Radar
Product Applications: Radar Precision Surveillance Technology to Ensure Transmitter Path to Antenna Security LC Filter, Cavity Filter, Waveguide Filter Duplexer, Diplexer, Multiplexer, Cavity Filter, Waveguide Filter, LC Filter Hypersonic missiles and drones require Receiver Master Clock highl
Slide 14: Product Applications: Commercial Aerospace
Product Applications: Commercial Aerospace Platform Flexibility with InFlight Connectivity Emergency Beacon System Multiple Touchpoints Flight Control (Fly-by-wire) OCXO Clock Oscillator Clock Oscillator Pilot Communications TCXO, LC Filter, Crystal Filter ~16 design slots on nearly every
Slide 15: Growth Drivers
Growth Drivers Expansion Opportunities Across Multiple High Growth Markets 1 Armament and weapon system replenishment driven by global conflicts Modernization programs and new system development driving longer-term 2 defense component/subsystem growth 3 Strong commercial airframe backlog for Airbus
Slide 16: Blue-Chip Customer Base
Blue-Chip Customer Base Tenured Industry Relationships With Premier Customers Across Various End Markets Aerospace & Defense Avionics Space Industrials More than 70 customers with a 10+ year history Source: Company data 16
Slide 17: Global Footprint
Global Footprint Strategically Located to Supply Critical National Security Needs With Ample Capacity For Future Growth Orlando, FL (HQ) Over 100,000 sq. ft. of ITAR registered Design and Manufacturing Space 71,000 sq. ft. AS9100D Design and Manufacturing Facility ITAR Registered Yankton, SD
Slide 18: Avenues for Growth
Avenues for Growth Mtron’s ability and opportunities for growth have expanded Leverage Customer Relationships Market Driven R&D M&A Build Mtron into a leading supplier of Continue to enhance our ability to provide Invest accumulating cash in modules, subsystems and components to highly enginee
Slide 19: Investing in Organic Growth
Investing in Organic Growth Current facilities can produce approximately $100 million of revenue and we are investing to scale Workforce Capital Expenditures Manufacturing Capacity Touch labor required to scale production Brought machining in-house Currently reworking floor layouts as of curre
Slide 20: Metrics
Metrics Significant improvement in key metrics since spin-off 2022 Revenue Growth Gross Margin Net Income Increased from $8.4M/qtr to Increased from 32% to 44% Increased from $503K/qtr to $15.1M/qtr $1,870K/qtr 80% 41% 272% Adj. EBITDA Margin Cash Generation EPS Increased from 10.4% to 22.5% Increas
Slide 21: Financial Summary
Financial Summary Compelling Financials With Strong Topline Growth And Healthy Margins Revenue & Growth ($M) Gross Profit & Margin ($M) 46% 44% 44% 12% 11% 19% 41% 29% 19% 43% (2%) 15% 34% 36% 43% (11%) 11% 35% $25.8 $22.6 $24.1 $54.4 $58.2 $16.8 $49.0 $41.2 $11.3 $11.2 $12.8 $30.0 $26.7 $31.8 $26.0
Slide 22: Questions?
Questions? 22
Slide 23: Thank You
IL Mtron Thank You
Slide 24: Appendix
Appendix 24
Slide 25: Reconciliation of Adjusted EBITDA to Income before income taxes
Appendix 1 – Reconciliation of Adjusted EBITDA to Income before income taxes (in thousands) FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 LTM Q2 2026 Q2 2025 Q2 2026 Income before income taxes $ 2,893 $ 2,113 $ 2,595 $ 4,400 $ 9,775 $ 10,954 $ 12,146 $ 4,109 $ 5,301 Adjustments: Interest expense (
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