Strattec Security Corporation · NASDAQ:STRT

Strattec Security — Sidoti Small Cap Conference (March 2026)

26 slides from Strattec Security's conference presentation, Mar 18, 2026

  1. Slide 1: Sidoti Small Cap Conference

    Jennifer Slater President and CEO Matthew Pauli Senior Vice President and CFO March 18, 2026 Sidoti Small Cap Conference Nasdaq: STRT

  2. 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-

  3. 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 51,000 Vol (3 mos): Founded: 1908 Shares Public: 1995 4.2M Outstanding: Market $320M Institutional

  4. Slide 4: Our Vision

    WE ENGINEER PREMISSION, THE& HOLD MOTION ACCESS EXPERIENCE 4 Our Vision : To be the most trusted, global leader in safe and secure access solutions for the automotive and mobility industries by creating the ultimate access experience for consumers.

  5. Slide 5: Highly Engineered Products for Leading OEMs

    WE ENGINEER THE ACCESS EXPERIENCE 5 Highly Engineered Products for Leading OEMs TTM Q2 FY26 Revenue: $586.0M Sales By Customer 10% GM 11% 28% MILWAUKEE, WI AUBURN HILLS, MI Ford • Strattec HQ • Sales Stellantis • Sales • Engineering 14% Tier 1 • Engineering • Program Com'l & Other • Testing Manageme

  6. Slide 6: We engineer the access experience

    STRATTEC. WHERE EVERY JOURNEY STARTS WITH ACCESS. 6 We engineer the access experience Permission Motion Hold Lock and Key Power Access Latches

  7. Slide 7: Capabilities

    WE ENGINEER THE ACCESS EXPERIENCE 7 Capabilities Design & Engineering Quality Control Painting Injection Molding & Inspection Zinc Die Casting Plating & Stamping Assembly PCBA Manufacturing

  8. Slide 8: Transforming Strattec: Building a Better Business

    WE ENGINEER THE ACCESS EXPERIENCE 8 Transforming Strattec: Building a Better Business $ Building the Team Driving to Operational Leveraging Value Executing • New Leadership Team Excellence Proposition Modernization • Increasing talent in 2nd • Established Business • Captured $8 million in • Sale/lea

  9. Slide 9: Actions Deliver Results

    WE ENGINEER THE ACCESS EXPERIENCE 9 Actions REVENUE CASH FROM OPERATIONS Deliver Results $586.0 $71.7 $76.0 $565.1 We have been making steady $537.8 $492.9 progress improving the $10.1 $12.3 organization and business FY2023 FY2024 FY2025 TTM Q2 FY26 FY2023 FY2024 FY2025 TTM Q2 FY26 processes despite

  10. Slide 10: Innovating to Drive Growth: Power Access Leading Position in Power Access

    WE ENGINEER THE ACCESS EXPERIENCE 10 Innovating to Drive Growth: Power Access Leading Position in Power Access Vehicle power access trends: • Premium vehicle advancements in automated vehicle access – no touch and low touch • Extending access points: passenger doors, tailgates, liftgates, frunks • P

  11. Slide 11: Innovating to Drive Growth: Digital Keys & Security

    WE ENGINEER THE ACCESS EXPERIENCE 11 Innovating to Drive Growth: Digital Keys & Security What is a digital key fob? • A virtual key using Bluetooth, UWB or NFC connection technology • Integrates with a smartphone app • Consumers continue to request a fob Why evolving to digital key fob? • OEMs upsta

  12. Slide 12: Long Sales Cycle: Requires Work with Customers 5+ Years Ahead of Launches

    WE ENGINEER THE ACCESS EXPERIENCE 12 Long Sales Cycle: Requires Work with Customers 5+ Years Ahead of Launches Early customer Product specification RFQ Award Launch engagement development with OEM 5+ years before launch 3-5 years before launch 2-3 years to launch ~2 years to launch Start of Producti

  13. Slide 13: Expect Continued Improvement in Operations Against Moderating Market

    WE ENGINEER THE ACCESS EXPERIENCE 13 Strategic Priorities Foundational Process Improvements Commercial & Product Strategies Expect Continued Improvement in Operations Organizational Assessment Against Moderating Market Demand and Challenge M&A of Future Project Wins Supply Chain Management Manufactu

  14. Slide 14: Financial Review

    WE ENGINEER THE ACCESS EXPERIENCE 14 Financial Review Progress demonstrated in margin expansion and cash generation Nasdaq: STRT

  15. Slide 15: Strong Customer Relationships & Diverse Products

    WE ENGINEER THE ACCESS EXPERIENCE 15 Strong Customer Relationships & Diverse Products NET SALES GROWTH ($ in millions) $565.1 $586.0 $492.9 $537.8 $452.3 $129.9 $137.5 Q2 FY25 Q2 FY26 FY 2022 FY 2023 FY 2024 FY 2025 TTM Q2 FY26 Q2 FY26 net sales up $7.6 million, or 5.9% Steady Growth + 2.4% of prici

  16. Slide 16: Expanding Gross Margin and Managing SAE

    WE ENGINEER THE ACCESS EXPERIENCE 16 Expanding Gross Margin Q2 FY26 YTD Gross Margin Expanded 350 Basis Points Y/Y and Managing SAE(1) + $8.0 million in pricing actions including tariff recoveries and higher production volume + $3.0 million in restructuring savings contributed to margin expansion GR

  17. Slide 17: Enhanced Earnings Power

    WE ENGINEER THE ACCESS EXPERIENCE 17 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) (QTR & YTD) (QTR & YTD) (QTR & YTD) $13.5 $7.0 $27.8 $4.9 $16.2 $12.3 $8.0 $17

  18. Slide 18: Strong Cash Generation & Capital Flexibility

    WE ENGINEER THE ACCESS EXPERIENCE 18 Strong Cash Generation & Capital Flexibility ($ in millions) CAPITALIZATION June 29, December 28, Cash flow from operations of $13.9 million 2025 2025 • Continued strong cash earnings and disciplined working-capital Cash and cash equivalents $84.6 $99.0 managemen

  19. Slide 19: Strattec Investment Rationale

    WE ENGINEER THE ACCESS EXPERIENCE 19 Strattec Investment Rationale 1 Delivering improving financial results from transformation progress 2 Rebranding as solutions provider to aid in advancing commercial initiatives for future model years Improving operational efficiency through modernization, rights

  20. Slide 20: Q&A

    WE ENGINEER THE ACCESS EXPERIENCE 20 Q&A Nasdaq: STRT

  21. Slide 21: Supplemental Slides

    WE ENGINEER THE ACCESS EXPERIENCE 21 Supplemental Slides Nasdaq: STRT

  22. Slide 22: Served Customer Vehicles

    WE ENGINEER THE ACCESS EXPERIENCE 22 Served Customer Vehicles The vehicles listed here include models PASSENGER CARS of various powertrain types—including Acura ZDX Aston Martin Vantage Ford Focus electric (EV), hybrid, and internal Aston Martin AMR24 Cadillac ATS Ford Mustang Aston Martin DB 12 Cad

  23. Slide 23: Variety of competitors across product categories

    WE ENGINEER THE ACCESS EXPERIENCE 23 Variety of competitors Aisin Inteva OHI Automotive across product categories: Atech Shinchang Kiekert Motorsports Industry Door Handles Brose Magna Stabilus Keys & Locksets Marquardt Tokai Rika Edscha Group Group Power Access GECOM Corp Mitsuba U-Shin Ltd. User I

  24. Slide 24: Reconciliation of GAAP to Non-GAAP Financial Measures

    WE ENGINEER THE ACCESS EXPERIENCE 24 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 - - $ 289,933 ADJUSTED EBITDA Net i

  25. Slide 25: Reconciliation of GAAP to Non-GAAP Financial Measures

    WE ENGINEER THE ACCESS EXPERIENCE 25 Reconciliation of GAAP to Non-GAAP Financial Measures ($ in thousands) Fiscal 2025 Fiscal 2026 Q1 Q2 Q3 Q4 Total Q1 Q2 Q3 Q4 Total ADJUSTED NET INCOME AND EARNINGS/(LOSS) PER SHARE: Net income attributable to Strattec (GAAP) $3,703 $1,319 $5,396 $8,267 $18,685 $8

  26. Slide 26: Strattec: The Access Engine

    Investor Relations Contact: Deborah K. Pawlowski, Alliance Advisors IR 716-843-3908 dpawlowski@allianceadvisors.com Strattec: The Access Engine

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