Lgl Group, Inc. (the) · AMEX:LGL
Lgl Group, Inc. (the) — The LGL Group — Q4 2009 Earnings Presentation
14 slides from Lgl Group, Inc. (the)'s earnings presentation, Mar 30, 2010
Slide 1: Form 8-K Current Report
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 30, 2010 THE LGL GROUP, INC. (Exact Name of Registrant as Specified in Charte
Slide 2: Item 7.01 Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. On March 30, 2010, The LGL Group, Inc. (the “Company”) held an investor conference call and discussed the financial results for the quarter and year ended December 31, 2009. A playback of the full conference call and the materials presented is available at the Co
Slide 3: Signature
SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. March 30, 2010 THE LGL GROUP, INC. By: /s/ R. LaDuane Clifton Name: R. LaDuane Clifton Title: Chief Accoun
Slide 4: Exhibit Index
EXHIBIT INDEX Exhibit No. Description 99.1 Investor Presentation dated March 30, 2010.
Slide 5: Q4 2009 Earnings Report
The LGL Group, Inc. (AMEX: LGL) Q4 2009 Earnings Report March 30, 2010 10:00 a.m. EDT ie. LGL (telelel Q4 2009 Earnings Report March 30, 2010 10:00 a.m. EDT Safe Harbor Statement This document includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Refor
Slide 6: Agenda
Q4 2009 Earnings Report rer) March 30, 2010 10:00 a.m. EDT [eiaieferr Agenda 7 - Introduction Business Highlights - Financial Highlights - Key Investment Considerations « Question and Answer Business Highlights
Slide 7: Q4 2009 Business Highlights
Q4 2009 Business Highlights Q4 2009 finished strong as demonstrated by solid financial performance Clear signs that the business fundamentals have improved, including a positive recovery for revenues Efforts in 2009 to right-size and re-align the business were successful, as evidenced by a $2.6MM re
Slide 8: Q4 2009 Business Highlights and H1 2010 Outlook
Q4 2009 Business Highlights [eiaieferr Gross Margins - Costs - Income - Earnings Per Share + Operating efficiencies resulted in gross margins of 31.6% for Q4 2009, which was an increase of 12.1% Q3 2009, and an increase of 6.4% compared to the same period in 2008 gross margin of 25.2% + Structural c
Slide 9: Financial Highlights: Revenue Trend
4 (ecoug Financial Highlights Financial Summary Revenue Trend LGL Consolidated Revenue ($MM) $50 $45 $40 $35 $30 $25 $20 $15 $10 $5 $0 FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 Note: Revenues for 2005, 2006 and a portion of 2007 includes Lynch Systems, whose operating assets were sold in 2007. -10- Fi
Slide 10: Income Statement Trends and Capital Position
Income Statement Trends a ea ($ in millions, except EPS) EY 2006 FY 2007 FY2008 FY 2009 Revenue $41.5 $39.5 $40.2 $31.3 Gross Profit 12.2 10.2 10.4 7.4 % Margin 29.5% 25.8% 25, 9% 23.7% EBITDA 0.6 0.3 0.2 (1.2) % Margin 1.5% 0.8% 0.4% (3.9%) Net Income 4.0 (0.6) (1.3) (2.5) % Margin 2.3% (1.5%) (3.2
Slide 11: Order Backlog and Gross Margin Analysis
($000's at quarter end) 16,000 Q4 2008 Q1 2009 Q2 2009 Q3 2009 Q4 2009 + The backlog continues to grow, with an increase of 5.5% over Q3 2009 and an increase of more than 70.5% compared to Q4 2008 « The backlog supports the Company's ability to sustain its revenue levels over the near term -13- Fina
Slide 12: Key Investment Considerations
Key Investment Considerations (> Key Investment Considerations LGE Compelling Investment Opportunity [ein olulr| The Company’s attributes include: — Established reputation for high quality and innovation + Custom engineering capabilities and advanced technological designs + Platform for growth into
Slide 13: Blue-Chip Customer Base and Summary
The Company has a long history of providing custom-engineered, high-value products to a roster of blue chip global OEM customers... Agilent Technologies ‘ stfeetfne’ cisco. Raytheon’ FARRIS" a Z Honeywell’ =". Key Investment Considerations Summary Streamlined Company Structure Improved Focus Path to
Slide 14: Visit us / Contact us
Visit us: www. Igigroup.com www.mtronpti.com Contact us: Greg Anderson, President and CEO (E-mail: ganderson@lglgroup.com) R. LaDuane Clifton, Chief Accounting Officer (E-mail: Iclifton@Iglgroup.com) Voice: (407) 298-2000 -19-