Nn, Inc. · NASDAQ:NNBR
Nn — Lake Street Investor Conference 2026
24 slides from Nn's conference presentation, Sep 9, 2026
Slide 1: Lake Street Investor Conference September 10, 2026
Lake Street Investor Conference September 10, 2026
Slide 2: Forward Looking Statements
2 Forward Looking Statements This presentation may contain forward-looking statements regarding our business, operations, and financial performance. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ
Slide 3: NN Leaders in Attendance
3 NN Leaders in Attendance Harold Bevis Chief Executive Officer Chris Bohnert Chief Financial Officer Joe Caminiti Investor Relations Alpha IR Group
Slide 4: Profitable Growth Program is Performing at High Level
4 Profitable Growth Program is Performing at High Level Growth Program is Working Company is benefiting from multi-year program to generate profitable growth in Data Center, Defense, Medical, Electric Grid, High-Value Vehicle Parts Margin Increase Program is Working Multi-year cost-out program,
Slide 5: Global Manufacturing Footprint Fits the Markets We are Pursuing
5 Majority of sales and profits are in the US and China, ideal footprint for Data Center industry Top 30 customers are ~70% of sales, ~700 total customers Small, satellite operations in Europe and Brazil for global customers desiring global supply chains Global Manufacturing Footprint Fits the
Slide 6: Pillar Growth Program
6 5 Pillar Growth Program High-Value Vehicle Parts • Intentional product portfolio of demanding applications that require exceptionally precise parts, drives NN technology curve Electric Grid • Precision stamped, plated and assembled products, especially smart meter components, circuit breaker compo
Slide 7: Intentional Transformation of Sales Mix is Underway
7 Intentional Transformation of Sales Mix is Underway: Pursuing, Winning and Adding Additional Desirable Business Auto 65% Non-Auto 35% 2023 Auto 40%Non-Auto 60% Q2 2026% OF SALES Data Center & Electric Grid Medical Products Defense & Electronics TTM sales = $80M NTM Target = $120M TTM sales = $15M
Slide 8: Data Center and Electric Grid – Growth Update
8 Data Center and Electric Grid – Growth Update Data Center and Electric Grid products are growing • ~$80 Million TTM Q2 Sales at accretive margins – near-term goal of $120 Million, multiple large opportunities being evaluated • NN’s 2nd largest market – NN has multiple product lines serving Data Ce
Slide 9: AI Data Center Racks - Introduced Liquid Cooling Product Line in 2026
9 AI Data Center Racks - Introduced Liquid Cooling Product Line in 2026 WHERE NN PLAYS 1 Precision Components NN Inc Mission-critical machined parts, engineered to spec 2 Connectors & Couplings Parts built into complete connector and coupling assemblies 3 Cooling Systems Cold plates, manifolds and C
Slide 10: Data Center Growth - September 2026 Update
10 Data Center Growth - September 2026 Update NN’s Available Market Continues to Expand ▪ Growth rate estimates are increasing ▪ Next-gen AI chips driving cooling connector count increase, further straining and expanding global supply industry ▪ Merchant market for liquid cooling is growing rapidly,
Slide 11: Defense and Electronics Growth - September 2026 Update
11 Defense and Electronics Growth - September 2026 Update Recent News - Entry into Tier 1 weapons business; ramping during 2nd Half 2026 • Multi-year agreement to produce firearms accessories for a market leading brand owner • Expected to add $12–$15 Million in sales, with additional opportunities b
Slide 12: Medical Products Growth - September 2026 Update
12 Medical Products Growth - September 2026 Update New wins in robotic-assisted surgery equipment, ramping during 2nd Half 2026 • Qualified and received initial purchase orders for a leading robotic-assisted surgery platform • Cleared a critical full-facility audit at the Kentwood, Michigan plant, b
Slide 13: Financial Highlights - Q2 2026 and 1st Half 2026
13 Financial Highlights - Q2 2026 and 1st Half 2026 +19% +16%+36% +35% $65M Q2 Y/Y Net Sales Growth 1st Half 2026 Y/Y Net Sales Growth Q2 Y/Y Adj. EBITDA Growth 1st Half 2026 Y/Y Adj. EBITDA Growth 1st Half 2026 New Business Awards All Divisions All Divisions All Divisions All Divisions All Division
Slide 14: Financial Highlights - Q2 2026 and 1st Half 2026
14 Financial Highlights - Q2 2026 and 1st Half 2026 $17.9 $32.1 Adjusted EBITDA ($millions, except percentages) $128.7 $247.2 Net Sales ($millions, except percentages) vs. Prior Year1st Half 20261st Half 2025vs. Prior YearQ2’26Q2’25($millions, except percentages) + 16%$247.2$213.6+ $20.8$128.7$107.9
Slide 15: Raising Guidance for 2026
15 Raising Guidance for 2026 New Wins – Winning NPI Battles New 2026 Midpoint vs. 2025 Actual 2026 Guidance Midpoint 2026 Guidance Range 2026 Guidance Midpoint 2026 Guidance Range ($millions) + 10%$470$460 - $480$470$460 - $480Net Sales + 22%$60$55 - $65$60$55 - $65Adjusted EBITDA + 29%$100$90 - $11
Slide 16: Growth Investment Update - Upsized 2026 Agenda
16 Growth Investment Update - Upsized 2026 Agenda 2026 new business additions are higher than expected, with solid forward momentum • Competing and winning NPI battles at a higher and faster rate than expected • Additional sales growth pipeline opportunities are >$600m • Won programs are averaging 2
Slide 17: Increasing Long-Term Outlook
Increasing Long-Term Outlook 17 Key Assumptions • Above-market sales growth CAGR at 7% from underlying market demand growth rates, winning additional business through NPI battles, and attaining $80 - $100M of New Business growth per year • Growing margins through sales mix, weaning lower margin lega
Slide 18: Investment Thesis
18 Investment Thesis 1 2 3 NN has an articulated profitable growth program, and is delivering it NN has an articulated margin increase program, and is delivering it Growth opportunities are abundant in NN’s 5 targeted growth markets, NN is winning more NPI battles than expected, numbers have trended
Slide 19: Appendix
19 Appendix
Slide 20: Non-GAAP financial measures notice
20 This presentation contains certain financial measures not presented in accordance with U.S. generally accepted accounting principles ("GAAP"), including adjusted gross margin, adjusted gross margin %, adjusted income from operations, adjusted EBITDA, adjusted EBITDA margin % (collectively, the "n
Slide 21: Note: Totals may not foot due to rounding
21 Note: Totals may not foot due to rounding
Slide 22: Note: Totals may not foot due to rounding
22 Note: Totals may not foot due to rounding
Slide 23: Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin
23 Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin % NN, Inc. Consolidated (in millions) FY 2025 Net sales 422.2$ Cost of sales (exclusive of depreciation and amortization) 362.8 GAAP gross margin 59.4 Personnel costs (1) 9.3 Facility costs (2) 6.3 Other 3.1 Adjusted gr
Slide 24: Beyond Reliable
BEYOND RELIABLE.