M-tron Industries, Inc. · AMEX:MPTI
M-tron Industries — 17th Annual Midwest IDEAS Conference 2026
26 slides from M-tron Industries's conference presentation, Aug 31, 2026
Slide 1: Investor Presentation - Midwest IDEAS Conference
1 Mtron’ INVESTOR PRESENTATION 178 Annual Midwest IDEAS Conference August 27, 2026
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-$102.00 Range) = 4.3mm Shares Outstanding!, No Debt, and Free Cash Flow Generation
Slide 4: Investment Highlights
Investment Highlights Strong revenue growth and cash generation Attractive end markets with long-term contracts and loyal customers Unique capability to manufacture in U.S. for mission critical supply chains Compelling financials with organic and inorganic growth strategy (s] Have production capacit
Slide 5: Mtron At A Glance
Mtron At A Glance Solutions Source: Company data fi Mtron” w
Slide 6: Management Team and Board
Management Team and Board Tenured Management Team and Board Provides Mtron with Decades of Experience and Leadership Senior Management Team Cameron Pforr Linda Biles William Drafts Chief Executive Officer & Chief Executive Vice President, President Financial Officer Finance BAIN & COMPANY @ @ SFLIR
Slide 7: A History of Leadership and Innovation
A History of Leadership and Innovation For Over 60 Years, Mtron Has Been a Leader in Supporting Advanced Electronics 2024 Mtron launches its first @ space -bomne IMA 2022 Mtron completes separation from The LGL 2022 Group, Inc., becoming an independent, O publicly traded company Mtron launches Plana
Slide 8: Unique Product Portfolio
Unique Product Portfolio... + Applications within Avionics, Space, Communications, Electronic Warfare, Instrumentation, and Radar Products include Crystal, LC, Cavity, Planar, Waveguide, a Ceramic, Duplexer, Multiplexer and Switched Filters FY’25 Revenue Split by Product = Applications within Avioni
Slide 9: New Product Development
New Product Development Increased R&D and Capex Spend Drive Organic Topline Growth in the Near-Term mmm New Product Revenue (SM) mliliTotal Revenue ($) ===ASP Constant Innovation with - : $110.58 Strategic Targeting of Larger Opportunities $113.73 $84.11 ‘oduct develo; npon = Num annt FY'21A FY'22A
Slide 10: Servicing High Growth Market Applications
Servicing High Growth Market Applications Precision-Guided Munitions Electronic Warfare Commercial Aerospace _ LD e i Space & SATCOM y ii Mtron”
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 Modern warfare based on sensors, ai, control of electromagnetic spectrum, autonomous systems and precision munitions = Missile and precision weapon usage ha
Slide 12: Munitions Depletion is Real
Munitions Depletion is Real CSIS study on Munitions Depletion Highlights Pressure on US Stockpile Under-investment and Iran conflict Pre Ware 9 Cunene has cost US dearly in several critical munitions Under Secretary Feinberg's 7-year missile framework, contracts moving in right direction to stimulat
Slide 13: Product Applications: Radar
Product Applications: Radar Precision Surveillance Technology to Ensure Security Transmitte * LC Filter, Cavity Filter, * Duplexer, Diplexer, Multiplexer, Cavity Fite, ‘Waveguide Filter oh e & ry Waveguide Filter, LC Filter = LC Filter and Crystal Filter + LCFilter and Crystal Filter “+ TCXO, OCKO a
Slide 14: Product Applications: Commercial Aerospace
Product Applications: Commercial Aerospace InFlight Connectivity * Clock Oscillator Pilot Communications = TCXO, LC Filter, Crystal Filter Emergency Beacon System Platform Flexibility with Multiple Touchpoints Flight Control (Fly-by-wire) = OKO = Clock Oscillator i ce .... Instrument Landing Systems
Slide 15: Growth Drivers
Growth Drivers Expansion Opportunities Across Multiple High Growth Markets Armament and weapon system replenishment driven by global conflicts Modernization programs and new system development driving longer-term defense component/subsystem growth fi Mtron”
Slide 16: Blue-Chip Customer Base
Blue-Chip Customer Base Tenured Industry Relationships With Premier Customers Across Various End Markets Aerospace & Defense LSHARRIS : LockHEED martin’ AIRBUS Se 3% Collins Aerospace nme. “SRNRRN GARMIN. L3HARRIS Sree THALES NORUMIAN | auf iechrccges THALES ¥ ir GENERAL . . pe “ Collins Aerospace D
Slide 17: Global Footprint
Global Footprint Strategically Located to Supply Critical National Security Needs With Ample Capacity For Future Growth Orlando, FL (HO) = 71,000 sq. ft. = AS91000 Design and Manufacturing Facilit pe . 9 omy | ae = ITAR Registered 2 : ankton, = Sales Office > @ 4 Yankton, SD = 32,000 sq. ft. = AS910
Slide 18: Avenues for Growth
Avenues for Growth Mtron’s ability and opportunities for growth have expanded Leverage Customer Relationships = Build Mtron into a leading supplier of modules, subsystems and components to the Defense and Aerospace industry Program Focused Market Driven R&D = Continue to enhance our ability to provi
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 Capital Expenditures Manufacturing Capacity = Touch labor required to scale production = Brought machining in-house = Currently reworking floor layouts as of current program
Slide 20: Metrics
Metrics Significant improvement in key metrics since spin-off 2022 Revenue Growth Increased from $8.4M/qtr to $15.1M/qtr TTsox Increased from 32% to 44% Tam Increased from $503K/qtr to $1,870K/qtr 272% Adj. EBITDA Margin Increased from 10.4% to 22.5% T nex Cash Generation Increased cash on hand from
Slide 21: Financial Summary
Financial Summary Compelling Financials With Strong Topline Growth And Healthy Margins FY'20A FY'2IA FY'22A FY'23A Adjust FY'20A FY'21A FY'22A FY'23A FY'24A FY'25A LTM 6MFY'256MFY'26 FY'20A FY'22A FY'23A ¢ 10%) FY'24A FY'25A 6MFY'25 6MFY'26 ‘Source: Company Financials. THA Mtrronn® (asestments to er
Slide 22: Attractive Long Term Target Model
Attractive Long Term Target Model Increased R&D and Capex Spend Drive Organic Topline Growth in the Mid-Long Term Long Term Organic Goals Aim to consistently exceed industry growth through continued investment in R&D resources 12% CAGR 43-46% 21% - 23% Continued design win momentum speaks well to fu
Slide 23: fi Mtron”
fi Mtron” 23
Slide 24: Thank You
mn Mtron’ Thank You
Slide 25: Appendix
Appendix - y ®v , 7 8 \ a Oe
Slide 26: Reconciliation of Adjusted EBITDA to Income before income taxes
Appendix 1- Reconciliation of Adjusted EBITDA to Income before income taxes (in thousands) FY2020 FY 2021 FY 2022 FY 2023 FY 2024 FY2025_ LIM Q22026 __Q2.2025 Q2 2026 Income before income taxes S$ 2893 S$ 2113 S$ 2595 $ 4400 S$ 9,775 S$ 10954 S$ 12146 $ 4109 $ 5,301 Adjustments: Interest expense (in
M-tron Industries — 17th Annual Midwest IDEAS Conference 2026 on 6ix