Nn, Inc. · NASDAQ:NNBR
Nn — Q3 2026 Earnings Presentation
23 slides from Nn's earnings presentation, Oct 28, 2026
Slide 1: NN, Inc. Q3 2026 Earnings Report
NN, Inc. Q3 2026 Earnings Report October 29, 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: Q3 2026 Earnings Highlights
3 Q3 2026 Earnings Highlights +26% +19%+50% +40% $106M Q3’26 Y/Y Net Sales Growth Q3 YTD Y/Y Net Sales Growth Q3’26 Y/Y Adj. EBITDA Growth Q3 YTD Y/Y Adj. EBITDA Growth Q3 YTD New Business Awards NN Delivering Great Results in 2026; Momentum into 2027
Slide 4: Q3 2026 Results: Key Messages
4 Q3 2026 Results: Key Messages 1 2 3 Growing sales and increasing profits Winning new business both for immediate launch in 2026, and into 2027 & 2028 4 Increasing Gross Margin rates and adjusted EBITDA rates Raising financial guidance for 2026, solid momentum into 2027
Slide 5: Q3 2026 Financial Results
5 Q3 2026 Financial Results $18.5 $50.6 Adjusted EBITDA ($millions, except percentages) $131.1 $378.3 Net Sales ($millions, except percentages) ($millions, except percentages) Q3’25 Q3’26 Y/Y Q3 YTD ‘25 Q3 YTD ‘26 Y/Y Net Sales $103.9 $131.1 + $27.2 $317.5 $378.3 + $60.8 Adj. Gross Margin $19.5 $25.
Slide 6: Power Solutions Segment / Stamped & Plated Products
6 Power Solutions Segment / Stamped & Plated Products $63.2 $180.9 Net Sales ($millions, except percentages) +41% +36%Y/Y Growth $13.4 $36.5 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 21% 20% Q3’26 Q3’26 YTD ’26 YTD ’26
Slide 7: Mobile Solutions Segment / Machined Products
7 Mobile Solutions Segment / Machined Products $68.2 $197.9 Net Sales ($millions, except percentages) +15% +7%Y/Y Growth $8.8 $26.8 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 13% 14% Q3’26 Q3’26 YTD ’26 YTD ’26
Slide 8: Paid Off all Preferred Stock during 2026
8 Paid Off all Preferred Stock during 2026 Enables Stronger Forward Actions on Sales Growth and Earnings Growth Pr e f e r r e d S t o c k a n d N e t D e b t * $Millions K E Y C O M M E N T S Eliminated all preferred stock: obligations dating back to 2021 through 5 transactions. Upgraded investor r
Slide 9: Pillar Growth Program
9 5 Pillar Growth Program High-Value Vehicle • 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 components
Slide 10: NN's Top Growth Markets
NN’s Top 3 Growth Markets TTM Net Sales Data Center & Electric Grid $87M Defense & Electronics $62M Medical $13M $100M $85M $85M Combined: $162M TTM Net Sales TTM = trailing twelve months 10 Top 3 Growth Markets $162M Approx. Pipeline Size $270M Pipeline data as of 10/9/26
Slide 11: Data Center and Electric Grid - Business Highlights
11 Data Center and Electric Grid - Business Highlights ~$87M TTM Q3 Net Sales NN’s #2 Largest Market: Electric Grid and Data Center $48M New Awards New Product Line: Data Center AI chip cooling ~$100M Quoted Opportunities in Pipeline; Greater Amounts in Prospecting New Capacity: Adding Machines for
Slide 12: Data Center Specific Business Highlights
12 Data Center Specific Business Highlights ~$35M Q4 2026 EXIT ANNUAL REVENUE RUN RATE Up from ~$2M annually at beginning of 2025 INSTALLED MACHINE CAPACITY Expansion underway for liquid cooling parts Underway with continuous capacity expansion ~180 Objective ~19 Q3 2026 ~55 Q1 2027 ~$48M GLOBAL SAL
Slide 13: NN Data Center Product Line Expanding and Ramping Up
13 NN Data Center Product Line Expanding and Ramping Up Precision-machined components for liquid-cooled AI data center racks Liquid-Cooling Connector Components Electrical Switch Components Wuxi, China First batch of new CNC machines now online in Wuxi, China Dedicated machine centers at NN’s Wuxi,
Slide 14: Defense & Electronics - Business Highlights
14 $10M New Business Wins New Product Line: Firearm Assemblies Defense & Electronics - Business Highlights ~$62M TTM Q3 Net Sales Critical Componentry for Global Defense & Electronics ~$85M Quoted Opportunities in Pipeline New Product Line: Defense Munitions • Components and complete products for we
Slide 15: Medical – Business Highlights
15 Medical – Business Highlights $13M TTM Q3 Net Sales Critical Componentry into Global Medical Market $25–30M Potential Sales with New Medical Equipment Customers* New Product Line: Robotic Surgery Equipment Parts ~$85M Quoted Opportunities in Pipeline Gaining Momentum • Qualified with a leading pl
Slide 16: Raising 2026 Guidance
16 Raising 2026 Guidance Actual 2025 Results Prior 2026 Guidance Range *NEW* 2026 Guidance Range *NEW* 2026 Guidance Midpoint *NEW* 2026 Midpoint vs. 2025 Actuals Net Sales $422M $460M - $480M $480M - $500M $490M + $68M, or + 16% Adjusted EBITDA $49M $55M - $65M $64M - $68M $66M + $17M, or + 35% New
Slide 17: Multi-Year Plan for Sales Growth and Profit Growth
Multi-Year Plan for Sales Growth and Profit Growth 17 Key Multi-Year Assumptions: • Sales growth – average $50M annual sales growth influenced by market growth, pace of auto sales optimization, and new sales onboarding • Margin growth – average $7M annual adjusted EBITDA growth influenced by sales v
Slide 18: Appendix
Appendix BEYOND RELIABLE.
Slide 19: Non-GAAP financial measures notice
19 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 % and net debt (collect
Slide 20: Reconciliation of GAAP Gross Margin to Non-GAAP
BEYOND RELIABLE. Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin 'NN, Inc. Consolidated (nm 932026 Q Q3¥1D2025 _ Q3VTD2025 GAAP net sales $s wil $ 1039 $ 383 $ SITS GAAP Costofsales (exclusive of depreciation and amortization) 28 86.4 3187, 2678 GAAP gross margin 183 75
Slide 21: Segment Reconciliation of GAAP Income to Non-GAAP
BEYOND RELIABLE. ‘Segment Reconciliation of GAAP Income (Loss) from Operations to Non-GAAP Adjusted Income fom Operations and Non-GAAP ‘Adjusted EBITDA and Adjusted EBITDA Margin Personnel costs (1) aa Facility costs(2) ‘Amortization fintangbles 7. [Non-GAAP acusted income trom operations m1 Non-GAA
Slide 22: Preferred Stock and Net Debt Reconciliation
Preferred Stock and Net Debt Reconciliation NN, Inc. Consolidated (in millions) 932026 Cash and cash equivalents, $ 123 $ 114 Total Debt 168.8 159.5 Net Debt (1) 156.5 148.1 Series D Preferred Stock 35.6 1124 Preferred Stock and Net Debt (2) 192.1 (1) Net Debt =Total Debt -Cash and Cash Equivalents
Slide 23: Thank You
Thank You NY BEYOND RELIABLE.