Myers Industries, Inc. · NYSE:MYE
Myers Industries — Q3 2026 Earnings Presentation
23 slides from Myers Industries's earnings presentation, Oct 29, 2026
Slide 1: Q3 2026 Results
® Q3 2026 Results Products that Protect October 29, 2026 ®
Slide 2: Today's Speakers
Today’s Speakers Aaron Schapper Sam Rutty Meghan Beringer President and Executive Vice President and Sr. Director, Chief Executive Officer Chief Financial Officer Investor Relations ® 2
Slide 3: Safe Harbor Statement & Non-GAAP Measures
Safe Harbor Statement & Non-GAAP Measures Statements in this presentation contain “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including information regarding the Company’s financial outlook, future plans,
Slide 4: CEO Opening Comments
CEO Opening Comments Aaron Schapper President and Chief Executive Officer ®
Slide 5: Q3 2026 Summary
Q3 2026 Summary $171.3M Sales improved Y/Y, driven by Infrastructure and Food & Net Sales +8.1% Y/Y Beverage, as we drove commercial excellence across growth (4.4%) Q/Q platforms $17.9M Gross margins pressured by spike in resin costs and unfavorable Adjusted mix; anticipate Q4 improvement due to sta
Slide 6: Focused Transformation | 2026 Strategic Priorities
Focused Transformation | 2026 Strategic Priorities Customer Value Operational Excellence Investments to Maximize 1 2 3 Focus and Core Markets and Cost Leadership Profitable Growth Areas Understand our markets Run fewer plays, run them better, Invest in growth platforms where and lead our categories
Slide 7: Investing in High-Return Growth Platforms
Investing in High-Return Growth Platforms Surface COMPOSITE GROUND Specialized REUSABLE PACKAGING PROTECTION SOLUTIONS Protection Storage End Markets: End Markets: Scaling a leading platform Expanding differentiated Infrastructure Industrial, Food & Beverage, Vehicle with broad industrial and reusab
Slide 8: Signature | Differentiated Solutions that Protect
Signature | Differentiated Solutions that Protect Products for Infrastructure & Stadium Markets Composite matting for temporary Portable flooring for turf protection accessways and work platforms: ~80% ~20% and events: Sports Teams; Military; Transmission & Distribution; Infrastructure Stadium Gover
Slide 9: Long Runway for Growth as Industry Converts to Composite
Long Runway for Growth as Industry Converts to Composite Industry Today is Customer Benefits Dominated by Wood Driving Material Conversion C O M P O S I T E V S . W O O D M AT T I N G Lighter & Safer Lower Handling Transportation Costs 19% Up to 40% lighter than Lighter products increase legacy wood
Slide 10: Broad Exposure Across Matting Market
Broad Exposure Across Matting Market Signature Composite Matting Serves Mission-Critical Applications Across Attractive Market Sub-Segments INFRASTRUCTURE STADIUM Transmission & Energy Data Centers, Stadiums & Events Distribution (T&D) 27% of TAM Construction, 17% of TAM 23% of TAM & Civil Projects
Slide 11: Signature | Investing to Deliver Sustainable Growth
Signature | Investing to Deliver Sustainable Growth REVENUE GROWTH FRAMEWORK Demonstrated Performance 2026E-2029E 1 3 % Revenue CAGR 2024 – 2026E New Customers / Products Deeper customer relationships and commercialization of new products Investing in Capacity Mid-to-High Teens % Conversion to Compo
Slide 12: Financial Results
Need photo Financial Results for Dan Sam Rutty Executive Vice President and Chief Financial Officer ®
Slide 13: Q3 Financial Performance
Q3 Financial Performance ($M except EPS) Q3 2026 Q3 2025 Y/Y ▪ Net sales increased 10.4% excluding the impact from our Net Sales $171.3 $158.5 +8.1% decision to exit ~$3M Adj. Gross Profit $48.3 $50.4 (4.1%) low-margin products with the Adj. Gross Margin 28.2% 31.8% -360 bps idling of two rotational
Slide 14: Polyethylene Resin Index Cost
Polyethylene Resin Index Cost $0.90 $0.80 Index cost increased 76% from March 2026 to May 2026 $0.70 Cost per pound $0.60 $0.50 $0.40 Index-linked raw material $0.30 purchases flow through Cost product cost after Recovery approximately 45 to 60 days $0.20 May-24 May-25 May-26 Feb-24 Feb-25 Feb-26 Oc
Slide 15: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow ▪ Cash balance of $53.5M combined with $201.2M of availability under the revolver, provides ample liquidity of $254.7M to support capital allocation priorities ▪ Net debt1 reduced $28.5M Q/Q; net leverage lowered to 1.86x ▪ Generated $17.4M in operating cash flow and $11.
Slide 16: Capital Allocation Priorities to Drive Shareholder Value
Capital Allocation Priorities to Drive Shareholder Value Balanced Framework That Supports Growth Investments and Returning Cash to Shareholders Built on Foundation of Strong Balance Sheet with Ample Liquidity GROWTH INVESTMENTS RETURNING CASH TO SHAREHOLDERS Q3 capex was $5.9M with expectation that
Slide 17: Updating Our 2026 Full-Year End Market Outlook
Updating Our 2026 Full-Year End Market Outlook End Markets and Key Products 2026 Outlook* (% of TTM Sales) Strong Infrastructure outlook is Industrial (39% of Sales) supported by accelerating utility Akro-Mils®, Buckhorn® & Jamco® containers, organizational bins, spending and data center-related Mod
Slide 18: CEO Summary Comments
CEO Summary Comments Aaron Schapper President and Chief Executive Officer ®
Slide 19: Key Takeaways
Key Takeaways 1 2 3 4 Strong year-to-date Focused Transformation Simplifying our portfolio, Focusing resources and performance with is improving margins and streamlining our path to investments on anticipated significant increasing operating market, and improving opportunities that sequential margin
Slide 20: Appendix
Appendix ®
Slide 21: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED GROSS PROFIT, ADJUSTED OPERATING INCOME, ADJUSTED EBITDA AND FREE CASH FLOW (UNAUDITED) (Dollars in thousands) Quarter Ended September 30, Nine Months Ended September 30, 2026
Slide 22: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED INCOME (LOSS) FROM CONTINUING OPERATIONS AND ADJUSTED INCOME (LOSS) PER DILUTED SHARE FROM CONTINUING OPERATIONS Quarter Ended September 30, Nine Months Ended September 30, (Do
Slide 23: Meghan Beringer Senior Director Investor Relations
Meghan Beringer Senior Director Investor Relations Myers Industries, Inc. | 1293 S. Main Street, Akron, Ohio 44301 Tel: (252) 536-5641 | Email: [email protected] www.myersind.com ®