Standard Motor Products, Inc. · NYSE:SMP
Standard Motor Products — Q3 2026 Earnings Presentation
19 slides from Standard Motor Products's earnings presentation, Oct 30, 2026
Slide 1: Standard Motor Products 3rd Quarter 2026 Earnings Call
Standard Motor Products, Inc. 3rd Quarter 2026 Earnings Call | October 30, 2026
Slide 2: Safe Harbor – Forward Looking Statements
Safe Harbor – Forward Looking Statements You should be aware that except for historical information, the matters discussed herein are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements, including projections and anticipat
Slide 3: Agenda
Agenda ❖Welcome & Introduction Tony Cristello, VP Investor Relations ❖Overview & Market Trends Eric Sills, CEO ❖Financial Results & Balance Sheet Nathan Iles, CFO ❖Final Comments Eric Sills, CEO ❖Q&A All Standard Motor Products, Inc. | Q3 2026 Earnings 3
Slide 4: Q3 P&L Summary – Segments
Q3 P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2026 2025 2026 2025 Vehicle Control Adjusted Net Sales $ 209.5 $ 197.7 $ 621.9 $ 591.7 Gross Margin 70.8 33.8% 62.2 31.5% 199.4 32.1% 185.0 31.3% Selling, General & Administrative 38.8 18.5% 3
Slide 5: Q3 P&L Summary – Segments
Q3 P&L Summary – Segments(1) (In millions) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2026 2025 2026 2025 Nissens Automotive Adjusted Net Sales $ 91.0 $ 84.5 $ 260.2 $ 241.3 Gross Margin 38.1 41.9% 34.8 41.2% 110.4 42.4% 99.5 41.2% Selling, General & Administrative 24.3 26.8% 2
Slide 6: Q3 P&L Summary – Consolidated
Q3 P&L Summary – Consolidated(1) (In millions, except per share amounts) THREE MONTHS ENDED NINE MONTHS ENDED SEPTEMBER 30, SEPTEMBER 30, 2026 2025 2026 2025 Consolidated Results Adjusted Net Sales $ 512.9 $ 498.8 $ 1,490.8 $ 1,406.1 Gross Margin 165.6 32.3% 161.8 32.4% 469.4 31.5% 443.6 31.6% Selli
Slide 7: Balance Sheet & Cash Flow Highlights
Balance Sheet & Cash Flow Highlights (In thousands, except for net debt leverage ratio) SEPTEMBER 30, DECEMBER 31, 2026 2025 2025 Working Capital Stats Accounts Receivable, Net $ 307.1 $ 296.2 $ 232.0 Inventories $ 646.1 $ 676.8 $ 727.9 Cash Flow Stats (YTD) Operating cash flows $ 207.2 $ 85.7 $ 57.
Slide 8: 2026 Guidance
2026 Guidance Full Year Outlook* Sales Growth Low to mid single digits Adjusted EBITDA % 11% to 12% Interest Expense Approximately $30 million Income Tax Rate Approximately 27.5% to 28% Depreciation & Amortization $45 to $50 million Total Operating Expenses Approximately $106 to $114 million per qua
Slide 9: Q&A Session
Q&A Session To ask a question please dial 1-800-347-6865 with conference ID-SMP3Q2026. Once connected you may press *1 to enter the queue Standard Motor Products, Inc. | Q3 2026 Earnings 9
Slide 10: Appendix
Appendix Standard Motor Products, Inc. | Q3 2026 Earnings 10
Slide 11: Reconciliation of GAAP to Adjusted Net Sales by Segment - QTD
Reconciliation of GAAP to Adjusted Net Sales by Segment - QTD Three Months Ended September 30, 2026 2025 IEEPA Tariff Adjusted IEEPA Tariff Adjusted (In thousands, unaudited) GAAP Net Sales Adjustment Net Sales GAAP Net Sales Adjustment Net Sales Vehicle Control Engine Management (Ignition, Emission
Slide 12: Reconciliation of GAAP to Adjusted Net Sales by Segment - YTD
Reconciliation of GAAP to Adjusted Net Sales by Segment - YTD Nine Months Ended September 30, 2026 2025 IEEPA Tariff Adjusted IEEPA Tariff Adjusted (In thousands, unaudited) GAAP Net Sales Adjustment Net Sales GAAP Net Sales Adjustment Net Sales Vehicle Control Engine Management (Ignition, Emissions
Slide 13: Reconciliation of GAAP and Non-GAAP Earnings Measures
Reconciliation of GAAP and Non-GAAP Earnings Measures Three Months Ended Nine Months Ended September 30, September 30, (In thousands except per share amounts, unaudited) 2026 2025 2026 2025 Earnings from Continuing Operations Attributable to SMP GAAP Earnings from Continuing Operations 32,620 29,837
Slide 14: Reconciliation of GAAP and Non-GAAP Earnings Measures
Reconciliation of GAAP and Non-GAAP Earnings Measures Last Twelve Months Ended Year Ended September 30, December 31, (In thousands, except for net debt leverage ratio) 2026 2025 2025 Net Debt Unaudited Audited Current portion of revolving credit facility $ 50,000 $ 30,000 $ 30,000 Current portion of
Slide 15: Reconciliation of Earnings Measures by Segment - QTD 2026
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD Three Months Ended September 30, 2026 Temperature Engineered Vehicle Control Control Nissens Automotive Solutions Total (In thousands, unaudited) Adjusted Operating Income GAAP Segment Operating Income $ 23,651 $ 18,758 $ 10,188
Slide 16: Reconciliation of Earnings Measures by Segment - QTD 2025
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - QTD Three Months Ended September 30, 2025 Vehicle Control Temperature Nissens Automotive Engineered Total (In thousands, unaudited) Control Solutions Adjusted Operating Income GAAP Segment Operating Income $ 15,135 $ 26,734 $ 10,811
Slide 17: Reconciliation of Earnings Measures by Segment - YTD 2026
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD Nine Months Ended September 30, 2026 Vehicle Control Temperature Nissens Automotive Engineered Total (In thousands, unaudited) Control Solutions Adjusted Operating Income GAAP Segment Operating Income $ 55,490 $ 55,470 $ 33,889 $
Slide 18: Reconciliation of Earnings Measures by Segment - YTD 2025
Reconciliation of GAAP and Non-GAAP Earnings Measures by Segment - YTD Nine Months Ended September 30, 2025 Temperature Engineered Vehicle Control Control Nissens Automotive Solutions Total (In thousands, unaudited) Adjusted Operating Income GAAP Segment Operating Income $ 49,457 $ 54,170 $ 23,432 $
Slide 19: Reconciliation of GAAP and Non-GAAP Operating Income
Reconciliation of GAAP and Non-GAAP Operating Income Three Months Ended Nine Months Ended September 30, September 30, (In thousands, unaudited) 2026 2025 2026 2025 Adjusted Consolidated Operating Income GAAP Consolidated Operating Income $ 50,149 $ 47,636 $ 135,086 $ 114,934 Restructuring Expenses 6
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