NN, Inc. (NNBR) boosts 2026 outlook and accelerates $600M revenue goal to 2029
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
NN, Inc. (NNBR) used a May 2026 investor presentation to outline higher 2026 guidance and a faster growth plan. For full year 2026, the company now targets net sales of $450–$470 million and adjusted EBITDA of $52–$62 million, implying an adjusted EBITDA margin of over 12%.
The midpoint of this outlook represents about 9% higher sales and 16% higher adjusted EBITDA versus the prior year, with expected record results in several metrics, including adjusted EBITDA and adjusted EPS. Management highlights strong Q1 2026 performance, broad-based customer growth, and raised new business wins guidance to $80–$90 million, concentrated in Electric Grid & Data Center and Defense & Electronics.
NN is shifting its sales mix away from autos into higher-value growth markets. Growth markets increased from 35% of sales in 2023 to 56% in Q1 2026. The company also pulled forward its five-year value creation targets, now aiming for $600 million in net sales and $80 million of adjusted EBITDA by 2029, with higher gross and EBITDA margin goals, supported by a lower-cost operating model and diversification into Electric Grid & Data Center, Defense & Electronics, and Medical.
Positive
- Raised 2026 outlook: Net sales guidance increased to $450–$470 million and adjusted EBITDA to $52–$62 million, with midpoint growth of about 9% in sales and 16% in EBITDA versus the prior year.
- Accelerated long-term targets: Management pulled its value creation plan forward, now aiming by 2029 for $600 million in net sales and $80 million in adjusted EBITDA with higher gross and EBITDA margins.
- Favorable mix shift: Growth markets expanded from 35% of sales in 2023 to 56% in Q1 2026, reducing reliance on autos and emphasizing Electric Grid & Data Center, Defense & Electronics, and Medical.
Negative
- None.
Insights
Raised 2026 guidance, faster diversification, and earlier 2029 targets are clearly positive for NNBR.
NN, Inc. is signaling stronger growth and profitability with 2026 net sales guidance of $450–$470 million and adjusted EBITDA of $52–$62 million, implying margins above 12%. The midpoint equates to about 9% sales and 16% EBITDA growth versus the prior year.
The company shows a multi-year trend of improving adjusted EBITDA and margins, with the 2026 midpoint at $57 million and a 12.4% margin, up from $49.0 million and 11.6% in 2024. Management also pulled its long-term goals forward to 2029, now targeting $600 million of net sales, a 20% adjusted gross margin, and $80 million of adjusted EBITDA with a 13% margin.
Diversification is important: growth markets grew from 35% of sales in 2023 to 56% in Q1 2026, offsetting weakness in global autos. Near term, the outlook calls for record performance in 2026, supported by strong Electric Grid & Data Center and Defense & Electronics demand. Subsequent filings may provide more detail as the company progresses toward its 2029 targets.
8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
2026 Net Sales Guidance: $450–$470 million
2026 Adjusted EBITDA Guidance: $52–$62 million
New Business Wins 2026: $80–$90 million
+5 more
8 metrics
2026 Net Sales Guidance
$450–$470 million
Full-year 2026 outlook
2026 Adjusted EBITDA Guidance
$52–$62 million
Full-year 2026 outlook, >12% margin
New Business Wins 2026
$80–$90 million
Expected new program awards in 2026
Guidance Midpoint EBITDA
$57.0 million
2026 adjusted EBITDA guidance midpoint, 12.4% margin
Portfolio Mix – Growth Markets
56% of sales
Q1 2026 share of sales from growth markets
Portfolio Mix – Growth Markets 2023
35% of sales
2023 share of sales from growth markets
2029 Net Sales Target
$600 million
Pulled-forward long-term goal for 2029
2029 Adjusted EBITDA Target
$80 million
Long-term adjusted EBITDA goal for 2029
Key Terms
Adjusted EBITDA, forward-looking statements, non-GAAP financial measures, Electric Grid & Data Center, +2 more
6 terms
Adjusted EBITDA financial
"Adjusted EBITDA* $52 - $62 Million >12% Margin"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
forward-looking statements regulatory
"This presentation contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
non-GAAP financial measures financial
"The Company discloses in this presentation the non-GAAP financial measures of adjusted gross profit, adjusted gross margin, adjusted income (loss) from operations, adjusted EBITDA"
Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.
Electric Grid & Data Center financial
"Top 3 markets are Global Automotive, Electric Grid & Data Center and Defense & Electronics"
adjusted gross margin financial
"Non-GAAP adjusted gross margin represents GAAP gross profit, adjusted to exclude the effects of restructuring and integration expense"
Adjusted gross margin is a measure of how much profit a company makes from its sales after accounting for certain expenses or one-time costs, but before deducting other operating expenses. It helps investors see the company's core profitability more clearly by removing factors that might distort the usual profit picture, similar to a runner measuring their speed without considering obstacles or weather. This metric provides a clearer view of the company's ongoing financial health.
adjusted net income (loss) financial
"Non-GAAP adjusted net income (loss) represents GAAP net income (loss) adjusted to exclude the tax-affected effects of charges related to acquisition and transition costs"
Adjusted net income (loss) is a company’s reported profit or loss after management removes certain one-time, unusual, or non-cash items to show what the business earned from its regular operations. Think of it like checking a household budget but excluding a major one-off repair or a tax refund to see typical monthly living costs. Investors use it to compare underlying performance across periods and companies, but the adjustments can vary by company and are not standardized.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 11, 2026
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | ||||||
| (Address of principal executive offices) | (Zip Code) | |||||||
(Registrant’s telephone number, including area code)
(Former name or former address, if changed since last report)
| Check the appropriate box if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): | |||||
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d- 2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e- 4(c)) | |||||
| Securities registered pursuant to Section 12(b) of the Act: | ||||||||||||||
| Title of each class | Trading symbol | Name of each exchange on which registered | ||||||||||||
| Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). | |||||
| Emerging growth company. | |||||
| If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ | |||||
ITEM 7.01 REGULATION FD DISCLOSURE
On May 11, 2026, NN, Inc., a Delaware corporation (the “Company”), posted an updated copy of the investor presentation to its website at https://investors.nninc.com. The presentation will be used at the ROTH virtual roadshow on May 11, 2026, where certain officers of the Company are scheduled to participate. A copy of this presentation is included as Exhibit 99.1 to this Current Report.
Pursuant to the rules and regulations of the U.S. Securities and Exchange Commission, the information furnished pursuant to this Item 7.01 of this Current Report (including Exhibit 99.1) is deemed to have been furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. Such information shall not be incorporated by reference into any other filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, regardless of any general incorporation language in such filing.
The Company routinely uses its investor relations website (https://investors.nninc.com) to post presentations to investors and other important information, including information that may be material. Accordingly, the Company encourages investors and others interested in the Company to review the information it makes public on its investor relations website.
ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS
(d) Exhibits.
Exhibit No. | Description of Exhibit | |||||||
| 99.1 | Investor Presentation, dated May 2026 | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. | |||||
| Date: | May 11, 2026 | ||||
| NN, INC. | ||||||||
| By: | /s/ Christopher H. Bohnert | |||||||
| Name: | Christopher H. Bohnert | |||||||
| Title: | Senior Vice President and Chief Financial Officer | |||||||
Roth Virtual Webinar Investor Presentation May 2026 Growth Meets Cost Leadership
2 FORWARD LOOKING STATEMENTS This presentation contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our financial outlook for full year 2026 and the impact of, and our ability to execute, our corporate strategies and business initiatives. Forward-looking statements generally will be accompanied by words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “forecast,” “guidance,” “intend,” “may,” “will,” “possible,” “potential,” “predict,” “project”, “achieve”, “growth”, “enable”, “improve”, or the negative of those terms, and similar words, phrases or expressions that convey uncertainty of future events or outcomes. Forward-looking statements involve a number of risks and uncertainties that are outside of management’s control and that may cause actual results to be materially different from such forward-looking statements. Such factors include, among others, general economic conditions and economic conditions in the industrial sector; competitive influences; risks that current customers will commence or increase captive production; risks of capacity underutilization; quality issues; inflationary pressures and material changes in the cost or availability of raw materials, supply chain shortages and disruptions, the availability of labor and labor disruptions along the supply chain; our dependence on certain major customers, some of whom are not parties to long-term agreements (and/or are terminable on short notice); the impact of acquisitions and divestitures, as well as expansion of end markets and product offerings; our ability to hire or retain key personnel; the restrictions contained in our debt agreements; the level of our indebtedness and our ability to obtain financing at favorable rates, if at all, or to refinance existing debt as it matures; our ability to secure, maintain or enforce patents or other appropriate protections for our intellectual property; the impact of climate change on our operations; economic, social, political and geopolitical instability, military conflict, currency fluctuation, and other risks of doing business outside of the United States; and uncertainty of government policies and actions in respect to global trade and tariffs, including the potential impacts of tariffs on the United States economy, the economy of other countries in which we conduct operations and our industry, cyber liability or potential liability for breaches of our or our service providers’ information technology systems or business operations disruptions. The foregoing factors should not be construed as exhaustive and should be read in conjunction with the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” included in the Company’s filings made with the Securities and Exchange Commission. Any forward-looking statement speaks only as of the date of this presentation, and the Company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law. New risks and uncertainties may emerge from time to time, and it is not possible for the Company to predict their occurrence or how they will affect the Company. The Company qualifies all forward-looking statements by these cautionary statements. With respect to any non-GAAP financial measures included in the following document, the accompanying information required by SEC Regulation G can be found in the back of this document or in the “Investors” section of the Company’s web site, www.nninc.com, under the heading “News & Events” and subheading “Presentations.
3 We Deliver Precision Performance ▪ Recently transformed 45-year-old company that is entering a growth phase ▪ Produce specialized metal components and assemblies, uses a common manufacturing platform ▪ Top 3 markets are Global Automotive, Electric Grid & Data Center and Defense & Electronics ➢ Goal is for Grid and Data Center to become #1 market ▪ Known for exceptional micron-level functionality at high- volume scale, and 6 Sigma “never fail” quality 9001:2015 13485:2016 Sales* $450 - $470 Million (+$100+ Million JV) Adjusted EBITDA* $52 - $62 Million >12% Margin Key Markets Grid, Data Center, Auto, Defense & Electronics Customers ~700 NN 2026 Guidance
4 ▪ Global footprint to serve both local customers and global customers ▪ Top end markets are auto and electric grid / data center ▪ Top geographic markets are North America and China ▪ NN footprint matches the global supply chain for data center, electric grid and automotive very well ▪ ~700 customers served from 27 facilities Footprint Matches Auto, Grid, Data Center, Defense Markets North America ~60% SALES ~40% EMPLOYEES 16 FACILITIES Europe ~11% SALES ~10% EMPLOYEES 3 FACILITIES South America ~10% SALES ~25% EMPLOYEES 4 FACILITIES ~19% SALES ~25% EMPLOYEES 4 FACILITIES 1,000+ MACHINE CENTERS 350+ MACHINE CENTERS 300+ MACHINE CENTERS 300+ MACHINE CENTERS CHINA
5 Raised FY 2026 Guidance after Q1 Results Net Sales of $450 - $470 million Adjusted EBITDA of $52 - $62 million New Business Wins of $80 - $90 million • Raising forecast on strength of Q1 2026, and strong forward outlook • Wins are concentrated in strategic focus areas – Electric Grid & Data Center, Defense & Electronics • Strong pipeline – Expanding customer wallet share, adding new customers, faster ramp-ups 1 3 2 Midpoint Raise Midpoint vs. Prior Year +$10 Million +9% +$2 Million +16% +14%+$10 Million • Good operating performance • Good mix, higher volumes • Higher volumes running across lower costs, $10m CI program • Volume gaining momentum, good mix, high precious metal pass-through • Significant program launches underway & base markets are stable • Forecasting elevated precious metals and FX throughout 2026
6 Q1 2026 Guidance and Outlook Raise 2026 first quarter – strong performance, good outlook for the rest of 2026 • Sales and adjusted EBITDA outperformed prior period - good mix, good operating performance, lower costs • 22 of Top 30 customers are up in sales, broad-based sales growth, prospecting & adding new Data Center customers • NN’s outlook for FY 2026 is expected to be stronger than FY 2025 • Intentionally expanding Electric Grid & Data Center business growth opportunities 2026 full year - outlook expected to be record annual performance in multiple areas • Good mix, good operating performance, sales growth, EBITDA growth, adjusted EBITDA growth, adjusted EPS, new wins • Expanded participation in Electric Grid & Data Center growth, while also prospecting and winning additional business 2027-2030 – outlook improving, moving the timing of long-term goal attainment in from 2030 to 2029 • Results are overcoming global auto weakness and tariffs turmoil • Replacing Auto sales with Electric Grid & Data Center, Defense & Electronics, Medical, Industrial
End-Market Outlooks are Strengthening in 2026 7 Market NN Outlook Comments Electric Grid & Data Center • Market to remain strong • NN expected to achieve growth across FY’26 Defense & Electronics • NA market to remain strong, at record levels • NN expected to achieve growth across FY’26 Medical • Market to remain steady and growing • NN expecting to achieve new wins across FY’26 Auto – China • Market is soft in the beginning of 2026 • NN expecting stable sales during 2nd Half of 2026 Commercial Vehicle • Market is slightly down in the beginning of 2026 • NN expecting small growth in the 2nd half of 2026 Industrial • Market is showing small amount of growth in beginning of 2026 • NN expecting continued modest growth across FY’26 Global Auto (N. America, S. America, Europe) • Market is slightly down – affordability, ICE-EV, China exports • NN expecting flat sales across FY’26 Growth Markets
Operational & Technical Success Factors to Compete Commercial Success Factors to Disrupt & Grow Potential to Become a Material Business Stats: Electric Grid & Data Center • Creating growth in a large, profitable NN business • Added dedicated assets, new products, internally funding • Added liquid cooling connectors in 2026 • Data Center is fast-paced collaborative development Bottom Line: Growth from new and existing products, adding new liquid cooling customers + products; growth has been faster than expected Defense & Electronics • Adding to large, profitable business (2024) • Added dedicated assets + certifications, internally funding • 2-year development program with marquee OEM Bottom Line: Growth from pre-existing products + customers, adding new customers + products; growth has been faster + bigger than expected Medical • Fixed a small, unprofitable business and implemented growth plan (Fall 2023) • Added dedicated assets + certifications, internally funding • 2-year development program with marquee OEM Bottom Line: Corrected profit issues, has been slower to grow than expected, momentum increasing 8 Three Main Diversification Growth Areas are Delivering
2026 Expected to be Another Year of Improved Results 9 New Gameplan $45.5 $49.7 $42.0 $35.3 $40.3 $46.9 $49.0 $57.0 11.2% 10.9% 8.8% 7.4% 8.6% 10.3% 11.6% 12.4% 2020 2021 2022 LTM Q2 2023 2023 2024 2025 2026 Guidance Mid- Point Adj. EBITDA ($millions) excluding Lubbock Adj. EBITDA Margin % excluding Lubbock Growth is Meeting Cost Leadership • NN has delivered strong multi-year financial results led by solid operational performance, and has its 3 main growth programs kicking in • Electric Grid Data Center; Defense & Electronics; Medical • Next up will be additional product lines for all 3 focus areas - Wire Harnesses and Bus Bar • As sales growth and volumes build momentum across 2026 and beyond, company will benefit from lower-cost operating model
10 Sales Growth and Portfolio Transformation Continues Auto 65% Growth Markets 35% 2023 Auto 49%Growth Markets 51% Q1 2025 Auto 44% Growth Markets 56% Q1 2026 • Strategically shifting sales portfolio into higher-value end markets, and lessening the amount of auto overall • The 3 main sales diversification areas are: Data Center & Electric Grid, Defense & Electronics, Medical • These 3 sales areas for NN are up +28% Q1 2026 vs. Q1 2025 % of Sales
5-Year Value Creation Plan has been Pulled In 11 • Targeted growth programs are delivering • Cost leadership blueprint is delivering • Gaining additional momentum on margin rates and taking additional actions $422M $600M 2025 2029 2030 Net Sales & Adj. Gross Margin 18.5% 20% $49M $80M 2025 2029 2030 Adj. EBITDA & Margin 11.6% 13% OldOld NewNew
Appendix 12
13 The Company discloses in this presentation the non-GAAP financial measures of adjusted gross profit, adjusted gross margin, adjusted income (loss) from operations, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), and adjusted net income (loss) per diluted common share. Each of these non-GAAP financial measures provides supplementary information about the impacts of acquisition, divestiture and integration related expenses, foreign-exchange impacts on inter-company loans, reorganizational and impairment charges. The costs we incur in completing acquisitions, including the amortization of intangibles and deferred financing costs, and divestitures are excluded from these measures because their size and inconsistent frequency are unrelated to our commercial performance during the period, and we believe are not indicative of our ongoing operating costs. We exclude the impact of currency translation from these measures because foreign exchange rates are not under management’s control and are subject to volatility. Other non-operating charges are excluded, as the charges are not indicative of our ongoing operating cost. We believe the presentation of adjusted gross profit, adjusted gross margin, adjusted income (loss) from operations, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss) and adjusted net income (loss) per diluted common share provides useful information in assessing our underlying business trends and facilitates comparison of our long-term performance over given periods. The non-GAAP financial measures provided herein may not provide information that is directly comparable to that provided by other companies in the Company's industry, as other companies may calculate such financial results differently. The Company's non-GAAP financial measures are not measurements of financial performance under GAAP and should not be considered as alternatives to actual income growth derived from income amounts presented in accordance with GAAP. The Company does not consider these non-GAAP financial measures to be a substitute for, or superior to, the information provided by GAAP financial results. (a) Non-GAAP adjusted gross margin represents GAAP gross profit, adjusted to exclude the effects of restructuring and integration expense and non-operational charges related to acquisition and transition expense. We believe this presentation is commonly used by investors and professional research analysts in the valuation, comparison, rating, and investment recommendations of companies in the industrial industry. We use this information for comparative purposes within the industry. Non-GAAP adjusted gross margin is not a measure of financial performance under GAAP and should not be considered as a measure of liquidity or as an alternative to GAAP gross margin. (b) Non-GAAP adjusted income (loss) from operations represents GAAP income (loss) from operations, adjusted to exclude the effects of restructuring and integration expense; non-operational charges related to acquisition and transition expense, intangible amortization costs for fair value step-up in values related to acquisitions, and when applicable, our share of income from joint venture operations. We believe this presentation is commonly used by investors and professional research analysts in the valuation, comparison, rating, and investment recommendations of companies in the industrial industry. We use this information for comparative purposes within the industry. Non-GAAP adjusted income (loss) from operations is not a measure of financial performance under GAAP and should not be considered as a measure of liquidity or as an alternative to GAAP income (loss) from operations. (c) Non-GAAP adjusted EBITDA represents GAAP net income (loss), adjusted to include income taxes, interest expense, write-off of unamortized debt issuance costs, change in fair value of preferred stock derivatives and warrants, depreciation and amortization, charges related to acquisition and transition costs, non-cash stock compensation expense, foreign exchange gain (loss) on inter-company loans, restructuring and integration expense, costs related to divested businesses and litigation settlements, income from discontinued operations, and other charges, to the extent applicable. We believe this presentation is commonly used by investors and professional research analysts in the valuation, comparison, rating, and investment recommendations of companies in the industrial industry. We use this information for comparative purposes within the industry. Non-GAAP adjusted EBITDA is not a measure of financial performance under GAAP and should not be considered as a measure of liquidity or as an alternative to GAAP income (loss) from continuing operations. (d) This line item reflects the aggregate tax effect of all non-tax adjustments reflected in the respective table. NN, Inc. estimates the tax effect of the adjustment items identified in the reconciliation schedule above by applying the applicable statutory rates by tax jurisdiction unless the nature of the item and/or the tax jurisdiction in which the item has been recorded requires application of a specific tax rate or tax treatment. (e) Non-GAAP adjusted net income (loss) represents GAAP net income (loss) adjusted to exclude the tax-affected effects of charges related to acquisition and transition costs, foreign exchange gain (loss) on inter-company loans, restructuring and integration charges, amortization of intangibles costs for fair value step-up in values related to acquisitions and amortization of deferred financing costs, write-off of unamortized debt issuance costs, change in fair value of preferred stock derivatives and warrants, costs related to divested businesses and litigation settlements, income (loss) from discontinued operations, preferred stock cumulative dividends and deemed dividends and other charges. We believe this presentation is commonly used by investors and professional research analysts in the valuation, comparison, rating, and investment recommendations of companies in the industrial industry. We use this information for comparative purposes within the industry. Non-GAAP Financial Measures Footnotes
14 Reconciliation of GAAP Gross Profit to Non-GAAP Adjusted Gross Profit and Adjusted Gross Margin
15 Consolidated reconciliation of GAAP Loss from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
16 Power Solutions segment reconciliation of GAAP Income from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
17 Mobile Solutions segment reconciliation of GAAP Loss from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
18 Reconciliation of GAAP Net Loss to Non-GAAP Adjusted Net Income (Loss) and GAAP Net Loss per Diluted Common Share to Non-GAAP Adjusted Net Income (Loss) per Diluted Common Share
Thank You 19 Joe Caminiti or Abe Plimpton NNBR@alpha-ir.com 312-445-2870 Investor & Media Contacts
FAQ
What 2026 financial guidance did NN, Inc. (NNBR) provide in the May 2026 presentation?
NN, Inc. guided to 2026 net sales of $450–$470 million and adjusted EBITDA of $52–$62 million, targeting an adjusted EBITDA margin above 12%. This reflects stronger expectations following solid Q1 2026 performance and a positive outlook across key end markets.
How does NNBR’s 2026 guidance compare to the prior year’s results?
The 2026 guidance midpoint implies about 9% higher net sales and 16% higher adjusted EBITDA versus the prior year. Management attributes this to better mix, higher volumes, cost improvements, and strong demand in Electric Grid & Data Center and Defense & Electronics.
How is NN, Inc. (NNBR) changing its sales mix between auto and growth markets?
NN, Inc. is shifting from auto toward higher-value growth markets. Auto represented 65% of sales in 2023, dropping to 44% by Q1 2026, while growth markets rose from 35% to 56%. Key areas include Data Center & Electric Grid, Defense & Electronics, and Medical.
What long-term financial targets did NNBR outline in its value creation plan?
The company targets $600 million in net sales and $80 million in adjusted EBITDA by 2029, with adjusted gross margin improving from 18.5% to 20% and adjusted EBITDA margin rising from 11.6% to 13%. These goals were pulled forward from a prior 2030 timeline.
Which markets are driving NN, Inc.’s (NNBR) growth outlook for 2026?
Growth is concentrated in Electric Grid & Data Center and Defense & Electronics, with Medical also contributing. The company expects strong demand in these areas through 2026, helping offset softness in global auto markets and supporting higher sales and profitability.
What new business wins does NNBR expect in 2026?
For 2026, NN, Inc. expects $80–$90 million of new business wins. These wins are primarily in strategic focus areas such as Electric Grid & Data Center and Defense & Electronics, supported by an expanding pipeline, higher customer wallet share, and faster program ramp-ups.