The raised guidance and strong H1 momentum across all three growth markets (Data Center, Defense, Medical) support a positive outlook. Monitor Q3 2026 earnings for ramp-up of new program wins (firearms accessories, robotic surgery, liquid cooling) and progress toward $120M/$90M/$40M near-term targets for growth segments.
Price Chart
Executive Summary
NN Inc. filed an 8-K posting an updated investor presentation used at a virtual non-deal roadshow on August 20, 2026. The presentation reiterates strong Q2 2026 results with 19% YoY net sales growth and 36% YoY adjusted EBITDA growth, and raises full-year 2026 guidance for the second time (net sales midpoint to $470M, adjusted EBITDA midpoint to $60M). The filing is a routine Regulation FD disclosure of an investor presentation with no new material information beyond what was already disclosed in prior earnings releases.
Key Facts
- Q2 2026 net sales of $128.7M, up 19% YoY from $107.9M.
- Q2 2026 adjusted EBITDA of $17.9M, up 36% YoY from $13.2M.
- First half 2026 net sales of $247.2M, up 16% YoY from $213.6M.
- First half 2026 adjusted EBITDA of $32.1M, up 35% YoY from $23.8M.
- Full-year 2026 guidance raised for the second time: net sales midpoint of $470M (up 10% vs 2025 actual), adjusted EBITDA midpoint of $60M (up 22% vs 2025 actual), new business wins midpoint of $90M (up 29% vs 2025 actual).
- Preferred stock paydown and refinancing announced in August 2026.
- Data Center & Electric Grid TTM net sales of $80M, near-term target of $120M.
- Defense & Electronics TTM net sales of $60M, near-term target of $90M.
- Medical Products TTM net sales of $15M, near-term target of $40M.
- Multi-year agreement to produce firearms accessories expected to add $12-$15M in sales starting Q3 2026.
- New wins in robotic-assisted surgery equipment ramping in H2 2026.
Financial Impact
2026 guidance raised: net sales midpoint +10% YoY to $470M, adjusted EBITDA midpoint +22% YoY to $60M, new business wins midpoint +29% YoY to $90M
Risk Factors
- Execution risk on ramping new business wins ($90M midpoint) into revenue.
- Auto segment still represents 40% of sales; legacy auto contract attrition could pressure top line.
- Capacity expansion plans (new plant in China) carry capital deployment and geopolitical risk.
- Base metal cost and FX rate assumptions embedded in guidance.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000918541-26-000072 |
| Document: nnincinvestorpresentatio.htm | 0000918541-26-000072 |
| Document: 0000918541-26-000072-index-headers.html | 0000918541-26-000072 |
| Document: 0000918541-26-000072-index.html | 0000918541-26-000072 |
| Document: 0000918541-26-000072.txt | 0000918541-26-000072 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | EFFECT | $3.36 | awaiting T+60 | — | $3.36 (−0.00%) |
Oct 15, 2026 11d ago | Press Release | $3.41 | awaiting T+60 | — | $3.36 (−1.47%) |
Oct 13, 2026 13d ago | S-3 | $3.46 | awaiting T+60 | — | $3.36 (+2.75%) |
Oct 8, 2026 18d ago | 8-K | $4.01 | awaiting T+60 | — | $3.36 (−16.21%) |
Oct 5, 2026 21d ago | 8-K | $4.04 | awaiting T+60 | — | $3.36 (+16.83%) |
Sep 22, 2026 4w ago | Press Release | $3.86 | awaiting T+60 | — | $3.36 (−12.95%) |
Sep 22, 2026 4w ago | 8-K | $3.86 | awaiting T+60 | — | $3.36 (−12.95%) |
Aug 20, 2026 9w ago | 8-K | $3.81 | awaiting T+60 | — | $3.36 (−11.81%) |
Jul 31, 2026 12w ago | 8-K | $3.31 $3.36 | ▲ +1.51% | ▼ −0.94% | $3.36 (+1.51%) |
Jul 22, 2026 13w ago | EFFECT | $3.45 $3.49 | ▼ −1.16% | ▲ +2.10% | $3.36 (+2.61%) |
US Market Status
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