The accelerated long-term targets and strong data center momentum are positive signals, but execution risk remains. Monitor upcoming quarterly results for confirmation of the guidance trajectory, particularly data center revenue growth and margin expansion.
Price Chart
Executive Summary
NN, Inc. posted an updated investor presentation reaffirming FY2026 midpoint guidance of $460M sales and $57M adjusted EBITDA (12% margin), while accelerating long-term targets (net sales $600M and adjusted EBITDA $80M by 2029, previously 2030). The presentation highlights breakout growth in data center products (trailing 12-month sales $73M, near-term goal $100M) and a continued shift away from global auto exposure (44% of sales in Q1 2026 vs 65% in 2023).
Key Facts
- 2026 midpoint guidance: Sales $460M, Adjusted EBITDA $57M, margin 12%
- Data center trailing 12-month sales $73M, near-term goal $100M
- Long-term targets accelerated: Net sales $600M by 2029 (from 2030), Adj. EBITDA $80M by 2029 (from 2030)
- Global auto declined from 65% of sales in 2023 to 44% in Q1 2026
- Launched liquid cooling connector parts in Q1 2026; ordered 17 additional 6-axis CNC machines for data center
Financial Impact
FY2026 guidance implies ~$460M revenue and ~$57M adjusted EBITDA; long-term targets raised to $600M revenue and $80M EBITDA by 2029
Risk Factors
- Execution risk on data center growth and new product ramp
- Global auto weakness and tariff turmoil could offset gains
- Forward-looking guidance may not materialize if macroeconomic conditions deteriorate
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000918541-26-000049 |
| Document: nninc-investorpresentati.htm | 0000918541-26-000049 |
| Document: 0000918541-26-000049-index-headers.html | 0000918541-26-000049 |
| Document: 0000918541-26-000049-index.html | 0000918541-26-000049 |
| Document: 0000918541-26-000049.txt | 0000918541-26-000049 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | EFFECT | $3.36 | awaiting T+60 | — | $3.30 (−1.79%) |
Oct 15, 2026 11d ago | Press Release | $3.41 | awaiting T+60 | — | $3.30 (−3.23%) |
Oct 13, 2026 13d ago | S-3 | $3.46 | awaiting T+60 | — | $3.30 (+4.49%) |
Oct 8, 2026 18d ago | 8-K | $4.01 | awaiting T+60 | — | $3.30 (−17.71%) |
Oct 5, 2026 21d ago | 8-K | $4.04 | awaiting T+60 | — | $3.30 (+18.32%) |
Sep 22, 2026 4w ago | Press Release | $3.86 | awaiting T+60 | — | $3.30 (−14.51%) |
Sep 22, 2026 4w ago | 8-K | $3.86 | awaiting T+60 | — | $3.30 (−14.51%) |
Aug 20, 2026 9w ago | 8-K | $3.81 | awaiting T+60 | — | $3.30 (−13.39%) |
Jul 31, 2026 12w ago | 8-K | $3.31 $3.36 | ▲ +1.51% | ▼ −0.94% | $3.30 (−0.30%) |
Jul 22, 2026 13w ago | EFFECT | $3.45 $3.49 | ▼ −1.16% | ▲ +2.10% | $3.30 (+4.35%) |
US Market Status
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