The raised guidance and portfolio shift toward growth markets are positive signals, but this is a routine investor presentation with no hard new financial data beyond previously announced Q1 results. Monitor upcoming 10-Q for actual Q2 performance and margin progression toward the 12.4% adj. EBITDA margin target.
Price Chart
Executive Summary
NN Inc. posted an updated investor presentation for a ROTH virtual roadshow, raising its FY 2026 guidance after Q1 results. The presentation highlights a shift toward higher-growth markets (Electric Grid & Data Center, Defense & Electronics) and forecasts record annual performance, but the filing is a routine Regulation FD disclosure with no new material financial data beyond what was previously announced.
Key Facts
- FY 2026 net sales guidance raised to $450-$470 million (midpoint +$10M vs prior year, +9%)
- FY 2026 adjusted EBITDA guidance raised to $52-$62 million (midpoint +$2M vs prior year, +16%)
- New business wins guided at $80-$90 million for FY 2026
- Q1 2026 growth markets (Data Center, Electric Grid, Defense, Medical) now represent 56% of sales, up from 35% in 2023
- Growth market sales up +28% Q1 2026 vs Q1 2025
- Long-term targets pulled in: $600M net sales and 13% adj. EBITDA margin by 2029 (previously 2030)
- Adj. EBITDA (ex-Lubbock) midpoint guidance of $57M implies 12.4% margin, up from 11.6% in 2025
Financial Impact
FY 2026 net sales guidance $450-$470M, adj. EBITDA guidance $52-$62M; midpoint raised $10M and $2M respectively vs prior year
Risk Factors
- Global auto weakness and tariff turmoil remain headwinds, though company claims to be overcoming them
- Elevated precious metals and FX costs forecast throughout 2026
- Execution risk on new business wins and growth market ramp-ups
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000918541-26-000037 |
| Document: nninc-rothwebinarinvesto.htm | 0000918541-26-000037 |
| Document: 0000918541-26-000037-index-headers.html | 0000918541-26-000037 |
| Document: 0000918541-26-000037-index.html | 0000918541-26-000037 |
| Document: 0000918541-26-000037.txt | 0000918541-26-000037 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | EFFECT | $3.36 | awaiting T+60 | — | $3.39 (+0.89%) |
Oct 15, 2026 10d ago | Press Release | $3.41 | awaiting T+60 | — | $3.39 (−0.59%) |
Oct 13, 2026 12d ago | S-3 | $3.46 | awaiting T+60 | — | $3.39 (+1.88%) |
Oct 8, 2026 18d ago | 8-K | $4.01 | awaiting T+60 | — | $3.39 (−15.46%) |
Oct 5, 2026 20d ago | 8-K | $4.04 | awaiting T+60 | — | $3.39 (+16.09%) |
Sep 22, 2026 4w ago | Press Release | $3.86 | awaiting T+60 | — | $3.39 (−12.18%) |
Sep 22, 2026 4w ago | 8-K | $3.86 | awaiting T+60 | — | $3.39 (−12.18%) |
Aug 20, 2026 9w ago | 8-K | $3.81 | awaiting T+60 | — | $3.39 (−11.02%) |
Jul 31, 2026 12w ago | 8-K | $3.31 | awaiting T+60 | — | $3.39 (+2.42%) |
Jul 22, 2026 13w ago | EFFECT | $3.45 $3.49 | ▼ −1.16% | ▲ +2.10% | $3.39 (+1.74%) |
US Market Status
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