The raised guidance and strong beat on both revenue and EPS, combined with the completed balance sheet transformation, signal accelerating operational momentum. Watch the Q4 2026 call for 2027 guidance and updates on the $66M data center pipeline and cost-out program progress.
Price Chart
Executive Summary
NN, Inc. reported Q3 2026 net sales of $131.1M, up 26.2% YoY and above the $118.1M consensus, with adjusted EPS of $0.07 versus the $0.01 consensus. The company raised its full-year 2026 guidance across net sales, adjusted EBITDA, and new business wins, citing strong momentum and a completed balance sheet transformation.
Key Financial Metrics
Key Facts
- Q3 2026 net sales $131.1M, +26.2% YoY vs $103.9M, above $118.1M consensus
- Adjusted EPS $0.07 vs consensus $0.01, a 600% beat
- GAAP net loss of $4.6M improved 31.3% from a $6.7M loss YoY
- Adjusted EBITDA $18.5M, +49.7% YoY, margin 14.1% up 220 bps
- Raised FY2026 guidance: net sales $480-500M (midpoint +16% YoY), adjusted EBITDA $64-68M (midpoint +35% YoY), new business wins $110-130M (midpoint +71% YoY)
- Completed balance sheet transformation: paid off preferred stock via debt-for-equity and raised $69.4M in common equity, unlocking growth capacity
- Power Solutions segment sales +40.6% to $63.2M; Mobile Solutions sales +15.3% to $68.2M
- Operating cash flow $16.9M YTD vs $7.1M in prior year period
Financial Impact
Revenue beat consensus by $13M (11%), adjusted EPS beat by $0.06 (600%). Raised FY guidance midpoint implies $68M incremental revenue and $17M incremental adjusted EBITDA over 2025.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Power Solutions | $63.2M | +40.6% |
| Mobile Solutions | $68.2M | +15.3% |
Risk Factors
- GAAP net loss persists at $4.6M despite adjusted profitability, driven by restructuring and startup costs
- Mobile Solutions segment still reports a GAAP operating loss of $6.3M, though adjusted income improved
- High leverage: long-term debt of $165.9M vs equity of $103.7M
- Revenue growth partly driven by raw material pass-through, which may not be sustainable if commodity prices decline
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3390774 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | SC 13G/A | $3.96 | awaiting T+60 | awaiting T+60 | $3.93 (−0.76%) |
Oct 28, 2026 1d ago | 8-K | No price | awaiting T+60 | awaiting T+60 | No price |
Oct 28, 2026 2d ago | Press Release | $3.96 | awaiting T+60 | awaiting T+60 | $3.93 (−0.76%) |
Oct 26, 2026 4d ago | EFFECT | $3.36 | awaiting T+60 | awaiting T+60 | $3.93 (+16.96%) |
Oct 15, 2026 15d ago | Press Release | $3.41 | awaiting T+60 | awaiting T+60 | $3.93 (+15.25%) |
Oct 13, 2026 17d ago | S-3 | $3.46 | awaiting T+60 | awaiting T+60 | $3.93 (−13.75%) |
Oct 8, 2026 22d ago | 8-K | $4.01 | awaiting T+60 | awaiting T+60 | $3.93 (−2.00%) |
Oct 5, 2026 25d ago | 8-K | $4.04 | awaiting T+60 | awaiting T+60 | $3.93 (+2.72%) |
Sep 22, 2026 5w ago | Press Release | $3.86 | awaiting T+60 | awaiting T+60 | $3.93 (+1.81%) |
Sep 22, 2026 5w ago | 8-K | $3.86 | awaiting T+60 | awaiting T+60 | $3.93 (+1.81%) |
US Market Status
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