Form 8-K

8-K — NN INC

Accession: 0000918541-26-000065

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0000918541

SIC: 3540 (METALWORKING MACHINERY & EQUIPMENT)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — nnbr-20260805.htm (Primary)

EX-99.1 — EX-99.1 PRESS RELEASE (pressrelease2026-q2.htm)

EX-99.2 — EX-99.2 INVESTOR PRESENTATION (nnincq22026earningsprese.htm)

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8-K

8-K (Primary)

Filename: nnbr-20260805.htm · Sequence: 1

nnbr-20260805

0000918541falseCharlotteNorth Carolina00009185412026-08-052026-08-05

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): August 5, 2026

NN, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-39268

62-1096725

(State or other jurisdiction of

incorporation) (Commission File Number) (I.R.S. Employer

Identification No.)

6210 Ardrey Kell Road, Suite 120

Charlotte, North Carolina

28277

(Address of principal executive offices) (Zip Code)

(980) 264-4300

(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

Common Stock, par value $0.01 NNBR The Nasdaq Stock Market LLC

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 2.02 RESULTS OF OPERATIONS AND FINANCIAL CONDITION

On August 5, 2026, NN, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended June 30, 2026. The full text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K (the "Current Report").

Pursuant to the rules and regulations of the U.S. Securities and Exchange Commission (the “SEC”), the information furnished pursuant to Item 2.02 of this Current Report (including Exhibit 99.1) is deemed to have been furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section. Such information shall not be incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

ITEM 7.01 REGULATION FD DISCLOSURE

On August 5, 2026, the Company posted a supplemental presentation to its website, https://investors.nninc.com/, which will be presented during its quarterly investor conference call on August 6, 2026, at 9:00 a.m. ET. The supplemental presentation is included as Exhibit 99.2 to this Current Report.

Pursuant to the rules and regulations of the SEC, the information furnished pursuant to Item 7.01 of this Current Report (including Exhibit 99.2) is deemed to have been furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of that section. Such information shall not be incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS

(d) Exhibits.

Exhibit

No. Description of Exhibit

99.1

Press Release issued by NN, Inc., dated August 5, 2026

99.2

Second Quarter 2026 Investor Presentation

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: August 5, 2026

NN, INC.

By: /s/ Christopher H. Bohnert

Name: Christopher H. Bohnert

Title: Senior Vice President and Chief Financial Officer

EX-99.1 — EX-99.1 PRESS RELEASE

EX-99.1

Filename: pressrelease2026-q2.htm · Sequence: 2

Document

FOR IMMEDIATE RELEASE

NN, INC. REPORTS SECOND QUARTER 2026 RESULTS

NN Delivers Strong Second Quarter, Raises Outlook for 2026, Announces Refinancing

5 Pillar Growth Program Delivering Above Expectations; Data Center and Earnings Growing Fast

CHARLOTTE, N.C., August 5, 2026 – NN, Inc. (NASDAQ: NNBR) (“NN” or the “Company”), a global diversified industrial company that engineers and manufactures high-precision components and assemblies, today reported results for the second quarter ended June 30, 2026.

Q2 2026 Financial Highlights, compared to Q2 2025

•Net sales of $128.7 million, up $20.8 million or 19.3%

•Gross margin of $21.9 million, up $3.7 million or 20.1%

•Adjusted gross margin of $26.1 million, up $5.0 million or 23.9%

•Adjusted gross margin percentage of 20.3%, up 80 basis points

•Income from operations $1.0 million, up $2.5 million from a loss of $1.5 million

•Adjusted income from operations of $8.5 million, up $3.6 million or 73.9%

•GAAP net loss of $2.3 million, improving by $5.8 million or 72.0%

•Adjusted net income of $5.5 million, up $4.7 million or 636.5%

•Adjusted EBITDA of $17.9 million, up $4.8 million or 36.1%

•Adjusted EBITDA margin percentage of 13.9% up 170 basis points

5 Pillar Growth Highlights:

•5 Pillar growth program delivered material results in Q2, approximately $40 million in new wins in Data Center, Medical, and Defense.

•Data Center business is fast growing for NN, and the Company is on pace to install approximately 50 new machines during 2026 and has a $50+ million, growing pipeline.

•July year-to-date new business awards were over 100 programs valued at approximately $80 million per year.

•NN is raising full year guidance for new business awards during 2026 to $80 million to $100 million, up 29% at the midpoint compared to 2025.

Harold Bevis, President and Chief Executive Officer, said, “NN delivered strong financial performance in the second quarter with record results in many areas. Additionally, after the quarter ended, we implemented a game-changing improvement to our balance sheet.

Our 5 pillar growth program is delivering results. These new sales are higher margin, attached to higher growth rate end markets, and mostly immediate 2026 startup. The second half of 2026 is expected to reflect continued momentum and strong financial performance.

We have completed a refinancing of the preferred stock put in place over five years ago. Amongst other benefits, we paid off approximately $89 million of the preferred stock. This refinancing was enabled by sustained multi-year performance of the company in the right market areas. I am also happy to report that, as part of this refinancing, we have expanded our investor roster with new institutional investors. This is a gratifying turning point for the company and NN investors and is indicative of a future based upon sales-driven earnings growth in attractive end-markets.”

Bevis continued, "Our 3 part execution on current production, new business startups, and new business prospecting continues to be very good. In the quarter, our mastery of high-volume titanium machining was noteworthy. Our gross margins and adjusted EBITDA margins continue to climb. We are achieving many multi-year goals and revising our outlooks based upon our actual results. We now believe that we can deliver higher margins than previously estimated.

During the quarter, NN secured significant 2026 immediate-supply awards for Data Center liquid cooling products, robotic surgery medical products, and defense products. Our year-to-date 5 Pillar growth program performance has delivered above expectations and our prospecting is expanding."

Bevis concluded, "We are encouraged by the business results and refinancing results that we have delivered this year. We see continuation into the second half. We believe the second half of 2026 and 2027 will continue to benefit from our multi-year strategic growth focus and operational execution processes. Our 5 pillar growth program is delivering strong results. We are also reengineering our balance sheet right now, reducing leverage and reducing rates. We have a goal to refinance the current securities and convert NN to normal credit statistics. We believe that we are just at the beginning of common stock value-creation and it is an exciting time at NN.”

Second Quarter NN Results

Net sales for the second quarter were $128.7 million, an increase of 19.3% compared to net sales of $107.9 million for the same period in 2025. The increase was primarily driven by contribution of new business launches, higher precious metals pass-through pricing, higher volumes and favorable foreign exchange effects.

Income from operations for the second quarter was $1.0 million, an increase of $2.5 million compared to a loss from operations of $1.5 million for the same period in 2025. The improvement was due to improved operating performance and improved sales mix. These improvements are partially offset by an increase in depreciation and amortization costs.

Net loss for the second quarter was $2.3 million an improvement of 72.0% compared to net loss of $8.1 million for the same period in 2025. The improvement was primarily driven by improved operating performance in the second quarter of 2026 and the loss on extinguishment of debt recognized during the second quarter of 2025.

Second Quarter 2026 NN Adjusted Results

Adjusted EBITDA was $17.9 million, an increase of 36.1% compared to adjusted EBITDA of $13.2 million for the same period in 2025, primarily driven by improved sales mix and operating performance.

Adjusted income from operations was $8.5 million, an increase of 73.9% compared to adjusted income from operations of $4.9 million for the same period in 2025. The increase was driven primarily by stronger gross margin and partially offset by increased selling, general and administrative expenses.

Adjusted net income was $5.5 million, or $0.11 per diluted common share, an increase of $4.7 million or $0.09 per diluted common share, compared to adjusted net income of $0.7 million, or $0.02 per diluted common share for the same period in 2025 .

Second Quarter Power Solutions Results

Net sales for the second quarter of 2026 were $62.3 million, an increase of 39.5% compared to net sales of $44.6 million

for the same period in 2025. The increase is primarily due to higher precious metal pass-through pricing, higher volumes and favorable foreign exchange effects.

Income from operations for the second quarter of 2026 was $9.0 million, an increase of 56.5% compared to income from operations of $5.8 million for the same period in 2025. The increase is primarily due to higher precious metals pass-through pricing and higher volumes.

Adjusted income from operations for the second quarter of 2026 was $11.7 million, an increase of 39.1% compared to adjusted income from operations of $8.4 million for the same period in 2025. The increase is primarily due to solid operating performance.

Second Quarter Mobile Solutions Results

Net sales for the second quarter of 2026 were $66.6 million, an increase of 5.0% compared to net sales of $63.4 million in the same period of 2025. The increase is primarily due to higher volumes and favorable foreign exchange effects.

Loss from operations for the second quarter was $1.9 million, an increase of 75.4% compared to loss from operations of $1.1 million for the same period in 2025. The increase was primarily was primarily due to higher costs associated with plant mix.

Adjusted income from operations for the second quarter was $4.9 million, an increase of 11.2% compared to adjusted income from operations of $4.4 million in the same period of 2025. The increase in adjusted income from operations was primarily due to rationalization efforts.

2026 Outlook

NN is revising its guidance ranges upward in several areas.

•Net sales expected to range between $460 to $470 million, 10% growth over 2025 at midpoint

•Adjusted EBITDA expected to range between $55 and $65 million, 22% growth over 2025 at midpoint

•New business wins are expected to increase to $80 to $100 million, 29% growth over 2025 at midpoint

Chris Bohnert, Senior Vice President and Chief Financial Officer commented, “Supported by the continued strength of our financial results year-to-date, the solid momentum we have established in immediate supply business in high-growth markets such as Data Center, Defense, and Medical, and the strong outlook for the remainder of the year, we are again revising our guidance ranges. For fiscal 2026, we are now guiding net sales in the range of $460 million to $470 million and adjusted EBITDA in the range of $55 million to $65 million, reflecting strong, profitable growth versus prior year. We are also raising our high end expectations for new business wins, expecting these new awards to range between $80 million to $100 million for the full year. We are also very happy to report the conclusion to the refinancing of our preferred stock.”

Conference Call

NN will discuss its results during its quarterly investor conference call on August 6, 2026, at 9 a.m. ET. The call and supplemental presentation may be accessed via NN's website, www.nninc.com. The conference call can also be accessed by dialing (833) 461-5787 (domestic) or (585) 542-9983 (international) and entering Conference ID number 186058461. For those who are unavailable to listen to the live broadcast, a replay will be available shortly after the call.

NN discloses in this press release the non-GAAP financial measures of adjusted gross margin, adjusted gross margin %, adjusted income 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 financial tables found later in this press release include a reconciliation of adjusted gross margin, adjusted gross margin %, adjusted income from operations, adjusted operating margin, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), and adjusted net income (loss) per diluted common share to the U.S. GAAP financial measures of gross margin, income (loss) from operations, net income (loss), net income (loss) per diluted common share.

About NN, Inc.

NN, Inc., a global diversified industrial company, combines advanced engineering and production capabilities with in-depth materials science expertise to design and manufacture high-precision components and assemblies for a variety of markets on a global basis. Headquartered in Charlotte, North Carolina, NN has facilities in North America, South America, Europe and China. For more information about the company and its products, please visit www.nninc.com.

This press release may contain forward-looking statements regarding our business, operations, and financial performance. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ materially. Please refer to our most recently filed Form 10-K and our Form 10-Q for the period following that Form 10-K, including the risk factors described therein. We undertake no obligation to update any forward-looking statement, except as required by law. Given these risks and uncertainties, investors are cautioned not to place undue reliance on such forward-looking statements.

Investor & Media Contacts:

Joseph Caminiti

NNBR@alpha-ir.com

312-445-2870

Financial Tables Follow

NN, Inc.

Condensed Consolidated Statements of Operations and Comprehensive Income (Loss)

(Unaudited)

Three Months Ended

June 30, Six Months Ended

June 30,

(in thousands, except per share data) 2026 2025 2026 2025

Net sales $ 128,741 $ 107,921 $ 247,193 $ 213,609

Cost of sales (exclusive of depreciation and amortization shown separately below) 106,863 89,699 205,894 181,345

Selling, general, and administrative expense 12,570 12,095 25,864 23,265

Depreciation and amortization 9,344 8,918 18,584 17,692

Other operating income, net (1,041) (1,327) (2,096) (2,440)

Income (loss) from operations 1,005 (1,464) (1,053) (6,253)

Interest expense 5,720 5,657 11,489 10,851

Loss on extinguishment of debt — 3,007 — 3,007

Other expense (income), net (217) (619) 285 (2,788)

Loss before provision for income taxes and share of net income from joint venture (4,498) (9,509) (12,827) (17,323)

Provision for income taxes (189) (774) (906) (2,084)

Share of net income from joint venture 2,420 2,181 4,638 4,620

Net loss $ (2,267) $ (8,102) $ (9,095) $ (14,787)

Other Comprehensive Income:

Foreign currency translation gain 1,213 4,454 2,760 7,579

Total other comprehensive income 1,213 4,454 2,760 7,579

Comprehensive loss $ (1,054) $ (3,648) $ (6,335) $ (7,208)

Basic and diluted net loss per share $ (0.13) $ (0.26) $ (0.38) $ (0.48)

Shares used to calculate basic and diluted net loss per share 50,256 49,433 49,982 49,255

NN, Inc.

Condensed Consolidated Balance Sheets

(Unaudited)

(in thousands, except per share data) June 30,

2026 December 31,

2025

Assets

Current assets:

Cash and cash equivalents $ 16,450 $ 11,377

Accounts receivable, net 72,093 59,785

Inventories 69,356 65,978

Income tax receivable 478 13,389

Prepaid assets 5,296 2,952

Other current assets 10,676 10,526

Total current assets 174,349 164,007

Property, plant and equipment, net 160,725 158,885

Operating lease right-of-use assets 32,370 35,155

Intangible assets, net 23,978 30,789

Investment in joint venture 48,474 42,543

Deferred tax assets 1,674 1,673

Other non-current assets 7,049 7,732

Total assets $ 448,619 $ 440,784

Liabilities, Preferred Stock, and Stockholders’ Equity

Current liabilities:

Accounts payable $ 56,405 $ 49,442

Accrued salaries, wages and benefits 15,184 14,004

Income tax payable 343 553

Current maturities of long-term debt 3,257 5,791

Current portion of operating lease liabilities 6,113 6,430

Other current liabilities 16,332 13,575

Total current liabilities 97,634 89,795

Deferred tax liabilities 3,862 4,312

Long-term debt, net of current maturities 163,227 153,758

Operating lease liabilities, net of current portion 33,790 37,092

Other non-current liabilities 6,767 9,420

Total liabilities 305,280 294,377

Commitments and contingencies

Series D perpetual preferred stock 122,128 112,409

Stockholders' equity:

Common stock 525 502

Additional paid-in capital 433,225 439,700

Accumulated deficit (376,720) (367,625)

Accumulated other comprehensive loss (35,819) (38,579)

Total stockholders’ equity 21,211 33,998

Total liabilities, preferred stock, and stockholders’ equity $ 448,619 $ 440,784

NN, Inc.

Condensed Consolidated Statements of Cash Flows

(Unaudited)

Six Months Ended

June 30,

(in thousands) 2026 2025

Cash flows from operating activities

Net loss $ (9,095) $ (14,787)

Adjustments to reconcile net loss to net cash provided by (used in) operating activities:

Depreciation and amortization 18,584 17,692

Amortization of debt issuance costs and discount 499 1,024

Paid-in-kind interest 3,283 1,236

Loss on extinguishment of debt — 3,007

Total derivative loss (gain) 250 (2,036)

Share of net income from joint venture (4,638) (4,620)

Share-based compensation expense 1,609 1,640

Deferred income taxes (393) (5)

Other 741 (785)

Changes in operating assets and liabilities:

Accounts receivable (13,120) (6,568)

Inventories (2,889) 1,044

Other operating assets (2,599) (3,318)

Income taxes receivable and payable, net 12,708 (589)

Accounts payable 4,276 6,564

Other operating liabilities 2,582 (3,540)

Net cash provided by (used in) operating activities 11,798 (4,041)

Cash flows from investing activities

Acquisition of property, plant and equipment (8,525) (7,630)

Proceeds from sale of property, plant, and equipment 118 451

Net cash used in investing activities (8,407) (7,179)

Cash flows from financing activities

Proceeds from asset backed credit facilities 44,825 21,000

Repayments of asset backed credit facilities (49,525) (21,400)

Proceeds from term loans and other long-term debt 10,000 118,579

Repayments of term loans and other long-term debt (566) (115,356)

Cash paid for debt issuance costs (100) (3,553)

Proceeds from sale-leaseback of equipment — 946

Proceeds from sale-leaseback of land and buildings — 4,300

Repayments of financing obligations (949) (601)

Other (3,088) (2,352)

Net cash provided by financing activities 597 1,563

Effect of exchange rate changes on cash flows 1,085 1,071

Net change in cash and cash equivalents 5,073 (8,586)

Cash and cash equivalents at beginning of year 11,377 18,128

Cash and cash equivalents at end of quarter $ 16,450 $ 9,542

Reconciliation of GAAP Gross Margin to Non-GAAP Gross Margin and Gross Margin %

Three Months Ended

June 30,

(in thousands) 2026 2025

Net sales $ 128,741 $ 107,921

Cost of sales (exclusive of depreciation and amortization) 106,863 89,699

GAAP gross margin 21,878 18,222

Personnel costs (1) 1,599 2,052

Facility costs (2) 1,843 —

Other 775 781

Adjusted gross margin $ 26,095 $ 21,055

Adjusted gross margin % (3) 20.3 % 19.5 %

(1) Personnel costs include recruitment, retention, relocation, severance and start-up costs related to new programs

(2) Facility costs include costs of opening / closing facilities and relocation / exit of manufacturing operations and start-up costs related to new programs

(3) Non-GAAP adjusted gross margin % = Non-GAAP adjusted gross margin / GAAP net sales

Reconciliation of GAAP Income (Loss) from Operations to Non-GAAP Adjusted Income from Operations

Three Months Ended June 30,

(in thousands)

NN, Inc. Consolidated 2026 2025

GAAP income (loss) from operations $ 1,005 $ (1,464)

Professional fees 680 352

Personnel costs (1) 1,599 2,614

Facility costs (2) 1,843 —

Amortization of intangibles 3,406 3,405

Non-GAAP adjusted income from operations $ 8,533 $ 4,907

Non-GAAP adjusted operating margin (3) 6.6 % 4.6 %

GAAP net sales $ 128,741 $ 107,921

Three Months Ended June 30,

(in thousands)

Power Solutions 2026 2025

GAAP income from operations $ 9,049 $ 5,782

Personnel costs (1) 103 77

Facility costs (2) — —

Amortization of intangibles 2,567 2,567

Non-GAAP adjusted income from operations $ 11,719 $ 8,426

Non-GAAP adjusted operating margin (3) 18.8 % 18.9 %

GAAP net sales $ 62,293 $ 44,641

Three Months Ended June 30,

(in thousands)

Mobile Solutions 2026 2025

GAAP loss from operations $ (1,947) $ (1,110)

Personnel costs (1) 1,540 2,540

Facility costs (2) 2,095 —

Amortization of intangibles 839 838

Non-GAAP adjusted income from operations $ 2,527 $ 2,268

Share of net income from joint venture 2,420 2,181

Non-GAAP adjusted income from operations with JV $ 4,947 $ 4,449

Non-GAAP adjusted operating margin (3) 7.4 % 7.0 %

GAAP net sales $ 66,590 $ 63,391

Three Months Ended June 30,

(in thousands)

Elimination 2026 2025

GAAP net sales $ (142) $ (111)

(1)Personnel costs include recruitment, retention, relocation, severance and start-up costs for new programs

(2)Facility costs include costs of opening / closing facilities, relocation / exit of manufacturing operations and start-up costs related to new programs

(3)Non-GAAP adjusted operating margin = Non-GAAP adjusted income from operations / GAAP net sales

Reconciliation of GAAP Net Income (Loss) to Non-GAAP Adjusted EBITDA and Adjusted EBITDA Margin

Three Months Ended June 30,

(in thousands) 2026 2025

GAAP net loss $ (2,267) $ (8,102)

Provision for income taxes 189 774

Interest expense 5,720 5,657

Loss on extinguishment of debt — 3,007

Change in fair value of preferred stock derivatives and warrants 4 (273)

Depreciation and amortization 9,344 8,918

Professional fees 680 352

Personnel costs (1) 1,599 2,614

Facility costs (2) 1,843 —

Non-cash stock compensation 808 801

Non-cash foreign exchange (gain) loss on inter-company loans 286 (569)

Other (267) —

Non-GAAP adjusted EBITDA $ 17,939 $ 13,179

Non-GAAP adjusted EBITDA margin (3) 13.9 % 12.2 %

GAAP net sales $ 128,741 $ 107,921

(1) Personnel costs include recruitment, retention, relocation, severance and start-up costs related to new programs

(2) Facility costs include costs of opening / closing facilities, relocation / exit of manufacturing operations and start-up costs related to new programs

(3) Non-GAAP adjusted EBITDA margin = Non-GAAP adjusted EBITDA / GAAP net sales

Reconciliation of GAAP Net Loss to Non-GAAP Adjusted Net Income and GAAP Net Loss per Diluted Common Share to Non-GAAP Adjusted Net Income per Diluted Common Share

Three Months Ended June 30,

(in thousands) 2026 2025

GAAP net loss $ (2,267) $ (8,102)

Pre-tax loss on extinguishment of debt — 3,007

Pre-tax professional fees 680 352

Pre-tax personnel costs 1,599 2,614

Pre-tax facility costs 1,843 —

Pre-tax foreign exchange (gain) loss on inter-company loans 286 (569)

Pre-tax change in fair value of preferred stock derivatives and warrants 4 (273)

Pre-tax amortization of intangibles and deferred financing costs 3,656 3,717

Other (267) —

Tax effect of adjustments reflected above (40) —

Non-GAAP adjusted net income (loss) $ 5,494 $ 746

Three Months Ended June 30,

(per diluted common share) 2026 2025

GAAP net loss per diluted common share $ (0.13) $ (0.26)

Pre-tax loss on extinguishment of debt — 0.06

Pre-tax professional fees 0.01 0.01

Pre-tax personnel costs 0.03 0.05

Pre-tax facility costs 0.04 —

Pre-tax foreign exchange (gain) loss on inter-company loans 0.01 (0.01)

Pre-tax change in fair value of preferred stock derivatives and warrants — (0.01)

Pre-tax amortization of intangibles and deferred financing costs 0.07 0.08

Other (0.01) —

Preferred stock cumulative dividends and deemed dividends 0.09 0.09

Non-GAAP adjusted net income per diluted common share $0.11 $0.02

Shares used to calculate net earnings per share 50,256 49,433

This presentation contains certain financial measures not presented in accordance with U.S. generally accepted accounting principles (“GAAP”), including adjusted gross margin, adjusted gross margin %, adjusted income (loss) from operations, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), adjusted net income (loss) per diluted common share, and free cash flow (collectively, the “non-GAAP financial measures”). These non-GAAP financial measures are not calculated in accordance with GAAP and should not be considered in isolation from, or as a substitute for, the most directly comparable GAAP measures, and may not be comparable to similarly titled measures used by other companies. Management uses these non-GAAP financial measures, together with the comparable GAAP measures, to evaluate the Company’s operating performance and underlying business trends across periods on a consistent basis, and to assist in operational and financial decision-making, including with respect to internal budgeting and resource allocation. Reconciliations of each non-GAAP financial measure to its most directly comparable GAAP measure are set forth in the tables accompanying this presentation.

EX-99.2 — EX-99.2 INVESTOR PRESENTATION

EX-99.2

Filename: nnincq22026earningsprese.htm · Sequence: 3

nnincq22026earningsprese

NN, Inc. Q2 2026 Earnings August 6, 2026

2 Forward Looking Statements This presentation may contain forward-looking statements regarding our business, operations, and financial performance. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ materially. Please refer to our most recently filed Form 10-K and our Form 10-Q for the period following that Form 10-K, including the risk factors described therein. We undertake no obligation to update any forward-looking statement, except as required by law. Given these risks and uncertainties, investors are cautioned not to place undue reliance on such forward-looking statements. We present both GAAP and non-GAAP financial measures in this presentation. A reconciliation of non-GAAP to GAAP measures is included in this presentation and in the most recent earnings press release, which is distributed and available to the public through our Investor Relations website located at investors.nninc.com/news-events/presentations.

3 Q2 2026 Earnings Highlights +19% +16%+36% +35% $65M Q2 Y/Y Net Sales Growth 1st Half 2026 Y/Y Net Sales Growth Q2 Y/Y Adj. EBITDA Growth 1st Half 2026 Y/Y Adj. EBITDA Growth 1st Half 2026 New Business Awards All Divisions All Divisions All Divisions All Divisions All Divisions $124 Million Preferred Stock Refinancing Announced Today

4 $124M Preferred Stock Refinanced in Negotiated Transaction Transaction materially de-leverages NN, reduces interest • $89M payoff - $70M cash payoff from PIPE transaction, $19M through equitization to common stock • ~$35M remaining preferred stock has 10% PIK interest rate for one year, and a $5M discount if refinanced by 12/31/26 Leverage (debt + preferred equity) materially reduced • Annual PIK interest reduced by ~$13M – targeting further interest reduction Term Loan unaffected but outlook for rate reduction materially improved • No impact to existing credit facility – but will have multiple options for future refinancing of term loan Enables acceleration of 5 Pillar Growth Program – organically and M&A bolt-ons

5 Q2 2026 Financial Results $17.9 $32.1 Adjusted EBITDA ($millions, except percentages) $128.7 $247.2 Net Sales ($millions, except percentages) ($millions, except percentages) Q2’25 Q2’26 Y/Y 1st Half 2025 1st Half 2026 Y/Y Net Sales $107.9 $128.7 + $20.8 $213.6 $247.2 + $33.6 Adj. Gross Margin $21.1 $26.1 + $5.0 $38.9 $49.2 + $10.3 Adj. Gross Margin % 19.5% 20.3% + 80 basis pts 18.2% 19.9% + 170 basis pts Adj. EBITDA $13.2 $17.9 + $4.7 $23.8 $32.1 + $8.3 Adj. EBITDA Margin % 12.2% 13.9% + 170 basis pts 11.1% 13.0% + 190 basis pts +19% +16% 14% 13%Y/Y Growth Adj. EBITDA Margin % Q2’26 Q2’26 1st Half ’26 1st Half ’26

6 Power Solutions Reporting Segment / Stamped Products $62.3 $117.7 Net Sales ($millions, except percentages) +40% +34%Y/Y Growth $12.7 $23.0 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 20% 20% Q2’26 Q2’26 1st Half ’26 1st Half ’26

7 Mobile Solutions Reporting Segment / Machined Products $66.6 $129.7 Net Sales ($millions, except percentages) +5% +3%Y/Y Growth $9.8 $18.0 Adjusted EBITDA ($millions, except percentages) Adj. EBITDA Margin % 15% 14% Q2’26 Q2’26 1st Half ’26 1st Half ’26

8 Growth Program Driving Portfolio Improvement Auto 65% Non-Auto 35% 2023 Auto 40%Non-Auto 60% Q2 2026% OF SALES Data Center & Electric Grid Medical Products Defense & Electronics $80M TTM sales Near-Term Target is $120M $15M TTM sales Near-Term Target is $40M $60M TTM sales Near-Term Target is $90M Top 3 Growth Markets TTM = Trailing Twelve Months

9 5 Pillar Growth Architecture High-Value Vehicle Parts • Curated product portfolio of demanding applications that require exceptionally precise parts, NN technology curve High-Value Stampings • Broad portfolio of precision parts, especially Smart Home applications like smoke detectors, alarm systems, switches 2 Medical Equipment • Growth market but conservative; building business carefully, recent marquee customer awards 3 Defense and Electronics • Many robust weapon and electronics applications, many products, growing business, recent Tier 1 new products 4 5 1 Data Center and Electric Grid • Fast-growing market and business, demanding applications for many NN products, recent liquid cooling new products

10 Data Center and Electric Grid - Business Highlights Data Center and Electric Grid products are growing • ~$80 Million TTM Q2 Net Sales at accretive margins – near-term goal of $120 Million, multiple large opportunities being evaluated • NN’s 2nd largest market, many components & assemblies across transformers, electrical disconnects, circuit breakers, smart meters and most recently – liquid cooling connectors Recent News – Entry into Liquid cooling connector market for AI Data Center Racks • Large and growing market, NN focused upon establishing supply chain positions across multiple platforms and customers • Leveraging NN’s fluid management know-how and existing manufacturing footprint, many ramp-ups underway for 2nd Half Secured significant 2026 new awards for AI Data Center racks during 2026 • $15 Million of new awards in 2026 YTD, in ramp-up mode through year-end, prospecting opportunities are approaching $100 million • Already procuring and installing significant dedicated new capacity – 50 new CNC machine centers in NN’s Wuxi plant for Southeast Asia AI Data Center supply chains • Evaluating next steps for large-scale capacity increases – likely to build another plant in China

11 Defense & Electronics - Business Highlights Recent News - Entry into Tier 1 Contract Manufacturing Business • Multi-year agreement to produce firearms accessories for a leading U.S. brand owner • Expected to add $12–$15 Million in sales, starting Q3 2026, with many additional opportunities now opening • Many firsts - titanium machining, laser welding, advanced surface coatings, unique factory certifications Expanding the Defense & Electronics growth platform • 20+ new program wins over three years – valued at ~$30–$35 Million per year - and additional ~$75 Million working pipeline • NN’s existing customer base in Defense is growing strongly, and we are adding new customers Developing Strong, Fast-Growing Business in Defense & Electronics • ~$60 Million TTM Q2 Net Sales at accretive margins – near-term goal of $90 Million • NN supplies many critical components for weapons, guidance systems, evaluating anti-drone munitions

12 Medical Products – Business Highlights Breakthrough in Approvals for Robotic-Assisted Surgery Equipment Market • Qualified and received initial purchase orders for a leading robotic-assisted surgery platform • Cleared a critical full-facility audit at the Kentwood, Michigan plant, backed by a NN multi-year investment and new quality systems • This new large customer can effectively double the business alone – from $15 Million to $25–$30 Million Expanding the Medical Products Growth Platform • Medical new-business pipeline is now ~$75 Million overall • Awards across Ultrasound, Interventional Cardiology, Sports Medicine & Extremity, and Robotic-Assisted Surgery • Business is gaining momentum and NN now has a strong team in place • $15 Million TTM Q2 Net Sales, profit rate continues to improve – near term goal of $40 Million • High-precision manufacturer to medical equipment OEMs and medical instrument OEMs – precision metal parts Medical Products Business is Small, but Gaining Momentum

13 2026 - Raising Guidance ($millions, except percentages) 2026 Guidance Range 2026 Guidance Midpoint 2026 Guidance Range 2026 Guidance Midpoint New 2026 Midpoint vs. 2025 Actual Net Sales $450 - $470 $460 $460 - $480 $470 + 10% Adjusted EBITDA $52 - $62 $57 $55 - $65 $60 + 22% New Business Wins $80 - $90 $85 $80 - $100 $90 + 29% Prior 2026 Guidance in Q1’26 New 2026 Guidance in Q2’26 Key Notes 1) Assumes current base metal costs – steel, gold, silver, copper 2) Assumes current FX rate environment

14 Appendix

15 This presentation contains certain financial measures not presented in accordance with U.S. generally accepted accounting principles ("GAAP"), including adjusted gross margin, adjusted gross margin %, adjusted income from operations, adjusted EBITDA, adjusted EBITDA margin % (collectively, the "non-GAAP financial measures"). These non-GAAP financial measures are not calculated in accordance with GAAP and should not be considered in isolation from, or as a substitute for, the most directly comparable GAAP measures, and may not be comparable to similarly titled measures used by other companies. Management uses these non-GAAP financial measures, together with the comparable GAAP measures, to evaluate the Company's operating performance and underlying business trends across periods on a consistent basis, and to assist in operational and financial decision-making, including with respect to internal budgeting and resource allocation. Reconciliations of each non-GAAP financial measure to its most directly comparable GAAP measure are set forth in the tables accompanying this presentation. Non-GAAP Financial Measures Footnotes

18 Thank You

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