NN, Inc. (ticker: NNBR) filed an 8-K on September 9, 2026, disclosing updated financial guidance and an investor presentation for the Lake Street Capital Markets Investor Conference scheduled for September 10, 2026.
The company reported that its Profitable Growth Program is performing at a high level, with sales of $470 million and Adjusted EBITDA of $60 million, representing a margin of approximately 13%.
Management highlighted that the company is benefiting from a multi-year program to generate profitable growth in five key markets: Data Center, Defense, Medical, Electric Grid, and High-Value Vehicle Parts. The company noted its competitive moat includes extraordinary precision, delivering micron-toleranced parts with exceptional quality at high-volume scale.
Regarding the Data Center market, NN, Inc. stated that products in this sector are growing, with trailing twelve-month (TTM) sales of approximately $80 million. The company has entered the liquid cooling system market in 2026 and secured new awards totaling approximately $47 million year-to-date. To support this growth, the company is procuring and installing dedicated new capacity, including approximately 60 new CNC machine centers at its Wuxi plant.
In the Defense and Electronics sector, the company noted a recent entry into the Tier 1 weapons business, with a multi-year agreement to produce firearms accessories expected to add $12 to $15 million in sales. The company reported that it has won 20+ new programs over three years valued at approximately $30 to $35 million per year, with an additional working pipeline of approximately $75 million.
For the Medical Products sector, the company qualified and received initial purchase orders for a leading robotic-assisted surgery platform. This new business is expected to double the segment's size from $15 million to $25 to $30 million. The company also reported a total new business pipeline of approximately $77 million across the Medical Products division.
NN, Inc. raised its 2026 guidance as of September 9, 2026. The updated midpoint guidance for Net Sales is $470 million (range: $460 million - $480 million), and for Adjusted EBITDA is $60 million (range: $55 million - $65 million). Additionally, the company increased its outlook for New Business Wins to $100 million (range: $90 million - $110 million).
The company also updated its long-term outlook, projecting Sales of $422 million for 2025 and $600 million to $650 million for 2029, with Adjusted EBITDA of $49 million for 2025 and $85 million to $90 million for 2029.
