NN, Inc. (NYSE: NNBR) filed a Current Report on Form 8-K dated September 9, 2026, announcing an updated investor presentation to be used at the Lake Street Capital Markets Investor Conference on September 10, 2026. The filing details the company’s current financial performance and updated outlook for the remainder of 2026.
The company reported that its Profitable Growth Program is performing at a high level. This multi-year initiative is designed to generate profitable growth in five key markets: Data Center, Defense, Medical, Electric Grid, and High-Value Vehicle Parts. Additionally, the company stated that its Margin Increase Program is working, utilizing a multi-year cost-out strategy and a shift toward higher-margin new business.
Regarding financial results, NN, Inc. reported Q2 2026 net sales of $128.7 million, representing a 16% increase year-over-year. Adjusted EBITDA for the first half of 2026 reached $32.1 million, a 35% increase compared to the prior year. The company noted that it has hit its five-year goals for adjusted gross margin and adjusted EBITDA margin.
In the presentation, the company raised its 2026 guidance. For the full year, the company now expects net sales between $460 million and $480 million, with a midpoint of $470 million. Adjusted EBITDA guidance is now set between $55 million and $65 million, with a midpoint of $60 million. This represents a 22% increase in Adjusted EBITDA guidance compared to the previous range.
The company highlighted significant momentum in its growth markets. In Data Center and Electric Grid, the company reported $80 million in trailing twelve-month sales and is targeting $120 million run-rate sales. In Defense and Electronics, sales reached $60 million in the trailing twelve months, with a target of $90 million. Medical Products sales were $15 million, with a target of $40 million.
NN, Inc. also noted that new business wins through August 31, 2026, totaled $90 million. The company projects that capital expenditures for 2026 will average 30 cents per dollar of annual sales-rate, with a range of $35 million to $40 million.