NNBR · NN, Inc.

NN, Inc. disclosed an updated investor presentation under Item 7.01, raising its full-year 2026 guidance after a strong Q1 performance characterized by broad-based sales growth across 22 of its top 30 customers, favorable product mix, higher volumes, and cost reductions from a $10 million continuous improvement program. The revised net sales outlook of $450-$470 million (midpoint +9% vs. prior) and adjusted EBITDA of $52-$62 million (midpoint +16%, >12% margin) reflect momentum in strategic growth areas, particularly Electric Grid & Data Center, Defense & Electronics, and Medical, which now comprise 56% of Q1 2026 sales compared to 35% in 2023 and 51% in Q1 2025. New business wins of $80-$90 million are concentrated in these high-priority markets, supported by dedicated assets, certifications, and faster-than-expected ramps with new products like liquid cooling connectors. Management highlights operational leverage from lower-cost models as volumes build, stable base markets, significant program launches, and elevated precious metals pass-through. End-market outlooks remain positive, with Grid/Data Center and Defense/Electronics expected to drive growth, offsetting softer auto demand in China and commercial vehicles early in the year. The company anticipates record 2026 performance in sales, EBITDA, and adjusted EPS, accelerating long-term goals from 2030 to 2029, including $600 million sales and 13% adjusted EBITDA margin by 2029. This guidance update, furnished via Exhibit 99.1 for the ROTH virtual roadshow, underscores NN's transformation toward growth markets and cost leadership.