NN (NNBR) Earnings Date & Reports

Key Takeaways

• NN, Inc. reported third quarter 2026 net sales of $131.1 million, up 26.2% from $103.9 million a year earlier, exceeding Wall Street's consensus estimate of roughly $118.1 million.
• Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) rose 49.7% year over year to $18.5 million, topping analyst expectations.
• Non-GAAP (non-Generally Accepted Accounting Principles) adjusted earnings came in at $0.07 per share, well above the consensus estimate of $0.01.
• Management raised its full-year 2026 guidance across net sales, adjusted EBITDA, and new business wins, citing momentum in its targeted growth end markets.
• Both reporting segments grew, led by a 40.6% sales increase in Power Solutions and a 15.3% gain in Mobile Solutions.
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Earnings Context and Why It Matters

NN, Inc.'s third quarter 2026 report carries significant weight for investors tracking the company's multi-year transformation. The Charlotte, North Carolina-based precision components manufacturer has been pivoting away from a heavy reliance on the automotive sector toward higher-growth end markets such as electric grid, data center, defense, electronics, and medical. After several quarters of uneven revenue performance, this report offered evidence that the strategy is gaining traction. The company's earlier 2026 quarters already showed improving profitability, and the third quarter's results continued that trend with accelerating sales growth and expanding margins. For investors, the report served as a key test of whether management's "growth program" and cost leadership initiatives could translate into sustained top-line momentum and stronger financial performance.

Reported Results

NN, Inc. reported net sales of $131.1 million for the third quarter of 2026, a 26.2% increase from $103.9 million in the same period of 2025. The gain was driven primarily by higher selling prices reflecting pass-through of increased raw material costs, higher volumes, and favorable foreign exchange effects. Revenue came in ahead of the consensus estimate of approximately $118.1 million.

Adjusted EBITDA rose 49.7% to $18.5 million, compared with $12.4 million a year earlier, reflecting an improved sales mix, stronger operating performance, and higher income from the company's joint venture in China. Non-GAAP adjusted earnings per share reached $0.07, a sharp improvement from a loss of $0.01 in the prior-year quarter and well above the consensus estimate of $0.01.

By segment, Power Solutions net sales climbed 40.6% to $63.2 million, while Mobile Solutions net sales increased 15.3% to $68.2 million. Mobile Solutions posted an adjusted income from operations of $4.0 million, up 75.2% year over year. Management also raised full-year guidance, now targeting net sales of $480 million to $500 million and adjusted EBITDA of $64 million to $68 million.

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Market Reaction and Investor Sentiment

Investor sentiment heading into the third quarter report had been cautiously optimistic, with analysts generally reconfirming estimates in the weeks before the announcement. The results validated that optimism, as NN, Inc. delivered a meaningful revenue beat, a significant adjusted EPS surprise, and an upward revision to full-year guidance. The combination of accelerating sales growth and expanding adjusted EBITDA signaled that the company's strategic shift into higher-margin end markets is translating into tangible financial improvement. That said, the quarter also carried mixed signals: free cash flow was negative at roughly $1.31 million, compared with a positive $7.74 million in the prior-year period, a metric some investors will watch closely given the company's ongoing capital investment and balance sheet initiatives.

Forward Outlook and Key Factors to Monitor

Following this quarter, investors will be watching several factors that could shape NN, Inc.'s trajectory into year-end and 2027. Management raised full-year guidance meaningfully, now expecting net sales between $480 million and $500 million and adjusted EBITDA between $64 million and $68 million, alongside a new business wins target of $110 million to $130 million. These figures imply continued double-digit growth and suggest management sees sustained momentum in its electric grid, data center, defense, and medical end markets.

A key area to monitor is the ramp-up of new program wins and whether those contracts convert into realized revenue on schedule. The company has cited pushouts in certain automotive programs in past quarters, so execution timing remains an important variable. Raw material pass-through pricing, particularly for precious metals, is another factor that can flatter revenue growth without necessarily boosting underlying profitability.

Margin progress will also be central to the story. Management has pointed to multi-year goals for adjusted gross margin and adjusted EBITDA margin, and the third quarter's improvement suggests the company is moving in the right direction. Finally, investors should track free cash flow generation and any updates on the company's capital structure, which leadership has highlighted as a source of greater financial flexibility heading into 2027.

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