INVESTOR PRESENTATION Sidoti March 2026 Small-Cap Conference March 18, 2026 Information included or incorporated by reference in this presentation may contain forward-looking statements. This information may involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different than the future results, performance or achievements expressed or implied by any forward-looking statements. Forward-looking statements, which involv ...

Core Insights - TE Connectivity has been recognized as one of the World's Most Ethical Companies for the 12th consecutive year by Ethisphere, highlighting its commitment to ethical business practices [1][2][3] Company Recognition - TE Connectivity is one of only five companies in the electronics and components industry to receive this recognition [2] - The company has maintained this honor for 12 years, showcasing its consistent ethical standards [3] Governance and Ethics - TE Connectivity emphasizes high ethical standards, with 90,000 employees dedicated to maintaining its reputation as a trusted partner [4] - The company conducted over 142,000 ethics and compliance training sessions in the past year, with more than 99% of employees completing the global Guide to Ethical Conduct training [5] - TE has enhanced its ethics and compliance program to align with leading practices, integrating emerging technologies into risk management [5] Assessment Criteria - The assessment for the World's Most Ethical Companies is based on Ethisphere's Ethics Quotient, which requires over 240 documented proof points on various ethical practices [6] Industry Impact - Ethisphere's chief strategy officer noted that companies with strong ethics and governance programs are positioned for better long-term performance [7] Company Overview - TE Connectivity plc is a global leader in industrial technology, focusing on creating a safer, sustainable, productive, and connected future through its connectivity and sensor solutions [8]

Core Viewpoint - Corning Incorporated (GLW) is a significant player in the optical communications and electronic components industry, with a market cap of $113 billion, and has shown strong stock performance recently, outperforming its sector peers [1][2][4]. Company Overview - Corning operates in various sectors including optical communications, display, specialty materials, automotive, and life sciences, both in the U.S. and internationally [1]. - The company offers a range of products such as optical fibers, cables, and hardware for the telecommunications industry [1]. Stock Performance - GLW is currently trading 18.7% below its 52-week high of $162.10, recorded on February 25 [3]. - Over the past three months, GLW has gained 37.3%, significantly outperforming the State Street Technology Select Sector SPDR ETF (XLK), which declined by 5.1% during the same period [3]. - In the past 52 weeks, GLW stock has increased by 193.4%, compared to XLK's return of 34.8%, indicating strong long-term performance [4]. Recent Developments - On March 2, GLW shares rose nearly 5% following the launch of Corning® Gorilla® Glass Ceramic 3, which is touted as the toughest Gorilla Glass ever made, expected to enhance the company's product portfolio and drive sales [5]. - The introduction of this flagship product is seen as a key innovation for the company, boosting investor confidence [5]. Competitive Position - Compared to its rival TE Connectivity plc (TEL), which has increased by 41.9% over the past year, GLW has outperformed in terms of stock rally [6].

Group 1 - M-tron Industries, Inc. will present at the Sidoti March Small-Cap Virtual Conference on March 18-19, 2026, highlighting its momentum in the defense and aerospace sectors [1] - The presentation will focus on Mtron's products used in precision guided munitions, radar, electronic warfare, airframes, drones/UAVs, and space and satellite systems [1] - Mtron is a key player in the U.S. national security space, providing radio frequency components and solutions for the U.S. Department of Defense and allied nations [1] Group 2 - The conference will feature various small-cap companies and will include virtual one-on-one meetings with investors [1] - Registration for the presentation is free and does not require being a Sidoti client [1] - Sidoti Events, LLC was formed to enhance the conference business and serve the needs of presenters and attendees, leveraging Sidoti's experience in small and microcap company research [1]

Core Viewpoint - TE Connectivity plc has announced a 10% increase in its quarterly cash dividend to $0.78 per ordinary share and authorized a $3.0 billion increase in its share repurchase program [1][1][1] Dividend Announcement - The board of directors declared a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record at the close of business on May 22, 2026 [1][1] - This payment represents a 10% increase from the previous quarterly dividend of $0.71 per ordinary share, which is set to be paid on March 13, 2026 [1][1] Share Repurchase Program - The company's board of directors has authorized a $3.0 billion increase in its share repurchase program [1][1] Annual General Meeting - During the 2026 annual general meeting of shareholders held on March 11, 2026, shareholders voted in favor of all agenda items, including the reelection of all 13 members to the board of directors [1][1] Company Overview - TE Connectivity plc is a global industrial technology leader focused on creating a safer, sustainable, productive, and connected future [1][1] - The company offers a broad range of connectivity and sensor solutions that enable the distribution of power, signal, and data across various sectors, including transportation, energy networks, and data centers [1][1] - TE Connectivity employs over 90,000 individuals, including 10,000 engineers, and operates in approximately 130 countries [1][1]

Group 1 - Hirose Electric Co. Ltd. plans to establish its first manufacturing facility in India, specifically in Tamil Nadu, with an investment of approximately ₹100 crore [1][2] - The Phase-1 project is anticipated to create around 100 jobs and will focus on the production of precision connectors and electronic components [1][2] - The company currently operates eight factories globally across Japan, China, South Korea, Indonesia, and Malaysia [2] Group 2 - Precision connectors are essential for modern electronics and automotive systems, facilitating reliable power and data transmission across various devices and modules [3] - These connectors are utilized in a wide range of products, including smartphones, consumer electronics, electric vehicles, advanced driver-assistance systems, and industrial equipment [3] - The project is expected to enhance Tamil Nadu's electronics supply chain and strengthen its status as a manufacturing hub for global electronics and automotive companies [4]

Core Insights - TE Connectivity has exceeded several of its 2025 corporate responsibility goals, demonstrating significant progress in sustainability, safety, and inclusivity [1] Sustainability Achievements - The company has surpassed its goal of sourcing 80% of its electricity from renewable sources by achieving 87% [1] - A solar energy system in Lamphun, Thailand, generates 1.2 million kWh annually, accounting for approximately 15% of the site's energy use and reducing emissions by about 520 tons per year [1] - TE has reduced water withdrawal for targeted water-stressed sites by 22%, exceeding its goal of 15% [1] - The amount of hazardous waste disposed has been reduced by 66%, surpassing the goal of 15% [1] Safety Improvements - TE Connectivity has improved worker safety, achieving a Total Reportable Incident Rate of 0.06, which is better than the goal of 0.12 [1] Future Goals - The company aims to reduce Scope 3 greenhouse gas emissions by 30% by 2032, having already achieved a 17% reduction since 2022 [1] - TE has doubled the number of zero waste to landfill sites to 56 and has diverted 93% of its waste from landfills and incinerators, approaching its goal of 98% [1]

Summary of the Conference Call Transcript Industry Overview - The focus of the conference call is on the **Technology – Electronic Components** industry, specifically highlighting key players such as **Murata Manufacturing**, **Taiyo Yuden**, **Hirose Electric**, and **Rohm** [6][11][15]. Key Points and Arguments - **BB Ratio and Order Index**: The BB ratio and order index for the electronic components sector are benchmarked against CY2019 2Q, indicating trends in demand and supply dynamics [7][11]. - **Inventory Changes**: Year-over-year changes in inventories and days inventory outstanding (DIO) are critical metrics for assessing the health of the electronic components market [13][14]. - **Shipment Values**: The shipment value of electronic components by Japanese manufacturers is presented in both JPY and USD, reflecting the global competitiveness of these firms [17][19]. - **Market Capitalization**: The market capitalization of electronic component companies is compared to their monthly sales and orders, providing insights into market valuation versus operational performance [21][23]. - **Sales Index**: The electronic component sales index shows year-over-year percentage changes, indicating growth or contraction in the sector [25][27]. - **Global Component Shipments**: Data from JEITA outlines global component shipments by category, emphasizing the importance of passive components, connecting components, and transducers [30][34]. - **Production Values**: Domestic production values for passive components and semiconductors are detailed, highlighting the economic contribution of this sector to Japan's overall manufacturing output [38][45]. Additional Important Information - **Material Price Trends**: The report discusses trends in material prices for key components such as cobalt, platinum, aluminum, copper, gold, and palladium, which can impact production costs and margins [117][124]. - **MLCC (Multi-Layer Ceramic Capacitors)**: Specific data on MLCC production volume, value, and average selling price (ASP) in Japan is provided, indicating its significance in the electronic components market [51][54]. - **Export Data**: Detailed statistics on MLCC exports, including volume and value to various markets such as Korea, China, and India, are presented, showcasing the international demand for Japanese electronic components [58][63]. - **Analyst Certification**: The report includes a certification from the research analysts, ensuring that the views expressed are independent and reflect their personal opinions [126]. This summary encapsulates the essential insights from the conference call, focusing on the electronic components industry and its key players, market dynamics, and production trends.

Core Viewpoint - Stoneridge, Inc. will host a live webcast of its fourth quarter 2025 earnings conference call on March 12, 2026, at 9:00 a.m. ET, featuring members of the executive team [1] Group 1: Company Information - Stoneridge, Inc. is headquartered in Novi, Michigan, and is recognized as a global supplier of electronic systems and technologies that enhance vehicle intelligence and safety for both on- and off-highway transportation sectors [1] - The company's products and systems are designed to provide safe and efficient solutions for the transportation industry worldwide [1] Group 2: Upcoming Events - The fourth quarter 2025 earnings conference call will be accessible via the Investors section of the company's website [1]

Key Takeaways from the Conference Call Industry Overview - **Industry**: Electronic Components, specifically focusing on HDDs and SSDs in Japan - **Current Trends**: Growth in shipment volume and capacity for data center (DC) enterprise SSDs and NL HDDs continues, while non-NL HDDs and non-enterprise SSDs are expected to struggle [1][3] Core Insights - **HDD and SSD Shipment Forecasts**: - Total HDD shipment capacity is projected to grow from 1,627EB in 2025 (+29.5% YoY) to 2,004EB in 2026 (+23.1%) - Total SSD capacity is expected to increase from 498.0EB in 2025 (+38.0%) to 588.8EB in 2026 (+18.2%) [3] - The growth in capacity is anticipated to outpace volume growth due to a shift towards high-capacity products [3] - **Enterprise SSD Performance**: - January 2026 DC-use enterprise SSD shipments reached 32.91EB, a significant increase of 99.0% YoY and 7.4% MoM - Full-year forecasts for 2026 predict total shipment capacity of 345.0EB (+31.4% YoY) [4][9] - **HDD Production Trends**: - January HDD production was reported at 11.26 million units, reflecting a 10.8% increase YoY but a slight decrease of 0.6% MoM - HDD output has fluctuated significantly over the past years, with a notable decline from 261.70 million units in 2021 to 120.51 million in 2023, followed by a recovery to 129.54 million in 2025 [10] Additional Insights - **Market Dynamics**: - The market is transitioning towards higher capacities and speeds, with a shift to PCIe Gen5 technology, although Micron has introduced a Gen6 interface [4] - The demand for non-DC-use HDDs and SSDs is likely to remain subdued due to the replacement of non-NL HDDs by SSDs and ongoing NAND/SSD shortages affecting prices [3] - **Segmented Market Outlook**: - The data center storage market is expected to remain segmented between SSDs, HDDs, and tape drives, with SSD shipment volume and capacity showing sharp increases YoY [9] - **Company-Specific Data**: - January SSD shipments totaled 30.38 million units, a 9.3% increase YoY but a 4.8% decrease MoM - Enterprise SSD shipments for January were 5.63 million units, reflecting a 34.0% increase YoY and a 0.5% increase MoM [12][13] Conclusion - The electronic components industry, particularly in the HDD and SSD segments, is experiencing significant growth in capacity and shipment volumes, especially for data center applications. However, challenges remain for non-enterprise products, and the market is evolving with technological advancements and changing consumer demands [1][3][4][9]