Q3'26 Financial Performance - Net sales reached $267.0 million, reflecting a 29% contribution from Infrastructure, 16% from High-End Consumer, and 55% from Industrial end markets[15] - Infrastructure net sales were $77.9 million, with a Q/Q increase of 6% and a Y/Y increase of 18%[19] - High-End Consumer net sales were $41.9 million, showing a Q/Q increase of 2% and a Y/Y increase of 5%[23] - Industrial net sales amounted to $147.2 million, with a Q/Q increase of 3% and a Y/Y increase of 12%[27, 28] - GAAP gross margin was 51.9%, while adjusted gross margin was 53.0%[29, 45] - GAAP operating income was $31.1 million, and adjusted operating income was $54.9 million[29, 53] - Adjusted EBITDA reached $62.7 million, resulting in an adjusted EBITDA margin of 23.5%[29] Q4'26 Outlook - Projected net sales are $273.0 million, with a potential fluctuation of +/- $5.0 million[35] - Adjusted gross margin is expected to be 51.2%, with a potential fluctuation of +/- 50 bps[35] - Adjusted operating income is forecasted at $48.6 million, with a potential fluctuation of +/- $3.0 million[35] - Adjusted diluted earnings per share are anticipated to be $0.43, with a potential fluctuation of +/- $0.03[35]

Non-GAAP Financial Measures QUARTERLY EARNINGS PRESENTATION Q2'26 NASDAQ: SMTC 1 | QUARTERLY EARNINGS PRESENTATION | Q2'26 Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended, based on the Company's current expectations, estimates and projections about its operations, industry, financial condition, performance, results of operations, and liquidity. Forward-looking ...