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NNBR

NN INC
7 filings tracked
industrialsprecision manufacturingSMALL ($300M-2B)

Company Intelligence Hub

Filing history, signal momentum, and bull/bear evolution

Chronological Filing Evolution (Click to filter / toggle)

Thesis (Bull Case Evolution)

NN, Inc. is demonstrating a strategic transition toward a higher-margin industrial platform, highlighted by a 12.1% increase in net sales to $118.5 million in the first quarter of 2026.…

Bullish Outlook

Antithesis (Bear Case / Structural Risks)

Despite the reported revenue growth, NN, Inc. faces a precarious financial situation characterized by deepening cash burns and a heavy debt load.…

Risk Factors

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Synthesis (Verdict & Resolution)

The first quarter 2026 filing reveals a company in a high-stakes race between operational improvement and financial decay. On one hand, the growth in the Power Solutions segment and the narrowing of operating losses suggest that management's strategic pivot is working at the product level. The company is successfully shifting its mix toward more profitable end markets and streamlining its global footprint to reduce overhead. However, these operational wins are being overshadowed by a deteriorating cash position and an oppressive capital structure. The disconnect between rising net sales and falling operating cash flow indicates a struggle with working capital management. For investors, the central question is whether the pace of operational recovery can outrun the compounding pressure of high-interest debt and preferred dividends before the company's liquidity runway expires.

Selected Quarter

Core Takeaway

NN is successfully shifting its product mix toward high-growth electrical markets, but the financial cost of its debt is threatening to neutralize these operational gains.

Investor Lens

The trade-off is between a compelling operational turnaround story and a potentially insolvent balance sheet.

Watch Next

The Consolidated Net Leverage Ratio and the ability to convert sales growth into positive operating cash flow in Q2.

View Full SEC Report

Signal Momentum Chart

Quarterly net bull/bear signal ratio. Click nodes to select a quarter.

BULLISH (+1.0)NEUTRAL (0.0)BEARISH (-1.0)-0.17Q2 '26 (10-Q)

Signal Timeline

Active Filters:Quarter: Q2 '26 (10-Q)
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%
bearishMay 6

Company reported a net loss of $6.8 million for the quarter.

earnings miss
60%
bullishMay 6

Consolidated operating loss narrowed significantly from $4.8M to $2.1M.

margin expansion
70%
neutralMay 6

Borrowed an additional $10 million via Delayed Draw Term Loan.

capital raise
40%
bearishMay 6

High interest burden with term loans bearing 13.52% interest.

debt restructure
80%

Filing History

10-QMay 6, 2026
Expand Sequence

The first quarter 2026 filing reveals a company in a high-stakes race between operational improvement and financial decay. On one hand, the growth in the Power Solutions segment and the narrowing of operating losses suggest that management's strategic pivot is working at the product level. The company is successfully shifting its mix toward more profitable end markets and streamlining its global footprint to reduce overhead. However, these operational wins are being overshadowed by a deteriorating cash position and an oppressive capital structure. The disconnect between rising net sales and falling operating cash flow indicates a struggle with working capital management. For investors, the central question is whether the pace of operational recovery can outrun the compounding pressure of high-interest debt and preferred dividends before the company's liquidity runway expires.

Disclaimer: The synthesis provided is generated by AI models and should not be construed as investment advice. Analysis is based solely on regulatory data present at the time of publication. Consult a financial advisor for specific investment strategies.