Mayville Engineering Company, Inc. (MEC) Q2 2026 Earnings Call Transcript

Mayville Engineering Company, Inc. (MEC) Q2 2026 Earnings Call August 5, 2026 10:00 AM EDT Company Participants Jagadeesh Reddy - President, CEO & Director Rachele Lehr - Chief Financial Officer Conference Call Participants Stefan Neely - Vallum Advisors Michael Shlisky - D.A. Davidson & Co., Research Division Vladimir Bystricky - Citigroup Inc., Research Division Greg Palm - Craig-Hallum Capital Group LLC, Research Division Ross Sparenblek - William Blair & Company L.L.C., Research Division Edward Jackson - Northland Capital Markets, Research Division Presentation Operator Hello everyone, thank you for joining us and welcome to the 2026 second quarter Mayville Engineering Company earnings call. [Operator Instructions] I will now hand the conference over to Stefan Neely with Vallum Advisors. Please go ahead. Stefan Neely Vallum Advisors Thank you, operator. On behalf of our entire team, I'd like to welcome you to our second quarter 2026 results conference call. Leading the call today is MEC's President and CEO, Jag Reddy; and Rachele Lehr, Chief Financial Officer. Today's discussion contains forward-looking statements about future business and financial expectations. Actual results may differ significantly from those projected in today's forward-looking statements due to various risks and uncertainties, including the risks described in our periodic reports filed with the Securities and Exchange Commission. Except as required by law, we undertake no obligation to update our forward-looking statements. Further, this call will include the discussion of certain non-GAAP financial measures. Reconciliation of these measures to our closest GAAP financial measure is included in our quarterly earnings press release, which is available at mecinc.com. Following our prepared remarks, we will open the line for questions. With that, I would like to turn the call over to Jag. Jagadeesh Reddy President, CEO & Director Thank you, Stefan, and good morning, everyone. Our second quarter results reflect stronger-than-expected demand across several key end markets. This was highlighted by continued