The Eastern Company (EML) Investor presentation summary

Business overview and strategy

• Operates as a holding company for multiple industrial manufacturing businesses focused on engineered solutions and innovation across diverse end markets in the US, Canada, Mexico, and Asia.

• Strategic initiatives emphasize commercial excellence, value-adding M&A, and continuous operational improvement to drive top-decile market performance.

• Maintains a disciplined capital allocation approach, targeting sustained growth and long-term shareholder value.

• Leadership team with deep industry experience is driving operational and financial transformation.

• 2026 priorities include growth strategy refinement, bureaucracy elimination, and cash flow optimization.

Portfolio and market focus

• Eberhard specializes in security hardware for industrial, vehicular, military, and specialty applications, with a focus on innovation and supply chain optimization.

• Velvac is a leader in vision and safety systems for North American commercial vehicles, expanding through acquisitions and e-commerce.

• Big 3 Precision delivers custom packaging and material handling solutions, emphasizing operational excellence and automation.

Financial performance and capital allocation

• 2025 revenue reached $249M, with adjusted EBITDA of $19.4M and adjusted EPS of $1.37.

• Gross margin decreased by 1.8% year-over-year; long-term debt reduced by $4.7M.

• 153,663 shares repurchased in 2025 for $3.7M; dividends of $0.44 per share continued an 80+ year streak.

• Net cash from operating activities was $8.9M; inventory increased 2% from prior year.