Slides
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® ® Products that Protect Q3 2026 Results October 29, 2026
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® Today’s Speakers 2 Meghan Beringer Sr. Director, Investor Relations Aaron Schapper President and Chief Executive Officer Sam Rutty Executive Vice President and Chief Financial Officer
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® 3 Safe Harbor Statement & Non-GAAP Measures Statements in this presentation contain “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including information regarding the Company’s financial outlook, future plans, objectives, business prospects and anticipated financial performance. Forward-looking statements can be identified by words such as “will,” “believe,” “anticipate,” “expect,” “estimate,” “intend,” “plan,” or variations of these words, or similar expressions. These forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on the Company’s current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, these statements inherently involve a wide range of uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. The Company’s actual actions, results, and financial condition may differ materially from what is expressed or implied by the forward-looking statements. Specific factors that could cause such a difference on our business, financial position, results of operations and/or liquidity include, without limitation, raw material availability, increases in raw material costs, or other production costs; risks associated with our strategic growth initiatives or the failure to achieve the anticipated benefits of such initiatives; unanticipated downturn in business relationships with customers or their purchases; competitive pressures on sales and pricing; changes in the markets for the Company’s business segments; changes in trends and demands in the markets in which the Company competes; operational problems at our manufacturing facilities or unexpected failures at those facilities; future economic and financial conditions in the United States and around the world, including the impacts of U.S. and foreign tariff policies; inability of the Company to meet future capital requirements; claims, litigation and regulatory actions against the Company; changes in laws and regulations affecting the Company; unforeseen events, including natural disasters, unusual or severe weather events and patterns, public health crises, geopolitical crises, and other catastrophic events; and other risks and uncertainties detailed from time to time in the Company’s filings with the SEC, including without limitation, the risk factors disclosed in Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025. Given these factors, as well as other variables that may affect our operating results, readers should not rely on forward-looking statements, assume that past financial performance will be a reliable indicator of future performance, nor use historical trends to anticipate results or trends in future periods. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date thereof. The Company expressly disclaims any obligation or intention to provide updates to the forward-looking statements and the estimates and assumptions associated with them. The Company uses certain non-GAAP measures in this presentation. Adjusted operating income (loss), adjusted operating income margin, adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), adjusted EBITDA margin, adjusted net income, adjusted earnings per diluted share (adjusted EPS), and free cash flow are non-GAAP financial measures and are intended to serve as a supplement to results provided in accordance with accounting principles generally accepted in the United States. Myers Industries believes that such information provides an additional measurement and consistent historical comparison of the Company’s performance. A reconciliation of the non-GAAP financial measures to the most directly comparable GAAP measures is available in this news release.
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® CEO Opening Comments Aaron Schapper President and Chief Executive Officer
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® 5 Q3 2026 Summary See Appendix for non-GAAP reconciliations. Sales improved Y/Y, driven by Infrastructure and Food & Beverage, as we drove commercial excellence across growth platforms Net Sales $171.3M +8.1% Y/Y (4.4%) Q/Q Adjusted Operating Income $17.9M (9.9%) Y/Y (40.3%) Q/Q Diluted Adjusted EPS $0.32 +3.2% Y/Y (39.6%) Q/Q Adjusted EBITDA $26.6M (8.2%) Y/Y (32.0%) Q/Q Gross margins pressured by spike in resin costs and unfavorable mix; anticipate Q4 improvement due to stabilizing resin cost and ongoing pricing action; sustained Focused Transformation benefits keeping SG&A as percent of revenue low MTS divestment simplifies our portfolio as we focus on investing in high-return growth platforms to improve margin profile and deliver Products that Protect Making meaningful progress on Focused Transformation 2026 priorities to deliver consistent, reliable results and create sustainable shareholder value Focused Transformation Driving Culture of Performance
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® 6 Focused Transformation | 2026 Strategic Priorities Built on Core Values Focus Areas Transformation Objectives Strategic Outcomes 2 Operational Excellence and Cost Leadership Run fewer plays, run them better, and repeat every year 3 Investments to Maximize Profitable Growth Invest in growth platforms where returns are highest 1 Customer Value and Core Markets Understand our markets and lead our categories Revenue Growth EBITDA Margin Expansion Free Cash Flow Conversion Accelerating to World Class Simplify and standardize systems and workflows Further optimize footprint Refine organizational structure Foster continuous improvement culture Invest in attractive, growing end markets organically and inorganically Develop new products through strategic innovation Maintain disciplined capital allocation Simplify portfolio to focus on Products that Protect Strengthen customer relationships and deepen market insight Enhance commercial excellence Use shared channels across product brands
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® 7 Investing in High-Return Growth Platforms Prioritizing Investment in Leading Brands Positioned to Capitalize on Attractive End-market Growth Opportunities *Maintenance, Repair, and Operations Specialized Storage MRO* Storage Solutions Surface Protection REUSABLE PACKAGING SOLUTIONS COMPOSITE GROUND PROTECTION STORAGE & ORGANIZATION SPECIALTY CONTAINERS End Markets: Infrastructure End Markets: Industrial, Food & Beverage, Vehicle End Markets: Consumer, Industrial, Vehicle End Markets: Industrial, Consumer Expanding differentiated reusable packaging solutions that improve customer productivity Scaling a leading platform with broad industrial and special event applications around the world Leveraging a leading position in storage & organization across diversified industrial end markets Supporting growth across differentiated consumer, marine, and military applications in US & Europe Dangerous Goods Storage & Transportation
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® 8 Signature | Differentiated Solutions that Protect Composite matting for temporary accessways and work platforms: Transmission & Distribution; Oil & Gas; Construction Portable flooring for turf protection and events: Sports Teams; Military; Government, and Relief ~80% Infrastructure ~20% Stadium Product Innovation in Action Products for Infrastructure & Stadium Markets SignaRoad ® Temporary Access IceShieldR10 ® Superior Arena Insulation OmniDeck ® Turf Stadium Protection MegaDeck ® Heavy Duty Industrial Applications
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® Long Runway for Growth as Industry Converts to Composite 9 ~$4B TAM* COMPOSITE VS. WOOD MATTING Customer Benefits Driving Material Conversion Industry Today is Dominated by Wood 81% Wood Matting 19% Composite / Non-Wood Matting Lighter & Safer Handling Up to 40% lighter than legacy wood / metal solutions, improving worker safety and ease of handling Lower Transportation Costs Lighter products increase shipment payload, reducing freight costs Superior Durability & Performance Up to 3–5x longer service life with excellent impact, corrosion and chemical resistance Lower Lifecycle Costs Reusable and recyclable, reduce maintenance, replacement frequency, and total cost of ownership *Internal estimate for matting market in US, Canada, and UK Environmental Protection Impermeable barrier protects ground and equipment, and reduces environmental risk Work & Site Safety Greater traction and a more level surface, improving safety in wet conditions
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® Energy 27% of TAM Stadiums & Events 17% of TAM Broad Exposure Across Matting Market 10 Signature Composite Matting Serves Mission-Critical Applications Across Attractive Market Sub-Segments Transmission & Distribution (T&D) 23% of TAM ▪ Right-of-way access ▪ Temporary roadways ▪ Equipment / crane access ▪ Work pads ▪ Pipeline construction ▪ Compression sites ▪ Facility access ▪ Laydown areas Data Centers, Construction, & Civil Projects 28% of TAM ▪ Site access ▪ Heavy equipment routes ▪ Laydown areas ▪ Temporary work surfaces STADIUM ▪ Turf protection ▪ Temporary flooring ▪ Pedestrian / vehicle access ▪ Equipment staging INFRASTRUCTURE
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® 11 Signature | Investing to Deliver Sustainable Growth Secular Demand, Composite Adoption, and Commercial Execution Support Sustained Growth R E V E N U E G R O W T H F R A M E W O R K 2026E - 2 0 2 9 E Mid-to-High Teens % Expected Revenue CAGR New Customers / Products Deeper customer relationships and commercialization of new products Conversion to Composite Continued adoption of composites over traditional wood matting Current Surface Protection Market Grid modernization, electrification, data center investment, & infrastructure demand Investing in Capacity Demonstrated Performance 13% Revenue CAGR 2024 – 2026E 30% Capacity additions in 2027 30% Capacity additions in 2029 Continued Innovation >$60M Incremental revenue from 4+ new products through 2029
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® Financial Results Sam Rutty Executive Vice President and Chief Financial Officer Need photo for Dan
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® Q3 Financial Performance ▪ Net sales increased 10.4% excluding the impact from our decision to exit ~$3M low-margin products with the idling of two rotational molding facilities in the fourth quarter of 2025 ▪ Margins decreased due to higher resin costs, unfavorable mix and unplanned maintenance costs, partially offset by higher volume and pricing actions ▪ SG&A lower as percentage of sales by 150 bps to 16.6% ($M except EPS) Q3 2026 Q3 2025 Y/Y Net Sales $171.3 $158.5 +8.1% Adj. Gross Profit $48.3 $50.4 (4.1%) Adj. Gross Margin 28.2% 31.8% -360 bps Adj. Operating Income $17.9 $19.9 (9.9%) Adj. Operating Income Margin 10.4% 12.5% -210 bps Adj. EBITDA $26.6 $29.0 (8.2%) Adj. EBITDA Margin 15.5% 18.3% -280 bps Diluted Adjusted EPS $0.32 $0.31 +3.2% All results are from continuing operations. See Appendix for non-GAAP reconciliations. Businesses previously reported in Distribution segment that were not included in discontinued operations are now reported in Vehicle, Industrial, and Infrastructure 13 End Market Revenue ($M) Q3 2026 Q3 2025 Y/Y Industrial $68.4 $68.6 0% Infrastructure $40.8 $29.6 +38% Vehicle $22.7 $22.7 0% Consumer $20.1 $20.2 0% Food & Beverage $19.3 $17.3 +12% Q3 2026
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® $0.20 $0.30 $0.40 $0.50 $0.60 $0.70 $0.80 $0.90 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 Oct-26 Nov-26 Dec-26 Cost per pound Polyethylene Resin Index Cost 14Source: Chemical Data, Inc. High-Density Polyethylene HIC Blow Molding Rail DEL US large buyer Low Contract Index-linked raw material purchases flow through product cost after approximately 45 to 60 days Cost Recovery Index cost increased 76% from March 2026 to May 2026
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® 15 Balance Sheet and Cash Flow ▪ Cash balance of $53.5M combined with $201.2M of availability under the revolver, provides ample liquidity of $254.7M to support capital allocation priorities ▪ Net debt1 reduced $28.5M Q/Q; net leverage lowered to 1.86x ▪ Generated $17.4M in operating cash flow and $11.5M in free cash flow, with capex of $5.9M in Q3 ▪ YTD, operating cash flow was $76.2M, capex was $14.3M, and free cash flow was $61.9M (+29% Y/Y) ▪ Working capital as a percent of sales increased Q/Q primarily due to income tax receivable and prepayment of annual insurance renewal; continue to prioritize working capital management to improve cash flow metrics Net Debt ($M) and Net Leverage Ratio1 Cash Flow, Capex and FCF as % of Sales Working Capital as a % of TTM Sales $26.0 $4.2 $21.8 $17.4 $5.9 $11.5 Operating Cash Flow Capex Free Cash Flow Q3 2025 Q3 2026 13.8% 10.2% 3.5% 16.4% 6.7% 2.6% 11.8% 11.3% 12.9% Q3 2025 Q2 2026 Q3 2026 All results are from continuing operations. See Appendix for non-GAAP reconciliations. 1 As defined per the credit agreement. Net Leverage Ratio is calculated as Total Debt, less certain cash divided by Compliance Adj. EBITDA. $339.0 $284.5 $256.0 Q3 2025 Q2 2026 Q3 2026 1.94x 1.86x2.64x
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® 16 Capital Allocation Priorities to Drive Shareholder Value Q3 capex was $5.9M with expectation that full-year capex will be near our target of 3.5% of revenue to fund organic growth Open to opportunistic acquisitions aligned with growth platforms Net leverage ratio target range of 1.5x to 2.5x Maintaining a Disciplined Capital Allocation Approach Balanced Framework That Supports Growth Investments and Returning Cash to Shareholders Built on Foundation of Strong Balance Sheet with Ample Liquidity Maintain dividend policy Returned $15M to shareholders since beginning of 2026 through dividends GROWTH INVESTMENTS RETURNING CASH TO SHAREHOLDERS
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® 17 Updating Our 2026 Full-Year End Market Outlook End Markets and Key Products (% of TTM Sales) 2026 Outlook* Industrial (39% of Sales) Akro-Mils®, Buckhorn® & Jamco® containers, organizational bins, totes, carts and cabinets; Scepter® military ammunition containers; OEM parts for general industrial equipment Moderate growth Infrastructure (24% of Sales) Signature Systems® ground protection composite matting for construction, industrial sites, and event venues Strong growth Vehicle (13% of Sales) RV, marine, and automotive components Down (previously stable) Consumer (12% of Sales) Scepter® fuel containers; outdoor furniture and equipment Moderate growth (previously stable), affected by normal level of storm response Food & Beverage (12% of Sales) Buckhorn® seed boxes, intermediate bulk containers, and Tuff Series bulk containers for agricultural and chemical markets Strong growth (previously moderate growth) *Excludes impact from exiting low-margin products and idling two rotational molding facilities in Q4 2025. Businesses previously reported in Distribution segment that were not included in discontinued operations are now reported in Vehicle, Industrial, and Infrastructure Strong Infrastructure outlook is supported by accelerating utility spending and data center-related investment Increasing Food & Beverage outlook due to recent quoting trends, existing backlog and IBC product conversion; expect Seed sales to be slightly positive compared to 2025 Continue to see risks and opportunities for both revenue and margin while we monitor geopolitical events impacting energy markets, resin cost and supply
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® CEO Summary Comments Aaron Schapper President and Chief Executive Officer
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® Key Takeaways 1 2 3 4 Strong year-to-date performance with anticipated significant sequential margin expansion in Q4 positions us to deliver great results in 2026 Focused Transformation is improving margins and increasing operating efficiency as we instill a continuous improvement culture and mindset Simplifying our portfolio, streamlining our path to market, and improving our margin profile, supported by capital allocation framework to create sustainable value Focusing resources and investments on opportunities that maximize profitable growth and deliver Products that Protect 19
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® Appendix
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® 21 Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED GROSS PROFIT, ADJUSTED OPERATING INCOME, ADJUSTED EBITDA AND FREE CASH FLOW (UNAUDITED) (Dollars in thousands) Quarter Ended September 30, Nine Months Ended September 30, 2026 2025 2026 2025 Adjusted gross profit reconciliation: Gross profit $ 46,778 $ 49,257 $ 164,786 $ 150,529 Restructuring expenses and other adjustments 1,537 1,102 2,799 1,598 Adjusted gross profit $ 48,315 $ 50,359 $ 167,585 $ 152,127 Adjusted operating income (loss) reconciliation: Operating income (loss) $ 14,839 $ 16,718 $ 70,863 $ 53,758 Restructuring expenses and other adjustments 2,566 3,147 4,077 6,654 Acquisition non-income tax reserve release — — (2,037) — Pension termination — — — 1,585 Recovery of purchased credit deteriorated assets — — — (3,175) Environmental reserves, net 500 — 900 — Adjusted operating income (loss) $ 17,905 $ 19,865 $ 73,803 $ 58,822 Adjusted EBITDA reconciliation: Income (loss) from continuing operations $ 4,711 $ 6,290 $ 37,259 $ 23,095 Income tax expense (benefit) 1,472 2,931 11,989 8,416 Loss on debt extinguishment 3,463 — 3,463 — Interest expense, net 5,193 7,497 18,152 22,247 Operating income (loss) 14,839 16,718 70,863 53,758 Depreciation and amortization 8,671 9,087 26,900 27,652 Restructuring expenses and other adjustments 2,566 3,147 4,077 6,654 Acquisition non-income tax reserve release — — (2,037) — Pension termination — — — 1,585 Recovery of purchased credit deteriorated assets — — — (3,175) Environmental reserves, net 500 — 900 — Adjusted EBITDA $ 26,576 $ 28,952 $ 100,703 $ 86,474 Free cash flow reconciliation: Net cash provided by (used for) operating activities - continuing operations $ 17,421 $ 26,011 $ 76,212 $ 63,925 Capital expenditures (5,943) (4,176) (14,323) (15,785) Free cash flow $ 11,478 $ 21,835 $ 61,889 $ 48,140
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® 22 Reconciliation of Non-GAAP Financial Measures MYERS INDUSTRIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES ADJUSTED INCOME (LOSS) FROM CONTINUING OPERATIONS AND ADJUSTED INCOME (LOSS) PER DILUTED SHARE FROM CONTINUING OPERATIONS (Dollars in thousands)Quarter Ended September 30, Nine Months Ended September 30, 2026 2025 2026 2025 Adjusted income (loss) from continuing operations reconciliation: Income (loss) from continuing operations $ 4,711 $ 6,290 $ 37,259 $ 23,095 Income tax expense (benefit) 1,472 2,931 11,989 8,416 Income (loss) before income taxes 6,183 9,221 49,248 31,511 Restructuring expenses and other adjustments 2,566 3,147 4,077 6,654 Loss on debt extinguishment 3,463 — 3,463 — Acquisition non-income tax reserve release — — (2,037) — Pension termination — — — 1,585 Recovery of purchased credit deteriorated assets — — — (3,175) Intangible amortization 3,264 3,295 9,794 9,887 Environmental reserves, net 500 — 900 — Adjusted income (loss) before income taxes 15,976 15,663 65,445 46,462 Income tax expense, as adjusted (1) (3,746) (4,072) (16,361) (12,079) Adjusted income (loss) from continuing operations $ 12,230 $ 11,591 $ 49,084 $ 34,383 Adjusted income (loss) per diluted share from continuing operations reconciliation: Income (loss) per diluted share from continuing operations $ 0.13 $ 0.17 $ 0.99 $ 0.62 Restructuring expenses and other adjustments 0.07 0.08 0.11 0.18 Loss on debt extinguishment 0.09 — 0.09 — Acquisition non-income tax reserve release — — (0.05) — Pension termination — — — 0.04 Recovery of purchased credit deteriorated assets — — — (0.08) Intangible amortization 0.09 0.09 0.26 0.26 Environmental reserves, net 0.01 — 0.02 — Adjusted effective income tax rate impact (0.06) (0.03) (0.12) (0.10) Adjusted income (loss) per diluted share from continuing operations (2) $ 0.32 $ 0.31 $ 1.30 $ 0.92 Items in this table may not recalculate due to rounding (1) Income taxes are calculated using the normalized effective tax rate for each period. The rate used in 2026 is 25.0% and in 2025 is 26.0%. (2) Adjusted income (loss) per diluted share from continuing operations is calculated using the weighted average common shares outstanding for the respective period.
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® Meghan Beringer Senior Director Investor Relations Myers Industries, Inc. | 1293 S. Main Street, Akron, Ohio 44301 Tel: (252) 536-5641 | Email: mberinger@myersind.com www.myersind.com