Fiscal 2026 Guidance

On a combined basis, the Company now expects full-year fiscal 2026 net sales of approximately $880 million to $886 million and Adjusted EBITDA of approximately $72 million to $74 million.

For its legacy business (excluding Saxdor), the Company is raising its full-year net sales outlook to reflect stronger-than-expected third quarter performance, with full-year legacy net sales now expected to be "down slightly" versus fiscal 2025, representing an improvement from the "flat to down mid-single digit" range it provided previously. Legacy Adjusted EBITDA margin is now expected toward the lower end of the previously communicated 8% to 9% range.

For the fiscal fourth quarter, Saxdor is expected to contribute net sales of approximately $57 million to $59 million and Adjusted EBITDA margin of 10% to 11%.

The Company intends to return to a single consolidated outlook with the provision of fiscal year 2027 guidance in August.

Regarding tariffs, the Company continues to expect total fiscal 2026 exposure within the 1.5% to 3% of cost of goods sold range previously communicated, with Section 232-related impact anticipated to be de minimis. The Company expects to largely offset these added costs by recent price increases.