Form 8-K

8-K — STANDARD MOTOR PRODUCTS, INC.

Accession: 0000093389-26-000098

Filed: 2026-10-30

Period: 2026-10-30

CIK: 0000093389

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — smp-20261030.htm (Primary)

EX-99.1 (a991pressrelease-93026.htm)

GRAPHIC (logo021a.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: smp-20261030.htm · Sequence: 1

smp-20261030

FALSE000009338900000933892026-10-302026-10-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 30, 2026

STANDARD MOTOR PRODUCTS, INC.

(Exact Name of Registrant as Specified in its Charter)

New York

001-04743

11-1362020

(State or Other

Jurisdiction of Incorporation)

(Commission File Number)

(I.R.S. Employee

Identification Number)

37-18 Northern Boulevard, Long Island City, New York 11101

(Address of Principal Executive Offices, including Zip Code)

Registrant’s Telephone Number, including Area Code: 718-392-0200

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425).

o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12).

o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)).

o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)).

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $2.00 per share SMP New York Stock Exchange LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02. Results of Operations and Financial Condition.

On October 30, 2026, Standard Motor Products, Inc. (the “Company”) issued a press release announcing its financial results for the three and nine months ended September 30, 2026. A copy of such press release is furnished as Exhibit 99.1 hereto.

Such press release shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

99.1

Press release dated October 30, 2026 announcing Standard Motor Products, Inc.’s financial results for the three and nine months ended September 30, 2026.

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

STANDARD MOTOR PRODUCTS, INC.

By: /s/ Nathan R. Iles

Nathan R. Iles

Chief Financial Officer

Date: October 30, 2026

Exhibit Index

Exhibit No. Description

99.1

Press release dated October 30, 2026 announcing Standard Motor Products, Inc.’s financial results for the three and nine months ended September 30, 2026.

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EX-99.1

Filename: a991pressrelease-93026.htm · Sequence: 2

Document

Exhibit 99.1

For Immediate Release

For more information, contact:

Anthony (Tony) Cristello

(972) 316-8107

investors@smpcorp.com

Standard Motor Products, Inc. Releases

Third Quarter 2026 Results and Quarterly Dividend

•Third quarter net sales of $507.8 million with adjusted net sales up 2.8% to $512.9 million

•Third quarter diluted earnings per share of $1.42 with adjusted diluted earnings per share of $1.54, up 13.2% versus prior year

•Net debt leverage improved to 1.8x from 2.5x in our second quarter, surpassing our target to be below 2.0x in FY’26

•Reaffirming full-year guidance of low to mid-single digit sales growth and adjusted EBITDA margin of 11% - 12%

New York, NY, October 30, 2026......Standard Motor Products, Inc. (NYSE: SMP), a leading automotive parts manufacturer and distributor, reported today its consolidated financial results for the three and nine months ended September 30, 2026.

Consolidated net sales for the third quarter of 2026 were $507.8 million, compared to consolidated net sales of $498.8 million during the same quarter in 2025. Consolidated adjusted net sales for the third quarter of 2026 were $512.9 million, compared to consolidated adjusted net sales of $498.8 million during the same quarter in 2025. Earnings from continuing operations for the third quarter of 2026 were $32.6 million or $1.42 per diluted share, compared to earnings of $29.8 million or $1.32 per diluted share in the third quarter of 2025. Non-GAAP earnings from continuing operations for the third quarter of 2026 were $35.3 million or $1.54 per diluted share, compared to $30.6 million or $1.36 per diluted share in the third quarter of 2025.

Consolidated net sales for the nine months ended September 30, 2026 were $1,460.6 million, compared to consolidated net sales of $1,406.1 million during the comparable period in 2025.

Consolidated adjusted net sales for the nine months ended September 30, 2026 were $1,490.8 million, compared to consolidated adjusted net sales of $1,406.1 million during the comparable period in 2025. Earnings from continuing operations for the nine months ended September 30, 2026 were $82.7 million or $3.62 per diluted share, compared to $69.8 million or $3.11 per diluted share in the comparable period of 2025. Non-GAAP earnings from continuing operations for the nine months ended September 30, 2026 and 2025 were $85.9 million or $3.76 per diluted share and $77.5 million or $3.45 per diluted share, respectively.

Mr. Eric Sills, Standard Motor Products’ Chairman and Chief Executive Officer stated, “Overall we are very pleased with our third quarter. Adjusted net sales for the quarter, excluding the impact of the accounting treatment for IEEPA tariff refunds received in the quarter, increased 2.8% with three of our four operating segments showing solid gains, while adjusted EBITDA increased to a record-setting $66.6 million. Year-to-date we have set records for both top and bottom-line performance.”

Third Quarter Highlights:

North American Aftermarket Segments

•Vehicle Control adjusted net sales increased 6.0% in the third quarter, driven by strong sell-in as customers deepen assortments to capture DIFM sales, solid demand across all categories and aided by an easier year-over-year comparison. Year-to-date adjusted net sales are up 5.1% for the segment. Customer POS for the segment remained positive throughout the quarter, demonstrating ongoing demand for our non-discretionary offering.

•Temperature Control adjusted net sales decreased 4.1% in the quarter, against a record setting comparison last year, and are up 4.2% year-to-date. The first half of the year saw very strong preseason orders as our customers prepared for the selling season, with sell-in well ahead through the second quarter. Customer POS was solid in the quarter with strong sell-through of previously purchased inventory.

Nissens

Nissens adjusted net sales increased 7.6% to $91.0 million, driven by a combination of high single digit sales growth in local currency benefiting from the record temperatures in certain end-markets, offset by a modest headwind in currency conversion. Year-to-date adjusted net sales are up 7.9% for the segment, outperforming in a challenging market and demonstrating the strength of our program.

Engineered Solutions

Adjusted net sales in the Engineered Solutions segment showed solid growth of 4.9% over last year’s third quarter and are up 11.4% year-to-date. As comparisons remain more difficult in the next few quarters, we would expect more normalized levels of sales growth going forward.

Profitability & Balance Sheet

Adjusted EBITDA for the quarter increased to $66.6 million, up from $61.7 million last year, driven primarily by solid performance across our Vehicle Control and Nissens segments, partially offset by Temperature Control due to lower sales in the quarter.

From a balance sheet perspective, our cash flows and borrowings were in line with expectations. Total net debt at quarter-end stood at $381.9 million, down from $510.2 million at the end of the second quarter, reflecting debt paydown as we are into our seasonally stronger cash-generating quarters. Importantly, we reduced our inventory to $646.1 million from $727.9 million at December 31, 2025. Our net debt leverage decreased to 1.8x from 2.5x in the second quarter of 2026, surpassing our target for reducing net debt levels to 2.0x adjusted EBITDA by the end of 2026.

2026 Guidance Update

Our outlook for the full year of 2026 reaffirms our expectation that sales growth will be in the low to mid-single digit range driven by ongoing tailwinds for professional grade non-discretionary products in the North American aftermarket, continuing momentum in our European business, and steady performance in Engineered Solutions, offset by a lapping of both tariff pricing and the benefits of stronger currency conversion.

Further, we reaffirm our expectation that adjusted EBITDA will be in a range of 11% -12%. Note that our guidance excludes the impact of ongoing changes in the tariff landscape, any significant inflationary impact from geopolitical conditions, or increase in interest rates impacting our customers’ supply chain financing programs. We intend to address these pressures with our usual combination of cost savings and pricing programs.

Dividends

The Board of Directors has approved payment of a quarterly dividend of 33 cents per share on the common stock outstanding, which will be paid on December 1, 2026 to stockholders of record on November 16, 2026.

Closing Remarks

In closing, Mr. Sills commented, “As we move into the final quarter of the year, we are optimistic that we can continue to navigate the challenging environment and maintain the positive momentum we have experienced over the past several quarters. Our quality products and brands across a wide assortment of non-discretionary categories have us well-positioned to support our customers and the repair professional. The resiliency of the aftermarket in both North America and Europe has us excited about our future path for growth and improved profitability. I would like to thank our employees for their hard work and commitment to our continued success.”

Conference Call

Standard Motor Products, Inc. will hold a conference call at 11:00 AM, Eastern Time, on Friday, October 30, 2026. This call will be webcast and can be accessed on our website at www.smpcorp.com and clicking on the SMP Q3'26 Earnings Call Webcast link. Investors may also listen to the call by dialing 800-347-6865 (domestic) or 203-518-9757 (international). The conference call ID code is SMP3Q2026. Our playback will be made available for dial in immediately following the call. For those choosing to listen to the replay by webcast, the link should be active on our website within 24 hours after the call. The playback number is 800-757-4761 (domestic) or 402-220-7215 (international).

Forward-Looking Statements

Under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, Standard Motor Products cautions investors that any forward-looking statements made by the company, including those that may be made in this press release, are based on management’s expectations at the time they are made, but they are subject to risks and uncertainties that may cause actual results, events or performance to differ materially from those contemplated by such forward looking statements. Among the factors that could cause actual results, events or performance to differ materially from those risks and uncertainties discussed in this press release are those detailed from time-to-time in prior press releases and in the company’s filings with the Securities and Exchange Commission, including the company’s annual report on Form 10-K and quarterly reports on Form 10-Q. By making these forward-looking statements, Standard Motor Products undertakes no obligation or intention to update these statements after the date of this release.

Use and Definition of Non-GAAP Measures

We report our financial results in accordance with accounting principles generally accepted in the United States (“GAAP”). We supplement the reporting of our financial information determined under GAAP with certain non-GAAP financial information. The non-GAAP information presented provides investors with additional useful information but should not be considered in isolation or as substitutes for the related GAAP measures. We believe that these non-GAAP measures provide investors with additional insight into the Company’s ongoing business performance and balance sheet health. Other companies may define non-GAAP measures differently, which limits the usefulness of these measures for comparisons with such other companies. We encourage investors to review our financial statements and publicly-filed reports in their entirety and not to rely on any single financial measure.

When we provide our expectations for adjusted EBITDA, adjusted EBITDA margin and net debt leverage, a reconciliation of this non-GAAP financial measure to the corresponding GAAP measures is not available without unreasonable effort due to potentially high variability and low visibility as to the items that would be excluded from the GAAP measure in the relevant future period. A reconciliation of the non-GAAP measures to the corresponding amounts prepared in accordance with GAAP appears in the tables in this Appendix. Below are our non-GAAP financial measures:

Non-GAAP Measure Definition

Adjusted consolidated net sales and adjusted segment net sales Represents net sales (a GAAP measure), excluding adjustment for accounting for International Emergency Economic Powers Act (“IEEPA”) tariff refunds received from the United States Treasury which we estimate may be passed through to our customers.

Non-GAAP diluted earnings per share from continuing operations attributable to SMP and related non-GAAP income statement items and related percentage of net sales and adjusted net sales Represents earnings from continuing operations attributable to SMP (a GAAP measure) and related income statement items, such as gross profit, selling, general and administrative expenses, operating income (GAAP measures), adjusted to exclude restructuring expenses, acquisition and integration expenses, other income (expense), net, and related tax effects.

Net debt and net debt leverage Represents the current portion of revolving credit facility, current portion of term loan and other debt and long-term debt (GAAP measures) less cash (a GAAP measure) divided by EBITDA without special items, as defined below.

EBITDA, adjusted EBITDA, EBITDA without special items and related margin percentage Represents net earnings (loss) (a GAAP measure), excluding depreciation, amortization, and interest expense adjusted or without special items defined as restructuring expenses, acquisition & integration expenses, expenses related to a customer program wind down, and a charge related to a litigation matter in dispute. EBITDA margin and adjusted EBITDA margin divided by GAAP net sales or adjusted consolidated net sales or adjusted segment net sales. Special items represent significant charges or credits that are important to an understanding of the company's overall operating results in the periods presented.

Standard Motor Products, Inc.

Consolidated Statements of Operations

Three Months Ended

September 30, Nine Months Ended

September 30,

(In thousands, except share and per share data, unaudited) 2026 2025 2026 2025

Net sales

$ 507,791 $ 498,836 $ 1,460,556 $ 1,406,068

Cost of sales

342,206 337,042 991,179 968,663

Gross profit 165,585 161,794 469,377 437,405

Selling, general and administrative expenses

115,371 113,388 333,731 320,753

Restructuring expenses

62 782 676 2,037

Other income (expense), net (3) 12 116 319

Operating income 50,149 47,636 135,086 114,934

Other non-operating income, net 958 1,734 472 5,857

Interest expense

6,267 7,394 21,345 23,450

Earnings from continuing operations before income taxes

44,840 41,976 114,213 97,341

Provision for income taxes

11,996 11,977 30,862 26,867

Earnings from continuing operations 32,844 29,999 83,351 70,474

Loss from discontinued operations, net of income taxes (18,472) (34,172) (21,050) (36,369)

Net earnings (loss) 14,372 (4,173) 62,301 34,105

Net earnings attributable to noncontrolling interest 224 162 649 632

Net earnings attributable to SMP $ 14,148 $ (4,335) $ 61,652 $ 33,473

Net earnings (loss) attributable to SMP

Continuing operations

$ 32,620 $ 29,837 $ 82,702 $ 69,842

Discontinued operations

(18,472) (34,172) (21,050) (36,369)

Net earnings (loss) attributable to SMP $ 14,148 $ (4,335) $ 61,652 $ 33,473

Per common share data

Basic:

Continuing operations

$ 1.46 $ 1.36 $ 3.71 $ 3.18

Discontinued operations

(0.83) (1.56) (0.94) (1.66)

Net earnings (loss) attributable to SMP per common share $ 0.63 $ (0.20) $ 2.77 $ 1.52

Diluted:

Continuing operations

$ 1.42 $ 1.32 $ 3.62 $ 3.11

Discontinued operations

(0.80) (1.51) (0.92) (1.62)

Net earnings (loss) attributable to SMP per common share $ 0.62 $ (0.19) $ 2.70 $ 1.49

Dividend declared per common share

$ 0.33 $ 0.31 $ 0.66 $ 0.93

Weighted average number of common shares, basic

22,340,489 21,991,194 22,267,056 21,954,548

Weighted average number of common shares, diluted

22,966,373 22,571,304 22,868,015 22,439,083

Standard Motor Products, Inc.

Consolidated Balance Sheets

(In thousands, except share and per share data)

September 30, 2026 September 30, 2025 December 31, 2025

ASSETS (Unaudited) (Unaudited)

CURRENT ASSETS:

Cash

$ 105,037 $ 87,201 $ 72,031

Accounts receivable, less allowances for discounts and expected credit losses of $10,395 for 2026 and $7,777 and $10,043 for June and December 2025, respectively

307,149 296,229 232,020

Inventories

646,139 676,829 727,922

Prepaid expenses and other current assets

23,924 23,467 18,477

Total current assets

1,082,249 1,083,726 1,050,450

Property, plant and equipment, net of accumulated depreciation of $309,409 for 2026 and $287,624 and $300,283 for June and December 2025, respectively

187,836 187,333 188,562

Operating lease right-of-use assets

98,254 107,789 105,178

Goodwill

251,877 256,152 256,159

Customer relationships intangibles, net 193,720 216,480 212,056

Other intangibles, net

95,228 98,688 99,102

Deferred income taxes

24,732 19,611 25,384

Investments in unconsolidated affiliates

27,583 25,445 26,310

Other assets 37,034 32,315 32,040

Total assets

$ 1,998,513 $ 2,027,539 $ 1,995,241

LIABILITIES AND STOCKHOLDERS’ EQUITY

CURRENT LIABILITIES:

Current portion of revolving credit facility $ 50,000 $ 30,000 $ 30,000

Current portion of term loan and other debt

21,130 20,839 21,988

Accounts payable

166,608 178,295 169,089

Sundry payables and accrued expenses

115,232 111,189 92,054

Accrued customer returns

76,953 83,036 49,554

Accrued rebates

124,679 83,694 84,494

Payroll and commissions

44,638 47,059 46,135

Total current liabilities

599,240 554,112 493,314

Long-term debt

415,830 538,639 566,727

Noncurrent operating lease liabilities

87,220 96,180 93,381

Accrued asbestos liabilities

123,345 115,042 112,625

Other accrued liabilities

31,879 31,434 30,932

Total liabilities

1,257,514 1,335,407 1,296,979

Commitments and contingencies

Stockholders’ equity:

Common stock – par value $2.00 per share (Authorized – 30,000,000 shares; issued 23,936,036 shares) 47,872 47,872 47,872

Capital in excess of par value

103,177 102,838 99,005

Retained earnings

629,060 588,450 589,448

Accumulated other comprehensive income

8,796 14,555 17,857

Treasury stock – at cost (1,594,225 shares in 2026 and 1,948,363 and 1,790,097 shares in June and December 2025, respectively)

(62,794) (76,303) (70,483)

Total SMP stockholders’ equity

726,111 677,412 683,699

Noncontrolling interest

14,888 14,720 14,563

Total stockholders’ equity

740,999 692,132 698,262

Total liabilities and stockholders’ equity

$ 1,998,513 $ 2,027,539 $ 1,995,241

Standard Motor Products, Inc.

Consolidated Statements of Cash Flows

(In thousands, unaudited)

Nine Months Ended

September 30,

2026 2025

CASH FLOWS FROM OPERATING ACTIVITIES:

Net earnings $ 62,301 $ 34,105

Adjustments to reconcile net earnings to net cash provided by operating activities:

Depreciation and amortization

34,777 32,393

Amortization of deferred financing cost

815 931

Increase to allowance for expected credit losses 53 2,865

Increase to inventory reserves 4,837 5,367

Equity income from joint ventures

(2,900) (3,593)

Employee stock ownership plan allocation

2,465 2,025

Stock-based compensation

8,894 5,515

Increase in deferred income taxes (1,449) (3,584)

Loss on discontinued operations, net of tax

21,050 36,369

Change in assets and liabilities:

Increase in accounts receivable (78,295) (78,691)

Decrease (increase) in inventories 74,297 (22,777)

(Increase) decrease in prepaid expenses and other current assets (3,221) 3,403

(Decrease) increase in accounts payable (2,105) 22,431

Increase in sundry payables and accrued expenses 88,908 46,211

Net change in other assets and liabilities

(3,256) 2,711

Net cash provided by operating activities 207,171 85,681

CASH FLOWS FROM INVESTING ACTIVITIES:

Capital expenditures (23,534) (29,334)

Other investing activities (3,434) 3,043

Net cash used in investing activities (26,968) (26,291)

CASH FLOWS FROM FINANCING ACTIVITIES:

Repayments of term loans (11,782) (11,788)

Net (repayments) borrowings under revolving credit facilities (107,718) 9,735

Net (repayments) borrowings of other debt and lease obligations (5,600) 892

Purchase of treasury stock (320) —

(Decrease) increase in overdraft balances (85) 1,542

Dividends paid (22,040) (20,408)

Dividends paid to noncontrolling interest (624) (335)

Net cash used in financing activities (148,169) (20,362)

Effect of exchange rate changes on cash 972 3,747

Net increase in cash 33,006 42,775

CASH at beginning of period 72,031 44,426

CASH at end of period $ 105,037 $ 87,201

Standard Motor Products, Inc.

Reconciliation of GAAP to Adjusted Net Sales by Segment

Three Months Ended September 30,

2026 2025

(In thousands, unaudited) GAAP Net Sales IEEPA Tariff Adjustment Adjusted

Net Sales GAAP Net Sales IEEPA Tariff Adjustment Adjusted

Net Sales

Vehicle Control

Engine Management (Ignition, Emissions and Fuel Delivery) $ 125,944 $ 121,420

Electrical and Safety 66,196 63,192

Wire Sets and Other 13,849 13,070

Total Vehicle Control 205,989 3,492 209,481 197,682 — 197,682

Temperature Control

AC System Components 106,004 114,033

Other Thermal Components 31,490 30,624

Total Temperature Control 137,494 1,208 138,702 144,657 — 144,657

Nissens Automotive

Air Conditioning 45,933 36,409

Engine Cooling 33,165 32,168

Engine Efficiency 11,485 15,960

Total Nissens Automotive 90,583 376 90,959 84,537 — 84,537

Engineered Solutions

Light Vehicle 24,674 21,977

Commercial Vehicle 21,800 21,111

Construction/Agriculture 10,200 8,863

All Other 19,053 20,247

Total Engineered Solutions 75,727 34 75,761 72,198 — 72,198

Intersegment sales (2,002) — (2,002) (238) — (238)

Total

$ 507,791 $ 5,110 $ 512,901 $ 498,836 $ — $ 498,836

Standard Motor Products, Inc.

Reconciliation of GAAP to Adjusted Net Sales by Segment

Nine Months Ended September 30,

2026 2025

(In thousands, unaudited) GAAP Net Sales IEEPA Tariff Adjustment Adjusted

Net Sales GAAP Net Sales IEEPA Tariff Adjustment Adjusted

Net Sales

Vehicle Control

Engine Management (Ignition, Emissions and Fuel Delivery) $ 388,519 $ 368,019

Electrical and Safety 171,635 178,339

Wire Sets and Other 42,586 45,365

Total Vehicle Control 602,740 19,143 621,883 591,723 — 591,723

Temperature Control

AC System Components 290,496 286,001

Other Thermal Components 81,250 78,904

Total Temperature Control 371,746 8,435 380,181 364,905 — 364,905

Nissens Automotive

Air Conditioning 111,535 104,016

Engine Cooling 100,887 95,023

Engine Efficiency 47,203 42,217

Total Nissens Automotive 259,625 615 260,240 241,256 — 241,256

Engineered Solutions

Light Vehicle 72,269 65,161

Commercial Vehicle 66,245 61,552

Construction/Agriculture 30,720 27,855

All Other 60,847 53,854

Total Engineered Solutions 230,081 2,040 232,121 208,422 — 208,422

Intersegment sales (3,636) — (3,636) (238) — (238)

Total

$ 1,460,556 $ 30,233 $ 1,490,789 $ 1,406,068 $ — $ 1,406,068

Standard Motor Products, Inc.

Reconciliation of GAAP and Non-GAAP Earnings Measures

Three Months Ended Nine Months Ended

September 30, September 30,

(Unaudited) 2026 2025 2026 2025

Earnings from Continuing Operations Attributable to SMP

GAAP Earnings from Continuing Operations $ 32,620 $ 29,837 $ 82,702 $ 69,842

Restructuring Expenses 62 782 676 2,037

Litigation Matter 3,615 — 3,615 —

Acquisition & Integration Expenses — 299 2 8,346

Income Tax Effect Related To Reconciling Items (956) (281) (1,116) (2,700)

Non-GAAP Earnings from Continuing Operations $ 35,341 $ 30,637 $ 85,879 $ 77,525

Diluted Earnings Per Share from Continuing Operations Attributable to SMP

GAAP Diluted Earnings Per Share from Continuing Operations $ 1.42 $ 1.32 $ 3.62 $ 3.11

Restructuring Expenses — 0.04 0.03 0.09

Litigation Matter 0.16 — 0.16 —

Acquisition & Integration Expenses — 0.01 — 0.37

Income Tax Effect Related To Reconciling Items (0.04) (0.01) (0.05) (0.12)

Non-GAAP Diluted Earnings Per Share from Continuing Operations $ 1.54 $ 1.36 $ 3.76 $ 3.45

Last Twelve Months Ended Year Ended

September 30, December 31,

(In thousands, except for net debt leverage ratio) 2026 2025 2025

Net Debt Unaudited Audited

Current portion of revolving credit facility $ 50,000 $ 30,000 $ 30,000

Current portion of term loan and other debt

21,130 20,839 21,988

Long-term debt

415,830 538,639 566,727

Total debt 486,960 589,478 618,715

Less: Cash 105,037 $ 87,201 72,031

Net debt 381,923 502,277 546,684

EBITDA without Special Items

GAAP Net Earnings (Loss) $ 70,406 $ 32,099 $ 42,208

Loss from Discontinued Operations, Net of Income Taxes (22,379) (37,770) (37,698)

Provision for Income Taxes 34,610 27,534 30,617

GAAP Earnings from Continuing Operations Before Taxes 127,395 97,403 110,523

Depreciation and Amortization 46,232 41,798 43,848

Interest Expense 29,234 28,998 31,339

EBITDA 202,861 168,199 185,710

Restructuring Expenses 1,219 3,931 2,580

Litigation Matter 3,615 — —

Acquisition & Integration Expenses 239 20,418 8,583

Customer Program Wind Down 4,067 — 4,067

Special Items 9,140 24,349 15,230

EBITDA without Special Items $ 212,001 $ 192,548 $ 200,940

Net debt leverage ratio 1.8 2.6 2.7

Standard Motor Products, Inc.

Reconciliation of GAAP and Non-GAAP Earnings Measures by Segments

Three Months Ended September 30, 2026

(In thousands, unaudited) Vehicle Control Temperature Control Nissens Automotive Engineered Solutions Corporate Unallocated Expenses Consolidated

EBITDA without Special Items

GAAP Net Earnings (Loss) $ 16,572 $ 14,345 $ 3,560 $ 2,481 $ (22,586) $ 14,372

Loss from Discontinued Operations, Net of Income Taxes — — — — (18,472) (18,472)

Provision for Income Taxes 6,160 4,958 1,456 1,485 (2,063) $ 11,996

GAAP Earnings (Loss) from Continuing Operations Before Taxes 22,732 19,303 5,016 3,966 (6,177) 44,840

Depreciation and Amortization 4,648 891 3,300 2,673 350 11,862

Interest Expense 987 475 4,655 598 (448) 6,267

EBITDA 28,367 20,669 12,971 7,237 (6,275) 62,969

Restructuring Expenses 41 2 — 19 — 62

Litigation Matter — — 3,615 — — 3,615

Special Items 41 2 3,615 19 — 3,677

EBITDA without Special Items $ 28,408 $ 20,671 $ 16,586 $ 7,256 $ (6,275) $ 66,646

% of GAAP Net Sales 13.8 % 15.0 % 18.3 % 9.6 % 13.1 %

% of Non-GAAP Net Sales 13.6 % 14.9 % 18.2 % 9.6 % 13.0 %

Three Months Ended September 30, 2025

(In thousands, unaudited) Vehicle Control Temperature Control Nissens Automotive Engineered Solutions Corporate Unallocated Expenses Consolidated

EBITDA without Special Items

GAAP Net Earnings (Loss) $ 10,733 $ 20,036 $ 4,420 $ 2,869 $ (42,232) $ (4,174)

Loss from Discontinued Operations, Net of Income Taxes — — — — (34,172) (34,172)

Provision for Income Taxes 3,520 7,087 1,120 1,370 (1,119) 11,978

GAAP Earnings (Loss) from Continuing Operations Before Taxes 14,253 27,123 5,540 4,239 (9,179) 41,976

Depreciation and Amortization 4,174 785 3,333 2,574 335 11,201

Interest Expense 1,267 587 5,322 515 (297) 7,394

EBITDA 19,694 28,495 14,195 7,328 (9,141) 60,571

Restructuring Expenses 735 1 — 46 — 782

Acquisition & Integration Expenses — — 44 — 255 299

Special Items 735 1 44 46 255 1,081

EBITDA without Special Items $ 20,429 $ 28,496 $ 14,239 $ 7,374 $ (8,886) $ 61,652

% of GAAP Net Sales 10.3 % 19.7 % 16.8 % 10.2 % 12.4 %

% of Non-GAAP Net Sales 10.3 % 19.7 % 16.8 % 10.2 % 12.4 %

Standard Motor Products, Inc.

Reconciliation of GAAP and Non-GAAP Earnings Measures by Segments

Nine Months Ended September 30, 2026

(In thousands, unaudited) Vehicle Control Temperature Control Nissens Automotive Engineered Solutions Corporate Unallocated Expenses Consolidated

EBITDA without Special Items

GAAP Net Earnings (Loss) $ 37,346 $ 41,256 $ 11,660 $ 7,303 $ (35,263) $ 62,302

Loss from Discontinued Operations, Net of Income Taxes — — — — (21,050) (21,050)

Provision for Income Taxes 13,751 14,448 4,758 3,390 (5,487) $ 30,860

GAAP Earnings (Loss) from Continuing Operations Before Taxes 51,097 55,704 16,418 10,693 (19,700) 114,212

Depreciation and Amortization 13,395 2,586 9,877 7,867 1,052 34,777

Interest Expense 4,699 1,960 14,031 1,714 (1,059) 21,345

EBITDA 69,191 60,250 40,326 20,274 (19,707) 170,334

Restructuring Expenses 551 74 — 51 — 676

Litigation Matter — — 3,615 — — 3,615

Acquisition & Integration Expenses — — 2 — — 2

Special Items 551 74 3,617 51 — 4,293

EBITDA without Special Items $ 69,742 $ 60,324 $ 43,943 $ 20,325 $ (19,707) $ 174,627

% of GAAP Net Sales 11.6 % 16.2 % 16.9 % 8.8 % 12.0 %

% of Non-GAAP Net Sales 11.2 % 15.9 % 16.9 % 8.8 % 11.7 %

Nine Months Ended September 30, 2025

(In thousands, unaudited) Vehicle Control Temperature Control Nissens Automotive Engineered Solutions Corporate Unallocated Expenses Consolidated

EBITDA without Special Items

GAAP Net Earnings (Loss) $ 35,318 $ 40,312 $ 5,954 $ 8,150 $ (55,629) $ 34,105

Loss from Discontinued Operations, Net of Income Taxes — — — — (36,369) (36,369)

Provision for Income Taxes 11,430 14,361 2,088 3,508 (4,520) 26,867

GAAP Earnings (Loss) from Continuing Operations Before Taxes 46,748 54,673 8,042 11,658 (23,780) 97,341

Depreciation and Amortization 11,913 2,347 9,645 7,501 987 32,393

Interest Expense 3,820 1,888 16,455 1,517 (230) 23,450

EBITDA 62,481 58,908 34,142 20,676 (23,023) 153,184

Restructuring Expenses 1,740 190 — 105 2 2,037

Acquisition & Integration Expenses — — 7,877 — 469 8,346

Special Items $ 1,740 $ 190 $ 7,877 $ 105 $ 471 $ 10,383

EBITDA without Special Items $ 64,221 $ 59,098 $ 42,019 $ 20,781 $ (22,552) $ 163,567

% of GAAP Net Sales 10.9 % 16.2 % 17.4 % 10.0 % 11.6 %

% of Non-GAAP Net Sales 10.9 % 16.2 % 17.4 % 10.0 % 11.6 %

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Oct. 30, 2026

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