Core Molding Technologies Inc (CMT)
:CMT
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Earnings Data
Report Date
Aug 11, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.21Last Year’s EPS
0.53Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated disciplined operational execution and meaningful progress on strategic growth initiatives (Mexico expansion, $17M in Q1 wins including a $9M/year battery storage contract, best gross margin in over a decade, strong on-time delivery and quality), supported by a healthy commercial pipeline and solid liquidity. Near-term challenges include a 4.7% revenue decline driven by truck-cycle weakness, elevated SG&A from expansion and succession costs, negative operating/free cash flow tied to planned investments, and some seasonality/pull-forward in powersports. Management reaffirmed full-year margin guidance (17%–19%), provided clear capex and investment plans, and maintained a constructive outlook for a truck-market recovery in H2 2026 and revenue growth into 2027.Company Guidance
New Business Wins
Secured $17.0 million of new program awards in Q1, including a $9.0 million-per-year, multi-year battery energy storage system contract (three-year minimum commitment) and other wins (e.g., skid plate and aero roof deflector) that diversify end markets.
Best Gross Margin in Over a Decade
Reported gross margin of 20.4% in Q1, up 120 basis points year-over-year and up 520 basis points sequentially, driven by a favorable revenue mix and shift toward higher-margin product revenue.
Operational Execution Metrics
Delivered strong operating performance metrics with 99.1% on-time delivery and quality of 52 parts per million, demonstrating launch and production discipline.
Powersports Market Recovery
Powersports end market revenue grew 45.7% year-over-year (third consecutive quarter of YoY growth); management expects sustained momentum though some Q1 volume may have been pulled forward for spring seasonality.
Adjusted EBITDA and Margin Stability
Adjusted EBITDA of $7.3 million, representing 12.5% of sales (vs. $7.2 million / 11.7% in the prior year period), indicating resilient underlying profitability despite cyclical headwinds.
Strong Liquidity and Leverage Position
Total liquidity of $73.5 million ($23.5 million cash and $50.0 million available under revolver), term debt of $19.3 million and a trailing 12-month debt-to-EBITDA ratio below 1.0x, supporting planned investments.
Mexico Expansion Progress
Relocated 5 of 9 presses into the new Monterrey facility; Monterrey consolidation on track to finish by end of Q2; Matamoros ultra-large press installations continuing through H2 2026; company previously invested $6.5M in 2025 and plans ~$19M additional Mexico investment in 2026.
Capital Allocation and Shareholder Actions
Repurchased 24,545 shares for $457,000 in Q1 and increased repurchase authorization by $6.5 million; fiscal 2026 capex guidance of $25–30 million with $18–20 million allocated to Mexico growth reflects prioritized organic investment.
Pipeline and Longer-Term Revenue Visibility
Commercial pipeline exceeds $220 million; management target of $50 million in new awards for 2026 and visibility to total product revenue potentially exceeding $300 million in 2027 supported by $63 million of 2025 wins launching into 2026–2027.
Return on Capital Employed
Reported ROCE of 6.8% (7.9% excluding cash) on a trailing 12-month pretax operating income basis, with management expecting improvement as new programs ramp and asset utilization increases.
CMT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CMT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $24.53 | $24.96 | +1.75% |
Mar 10, 2026 | $18.05 | $19.56 | +8.37% |
Nov 04, 2025 | $18.34 | $18.31 | -0.16% |
Aug 05, 2025 | $16.79 | $17.29 | +2.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Core Molding Technologies Inc (CMT) report earnings?
Core Molding Technologies Inc (CMT) is schdueled to report earning on Aug 11, 2026, TBA (Confirmed).
What is Core Molding Technologies Inc (CMT) earnings time?
Core Molding Technologies Inc (CMT) earnings time is at Aug 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMT EPS forecast?
CMT EPS forecast for the fiscal quarter 2026 (Q2) is 0.21.