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Stock impact report

Core Molding Technologies Still Waits For The Trucking Turnaround [Seeking Alpha]

Core Molding Technologies Inc (CMT) 
Company Research Source: Seeking Alpha
CMT expects FY26 to be a transition year with flat sales, while 2027 holds the real upside potential contingent on trucking recovery and new program ramps. Management guides for 2027 product revenue exceeding $300 million, gross margin potentially in the low 20s, and normalized SG&A around $30–32 million. I maintain a Hold rating, as the current valuation does not sufficiently discount execution risks and trucking cycle uncertainty, though I remain interested. Getty Images Core Molding Technologies ( CMT ) presented 4Q25 results The company posted a good quarter, considering how poor trucking demand still is. Revenues were up, helped by tooling and by growth in other categories, while the core trucking exposure remained very weak. This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, a Show less Read more
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