earnings
confidence high
sentiment neutral
materiality 0.75
Core Molding Q4 revenue up 19.5% to $74.7M; full-year revenue down 9.5%; guides 2026 flat to +5%
CORE MOLDING TECHNOLOGIES INC
- Q4 net sales $74.7M (+19.5% YoY); product sales $55.4M (-7.8%); net income $3.1M ($0.36 diluted) vs net loss of $39K.
- Full-year 2025 revenue declined 9.5% driven by Truck weakness; gross margin 17.4% within target range; operating cash flow >$19M.
- Won $63M in new business in 2025; >65% outside Truck/Powersports; launched SMC in Building Products generating ~$10M revenue.
- Expects 2026 total sales flat to +5% vs 2025; Truck recovery anticipated in H2 2026; projects path to >$300M revenue in 2027.
- Adjusted diluted EPS $0.47 in Q4 vs $0.10 prior year; Adjusted EBITDA $7.6M (10.2% of sales) vs $5.7M.
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