Core Molding Technologies

CMT

Market cap $201M

Core Molding Technologies reported 1Q26 results showing pressured trucking revenues offset by strength in industrial, EV, and BESS segments. CMT maintains robust gross margins (~20%) and expects 17–19% for the year, with adjusted operating income potentially reaching $20 million in 2026. Management anticipates a trucking cycle recovery and sales upside from the expanded Matamoros facility in 2H26, but near-term revenue growth remains muted.

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COLUMBUS, Ohio, May 14, 2026 (GLOBE NEWSWIRE) -- Core Molding Technologies, Inc. (NYSE American: CMT) (“Core Molding,” “Core” or the “Company”), a leading engineered materials company specializing in molded structural products, principally in building products, industrial and utilities, medium and heavy-duty truck and powersports industries across the United States, Canada and Mexico today announced that management will participate in the 16th Annual East Coast IDEAS Investor Conference at The Westin New York at Times Square. The Company will host one-on-one investor meetings throughout the day, with their presentation scheduled for 3:20-3:55 PM ET on June 10th.

Core Molding Technologies, Inc. (CMT) Q1 2026 Earnings Call Transcript

Core Molding Technologies (CMT) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.25 per share a year ago.

First Quarter Delivers New Wins of $17 million, Margin Expansion, Strategic Investment Progress, and Early Signs of Cycle Recovery First Quarter Delivers New Wins of $17 million, Margin Expansion, Strategic Investment Progress, and Early Signs of Cycle Recovery

Core Molding Technologies (CMT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Core Molding Technologies delivered a solid Q4, despite ongoing trucking market weakness, with revenue up 19% YoY, driven by tooling and diversification. 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.

Core Molding Technologies, Inc. (CMT) Q4 2025 Earnings Call Transcript

Core Molding Technologies (CMT) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.1 per share a year ago.