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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.

Core Molding Technologies reported a 20% YoY revenue decline in 3Q25, mainly due to weak trucking demand and Volvo's platform transition. CMT's operating margins held up better than expected despite the revenue drop, but topline recovery remains uncertain amid ongoing trade and macro risks. Management expects new Volvo programs and a trucking demand rebound by late 2026/early 2027, but timing and scale are uncertain.

COLUMBUS, Ohio, Nov. 05, 2025 (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 17th Annual Southwest IDEAS Investor Conference at The Westin Irving Convention Center Las Colinas on November 19, 2025.

Core Molding Technologies, Inc. ( CMT ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants David Duvall - President, CEO & Director Eric Palomaki - Chief Operating Officer Alex Panda - Executive VP, Secretary, Treasurer & CFO Conference Call Participants Sandra Martin - Three Part Advisors, LLC Alfred Moore - ROTH Capital Partners, LLC, Research Division William Dezellem - Tieton Capital Management, LLC Presentation Operator Good morning, everyone. Welcome to the Core Molding Technologies Third Quarter 2025 Financial Results Conference Call.

Core Molding Technologies (CMT) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.36 per share a year ago.