Core Molding Technologies
Custom structural-plastics parts and tooling for North American OEM programs.
Something off on this page? Send us feedback.
Profile
Produces custom thermoset and thermoplastic structural parts, assemblies, sheet molding compound, and tooling for OEM programs across transportation, powersports, building, and industrial markets. Most revenue comes from molded products, with manufacturing integrated across the United States, Mexico, and Canada.
Manufactures custom engineered-plastic components, assemblies, and tooling for OEM programs across medium- and heavy-duty trucks, powersports, building products, industrial, and utility applications. Its North American platform combines sheet molding compound with thermoset and thermoplastic molding, machining, water-jet cutting, assembly, priming, and selective painting. Plants in the United States, Mexico, and Canada serve program-based production schedules.
Earns most revenue from molded products, while tooling revenue is tied to customer molds and assembly equipment. Competes partly by replacing heavier metal or concrete assemblies with plastics suited to lower-volume applications. Demand depends on concentrated OEM customers, cyclical truck and powersports markets, short schedule visibility, capacity utilization, input costs, and cross-border manufacturing in Mexico and Canada.
Company facts
Key statistics
Year to date +29.4% · Average volume (30d) 25.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 5, 2026 | Roth Capital | Reiterate | Buy | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.21 | $0.39 | +85.7% | $60.1M | $62.7M | +4.5% | +2.29% |
| May 7, 2026Q1 FY26 | $0.22 | $0.07 | −68.2% | $59.4M | $58.6M | −1.4% | +4.17% |
| Mar 10, 2026Q4 FY25 | $0.23 | $0.36 | +56.5% | $66.4M | $74.7M | +12.4% | −5.52% |
| Nov 4, 2025Q3 FY25 | $0.40 | $0.22 | −45.0% | $66.4M | $58.4M | −12.0% | +3.00% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $61.4M | $79.2M | $58.4M | $74.7M | $58.6M | $62.7M | |
| Gross profit | $11.8M | $14.3M | $10.1M | $11.3M | $12.0M | $12.7M | |
| Operating income | $2.8M | $5.2M | $2.5M | $3.6M | $764.0K | $2.3M | |
| Net income | $2.2M | $4.1M | $1.9M | $3.1M | $605.0K | $1.8M | |
| Diluted EPS | $0.25 | $0.47 | $0.22 | $0.35 | $0.07 | $0.21 | |
| Gross margin | 19.2% | 18.1% | 17.2% | 15.2% | 20.4% | 20.3% | |
| Operating margin | 4.6% | 6.6% | 4.2% | 4.8% | 1.3% | 3.7% |
Fiscal years (4-quarter sums)FY24 $302.4M · FY25 $273.8M
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $12.1M · Total debt $13.0M · Total assets $227.4M · Shareholders' equity $161.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 8.90M · Float 7.20M · 80.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 486.0K | 5.46% | 13F | Aug 7, 2026 |
| Renaissance Technologies LLC | 461.9K | 5.19% | 13F | Aug 13, 2026 |
| Tieton Capital Management, LLC | 452.0K | 5.08% | 13F | Aug 10, 2026 |
| Dimensional Fund Advisors LP | 407.3K | 4.58% | 13F | Aug 11, 2026 |
| Gamco Investors, Inc. et al | 375.8K | 4.22% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Ralph O. Hellmold | director | −4,268 | $25.82 |
Peers
- Mistras Group
SMC battery covers and pickup-truck exterior parts rival lightweighting bids.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Core Molding Technologies | $25.00 | −0.75% | $222.5M | 29.4 | 15.1 | 0.9 | −20.8% |
| Mistras Group | $18.49 | 0.00% | $588.3M | 22.2 | 15.9 | 0.8 | +4.2% |
| Median | 22.2 | 15.9 | 0.8 | +4.2% |