Commercial Vehicle Group
Supplies seating, electrical, and trim systems for commercial and electric vehicles.
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Profile
Sells seating, wiring and connectivity, and trim and accessory products through three segments for commercial and electric-vehicle markets. Its global manufacturing footprint supports customers across North America, Europe, and Asia-Pacific.
Supplies seating and suspension systems, electrical wiring and connectivity products, and plastic trim with accessories for commercial and electric-vehicle markets. Its three reportable segments are Global Seating, Global Electrical Systems, and Trim Systems and Components.
Manufacturing spans the United States, Mexico, China, the United Kingdom, Czech Republic, Ukraine, Morocco, Thailand, India, and Australia, and sales are principally in North America, Europe, and Asia-Pacific.
Following the divestiture of cab structures and industrial automation, the remaining portfolio was reorganized into the current three-segment structure. The business also serves construction, agriculture, industrial, automotive, truck, mining, rail, marine, power-generation, and defense markets.
Company facts
Categories
Key statistics
Year to date +107% · Average volume (30d) 455.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| May 4, 2026 | Barrington | Target | $10 | $6 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026Q2 FY26 | −$0.05 | −$0.13 | −178.6% | $171.6M | $195.2M | +13.8% | −15.25% |
| May 5, 2026Q1 FY26 | −$0.14 | −$0.10 | +28.6% | $160.0M | $171.5M | +7.2% | +23.22% |
| Mar 10, 2026Q4 FY25 | −$0.15 | −$0.18 | −20.0% | $147.1M | $154.8M | +5.2% | +25.31% |
| Nov 10, 2025Q3 FY25 | −$0.12 | −$0.14 | −16.7% | $147.1M | $152.5M | +3.7% | 0.00% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $169.8M | $172.0M | $152.5M | $154.8M | $171.5M | $195.2M | |
| Gross profit | $18.3M | $20.7M | $16.0M | $15.0M | $19.8M | $24.7M | |
| Operating income | $1.4M | $797.0K | −$1.1M | −$1.8M | $756.0K | $1.6M | |
| Net income | −$4.3M | −$4.8M | −$7.1M | −$6.6M | $902.0K | −$10.2M | |
| Diluted EPS | −$0.12 | −$0.12 | −$0.21 | −$0.20 | $0.03 | −$0.25 | |
| Gross margin | 10.8% | 12.0% | 10.5% | 9.7% | 11.6% | 12.7% | |
| Operating margin | 0.8% | 0.5% | -0.7% | -1.2% | 0.4% | 0.8% |
Fiscal years (4-quarter sums)FY21 $971.6M · FY22 $981.6M · FY23 $921.5M · FY24 $723.4M · FY25 $649.0M
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $36.0M · Total debt $146.5M · Total assets $454.5M · Shareholders' equity $136.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 33.94M · Float 23.32M · 68.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ari B. Levy · director | 3.29M | 9.69% | Form 4 | Jun 4, 2026 |
| Lakeview Opportunity Fund GP, LLC | 3.27M | 8.90% | 13D | Feb 9, 2026 |
| The TCW Group, Inc., on behalf of the TCW Business Unit | 3.09M | 7.84% | 13G | Jul 22, 2026 |
| BlackRock, Inc. | 2.28M | 6.20% | 13G | Jul 27, 2026 |
| Renaissance Technologies LLC | 1.96M | 5.20% | 13G | Aug 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Global Mofy Metaverse
Commercial-vehicle seating for trucks, buses and off-road equipment
- Lear
Seating and electrical-distribution systems for global automotive and EV OEMs
- Stoneridge
Commercial-vehicle mirrors, vision systems and electronic controls
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Commercial Vehicle Group | $3.12 | −0.16% | $105.9M | — | 25.3 | 0.2 | +13.5% |
| Global Mofy Metaverse | $2.55 | −0.39% | $1.5M | — | — | 0.0 | +36.2% |
| Lear | $124.02 | −0.10% | $6.21B | 11.6 | 7.9 | 0.3 | +3.0% |
| Stoneridge | $7.17 | −0.28% | $202.4M | — | 39.9 | 0.3 | −20.4% |
| Median | 11.6 | 23.9 | 0.3 | +3.0% |





