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Commercial Vehicle Group (CVGI) investor relations material
Commercial Vehicle Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue declined 11.2% year-over-year to $172M, with net loss widening to $4.1M, driven by softer demand across all segments.
Adjusted gross margin improved to 12%, up 120 bps sequentially and 70 bps year-over-year, due to operational efficiencies and cost controls.
Free cash flow surged to $17.3M in Q2, a $16.5M improvement year-over-year, with year-to-date free cash flow at $20.5M.
Completed major debt refinancing, extending maturities to 2030 and enhancing financial flexibility.
Leadership changes and strategic reorganization into three business segments were announced to enhance focus and efficiency.
Financial highlights
Q2 2025 revenue was $172M, down from $193.7M year-over-year, mainly due to lower OEM and segment demand.
Adjusted EBITDA was $5.2M (3% margin), down from $8.2M (4.2% margin) year-over-year.
Net loss was $4.1M ($0.12/share) vs. $1.3M ($0.04/share) prior year; adjusted net loss $2.9M ($0.09/share) vs. adjusted net income $1.5M ($0.05/share).
Net leverage ratio improved to 4.8x from 5.0x sequentially.
Free cash flow improved to $17.3M from $0.8M year-over-year.
Outlook and guidance
2025 revenue guidance lowered to $650M–$670M (from $660M–$690M); adjusted EBITDA guidance to $21M–$25M (from $22M–$27M).
Free cash flow guidance raised to at least $30M for 2025, with focus on debt reduction.
Net leverage expected to decline through 2025–2026, targeting 2x.
ACT forecasts Class 8 truck builds down 24% in 2025, flat in 2026, up 12% in 2027; construction and agriculture markets expected down 5–15% in 2025.
Management expects continued volatility from geopolitical, tariff, and FX risks, but liquidity is sufficient for the next twelve months.
How much revenue is from new electrical wins?
How are cost savings impacted by lower volumes?
How does the debt leverage ratio step down?
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Next Commercial Vehicle Group earnings date
Q3 20254 Nov, 2025
Next Commercial Vehicle Group earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Commercial Vehicle Group, Inc. is a supplier of components and systems for the global commercial vehicle and industrial markets. The company designs, manufactures, and distributes products such as seating systems, electrical wire harnesses, trim systems, and other cab-related components. Its offerings are used in various applications, including medium- and heavy-duty trucks, construction equipment, agricultural vehicles, and specialty vehicles. The company is headquartered in New Albany, Ohio, and its shares are listed on the NASDAQ.
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