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Winner, Winner: The Chicken McNugget Story
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Core Molding Technologies
Core Molding Technologies (CMT) investor relations material
Core Molding Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 net revenue rose 54.4% to $90.2M, including $25.4M of tooling revenue; production revenue grew 19.7%.
Net income declined to $1.5M from $1.9M, while operating income fell to $1.6M from $2.6M.
More than $90M of annualized revenue opportunities were won across 30+ programs over 18 months; management expects investment benefits to become more visible in 2027.
Financial highlights
Q3 gross margin was 14.8% versus 17.4%; excluding tooling mix and Monterrey commissioning charges, it was 18.6%.
Adjusted EBITDA was $6.4M, or 7.1% of revenue, versus 11.0% a year earlier; adjusted net income was $2.9M, or $0.33 diluted EPS.
Q3 diluted EPS was $0.17 versus $0.22; 9M net income was $3.9M versus $8.1M and diluted EPS was $0.45 versus $0.93.
Q3 SG&A was $11.8M, or 13.1% of revenue, including $1.8M of one-time Mexico expansion and footprint optimization costs.
9M revenue was $211.5M versus $199.1M; operating cash flow was $3.4M and free cash flow was negative $16.3M.
Outlook and guidance
FY2026 sales guidance remained flat to up ~5%, with gross margin expected at 16%–17%; Q4 margin could fall below the range due to tooling mix.
Q4 project revenue is expected at $9M–$11M; customer decisions and tooling lead times affect timing of awards and production revenue.
FY2026 capital spending is expected at $28M–$30M, including $18M–$20M for Mexico expansion; 2027 sustaining CapEx is targeted at 3%–3.5% of sales.
Management expects to issue FY2027 guidance earlier than its usual March timing, no later than January.
Truck OEMs expect demand to remain strong into H1 2027; management anticipates a smoother emissions transition rather than a January 1 step-change.
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Latest events from Core Molding Technologies
- A $7.5 million buyback adds shareholder returns alongside growth investment.CMT
Q4 2023 - Diversified growth and disciplined execution underpin a $500M 2030 revenue target.CMTInvestor day 2026
- Growth in non-truck markets and Mexico expansion offset truck softness, boosting margins.CMTQ2 2026
- Profitability, innovation, and disciplined growth drive expansion and financial strength.CMT15th Annual Midwest IDEAS Investor Conference
- Operational improvements and new contracts drive growth and margin expansion.CMTCorporate presentation
- Transformation, program wins, and Mexico expansion drive strong margins and future growth.CMT16th Annual East Coast IDEAS Conference
- Gross margin rose to 20.4% as Powersports growth and new wins offset truck market declines.CMTQ1 2026
- Q4 revenue up 27.8% sequentially and 19.5% year-over-year; SMC and new business drive growth.CMTQ4 2025
- Transformation and innovation drive growth, robust financials, and market leadership.CMT16th Annual Midwest Ideas Conference
Next Core Molding Technologies earnings date
18th Annual Southwest IDEAS Conference19 Nov, 2026
Core Molding Technologies
Next Core Molding Technologies earnings date
18th Annual Southwest IDEAS Conference19 Nov, 2026
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Frequently asked questions
Core Molding Technologies Inc. is a manufacturer of molded plastic and fiberglass-reinforced products. The company specializes in the production of engineered composite materials, primarily serving industries such as automotive, trucking, marine, and industrial equipment. Core Molding Technologies offers a range of services, including design, manufacturing, and assembly of custom-molded components using various molding processes, such as compression molding, reaction injection molding, and liquid molding. The company focuses on delivering durable, lightweight solutions for structural and non-structural applications. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.