Cooper-Standard Holdings Inc. (CPS)
Cooper-Standard Holdings Inc. (CPS) Q2 2025 Earnings Call Transcript
Cooper-Standard Holdings Inc. (NYSE:CPS ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Jeffrey S. Edwards - Chairman & CEO Jonathan P.
Cooper-Standard: ReFi Back On The Table, Here's What It Means For The Stock
In the Q1 call, management affirmed EBITDA margin and net leverage targets, quashing fears that tariffs would hit the company hard. Profitability metrics continue to improve despite auto production levels (and thus CPS revenue) remaining subdued. Improving profitability, the muted impact of tariffs and decreasing bond yields since the Liberation Day spike have put a debt refinancing back on the table.
Cooper-Standard Holdings Inc. (CPS) Q1 2025 Earnings Call Transcript
Cooper-Standard Holdings Inc. (NYSE:CPS ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Roger Hendriksen - Director, IR Jeff Edwards - Chairman and CEO Jon Banas - EVP and CFO Conference Call Participants Kirk Ludtke - Imperial Capital Michael Ward - Citi Research Ben Briggs - StoneX Financial Operator Good morning, ladies and gentlemen, and welcome to the Cooper-Standard First Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded, and the webcast will be available on the Cooper-Standard website for replay later today.
Cooper-Standard: Strengthening Buy Thesis Despite Earnings Miss
Cooper-Standard posted impressive free cash flow in Q4 but could do much better in '25 and '26 with further operational efficiencies. Despite missing Q4 earnings expectations and guiding to flat revenue in 2025, management remains confident in achieving double-digit adjusted EBITDA margins by the end of the year. Management's optimism about organic growth in the next 5 years and cost reductions improve my bear case estimates and increase my conviction in the buy thesis.
Cooper Standard Posts Narrower Y/Y Loss in Q4 Amid Cost Cuts
Cooper Standard returns to profitability in fourth-quarter 2024, driven by cost savings and operational efficiencies, while providing optimistic 2025 guidance.
Cooper-Standard Holdings Inc. (CPS) Q4 2024 Earnings Call Transcript
Cooper-Standard Holdings Inc. (NYSE:CPS ) Q4 2024 Earnings Conference Call February 14, 2025 9:00 AM ET Company Participants Roger Hendriksen – Director, Investor Relations Jeff Edwards – Chairman and Chief Executive Officer Jon Banas – Executive Vice President and Chief Financial Officer Conference Call Participants Kirk Ludtke – Imperial Capital Michael Ward – Freedom Capital Brian DiRubbio – Baird Ben Briggs – Sonic Financial Kirk Ludtke – Imperial Capital Operator Good morning, ladies and gentlemen, and welcome to the Cooper-Standard Fourth Quarter and Full Year 2024 Earnings Conference Call. During the presentation, all participants will be in a listen-only mode.
Cooper-Standard Misses on Q3 Earnings, Reduces '24 Sales Outlook
Lower production volume, an adverse currency exchange rate and a lack of prior year's settlements hurt CPS's earnings in Q3.
Cooper-Standard Holdings Inc. (CPS) Q3 2024 Earnings Call Transcript
Cooper-Standard Holdings Inc. (NYSE:CPS ) Q3 2024 Earnings Conference Call November 1, 2024 9:00 AM ET Company Participants Roger Hendriksen – Director-Investor Relations Jeff Edwards – Chairman and Chief Executive Officer Jon Banas – Executive Vice President and Chief Financial Officer Conference Call Participants Michael Ward – Freedom Capital Kirk Ludtke – Imperial Capital Brian DiRubbio – Baird Ben Briggs – StoneX Financial Operator Good morning, ladies and gentlemen, and welcome to the Cooper-Standard Third Quarter 2024 Earnings Conference Call. During the presentation, all participants will be in listen-only mode.
Cooper Standard: Sealing Value With Strong Fundamentals And Attractive Valuation
Cooper Standard's low valuation ratios signal significant upside potential after a 90% share price decline since 2018. Ongoing restructuring is improving margins and reducing operational costs, despite inflationary pressures. In my view, the recent revenue decline is temporary, driven by external factors like currency fluctuations and a business divestiture in Q3 2023.
Cooper-Standard (CPS) Reports Y/Y Improvement in Q2 Earnings
Cooper-Standard's (CPS) total revenues decline 2.1% y/y in Q2 primarily due to the divestiture of the Technical Rubber business and unfavorable foreign exchange.
Cooper-Standard Holdings Inc. (CPS) Q2 2024 Earnings Call Transcript
Cooper-Standard Holdings Inc. (NYSE:CPS ) Q2 2024 Earnings Conference Call August 2, 2024 9:00 AM ET Company Participants Roger Hendriksen - Director, Investor Relations Jeffrey Edwards - Chairman and Chief Executive Officer Jonathan Banas - Executive Vice President and Chief Financial Officer Conference Call Participants Michael Ward - Freedom Capital Kirk Ludtke - Imperial Capital Brian DiRubbio - Baird Ben Briggs - StoneX Financial, Inc. Operator Good morning, ladies and gentlemen, and welcome to the Cooper-Standard Second Quarter 2024 Earnings Conference Call. During the presentation, all participants will be in a listen-only mode.
Cooper-Standard Holdings Q2 Preview: Why I Am Bullish Heading Into Earnings, Strong Buy
Cooper-Standard is set to report Q2 earnings on Thursday, August 1st. Cooper-Standard shares have fallen 10.76% since my last report. OEM earnings and recent auto industry data suggest strong new vehicle demand, potentially signaling a strong upcoming quarter for CPS.
