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Dec 31, 2025
Core Molding Q4 2025 Earnings Report
Core Molding Q4 2025 Earnings Report
Key Takeaways
Core Molding Technologies reported a strong fourth quarter with net sales increasing 19.5% to $74.7 million, primarily driven by elevated tooling revenue. Despite a decline in product sales due to weakness in the truck sector, the company achieved significant growth in net income and adjusted EBITDA, while securing $63 million in new business wins for the full year.
Total net sales grew 19.5% year-over-year to $74.7 million in Q4.
Net income improved significantly to $3.1 million compared to a net loss in the prior year period.
The company won $63 million in new business in 2025, with 65% outside of traditional Truck and Powersports markets.
Expansion projects in Mexico (Matamoros and Monterrey) are on track to support a pipeline of $150 million in incremental revenue.
Revenue by Segment
Forward Guidance
The company expects 2026 sales to be flat to up 5% compared to 2025, with a path to over $300 million in revenue by 2027.
Positive Outlook
- Anticipated recovery of the Truck cycle in the second half of 2026.
- New SMC compound production starting by end of Q3 2026.
- Monterrey plant expected to come online on time and on budget.
- Pipeline expected to deliver $150 million in incremental revenue over several years.
- Targeting over $300 million in revenue in 2027.
Challenges Ahead
- Ongoing weakness in the Truck sector impacting early 2026.
- Increased capital expenditure requirements for Mexico expansion.
- Dependence on major customers and potential program completions.
- Exposure to raw material price increases and inflationary pressures.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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