Core Molding Tech

Q2 FY2026 EarningsQ2 FY2026 results showed a revenue beat ($62.7M vs. $60.1M expected), primarily driven by robust growth in powersports and building products which offset a cyclical downturn in the truck sector. Gross margin exceeded consensus by 50bps at 20.3%, supported by a one-time customer credit. While GAAP EPS of $0.21 was in-line with expectations, adjusted EPS of $0.39 highlights significant underlying profitability masked by one-time Mexico expansion costs. Full-year revenue guidance remains flat-to-5% growth, consistent with market expectations.