Commercial Vehicle

CVGI

Q2 FY2026 EarningsQ2 FY26 results exceeded revenue and gross margin expectations, with revenue reaching $195.2M (+13.8% vs. consensus $171.6M) and adjusted gross margin at 12.9% vs. 12.3% expected. However, diluted EPS of $(0.25) and adjusted EPS of $(0.13) both missed consensus due to a $3.4M warrant liability revaluation and higher SG&A expenses. Management raised FY26 revenue guidance to $725M–$755M and Adjusted EBITDA to $26M–$31M, signaling robust demand in global markets despite mixed North American production rates.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Commercial Vehicle(CVGI) the Revenue is 195.24 M (+13.54%), Beat estimate;the EBIT is 2.554 M (+31.85%), Miss estimate;the EPS is -0.29 (-141.7%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.20B13.54%
0.17B0.20%
+0.02B13.74%
EBITMiss expectations
0.00B31.85%
0.00B40.53%
-0.00B8.68%
EPSMiss expectations
-0.29141.67%
-0.05554.17%
-0.2350195.84%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf