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CVGI Stock Analysis - Commercial Vehicle Group, Inc. AI Rating

CVGI Nasdaq Motor Vehicle Parts & Accessories DE CIK: 0001290900
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
78% Confidence

📊 CVGI Key Takeaways

Revenue: $649.0M
Net Margin: -3.5%
Free Cash Flow: $34.0M
Current Ratio: 2.43x
Debt/Equity: 0.79x
EPS: $0.04
AI Rating: SELL with 78% confidence

Investment Thesis

Commercial Vehicle Group faces significant operational challenges with negative operating margins, declining revenue (-10.3% YoY), and substantial net losses despite positive free cash flow. While liquidity metrics appear healthy and the company maintains positive operating cash flow, the persistent negative profitability and deteriorating operating performance indicate fundamental business stress in a cyclical industry.

CVGI Strengths

  • + Positive operating cash flow of $44.6M provides financial flexibility despite net losses
  • + Strong liquidity position with 2.43x current ratio and $33.3M cash balance
  • + Reasonable debt-to-equity ratio of 0.79x indicates manageable leverage
  • + Free cash flow of $34.0M demonstrates ability to generate cash from operations

CVGI Risks

  • ! Operating losses (-0.1% margin) and negative net income (-3.5% margin) indicating unprofitable core operations
  • ! Revenue declining 10.3% year-over-year signals weakening market demand or competitive pressures
  • ! Negative interest coverage ratio of -0.3x shows inability to service debt from operating earnings
  • ! Negative ROE (-17.1%) and ROA (-5.8%) indicate value destruction for shareholders and inefficient asset utilization
  • ! Gross margin compression at only 10.5% suggests pricing pressure or rising input costs

Key Metrics to Watch

CVGI Financial Metrics

Revenue
$649.0M
Net Income
$-22.8M
EPS (Diluted)
$0.04
Free Cash Flow
$34.0M
Total Assets
$391.7M
Cash Position
$33.3M

💡 AI Analyst Insight

Strong liquidity with a 2.43x current ratio provides a solid financial cushion.

CVGI Profitability Ratios

Gross Margin 10.5%
Operating Margin -0.1%
Net Margin -3.5%
ROE -17.1%
ROA -5.8%
FCF Margin 5.2%

CVGI vs Default Sector

How Commercial Vehicle Group, Inc. compares to Default sector averages

Net Margin
CVGI -3.5%
vs
Sector Avg 12.0%
CVGI Sector
ROE
CVGI -17.1%
vs
Sector Avg 15.0%
CVGI Sector
Current Ratio
CVGI 2.4x
vs
Sector Avg 1.8x
CVGI Sector
Debt/Equity
CVGI 0.8x
vs
Sector Avg 0.7x
CVGI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CVGI Balance Sheet & Liquidity

Current Ratio
2.43x
Quick Ratio
1.34x
Debt/Equity
0.79x
Debt/Assets
66.0%
Interest Coverage
-0.29x
Long-term Debt
$104.9M

CVGI 5-Year Financial Trend

CVGI 5-year financial data: Year 2021: Revenue $971.6M, Net Income $15.8M, EPS $0.51. Year 2022: Revenue $981.6M, Net Income -$37.0M, EPS $-1.20. Year 2023: Revenue $994.7M, Net Income $23.7M, EPS $0.72. Year 2024: Revenue $835.5M, Net Income -$22.0M, EPS N/A. Year 2025: Revenue $835.5M, Net Income $49.4M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Commercial Vehicle Group, Inc.'s revenue has declined by 14% over the 5-year period, indicating business contraction. The most recent EPS of $0.72 reflects profitable operations.

CVGI Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.2%
Free cash flow / Revenue

CVGI Quarterly Performance

Quarterly financial performance data for Commercial Vehicle Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $152.5M -$7.1M N/A
Q2 2025 $172.0M $1.3M N/A
Q1 2025 $169.8M $2.9M N/A
Q3 2024 $171.8M $7.3M N/A
Q2 2024 $229.9M $1.3M $0.04
Q1 2024 $232.1M $2.9M $0.09
Q3 2023 $246.7M $3.6M $0.11
Q2 2023 $250.8M $2.5M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CVGI Capital Allocation

Operating Cash Flow
$44.6M
Cash generated from operations
Capital Expenditures
$10.7M
Investment in assets
Dividends
None
No dividend program

CVGI SEC Filings

Access official SEC EDGAR filings for Commercial Vehicle Group, Inc. (CIK: 0001290900)

📋 Recent SEC Filings

Date Form Document Action
Mar 10, 2026 10-K cvgi-20251231.htm View →
Mar 10, 2026 8-K cvgi-20260310.htm View →
Feb 6, 2026 8-K cvgi-20260206.htm View →
Jan 5, 2026 4 xslF345X05/wk-form4_1767648291.xml View →
Jan 5, 2026 4 xslF345X05/wk-form4_1767648036.xml View →

Frequently Asked Questions about CVGI

What is the AI rating for CVGI?

Commercial Vehicle Group, Inc. (CVGI) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CVGI's key strengths?

Positive operating cash flow of $44.6M provides financial flexibility despite net losses. Strong liquidity position with 2.43x current ratio and $33.3M cash balance.

What are the risks of investing in CVGI?

Operating losses (-0.1% margin) and negative net income (-3.5% margin) indicating unprofitable core operations. Revenue declining 10.3% year-over-year signals weakening market demand or competitive pressures.

What is CVGI's revenue and growth?

Commercial Vehicle Group, Inc. reported revenue of $649.0M.

Does CVGI pay dividends?

Commercial Vehicle Group, Inc. does not currently pay dividends.

Where can I find CVGI SEC filings?

Official SEC filings for Commercial Vehicle Group, Inc. (CIK: 0001290900) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CVGI's EPS?

Commercial Vehicle Group, Inc. has a diluted EPS of $0.04.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI