Commercial Vehicle Group, Inc. (CVGI)

Over the past six months, CVGI's stock price has been impacted by several events. The company reported an 11.2% year-over-year revenue decline in Q2 2025, with a net loss of $4.1 million, but improved gross margin and free cash flow. In Q3 2025, CVGI reported a significant miss in both EPS and revenue compared to analysts' forecasts. Ari Levy was appointed to the Board of Directors in February 2026. CVGI's stock price declined by 17.78% over the last six months. A buy signal was issued from a pivot bottom point on February 3, 2026, leading to an 11.64% rise in the stock price, but a sell signal from the 3-month MACD was also present. Insider sentiment for Commercial Vehicle Group is positive, driven by high-impact open-market purchases from insiders.

Commercial Vehicle Group's products and services are significantly impacted by the cyclical nature of the commercial vehicle industry. The company has experienced softening demand in key segments such as construction, agriculture, and Class 8 trucks globally, as well as prolonged weakness in demand due to weak Class 8 vehicle production and a slower ramp-up of electric vehicle program awards. The company's revenue streams are tied to this cyclical industry.

Commercial Vehicle Group, Inc. (CVGI) is a global manufacturer and supplier based in New Albany, Ohio, specializing in designing, engineering, and producing critical components and systems for the commercial vehicle market and other industries. The company operates within the Industrials sector, specifically in the Construction Machinery & Heavy Transportation Equipment industry, and is also involved in the auto parts industry, serving various markets, including commercial vehicles, electric vehicles, automotive, industrial, and recreational vehicles. CVGI's major products are categorized into Vehicle Solutions, Electrical Systems, and Aftermarket & Accessories, also providing industrial automation solutions and vehicle accessories.

Commercial Vehicle Group, Inc. has a strong international presence with manufacturing facilities and operations across five continents. Its manufacturing facilities are located in the United States, Mexico, China, and Romania. The company's global reach extends to North America, Europe, Asia, and Australia, with specific operating locations in the United States, Mexico, the United Kingdom, the Czech Republic, Ukraine, Morocco, Thailand, India, and Australia.

Commercial Vehicle Group's brand reputation in the past year has been primarily influenced by its financial performance and market conditions. The company experienced a revenue decline and net loss in Q2 2025, and a significant miss in EPS and revenue in Q3 2025. In January 2025, S&P Global Ratings lowered CVG's rating to 'B-' from 'B' due to weaker than expected liquidity, elevated leverage, and prolonged weakness in demand. CVG has been actively pivoting towards higher-growth industrial and electric vehicle (EV) markets and completed the sale of several non-core businesses in 2024.

As of recent filings, 72.32% of Commercial Vehicle Group's stock is owned by institutional investors, including Renaissance Technologies Llc and Vanguard Group Inc. Ari Levy of Lakeview Investment Group owns approximately 8.9% of CVG's outstanding shares. Insiders, including Wayne M Rancourt and Chung Kin Cheung, also own company stock, with positive insider sentiment due to recent open-market purchases.