Core Molding Technologies (CMT) Revenue by Segment

Shows how much revenue comes from each business line—such as automotive programs, industrial products, or aftermarket—revealing how dependent Core Molding is on specific customers or sectors. A higher share from automotive OEM work signals sensitivity to vehicle production cycles and program awards, while growing non-automotive or aftermarket revenue indicates diversification and more stable cash flow. Investors should watch shifts in the mix and customer concentration to judge future revenue stability, margin trends, and exposure to industry downturns.

Product revenue weakness was largely driven by the truck end‑market, while diversification is visible in stronger non‑truck production and a recent sequential uptick in product sales through early 2026. Tooling is highly lumpy and Q4‑weighted, so spikes reflect project timing rather than steady demand. Management’s guidance that new program awards will begin contributing in the second half of 2026 and that tooling/project revenue is back‑loaded supports a potential durable recovery into 2027, but near‑term upside hinges on truck order stabilization and successful Mexico capacity ramps.