The EPS miss vs consensus is severe, but the positive free cash flow and maintained guidance midpoint provide a floor. Watch the Q3 earnings call for cost recovery progress and any further guidance revision; the stock may remain under pressure until margins stabilize.
Price Chart
Executive Summary
Cooper-Standard reported Q2 2026 adjusted net loss of $2.3M ($-0.13/diluted share), a significant miss vs consensus of $0.92, though sales grew 2.2% YoY to $721.3M. The company generated positive free cash flow of $16.3M and tightened its full-year adjusted EBITDA guidance to $265-295M (midpoint unchanged), but the persistent net losses and margin compression from inflation and tariffs keep the outlook cautious.
Key Financial Metrics
Key Facts
- Q2 2026 sales of $721.3M, up 2.2% YoY from $706.0M
- Adjusted net loss of $2.3M ($-0.13/diluted) vs consensus estimate of $0.92 — a 114.1% miss
- Adjusted EBITDA of $53.9M, down 14.2% YoY from $62.8M; margin compressed to 7.5% from 8.9%
- Generated positive free cash flow of $16.3M vs -$23.4M in Q2 2025, a $39.7M improvement
- Full-year adjusted EBITDA guidance tightened to $265-295M (midpoint unchanged at $280M); sales guidance maintained at $2.7-2.9B
- Net new business awards of $118.4M in Q2, including $36.6M from BEV/full-hybrid platforms
Financial Impact
Adjusted EBITDA down ~$9M YoY; EPS miss of $1.05 vs consensus
Risk Factors
- Higher material costs and tariffs continuing to compress margins
- Inability to recover incremental costs in H2 as anticipated
- Further downward revision to full-year guidance if production volumes soften
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001320461-26-000110 |
| Document: cps-20260805.htm | 0001320461-26-000110 |
| Document: 0001320461-26-000110-index-headers.html | 0001320461-26-000110 |
| Document: 0001320461-26-000110-index.html | 0001320461-26-000110 |
| Document: 0001320461-26-000110.txt | 0001320461-26-000110 |
| 8-K Data (Synthetic) | 0001320461-26-000110 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 24, 2026 4w ago | Press Release | $22.70 $20.39 | ▼ −10.18% | ▼ −8.70% | $20.39 (−10.18%) |
Sep 10, 2026 6w ago | 8-K | $23.70 $21.67 | ▼ −8.57% | ▼ −10.69% | $20.39 (−13.97%) |
Aug 6, 2026 11w ago | 8-K | $27.63 $26.62 | ▲ +3.66% | ▲ +4.26% | $20.39 (+26.20%) |
Aug 5, 2026 11w ago | Press Release | $27.63 $26.62 | ▲ +3.66% | ▲ +4.26% | $20.39 (+26.20%) |
May 7, 2026 24w ago | 8-K | $30.49 $30.08 | ▲ +1.34% | ▲ +4.48% | $20.39 (+33.13%) |
Apr 2, 2026 29w ago | DEFA14A | $28.66 $30.07 | ▲ +4.92% | ▼ −4.96% | $20.39 (−28.86%) |
Mar 4, 2026 33w ago | 8-K | $33.51 $28.66 | ▼ −14.47% | ▼ −10.68% | $20.39 (−39.15%) |
Feb 28, 2026 34w ago | Institutional Cluster | $37.50 $26.47 | ▲ +29.41% | ▲ +21.48% | $20.39 (+45.63%) |
US Market Status
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