Guidance implies modest revenue growth of 1-5% over LTM, with EPS roughly flat vs. LTM. With the stock already underperforming and analyst consensus highly bearish, the numbers may provide a floor but are unlikely to catalyze a rally. Watch upcoming quarterly results for confirmation of diversified market momentum and transportation stabilization.
Price Chart
Executive Summary
CTS Corp filed an 8-K furnishing an April 2026 investor presentation that provides updated FY2026 guidance: revenue $560-$580M and adjusted diluted EPS $2.35-$2.45. The presentation highlights strong growth in diversified end markets (industrial +14%, medical +25%, aero/defense +15%) offsetting a 3% decline in transportation. LTM revenue stands at $555M with adjusted EBITDA margin of 23%.
Key Facts
- FY2026 revenue guidance: $560-$580 million
- FY2026 adjusted diluted EPS guidance: $2.35-$2.45
- LTM revenue (through March 2026): $555 million
- LTM adjusted diluted EPS: $2.41
- Diversified end markets (58% of revenue) showing strong YoY growth: Industrial +14%, Medical +25%, Aero & Defense +15%
- Transportation segment (42% of revenue) declined 3% YoY
- Adj. EBITDA margin (LTM): 23%
Financial Impact
FY2026 revenue guidance of $560-$580 million and adjusted diluted EPS of $2.35-$2.45, compared to LTM revenue of $555 million and adjusted EPS of $2.41.
Risk Factors
- Continued decline in transportation segment (42% of revenue)
- Supply chain disruptions, tariffs, and geopolitical risks
- Failure to achieve guidance due to macroeconomic headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-189091 |
| Document: cts-ex99_1.htm | 0001193125-26-189091 |
| Document: 0001193125-26-189091-index-headers.html | 0001193125-26-189091 |
| Document: 0001193125-26-189091-index.html | 0001193125-26-189091 |
| Document: 0001193125-26-189091.txt | 0001193125-26-189091 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 28, 2026 9w ago | 8-K | $64.82 $56.69 | ▼ −12.54% | ▼ −15.92% | $62.24 (−3.99%) |
Jul 28, 2026 9w ago | Press Release | $64.82 $56.69 | ▼ −12.54% | ▼ −15.92% | $62.24 (−3.99%) |
Jul 14, 2026 11w ago | Press Release | $60.05 $64.14 | ▲ +6.81% | ▲ +4.32% | $62.24 (+3.64%) |
Jun 25, 2026 14w ago | 8-K | $65.00 $60.92 | ▼ −6.28% | ▼ −7.54% | $62.24 (−4.25%) |
Apr 29, 2026 22w ago | 8-K | $54.43 $65.12 | ▲ +19.64% | ▲ +14.18% | $62.24 (+14.34%) |
Apr 29, 2026 22w ago | 8-K | $54.43 $64.79 | ▲ +19.03% | ▲ +12.99% | $62.24 (+14.34%) |
Apr 29, 2026 22w ago | Press Release | $54.43 $65.12 | ▲ +19.64% | ▲ +14.18% | $62.24 (+14.34%) |
Apr 14, 2026 24w ago | Press Release | $55.56 $61.49 | ▲ +10.67% | ▲ +4.38% | $62.24 (+12.01%) |
US Market Status
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