Cooper-Standard Holdings Inc.
Cooper-Standard Holdings Inc. Q3 FY2025 earnings call
October 31, 2025 · fiscal period ended 2025-09
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2025-10-31
Management highlights
• Operations and customer service: On track for a strong year; 99% of customer scorecards for quality and service green, 97% of new program launches green; safety performance excellent with 0.28 recordable incidents per 200,000 hours worked, 36 plants with perfect safety record in first 3 quarters. • Cost optimization: Manufacturing and purchasing teams delivered $18 million in savings via lean initiatives; gross margin improved 140 basis points compared to Q3 2024. • New business: Received $96 million in net new business awards in Q3 2025, total 9 months nearly $229 million; 87% related to value-add innovations, 83% to battery electric or hybrid vehicle platforms.
Segment performance
No detailed breakdown of product segments' financial performance and revenue contribution provided in the transcript.
Guidance
• Revised full-year 2025 guidance for sales and adjusted EBITDA due to temporary customer production volume reductions; still expect positive free cash flow for the full year despite Q4 impact. • Prepared for 2026, 2027, and 2028 with business plans; first half of 2026 expected to reflect improved results beyond original plans due to making up lost production from 2025 disruption.
Risks
• Market headwinds, including aluminum supply chain disruption affecting largest customer in Q4 2025. • Short-term production disruptions in Q3 2025 from cyber attacks, lightning strikes, labor issues impacting volume and mix.
Q&A highlights
Q: Mike Ward asks if the fourth quarter impact is just postponing into first half 2026 and about highest content vehicle; A: Jeff says end of 2025 affected but first half of 2026 will have improved results and F-150 is the highest content vehicle.
Q: Nathan Jones asks about linearity of net new business to 2030 targets and balance sheet leverage; A: Jeff says linear trajectory expected and still on target to get leverage down to 2x by 2027.
Q: Kirk Ludtke asks about Q3 impact of disruptions; A: Jon says Q3 disruptions impacted lower volume and mix but not as significant as Q4 impact.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | — | — | — | — |
| Revenue | — | — | — | — |
Transcript
October 31, 2025Full transcript unavailable for redistribution
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