Cooper-Standard remains a Buy despite a 15% post-earnings drop, as Q4 setbacks are temporary and further margin expansion is expected in 2026. CPS expects lost Ford-related revenue to be recovered in early 2026, with strong new business wins and continued margin expansion supporting future earnings. Potential debt refinancing could boost EPS by $1 or more, and management's long-term targets imp...
For U.S. automakers, 2025 has been a year of constant whipsawing around various patches of adversity. A confluence of factors has left consumers wary of large purchases, and many are holding on to their cars for longer and longer.
Ford, Kia and Hyundai reported massive declines in EV sales as many buyers pulled ahead purchases before credits ended under changes by the Trump administration. Only a limited number of automakers report monthly sales, but the results are an early indication of the expected fall in EV sales following the end of the federal incentives.
Prior to a supplier disruption, Ford was prepared to raise full-year guidance. The Novelis aluminum plant fire will result in a $1.5 billion to $2 billion headwind.
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