olivLaw · US equity research
Cooper-Standard Holdings Inc. CPS
Motor Vehicle Parts & Accessories · SIC 3714 · Vertical: Motor Vehicle Parts & Accessories (SIC 3714)
Cooper-Standard Holdings Inc. is a global maker of sealing systems and fluid handling systems for passenger vehicles and light trucks, sold mainly to major automakers. In 2026 the company is focusing on margins and cash flow in a setting of falling vehicle production and geopolitical strain, while its sales guidance remains in the range of 2.7 to 2.9 billion USD.
At the close of 04 Nov 2026, Cooper-Standard Holdings Inc. (CPS) stock was 22.04 USD (+7.30% on the day), with market capitalisation 391.6 m USD, beta 1.63, 52-week range 19.79–45.20 USD. Latest reported quarter (Q2 2026): revenue of 721.3 m USD (+2.2% YoY), net income of -18.8 m USD, diluted EPS -1.04 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 54.3
- neutral
- Bollinger (20, 2)
- 19.70 – 21.88
- above the upper band · %B 1.07 · band width 10.5%
- SMA 50 / 200
- 22.65 / 28.54
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.45 / -0.70
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +0.0% | −1.1% | +1.1 pp | — |
| 3 months | −29.3% | −0.5% | −28.8 pp | — |
| 6 months | −28.2% | +4.4% | −32.6 pp | — |
| Year to date | −32.9% | +12.3% | −45.2 pp | — |
| 1 year | −21.5% | +13.5% | −35.1 pp | −10.2% |
| 3 years | +20.4% | +76.4% | −56.0 pp | −3.9% |
| 5 years | +1.2% | +63.7% | −62.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 16.8 m | 2.7 bn | 667.1 m | 706.0 m | 695.5 m | 672.4 m | 686.4 m | 721.3 m |
| Cost of revenue | 609.0 m | 578.7 m | 589.9 m | 612.9 m | 608.4 m | 602.2 m | 603.9 m | 637.6 m |
| Gross profit | 76.3 m | 82.0 m | 77.2 m | 93.1 m | 87.1 m | 70.2 m | 82.4 m | 83.8 m |
| SG&A | 49.7 m | 50.1 m | 51.2 m | 51.2 m | 55.4 m | 56.6 m | 52.5 m | 52.6 m |
| Operating income | 23.5 m | 31.7 m | 22.3 m | 37.3 m | 26.5 m | 595.0 k | 24.1 m | 12.9 m |
| Depreciation & amortisation | 25.9 m | 25.3 m | 23.8 m | 24.5 m | 24.9 m | 24.7 m | — | — |
| Pre-tax income | -8.0 m | 1.8 m | 4.3 m | 6.6 m | -3.8 m | -30.7 m | -29.1 m | -13.5 m |
| Income tax | 2.9 m | -38.4 m | 2.7 m | 8.1 m | 3.9 m | -33.9 m | 4.2 m | 5.4 m |
| Net income | -11.1 m | 40.2 m | 1.6 m | -1.4 m | -7.6 m | 3.3 m | -33.3 m | -18.8 m |
| Diluted EPS | -0.63 | 2.28 ≈ | 0.09 | -0.08 | -0.43 | 0.19 ≈ | -1.85 | -1.04 |
| Operating cash flow | 27.9 m ≈ | 74.7 m | -14.9 m | -15.6 m ≈ | 38.6 m ≈ | 56.2 m | -69.2 m | 30.1 m ≈ |
| Capex | 10.9 m ≈ | 11.5 m | 17.5 m | 7.8 m ≈ | 11.2 m ≈ | 11.7 m | 24.0 m | 13.8 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 2.7 bn | 2.7 bn |
| Revenue YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | +0.4% |
| Net income | 103.6 m | 67.5 m | -267.6 m | -322.8 m | -215.4 m | -202.0 m | -78.7 m | -4.2 m |
| Net income YoY | −24.9% | −34.8% | −496.3% | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | 5.66 | 3.92 | -15.82 | -18.94 | -12.53 | -11.64 | -4.48 | -0.23 |
| Diluted EPS YoY | −23.0% | −30.7% | −503.6% | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | -2.9% | -0.2% |
| Free cash flow | -68.7 m | -66.8 m | -107.7 m | -211.6 m | -107.3 m | 36.5 m | 25.9 m | 16.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 191.7 m USD
- Financial debt
- 86.1 m USD
- Net debt
- -105.6 m USD
- Equity
- -91.6 m USD
- Total assets
- 1.8 bn USD
- Debt / equity
- unavailable
- Current ratio
- 1.30x
- ROE
- unavailable
- ROA
- -0.2%
- FCF margin
- 0.6%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 2.7 bn | 2.7 bn | SEC (XBRL)· 13 Feb 2026verified |
| Cost of revenue | 2.2 bn | 2.2 bn | 2.4 bn | 2.5 bn | 2.4 bn | 2.4 bn | SEC (XBRL)· 13 Feb 2026verified |
| Gross profit | 147.5 m | 87.2 m | 129.8 m | 290.8 m | 302.9 m | 327.5 m | SEC (XBRL)· 13 Feb 2026verified |
| Research & development | 101.6 m | 90.0 m | 80.5 m | 84.1 m | 82.8 m | 80.6 m | SEC (XBRL)· 13 Feb 2026verified |
| SG&A | 263.6 m | 227.1 m | 199.5 m | 215.7 m | 207.6 m | 214.4 m | SEC (XBRL)· 13 Feb 2026verified |
| Operating income | -268.7 m | -209.1 m | -105.0 m | 46.0 m | 69.8 m | 86.6 m | SEC (XBRL)· 13 Feb 2026verified |
| Depreciation & amortisation | 154.2 m | 139.0 m | 122.5 m | 109.9 m | 103.6 m | 98.0 m | SEC (XBRL)· 13 Feb 2026verified |
| EBITDA | -114.5 m ≈ | -70.1 m ≈ | 17.5 m ≈ | 156.0 m ≈ | 173.4 m ≈ | 184.6 m ≈ | SEC (XBRL)· 13 Feb 2026derived |
| Pre-tax income | -330.2 m | -289.5 m | -200.5 m | -194.4 m | -101.5 m | -23.5 m | SEC (XBRL)· 13 Feb 2026verified |
| Income tax | -60.8 m | 39.4 m | 17.3 m | 8.9 m | -23.3 m | -19.2 m | SEC (XBRL)· 13 Feb 2026verified |
| Net income | -267.6 m | -322.8 m | -215.4 m | -202.0 m | -78.7 m | -4.2 m | SEC (XBRL)· 13 Feb 2026verified |
| Diluted EPS | -15.82 | -18.94 | -12.53 | -11.64 | -4.48 | -0.23 | SEC (XBRL)· 13 Feb 2026verified |
| Weighted average diluted shares | 16.9 m | 17.0 m | 17.2 m | 17.4 m | 17.6 m | 17.9 m | SEC (XBRL)· 13 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 438.4 m | 248.0 m | 186.9 m | 154.8 m | 170.0 m | 191.7 m | SEC (XBRL)· 13 Feb 2026verified |
| Receivables | 379.6 m | 317.5 m | 358.7 m | 380.6 m | 310.7 m | 334.3 m | SEC (XBRL)· 13 Feb 2026verified |
| Inventories | 143.7 m | 158.1 m | 157.8 m | 146.8 m | 142.4 m | 154.2 m | SEC (XBRL)· 13 Feb 2026verified |
| Current assets | 1.3 bn | 994.9 m | 945.6 m | 900.6 m | 805.3 m | 881.1 m | SEC (XBRL)· 13 Feb 2026verified |
| Property, plant & equipment, net | 892.3 m | 784.3 m | 642.9 m | 608.4 m | 539.2 m | 523.5 m | SEC (XBRL)· 13 Feb 2026verified |
| Goodwill | 142.3 m | 142.3 m | 142.0 m | 140.8 m | 140.4 m | 140.7 m | SEC (XBRL)· 13 Feb 2026verified |
| Intangibles (excl. goodwill) | 67.7 m | 60.4 m | 47.6 m | 40.6 m | 33.8 m | 29.0 m | SEC (XBRL)· 13 Feb 2026verified |
| Total assets | 2.6 bn | 2.2 bn | 2.0 bn | 1.9 bn | 1.7 bn | 1.8 bn | SEC (XBRL)· 13 Feb 2026verified |
| Accounts payable | 385.3 m | 348.1 m | 338.2 m | 334.6 m | 295.2 m | 337.3 m | SEC (XBRL)· 13 Feb 2026verified |
| Short-term debt | 40.7 m | 56.1 m | 54.1 m | 50.7 m | 42.4 m | 86.1 m | SEC (XBRL)· 13 Feb 2026verified |
| Current liabilities | 671.3 m | 597.6 m | 631.6 m | 653.2 m | 576.8 m | 678.4 m | SEC (XBRL)· 13 Feb 2026verified |
| Total liabilities | 2.0 bn | 1.9 bn | 1.9 bn | 2.0 bn | 1.9 bn | 1.9 bn | SEC (XBRL)· 13 Feb 2026verified |
| Equity | 624.1 m | 331.4 m | 101.2 m | -89.7 m | -133.4 m | -91.6 m | SEC (XBRL)· 13 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -15.9 m | -115.5 m | -36.2 m | 117.3 m | 76.4 m | 64.4 m | SEC (XBRL)· 13 Feb 2026verified |
| Capex | 91.8 m | 96.1 m | 71.2 m | 80.7 m | 50.5 m | 48.2 m | SEC (XBRL)· 13 Feb 2026verified |
| Free cash flow | -107.7 m ≈ | -211.6 m ≈ | -107.3 m ≈ | 36.5 m ≈ | 25.9 m ≈ | 16.3 m ≈ | SEC (XBRL)· 13 Feb 2026derived |
| Investing cash flow | -106.9 m | -91.3 m | -17.9 m | -65.0 m | -45.1 m | -45.6 m | SEC (XBRL)· 13 Feb 2026verified |
| Financing cash flow | 207.7 m | 3.2 m | -4.3 m | -81.1 m | -9.6 m | -4.0 m | SEC (XBRL)· 13 Feb 2026verified |
| Share repurchases | 0 | 0 | — | — | — | — | SEC (XBRL)· 18 Feb 2022verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 39.6% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 391.6 m USD
Key indicators
Coverage and freshness
Score by group
40% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 67.93 – 103.67 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDA67.93 – 103.67 (Mid 73.21)14 companies used · median multiple 7.5x · quartiles 6.9x – 10.9xALV, APTV, ATMU, BWA, DCH, DORM, GNTX, LCII, LEA, MOD, PATK, PHIN, SMP, THRM
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · input data missing
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 39.6% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -2.0% | 26 (vs peers) | 16% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | -0.5x | 87 (vs peers) | 26% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.4x | 46 (on a fixed band) | 11% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | 1.9x | 93 (vs peers) | 26% |
| FCF yield · Valuation | -1.2% | 0 (on a fixed band) | 21% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet75/100 · 2/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality· partial26/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation52/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
COOPER-STANDARD HOLDINGS INC. (CPS). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 2.7 bn USD in 2025; YoY growth 0.4%; net margin -2.0%; net debt/EBITDA -0.5x.
The estimated value range is 67.93–103.67 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 73.21 USD, the price of 22.04 USD leaves a potential of 232.2% (value / price − 1) and a margin of safety of 69.9% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 39.6% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net debt / EBITDA: -0.5x
- EV/EBITDA: 1.9x
- The price is below the estimated value range
What contradicts it
- Net margin: -2.0%
- FCF yield: -1.2%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Interest coverage, P/E (TTM), Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Motor Vehicle Parts & Accessories (SIC 3714) · same industry (4-digit SIC) · compared with 34 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| MGAMagna International Inc. | 18.4 bn | 22.4 | 6.9% | 2.0% | −1.9% | +34% / +22% |
| BWABorgwarner Inc. | 10.1 bn | 21.5 | 8.2% | 3.4% | +1.6% | +17% / +50% |
| ALSNAllison Transmission Holdings, Inc. | 9.9 bn | 17.4 | 29.7% | 11.1% | −6.7% | +36% / +125% |
| ALVAutoliv, Inc. | 9.0 bn | 15.1 | 24.8% | 5.6% | +4.1% | +7% / +21% |
| APTVAptiv PLC | 8.8 bn | 11.9 | 8.5% | 4.6% | +3.5% | −44% / −48% |
| LEALear Corp | 5.7 bn | 10.4 | 11.6% | 2.5% | −0.2% | +11% / −11% |
| MODModine Manufacturing Co | 5.2 bn | 41.3 | 11.4% | 3.6% | +23.1% | −39% / +100% |
| GNTXGentex Corporation | 4.4 bn | 11.0 | 16.4% | 15.5% | +9.6% | −9% / −32% |
| DORMDorman Products, Inc. | 4.2 bn | 21.2 | 13.3% | 9.3% | +6.0% | +8% / +98% |
| ATMUAtmus Filtration Technologies Inc. | 3.9 bn | 18.3 | 55.8% | 11.3% | +5.7% | −5% / +119% |
| GTXGarrett Motion Inc. | 3.6 bn | 10.1 | — | 10.0% | +3.1% | +20% / +167% |
| PATKPatrick Industries Inc | 2.7 bn | 20.1 | 13.0% | 3.7% | +6.3% | −22% / +55% |
| PHINPhinia Inc. | 2.6 bn | 14.5 | 12.2% | 5.2% | +2.4% | +33% / +181% |
| DANDana Incorporated | 2.6 bn | 2.4 | 71.4% | 14.6% | −3.0% | +6% / +80% |
| LCIILci Industries | 2.5 bn | 12.1 | 15.0% | 5.2% | +10.2% | −8% / −4% |
| VCVisteon Corp | 2.0 bn | 13.8 | 10.8% | 4.1% | −2.5% | −22% / −32% |
| THRMGentherm Incorporated | 1.6 bn | 105.3 | 1.3% | 0.6% | +2.9% | −13% / −32% |
| ADNTAdient plc | 1.3 bn | 28.5 | 2.7% | 0.3% | −1.0% | −12% / −47% |
| DCHDauch Corporation | 1.1 bn | — | -15.2% | -2.0% | −4.7% | −27% / −31% |
| SMPStandard Motor Products, Inc. | 1.0 bn | 15.1 | 9.9% | 3.8% | +22.4% | +22% / +28% |
| AEVAAeva Technologies, Inc. | 661.5 m | — | — | -150.1% | +99.4% | −15% / +240% |
| CPSCooper-Standard Holdings Inc. | 391.6 m | — | — | -2.0% | +0.4% | −22% / +20% |
| HLLYHolley Inc. | 351.6 m | 35.3 | 2.3% | 1.7% | +1.9% | −32% / −30% |
| KNDIKandi Technologies Group, Inc. | 287.8 m | — | -30.5% | -107.4% | −31.5% | −63% / −88% |
| STRTStrattec Security Corp | 258.5 m | 15.6 | 7.2% | 2.9% | +2.5% | −14% / +201% |
1- and 3-year price returns: for CPS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Cooper-Standard Holdings Inc. is a global maker of sealing systems and fluid handling systems for passenger vehicles and light trucks, sold mainly to major automakers. In 2026 the company is focusing on margins and cash flow in a setting of falling vehicle production and geopolitical strain, while its sales guidance remains in the range of 1 2.7 to 2.9 billion USD.
SWOT
Strengths
- A leading global position in sealing systems and a wide industrial footprint with plants in several regions 1.
- A portfolio of innovations in materials and weight reduction technologies recognized by the industry 1.
- Long-standing relationships with large automakers and the ability to win new contracts, including in electric vehicles 3.
Weaknesses
Opportunities
- Growth in contracts for electric and hybrid vehicles could open new revenue streams if adoption continues 3.
- Diversification into industrial and specialty applications could reduce dependence on the auto market 1.
- Optimizing the global manufacturing footprint could lower structural costs over the medium term 3.
Risks
- Raw material costshigh
Sudden increases in the prices of rubber, plastic or steel could reduce profitability, since passing these costs to customers is not assured 12.
- Trade policyhigh
Tariffs and trade restrictions could raise product costs and disrupt operations in the countries where the company produces 1.
- Dependence on automakersmedium
Most sales come from a small number of OEMs, and a cut in their production could directly affect the company's volumes 1.
- Supply chainmedium
Supplier disruptions, component shortages or shipping delays could halt production and affect deliveries 12.
- Cybersecuritylow
A cyberattack on information systems could disrupt operations and harm the company's reputation 1.
Investment thesis
What would need to be true (bull case)
- If the second-half cost recovery materializes and new awards turn into sales, the adjusted EBITDA guidance could be met and cash flow could turn positive 3.
- The global leadership position and new electric vehicle awards could support medium-term growth if adoption accelerates 13.
- Efficiency programs and plant optimization could hold margins even in a weaker production environment 3.
What would break the thesis
- If global production falls more than expected, volumes could land below guidance and margin pressure could persist 2.
- If recovery of costs from customers is delayed, profitability could stay weak and cash flow could remain negative 23.
- Trade and geopolitical tensions could raise costs and reduce the company's ability to compete in foreign markets 12.
What to watch
- Delivery against sales and adjusted EBITDA guidance2026
- Recovery of raw material costs in the second half of the yearQ3 2026
- Free cash flow trend after the second quarterQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The stated strategy rests on four imperatives: financial strength, world-class execution, profitable growth driven by innovation, and corporate responsibility 1. The company uses its CSOS operating system, artificial intelligence in manufacturing and materials technologies, including the Fortrex platform, to support its position and operational efficiency 1.
Its Industrial and Specialty Group extends its technologies into applications outside the automotive industry, a diversification effort 1. In the August 2026 release, management said it expects to recover most of the incremental costs in the second half of the year 3.
Market context
Trends
- Inflationary cost pressureheadwind
Higher raw material prices, especially petroleum-derived products, weighed on margins in the second quarter of 2026, and difficulties could arise if recovery from customers is delayed 23.
- Shift to electric and hybrid vehiclesmixed
The company won new awards tied to battery electric and hybrid platforms, which could support growth if adoption continues, although the EV segment faces difficulties in North America 12.
- Operational efficiency and cost reductiontailwind
Supply chain optimization and lean manufacturing programs generated savings that partly offset cost increases in the second quarter of 2026 3.
- Tariffs and policy uncertaintyheadwind
U.S. tariffs and the new tariff regime introduced after the Supreme Court ruling could raise costs and disrupt supply chains if the changes continue 12.
Competitive position
The supplier industry is intense, and the criteria OEMs use include quality, price, service, engineering capability and global footprint 1. The company's advantage lies in its global scale and its ability to serve platforms that require the same standards in every region 1.
The industry is gradually consolidating as automakers prefer closer relationships with fewer suppliers, and those with a global presence could gain share from regional rivals 1.
- Toyoda Gosei
Competitor in sealing systems, named in the annual report.
- Hutchinson
Competitor in both sealing and fluid systems, named in the annual report.
- TI Automotive
Competitor in fluid transfer systems, named in the annual report.
- Henniges
Competitor in sealing systems, named among the company's main rivals.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report02 Nov 2026Material agreement · Item 3.03 · Other events · Financial statements and exhibits
- Current report10 Sept 2026Material agreement · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Current report15 May 2026Shareholder vote
- Quarterly report07 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Proxy statement02 Apr 2026
- Current report04 Mar 2026Material agreement · Creation of a direct financial obligation · Other events · Financial statements and exhibits
- Current report20 Feb 2026Other events · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Cooper-Standard Holdings Inc. · 13 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Cooper-Standard Holdings Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Cooper-Standard Holdings Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.