Commercial Vehicle Group Management
Management Kriterienprüfungen 1/4
Commercial Vehicle Group CEO ist James Ray , ernannt in Dec 2023, hat eine Amtszeit von 2.58 Jahren. Die jährliche Gesamtvergütung beträgt $3.95M , bestehend aus 22.3% Gehalt und 77.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 3.54% der Aktien des Unternehmens, im Wert von $5.61M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.3 Jahre bzw. 2.8 Jahre.
Wichtige Informationen
James Ray
Geschäftsführender
US$3.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 22.26% |
| Amtszeit als Geschäftsführer | 2.6yrs |
| Eigentum des Geschäftsführers | 3.5% |
| Durchschnittliche Amtszeit des Managements | 4.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 2.8yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jul 17
CVGI: Index Additions And Margin Outlook Will Drive Future Upside Potential
Analysts have lifted their price targets for Commercial Vehicle Group by $3, supported by updates to fair value assumptions, discount rates, expected revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Commercial Vehicle Group highlights a more nuanced stance, with some analysts updating fair value work yet still flagging several areas of risk around execution, growth sustainability and valuation assumptions.
Narrative-Update • Jul 02
CVGI: Index Additions And 2026 Guidance Will Support A ReRating
Analysts lifted their price target on Commercial Vehicle Group by $1, citing updated assumptions that include a fair value estimate of $7.50, a modestly lower discount rate, and higher projected revenue growth, profit margins, and future P/E levels. Analyst Commentary Bullish analysts covering Commercial Vehicle Group are signaling a more constructive stance by lifting price targets and adjusting their assumptions around valuation, execution, and growth.
Narrative-Update • Jun 18
CVGI: Earnings Execution And Refined P/E Assumptions Will Drive Stock Upside
Analysts have nudged their price target on Commercial Vehicle Group stock higher by $1, citing updated valuation work reflected in a slightly lower discount rate and modestly adjusted assumptions around future P/E and profitability. Analyst Commentary Recent Street research around Commercial Vehicle Group centers on modestly higher price targets, with analysts fine tuning their models around discount rates, P/E assumptions and profitability expectations ahead of upcoming earnings.Seeking Alpha • Jun 04
Commercial Vehicle Group: Autonomous Catalyst Meets Leverage And 2027 Trucking Cliff
Summary Commercial Vehicle Group is rated Hold due to a binary setup: promising business transformation offset by high leverage and regulatory risks. CVGI's pivot to high-margin electrical systems, highlighted by the Zoox robotaxi contract, could drive margin expansion and decouple revenues from trucking cycles. Activist investor Lakeview’s board presence and recent asset divestitures support potential ROIC optimization and margin extraction, but execution risks remain high. Key risks include a 3.8x net leverage ratio, looming 2027 EPA regulatory cliff, CFO turnover, and exposure to a weakening European EV market. Read the full article on Seeking AlphaNarrative-Update • Jun 03
CVGI: Higher Revenue Assumptions And Earnings Outlook Will Support Future Upside Potential
Analysts have lifted their price target on Commercial Vehicle Group by $2.17 to $7.17. This reflects updated views on fair value, a slightly lower discount rate, higher assumed revenue growth, a reduced profit margin outlook, and a higher future P/E multiple following recent research updates from the Street.Neues Narrative • May 02
Electrical Systems Expansion And Cost Resets Will Transform Long Term Earnings Power
Catalysts About Commercial Vehicle Group Commercial Vehicle Group supplies seating, trim, electrical systems and related components to truck, construction, agriculture and emerging electric and autonomous vehicle customers. What are the underlying business or industry changes driving this perspective?Narrative-Update • Apr 30
CVGI: Board Changes And CFO Transition Will Support Future Upside Potential
Analysts have modestly adjusted their price target for Commercial Vehicle Group to $5.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that keep their overall valuation view broadly unchanged.Neues Narrative • Apr 16
Electrification Programs And Aftermarket Seating Will Shape A Balanced Outlook Here
Catalysts About Commercial Vehicle Group Commercial Vehicle Group supplies seating, trim, electrical systems and related components for commercial vehicles and industrial equipment across global markets. What are the underlying business or industry changes driving this perspective?Narrative-Update • Apr 16
CVGI: Board Refresh And CFO Transition Will Support Future Upside Potential
Analysts have raised their price target for Commercial Vehicle Group to $5.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News On March 26, 2026, Chief Financial Officer Andy Cheung informed Commercial Vehicle Group that he will resign effective April 15, 2026, to take a CFO role at another mid cap public company.Analyseartikel • Feb 10
Commercial Vehicle Group (NASDAQ:CVGI) Has Some Difficulty Using Its Capital Effectively
What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...Analyseartikel • Jan 06
Is Commercial Vehicle Group (NASDAQ:CVGI) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Oct 11
Commercial Vehicle Group's (NASDAQ:CVGI) Returns On Capital Tell Us There Is Reason To Feel Uneasy
What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...Analyseartikel • Sep 10
Commercial Vehicle Group (NASDAQ:CVGI) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyseartikel • Feb 03
Returns On Capital Signal Difficult Times Ahead For Commercial Vehicle Group (NASDAQ:CVGI)
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Analyseartikel • Dec 21
Is Commercial Vehicle Group (NASDAQ:CVGI) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Nov 15
Impressive Earnings May Not Tell The Whole Story For Commercial Vehicle Group (NASDAQ:CVGI)
Investors were disappointed with Commercial Vehicle Group, Inc.'s ( NASDAQ:CVGI ) earnings, despite the strong profit...Analyseartikel • Nov 08
What You Need To Know About The Commercial Vehicle Group, Inc. (NASDAQ:CVGI) Analyst Downgrade Today
The analysts covering Commercial Vehicle Group, Inc. ( NASDAQ:CVGI ) delivered a dose of negativity to shareholders...Analyseartikel • Oct 02
Here's What's Concerning About Commercial Vehicle Group's (NASDAQ:CVGI) Returns On Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Neues Narrative • Sep 28
CVG's Calculated Refocus And Cost-Cutting Measures Brighten The Future Despite Market Challenges
Strategic sale of cab structures business and ongoing cost reduction efforts aim to simplify product portfolio and improve financial stability.Analyseartikel • Sep 04
Commercial Vehicle Group, Inc. (NASDAQ:CVGI) Might Not Be As Mispriced As It Looks After Plunging 29%
To the annoyance of some shareholders, Commercial Vehicle Group, Inc. ( NASDAQ:CVGI ) shares are down a considerable...Analyseartikel • Jun 06
Does Commercial Vehicle Group (NASDAQ:CVGI) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 11
Commercial Vehicle Group: Disappointing FY2023 Results And Outlook
Summary My previously bullish views on CVG were supported by my expectations for better than expected class 8 truck production and management's long-term guidance. Truck production turned out to be better than expected but CVG was unable to benefit from that improvement. The market seems to be forecasting a competitive advantage period of 2 years for CVG. I don't have the confidence to bet against that. I am reducing my price target to $7.33 which is 9x my FY2024 FCF/share estimate of $0.81. I would be more optimistic for the business if some segments were spun off or divested. The many unrelated segments may be leading to a lack of focus in any one segment. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$16m |
| Dec 31 2025 | US$4m | US$879k | -US$20m |
| Sep 30 2025 | n/a | n/a | -US$49m |
| Jun 30 2025 | n/a | n/a | -US$43m |
| Mar 31 2025 | n/a | n/a | -US$40m |
| Dec 31 2024 | US$2m | US$900k | -US$36m |
| Sep 30 2024 | n/a | n/a | US$22m |
| Jun 30 2024 | n/a | n/a | US$27m |
| Mar 31 2024 | n/a | n/a | US$36m |
| Dec 31 2023 | US$2m | US$10k | US$44m |
| Sep 30 2023 | n/a | n/a | -US$11m |
| Jun 30 2023 | n/a | n/a | -US$12m |
| Mar 31 2023 | n/a | n/a | -US$17m |
| Dec 31 2022 | US$187k | n/a | -US$17m |
| Sep 30 2022 | n/a | n/a | US$13m |
| Jun 30 2022 | n/a | n/a | US$17m |
| Mar 31 2022 | n/a | n/a | US$19m |
| Dec 31 2021 | US$189k | n/a | US$24m |
| Sep 30 2021 | n/a | n/a | US$17m |
| Jun 30 2021 | n/a | n/a | US$14m |
| Mar 31 2021 | n/a | n/a | -US$4m |
| Dec 31 2020 | US$132k | n/a | -US$37m |
Vergütung im Vergleich zum Markt: JamesDie Gesamtvergütung ($USD3.95M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD1.65M).
Entschädigung vs. Einkommen: JamesDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
James Ray (62 yo)
2.6yrs
Amtszeit
US$3,949,428
Vergütung
Mr. James R. Ray, Jr., is President, Chief Executive Officer & Non-Independent Director of Commercial Vehicle Group, Inc. since December 20, 2023 and served as its Independent Director since March 25, 2020...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 2.6yrs | US$3.95m | 3.54% $ 5.6m | |
| Chief Legal Officer | 9.4yrs | US$496.38k | 0.73% $ 1.2m | |
| Chief Human Resources Officer | 4.8yrs | US$476.02k | 0.49% $ 779.9k | |
| Senior VP | 5.6yrs | keine Daten | 0.33% $ 520.6k | |
| Vice President of Investor Relations and Corporate Financial Planning & Analysis | no data | keine Daten | keine Daten | |
| Marketing Manager | no data | keine Daten | keine Daten | |
| Senior VP of Strategic Planning & Business Development | 4.2yrs | keine Daten | keine Daten | |
| Senior VP & Chief Commercial Officer | 7.5yrs | US$590.18k | 0.36% $ 575.3k | |
| Senior VP & MD of CVG Asia Pacific | 4.4yrs | keine Daten | keine Daten | |
| President of Warehouse Automation | 4.1yrs | keine Daten | keine Daten | |
| President of Global Seating | 3.3yrs | keine Daten | keine Daten | |
| President of Global Electrical Systems | 1.7yrs | keine Daten | keine Daten |
4.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrenes Management: CVGIDas Führungsteam des Unternehmens gilt als erfahren (4.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 6.3yrs | US$3.95m | 3.54% $ 5.6m | |
| Independent Director | 1.6yrs | US$151.98k | 0.41% $ 645.6k | |
| Independent Director | 10yrs | US$128.97k | 0.70% $ 1.1m | |
| Independent Chairman | 2.6yrs | US$155.97k | 0.37% $ 591.2k | |
| Independent Director | less than a year | keine Daten | 0.064% $ 101.9k | |
| Independent Director | 5yrs | US$119.47k | 0.51% $ 802.0k | |
| Independent Director | 2.8yrs | US$124.22k | 0.36% $ 577.4k |
2.8yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrener Vorstand: CVGIDie Vorstandsmitglieder gelten nicht als erfahren ( 2.8 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/30 04:28 |
| Aktienkurs zum Tagesende | 2026/07/30 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Commercial Vehicle Group, Inc. wird von 5 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Leiker | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Joseph Gomes | NOBLE Capital Markets, Inc. |