Commercial Vehicle Group Gestione
Criteri Gestione verificati 1/4
Commercial Vehicle Group Il CEO è James Ray, nominato in Dec2023, e ha un mandato di 2.58 anni. la retribuzione annua totale è $ 3.95M, composta da 22.3% di stipendio e 77.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.54% delle azioni della società, per un valore di $ 5.98M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 2.8 anni.
Informazioni chiave
James Ray
Amministratore delegato
US$3.9m
Compenso totale
| Percentuale dello stipendio del CEO | 22.26% |
| Mandato del CEO | 2.6yrs |
| Proprietà del CEO | 3.5% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 2.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$37m |
Compensazione vs Mercato: La retribuzione totale di James ($USD 3.95M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.66M ).
Compensazione vs guadagni: La retribuzione di James è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
James Ray (62 yo)
2.6yrs
Mandato
US$3,949,428
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.6yrs | US$3.95m | 3.54% $ 6.0m | |
| Chief Legal Officer | 9.4yrs | US$496.38k | 0.73% $ 1.2m | |
| Chief Human Resources Officer | 4.8yrs | US$476.02k | 0.49% $ 830.2k | |
| Senior VP | 5.6yrs | Nessun dato | 0.33% $ 554.2k | |
| Vice President of Investor Relations and Corporate Financial Planning & Analysis | no data | Nessun dato | Nessun dato | |
| Marketing Manager | no data | Nessun dato | Nessun dato | |
| Senior VP of Strategic Planning & Business Development | 4.2yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Commercial Officer | 7.5yrs | US$590.18k | 0.36% $ 612.4k | |
| Senior VP & MD of CVG Asia Pacific | 4.4yrs | Nessun dato | Nessun dato | |
| President of Warehouse Automation | 4.1yrs | Nessun dato | Nessun dato | |
| President of Global Seating | 3.3yrs | Nessun dato | Nessun dato | |
| President of Global Electrical Systems | 1.7yrs | Nessun dato | Nessun dato |
4.3yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di CVGI è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.3yrs | US$3.95m | 3.54% $ 6.0m | |
| Independent Director | 1.6yrs | US$151.98k | 0.41% $ 687.3k | |
| Independent Director | 10yrs | US$128.97k | 0.70% $ 1.2m | |
| Independent Chairman | 2.6yrs | US$155.97k | 0.37% $ 629.3k | |
| Independent Director | less than a year | Nessun dato | 0.064% $ 108.5k | |
| Independent Director | 5yrs | US$119.47k | 0.51% $ 853.7k | |
| Independent Director | 2.8yrs | US$124.22k | 0.36% $ 614.7k |
2.8yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CVGI non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/27 14:10 |
| Prezzo dell'azione a fine giornata | 2026/07/27 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Commercial Vehicle Group, Inc. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Leiker | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Joseph Gomes | NOBLE Capital Markets, Inc. |