Why Cooper-Standard Holdings Inc. (CPS) Is Surging in 2025
Certain automotive companies have held up surprisingly well in the current environment, and that's especially true with companies that supply automotive parts. The high interest rate regime was supposed to crush automotive companies across the board, and early tariffs specifically targeted countries that produced the most automotive parts for the U.S.
Even then. These stocks have done well since high interest rates have made it difficult for low-income consumers to buy new cars. Instead, they have opted for repairing their existing vehicles, which has been a tailwind for automotive parts companies for the past two years. The average age of vehicles was already at a record 12.6 years in 2024, so this tailwind isn't going away anytime soon.
Customers who have higher incomes have kept on buying new vehicles. It is mostly because of them that consumer spending has held up across the board. Here are the biggest winners from this trend.
Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified 15 Financial Services Stocks that are up the Most in 2025 in another article.
Methodology
For this article, I screened the best-performing vehicles & parts stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A skilled technician installing a seal on a car engine in a Cooper-Standard Holdings factory.
Cooper-Standard Holdings Inc. (NYSE:CPS)
Number of Hedge Fund Holders In Q4 2024: 14
Cooper-Standard Holdings Inc. (NYSE:CPS) is a global supplier of sealing, fuel and brake delivery, and fluid transfer systems primarily for the automotive industry.
Cooper-Standard's stock price surged significantly in late April and early May 2025, jumping 46% in the month leading up to May 3, 2025. This rise was primarily driven by the company's strong first quarter 2025 financial results reported on May 1, 2025.
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