Latest news with #GeneralMotorsSupplieroftheYear
Yahoo
9 hours ago
- Automotive
- Yahoo
Cooper-Standard Holdings Inc. (CPS): A Bull Case Theory
We came across a bullish thesis on Cooper-Standard Holdings Inc. (CPS) on Deep Value Capital's Substack. In this article, we will summarize the bulls' thesis on CPS. Cooper-Standard Holdings Inc. (CPS)'s share was trading at $21.94 as of 6th June. CPS's trailing and forward P/E were 4.26 and 62.89 respectively according to Yahoo Finance. Copyright: wihtgod / 123RF Stock Photo Cooper Standard remains a high-upside turnaround story, albeit one whose recovery has taken longer than expected. The stock is down over 90% from its highs, but the fundamental thesis remains intact. Since 2019, the company has aggressively restructured, removing over $600 million in structural costs while continuing to supply critical vehicle systems to top-tier original equipment manufacturers. This operational discipline, paired with its reputation, underscored by being named a General Motors Supplier of the Year for the eighth consecutive time, speaks to the strategic importance and quality of Cooper Standard's offerings. Despite external headwinds that have delayed its recovery, such as global supply chain disruptions and inconsistent vehicle production volumes, the company's earnings power at normalized industry volumes remains highly attractive. If volumes were to return to prior cycle peaks, the business has the potential to deliver more than 12x returns from current levels. This upside is driven by significant operating leverage now embedded in the business, thanks to the deep cost cuts already executed. While timing the recovery remains uncertain, the thesis centers on durability and long-term normalized profitability rather than near-term catalysts. For long-term investors, this remains a classic deep-value setup: a mission-critical supplier with leaner operations, high customer stickiness, and asymmetric upside potential. Unless new information fundamentally alters the long-term economics of the auto supply chain or Cooper Standard's position within it, the investment case remains a bet on mean reversion and operating leverage. The delay in realization may test patience, but it does not invalidate the thesis. Previously, we highlighted a on Cooper Standard from Busy Investor Stock Reports, which emphasized the company's dramatic cost reductions and margin recovery despite soft volumes. With revenue per vehicle rising and EBITDA expected to grow 20% even under conservative production forecasts, the thesis framed CPS as a near-term cash flow story with asymmetric upside if auto production surprises to the upside. The stock price has appreciated by approximately 39% since then. Cooper-Standard Holdings Inc. (CPS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 15 hedge fund portfolios held CPS at the end of the first quarter which was 14 in the previous quarter. While we acknowledge the risk and potential of CPS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-04-2025
- Automotive
- Yahoo
Gentherm Recognized as 2024 Supplier of the Year by General Motors
NOVI, Mich., April 08, 2025 (GLOBE NEWSWIRE) -- Today, General Motors presented Gentherm with a 2024 Supplier of the Year Award at GM's 33rd annual Supplier of the Year event in Phoenix, Arizona. This is the third time Gentherm has received the award. 'We are incredibly honored to be recognized as a General Motors Supplier of the Year,' said Jaymi Wilson, Senior Vice President and General Manager, North America Automotive and Global Sales and Marketing at Gentherm. 'This award reflects the long-standing relationship of trust we've built with GM through innovative technology delivery and strong business performance. It also highlights the value of our shared vision to deliver meaningful solutions that create value for GM and, ultimately, for consumers. We're proud to support one of our most valued and enduring customers and look forward to continuing this successful partnership for years to come.' GM's Supplier of the Year awards recognizes global suppliers for their execution across key categories like safety, innovation and resilience. A global cross-functional team makes award selections based not only on an organization's performance across 2024, but also their alignment to GM's core values and ambitious goals. 'For more than 30 years, General Motors has recognized the company's top global suppliers at our annual event, spotlighting their innovation and resiliency through even the most challenging circumstances,' said Jeff Morrison, Global Chief Procurement Officer at GM. 'Together, we're helping bring advanced technology and the industry's broadest portfolio of vehicles to market for GM customers.' This year, 92 suppliers across 12 countries made GM's 2024 Supplier of the Year list. For more information, visit Investor Contact Gregory Blanchetteinvestors@ Media Contact Melissa Fischer media@ About Gentherm Gentherm (NASDAQ: THRM) is the global market leader of innovative thermal management and pneumatic comfort technologies for the automotive industry and a leader in medical patient temperature management systems. Automotive products include variable temperature Climate Control Seats, heated automotive interior systems (including heated seats, steering wheels, armrests and other components), battery performance solutions, cable systems, lumbar and massage comfort solutions, valve system technologies, and other electronic devices. Medical products include patient temperature management systems. We are also developing a number of new technologies and products that will help enable improvements to existing products and to create new product applications for existing and new markets. Gentherm has more than 14,000 employees in facilities in the United States, Germany, China, Czech Republic, Hungary, Japan, Malta, Mexico, Morocco, North Macedonia, South Korea, United Kingdom, Ukraine, and Vietnam. For more information, go to ABOUT GENERAL MOTORS General Motors (NYSE:GM) is driving the future of transportation, leveraging advanced technology to build safer, smarter, and lower emission cars, trucks, and SUVs. GM's Buick, Cadillac, Chevrolet, and GMC brands offer a broad portfolio of innovative gasoline-powered vehicles and the industry's widest range of EVs, as we move to an all-electric future. Learn more at in to access your portfolio
