Cooper-Standard Holdings, Inc. (CPS)

NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-10-23

$20.39+0.15%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Cooper-Standard Holdings, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	710.16M
EPS	—	0.995
Annual ending 2026-12-31
Revenue	—	2.82B
EPS	—	1.445
Annual ending 2027-12-31
Revenue	—	2.97B
EPS	—	3.788

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain capital expenditures within $55-$65 million range in 2026	The company plans to keep capital spending between $55 million and $65 million in 2026.	Broken	capital expenditures exceed $65 million or fall below $55 million in FY26	Capital expenditures: $13.819M FY2026-Q2; GAAP. Published target: $55-$65 million. Target period is not explicitly aligned with this observation. Source published Aug 6, 202613,819,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Capital expenditures guidance for 2026 was initially $55-$65 million and was updated to $60-$70 million. Management has consistently communicated this range, indicating disciplined capital allocation within the stated guidance. Delivery assessment Oct 24, 2026
Improve earnings toward positive EPS in FY26	A primary condition in Cooper-Standard Holdings, Inc.'s published investment case. The stated target is EPS >= $2.31.	Broken	EPS falls below $2.31 in FY26	Diluted EPS: $-1.04 per share FY2026-Q2; GAAP. Published target: EPS >= $2.31. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026-1.04 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: a2b591d1-c26c-4007-8769-48fee458abaf. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Sales increased from $667.1M in 2026-Q1 to $721.3M in 2026-Q2, with adjusted EBITDA rising from $51.0M to $53.9M. The Company maintains 2026 full year sales guidance at $2.7 - $2.9 billion. Management's statements and financials indicate delivering progress toward achieving or exceeding 2026 sales and profitability targets. Delivery assessment Oct 24, 2026
Achieve or exceed 2026 revenue target near $2.7 billion	Cooper-Standard aims to meet or beat its 2026 sales target near $2.7 billion.	Intact	annual revenue falls below $2.7 billion in FY26	Revenue: $721.349M FY2026-Q2; GAAP. Published target: >= $2.7 billion. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026721,349,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: a2b591d1-c26c-4007-8769-48fee458abaf. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Sales increased from $667.1M in 2026-Q1 to $721.3M in 2026-Q2, with adjusted EBITDA rising from $51.0M to $53.9M. The Company maintains 2026 full year sales guidance at $2.7 - $2.9 billion. Management's statements and financials indicate delivering progress toward achieving or exceeding 2026 sales and profitability targets. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	3 / 3
2026-07-25	Unavailable	Unavailable	3 / 3
2026-07-26	Unavailable	Unavailable	1 / 2
2026-07-27	Unavailable	Unavailable	3 / 3
2026-07-28	Unavailable	Unavailable	3 / 3
2026-07-29	Unavailable	Unavailable	1 / 2
2026-07-30	Unavailable	Unavailable	1 / 2
2026-07-31	Unavailable	Unavailable	3 / 3
2026-08-01	Unavailable	Unavailable	1 / 2
2026-08-02	Unavailable	Unavailable	3 / 3
2026-08-03	Unavailable	Unavailable	1 / 2
2026-08-04	Unavailable	Unavailable	1 / 2
2026-08-05	Unavailable	Unavailable	3 / 3
2026-08-06	Unavailable	Unavailable	1 / 2
2026-08-07	Unavailable	Unavailable	1 / 2
2026-08-08	Unavailable	Unavailable	3 / 3
2026-08-09	Unavailable	Unavailable	3 / 3
2026-08-10	Unavailable	Unavailable	3 / 3
2026-08-11	Unavailable	Unavailable	1 / 2
2026-08-12	Unavailable	Unavailable	3 / 3
2026-08-13	Unavailable	Unavailable	3 / 3
2026-08-14	Unavailable	Unavailable	1 / 2
2026-08-15	Unavailable	Unavailable	1 / 2
2026-08-16	Unavailable	Unavailable	1 / 2
2026-08-17	Unavailable	Unavailable	1 / 2
2026-08-18	Unavailable	Unavailable	1 / 2
2026-08-19	Unavailable	Unavailable	1 / 2
2026-08-20	Unavailable	Unavailable	1 / 2
2026-08-21	Unavailable	Unavailable	1 / 2
2026-08-22	Unavailable	Unavailable	1 / 2
2026-08-23	Unavailable	Unavailable	1 / 2
2026-08-24	Unavailable	Unavailable	1 / 2
2026-08-25	Unavailable	Unavailable	1 / 2
2026-08-26	Unavailable	Unavailable	1 / 2
2026-08-27	Unavailable	Unavailable	1 / 2
2026-08-28	Unavailable	Unavailable	1 / 2
2026-08-29	Unavailable	Unavailable	1 / 2
2026-08-30	Unavailable	Unavailable	1 / 2
2026-08-31	Unavailable	Unavailable	1 / 2
2026-09-01	Unavailable	Unavailable	1 / 2
2026-09-02	Unavailable	Unavailable	1 / 2
2026-09-03	Unavailable	Unavailable	1 / 2
2026-09-04	Unavailable	Unavailable	1 / 2
2026-09-05	Unavailable	Unavailable	1 / 2
2026-09-06	Unavailable	Unavailable	1 / 2
2026-09-07	Unavailable	Unavailable	1 / 2
2026-09-08	Unavailable	Unavailable	1 / 2
2026-09-09	Unavailable	Unavailable	1 / 2
2026-09-10	Unavailable	Unavailable	1 / 2
2026-09-11	Unavailable	Unavailable	1 / 2
2026-09-12	Unavailable	Unavailable	1 / 2
2026-09-13	Unavailable	Unavailable	1 / 2
2026-09-14	Unavailable	Unavailable	1 / 2
2026-09-15	Unavailable	Unavailable	1 / 2
2026-09-16	Unavailable	Unavailable	1 / 2
2026-09-17	Unavailable	Unavailable	1 / 2
2026-09-18	Unavailable	Unavailable	1 / 2
2026-09-19	Unavailable	Unavailable	1 / 2
2026-09-20	Unavailable	Unavailable	1 / 2
2026-09-21	Unavailable	Unavailable	1 / 2
2026-09-22	Unavailable	Unavailable	1 / 2
2026-09-23	Unavailable	Unavailable	1 / 2
2026-09-24	Unavailable	Unavailable	1 / 2
2026-09-25	Unavailable	Unavailable	1 / 2
2026-09-26	Unavailable	Unavailable	1 / 2
2026-09-27	Unavailable	Unavailable	1 / 2
2026-09-28	Unavailable	Unavailable	1 / 2
2026-09-29	Unavailable	Unavailable	1 / 2
2026-09-30	Unavailable	Unavailable	1 / 2
2026-10-01	Unavailable	Unavailable	1 / 2
2026-10-02	Unavailable	Unavailable	1 / 2
2026-10-03	Unavailable	Unavailable	1 / 2
2026-10-04	Unavailable	Unavailable	1 / 2
2026-10-05	Unavailable	Unavailable	1 / 2
2026-10-06	Unavailable	Unavailable	1 / 2
2026-10-07	Unavailable	Unavailable	1 / 2
2026-10-08	Unavailable	Unavailable	1 / 2
2026-10-09	Unavailable	Unavailable	1 / 2
2026-10-10	Unavailable	Unavailable	1 / 2
2026-10-11	Unavailable	Unavailable	1 / 2
2026-10-12	Unavailable	Unavailable	1 / 2
2026-10-13	Unavailable	Unavailable	1 / 2
2026-10-14	Unavailable	Unavailable	1 / 2
2026-10-15	Unavailable	Unavailable	1 / 2
2026-10-16	Unavailable	Unavailable	1 / 2
2026-10-17	Unavailable	Unavailable	1 / 2
2026-10-18	Unavailable	Unavailable	1 / 2
2026-10-19	Unavailable	Unavailable	1 / 2
2026-10-20	Unavailable	Unavailable	1 / 2
2026-10-21	Unavailable	Unavailable	1 / 2
2026-10-22	Unavailable	Unavailable	1 / 2
2026-10-23	Unavailable	Unavailable	1 / 2
2026-10-24	Unavailable	Unavailable	1 / 2

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	2	1
2026-06-01	2	1
2026-07-01	2	1
2026-08-01	2	1
2026-09-01	2	1
2026-10-01	2	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Stifel NicolausOct 19 · prior Jul 20

$53.00 → $32.00-39.6%

$0$29.15$58.30

0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain capital expenditures within $55-$65 million range in 2026Published status: Broken
Improve earnings toward positive EPS in FY26Published status: Broken
Achieve or exceed 2026 revenue target near $2.7 billionRevenue: $721.349M

Next proof point

Nov 4, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.1%Typical daily move · historical

Downside history

-56.2%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Cooper-Standard Holdings, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

CPS is a loss-making business with elevated risk, so this is an execution-dependent thesis rather than an established earnings compounder. The thesis is marked intact, but recent signals have turned cautious and company momentum has weakened.

What's priced into Cooper-Standard Holdings, Inc.

The valuation evidence points to CPS being cheap versus peers, with a negative expectations gap, though confidence in that assessment is low. The priced-in signal is tagged as justified, and no fragility gates fired; this does not remove the risk tied to ongoing losses and earnings misses.

What the fundamentals likely do

Near term, repeated earnings misses and an elevated risk of another miss make results and guidance important swing factors. Management remains on track with its stated 2026 sales and profitability priorities: second-quarter sales and adjusted EBITDA were higher than in the first quarter, and full-year sales guidance is maintained. Capital spending guidance is also on track, while cash taxes remain a watch item.

What Cooper-Standard Holdings, Inc. hinges on

The next call is a key test: a guidance cut would be a meaningful negative, while continued delivery against 2026 targets would support the execution case. Over the near term, results and guidance from sector bellwethers GPC, BWA, and APTV could either sustain or weaken the sector tailwind affecting CPS.