Cooper-Standard (CPS) Q4 2025 Earnings Transcript

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Fri, February 13, 2026 astatine 9:29 AM CST 36 min read

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Feb. 13, 2026 astatine 9:00 a.m. ET

• Chairman, President, and Chief Executive Officer — Jeffrey S. Edwards

• Executive Vice President and Chief Financial Officer — Jonathan P. Banas

• Vice President, Investor Relations — Roger Hendriksen

Jeffrey S. Edwards: accidental to reappraisal our 4th fourth and afloat twelvemonth 2025 results and supply an update connected the outlook for 2026. So fto america statesman connected Slide 5, and I would similar to item immoderate cardinal information points that are reflective of our continued beardown committedness to operational excellence and driving expanding worth for our shareholders. In 2025, we continued to present world-class results successful presumption of merchandise quality, programme management, and work for our customers. This is reflected by our 99% greenish merchandise prime scorecards and 98% greenish programme motorboat scorecards. Even much importantly, we had our champion twelvemonth ever successful presumption of worker safety.

For the afloat twelvemonth 2025, our information incidental complaint was conscionable 0.24 per 200,000 hours worked, surpassing our erstwhile champion from 2024, and good beneath the world-class benchmark of 0.47. We are particularly arrogant of our 31 plants that completed the twelvemonth with a cleanable information grounds of zero reportable incidents. The dedicated teams successful these plants proceed to affirm that our semipermanent extremity of zero information incidents is achievable. And arsenic we usually do, a shout-out to our works managers here. Well done. And we truly admit their idiosyncratic committedness to our full information culture. And for those of you that bash not realize, astir 85% of our 21,000 employees study into those works managers.

So astonishing leadership, and support up the large work, guys. Next, immoderate much accusation regarding operations. The combined ratio improvements successful our plants and thin initiatives successful our proviso concatenation generated $64 cardinal successful outgo savings during the year. In addition, we realized $18 cardinal successful year-over-year savings chiefly related to the salaried simplification enactment we implemented successful 2024. As a effect of the increases successful operating ratio and outgo savings, we achieved a coagulated 24% betterment successful operating income for the year.

We are arrogant of the mode our squad was capable to respond to and flooded the continued inflationary headwinds we experienced passim the twelvemonth and the 4th fourth interaction from a lawsuit proviso concatenation disruption that importantly reduced accumulation volumes connected 1 of our apical platforms. In addition, we proceed to present industry-leading world-class work and prime products to our customers. They are decidedly rewarding america with further business. In 2025, we received a full of $298 cardinal successful nett caller concern awards, which we expect volition enactment a coagulated trajectory of profitable maturation successful aboriginal years. So successful summary, by galore measures, 2025 was our champion operational show successful institution history.