Aug. 5 at 2:05 PM
$CVGI analyst PTs being reaffirmed but they are revising EPS and profits lower.
management really sent mixed signals on EBIDTA yesterday and the 3 cost factors they mentioned imo dont justify keeping the upside on EBIDTA essentially unchanged with the big revenue upside revision. baseline, rest of 2026 is muted with better balance sheet, or they sandbagged guidance and in Q3 we see a
$5-10M upside revision to EBIDTA.