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Commercial Vehicle Group logo

Commercial Vehicle Group

CVGI
$4.59
+30%since Benson's first pick

Market price data through August 3, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$0$4$8$12Aug 2021Oct 2022Feb 2024May 2025Aug 2026Benson picked · $3.56
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
4.1 / 5
Benson's overall conviction in this stock right now.
Risk
Medium risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+30%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$4
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
April 2026
The month this stock first became a Benson pick.
Tracking duration
4 months
How long Benson has been tracking this pick.

About Commercial Vehicle Group

Commercial Vehicle Group makes seats, wiring, and parts for big trucks, construction equipment, and military vehicles. Think of them as the company that builds the insides of the machines that build everything else. They've been around for decades and are now pivoting into autonomous and electric vehicles.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Robotaxi Connection

    CVGI landed a major contract with Zoox, Amazon's autonomous robotaxi company, to supply low-voltage wire harnesses. This puts them at the center of the self-driving revolution and signals their old-school truck parts business is positioning for the future of mobility.

  • Recovery Loaded

    Management is guiding for 660 to 700 million dollars in revenue this year, a meaningful jump from 649 million last year. Earnings before interest and taxes are expected to grow from about 18 million to between 24 and 30 million dollars as the worst of the freight recession fades.

Bear case
  • Cyclical Rollercoaster

    This company lives and dies with the truck market. Revenue dropped roughly 10% over the last year as North American heavy and medium duty truck production fell from 656,000 units to just 504,000. When the economy slows, CVGI gets hit hard.

  • Profit Pressure

    The company swung from a 49 million dollar profit two years ago to a 20 million dollar loss last year, with net margins now sitting at negative 3.5%. Cash flow adjusted for working capital went negative, and any recession could delay the rebound management is promising.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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