CTS Corporation (CTS)
🔔 Watch stock
CTS Corporation builds sensors, connectivity components and actuators — and surfaced in our momentum run of July 17, 2026, with 12 scanner hits: stage-2 uptrend, a whisker below the all-time high, a Piotroski F-Score of 8 of 9 (metrics data as of July 10, 2026). We read the annual reports (10-K) for 2024 and 2025 and the quarterly report (10-Q) as of March 31, 2026: record earnings on revenue that still sits below 2022, a core market that has been shrinking for three years, a defense acquisition whose books needed fixing — and Superfund legacy sites in mediation with the EPA since October 2025. Not investment advice — just the question of what a report card is worth when the main subject is missing.
Appears in These Scanners
This stock currently matches 13 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
NeutralGeprüft am 17.07.2026 gegen den Geschäftsbericht (10-K) für 2025 (eingereicht 24.02.2026), den 10-K für 2024 (26.02.2025) und die vier jüngsten Quartalsberichte (10-Q): In den ausgewerteten SEC-Filings von CTS Corporation findet sich kein wesentlicher KI-Bezug. Die einzige Erwähnung ist ein generischer, in den 10-Ks 2024 und 2025 wortgleicher Risikofaktor über die mögliche Einführung von KI in interne Prozesse („As we integrate artificial intelligence technologies into our processes, these technologies may present business, compliance and reputational risks“ — übersetzt: „Während wir Technologien der künstlichen Intelligenz in unsere Prozesse integrieren, können diese Technologien geschäftliche, Compliance- und Reputationsrisiken mit sich bringen“) samt Wettbewerbs-Floskel („to the extent our competitors successfully adopt AI […] we may be at a competitive disadvantage“ — übersetzt: „soweit unsere Wettbewerber KI erfolgreich einführen […], könnten wir einen Wettbewerbsnachteil erleiden“). Weder eine KI-Umsatzquelle (Produkte sind Sensoren, Verbindungskomponenten und Aktoren) noch ein belegter operativer KI-Einsatz mit konkretem System noch ein konkretes KI-Geschäftsrisiko fürs eigene Modell; die vier 10-Qs enthalten keinerlei KI-Erwähnung. Nach dem Kriterienkatalog bleibt es bei „neutral“ (Boilerplate-Risikofloskeln begründen weder „nutzt“ noch „bedroht“).
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-Q 2026-04-29 · 10-Q 2025-10-28 · 10-Q 2025-07-24 · 10-Q 2025-04-30 · 10-K 2026-02-24 · 10-K 2025-02-26
Rated on July 17, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 0.44 | -9.70 | 127 | 2.10 | 10.70 | 26 | 20 |
| 2025: Q1 | 0.44 | 22.90 | 126 | 0.10 | 10.60 | 16 | 11 |
| 2025: Q2 | 0.62 | 29.10 | 136 | 4.20 | 13.70 | 28 | 25 |
| 2025: Q3 | 0.46 | -24.50 | 143 | 8.20 | 9.60 | 29 | 24 |
| 2025: Q4 | 0.67 | 52.30 | 138 | 8.10 | 14.30 | 29 | 26 |
| 2026: Q1 | 0.59 | 34.50 | 140 | 10.90 | 12.30 | 17 | 12 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
Record net earnings of $65.3 million in 2025 (+17.7 percent), gross margin up from 36.4 to 38.4 percent (Q1 2026: 39.5 percent), $102.1 million operating cash flow, an equity ratio around 72 percent, Altman Z around 11, Piotroski 8 of 9 — the scanner's quality checkmarks are backed by the SEC filings (10-K 2025, 10-Q as of March 31, 2026).
Five quarters of accelerating growth up to +10.9 percent (Q1 2026), diversification markets up double digits in 2025 (medical +20.9, aerospace & defense +19.9, industrial +11.7 percent) — though with 2.3 percentage points of currency tailwind in the latest quarter and roughly 3.4 percent organic growth for full-year 2025.
Transportation — 43 percent of revenue — is shrinking for the third year in a row ($303.7 to $233.9 million since 2022), per the 10-K on commercial-vehicle weakness and its own customers' loss of market share in China; Toyota and Cummins account for almost a fifth of revenue without firm purchase volumes, and Cummins's share has nearly halved since 2022.
SyQwest ($128 million, July 2024) delivers the defense leg and $22.3 million of 2025 revenue — but the acquisition brought calculation errors in revenue and cost of goods sold, whose correction trimmed audited 2024 earnings by 4.5 percent; the error source still produced follow-up corrections in the fourth quarter of 2025 (10-K 2025, Note 1).
A stage-2 trend, 12 scanner hits and a price about 2 percent below the all-time high meet 28.5 times trailing earnings and 3.4 times revenue (data as of July 10, 2026) — what is being paid for is a continuation of the acceleration, while total revenue still sits roughly 8 percent below 2022; the Superfund mediation ($6.6 million accrued) and the almost entirely offshore cash are footnotes, not roadblocks.
CTS is a genuine straight-A student with one blind spot: record earnings, record margins, accelerating quarterly growth and a fortress balance sheet stand against a core market that has been shrinking for three years — and revenue that, despite everything, remains below its 2022 level. The new growth comes from medical and defense, partly bought and with bookkeeping that needed repair, while the market pays 28.5 times trailing earnings at the all-time high. Whoever invests here buys quality without a margin of safety. Not investment advice.
- CTS reached the research list through the momentum/stage-2 scanner run of July 17, 2026 (12 hits in our in-house stock scanner) — not through Reddit or headlines; attention outside the trend filters is practically absent.
- Scanner metrics (P/E, P/S, Piotroski, Altman Z, fundamental grade) are computed on trailing twelve-month figures (data as of July 10, 2026); the SyQwest corrections to 2024 are baked in, a possible further defense-cycle push naturally is not.
- Price and valuation figures dated July 10, 2026 (about $67, roughly $1.9 billion market value); analyses are evergreen, daily prices are not a buy argument. CTS reports on a calendar-year basis (fiscal year ends December 31).
About the Company
CTS Corporation entwirft, fertigt und verkauft Sensoren, Konnektivitätskomponenten und Aktuatoren in Nordamerika, Europa und Asien. Das Unternehmen bietet Steuerungen, Pedale, Sensoren, Schalter, Wandler und Piezo-Sensorprodukte; EMI/RFI-Filter, Kondensatoren, Widerstände, HF-Filter und Frequenz…
| Employees | 3,492 |
|---|---|
| Headquarters | Lisle, IL |
| Website | ctscorp.com |
| IPO Date | 5. Nov 1987 |
| Next Earnings | 23. Jul 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Kieran M. O'Sullivan | Chairman, President & CEO | 1962 |
| Ashish Agrawal | VP & CFO | 1971 |
| Pratik Trivedi | Senior VP & COO | 1979 |
| Mark R. Pacioni | VP, Chief Legal & Administrative Officer and Corporate Secretary | 1966 |
| Robert A. Profusek Esq., J.D. | Lead Independent Director | 1950 |
| Mitchell J. Walorski | Director of Investor Relations | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 20, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.