Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Commercial Vehicle Starting To Show Operating Leverage

This year has seen pretty solid improvement in the North American heavy truck market, with full-year order levels steadily improving along the way. That's good news for Commercial Vehicle Group (NASDAQ:CVGI) as although the company is trying to diversify its revenue base, North American Class 8 truck demand is still the key driver. Better still, a new efficiency-minded management philosophy is starting to produce real results and improving margins. In a market that no longer offers many cheap plays on commercial vehicles, Commercial Vehicle still offers enough upside to worth a closer look.

Delivering A Beat In Q2

Commercial Vehicle's second quarter numbers showed ongoing improvement and progress with the operational turnaround. Revenue rose 9%, with significant growth...

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