Cooper-standard Holdings Inc. · NYSE:CPS
Cooper-standard — Investor Presentation (March 2026)
24 slides from Cooper-standard's investor presentation, March 2026
Slide 1: Driving Sustainable Long-term Value
Driving Sustainable Long-term Value Investor Presentation March 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of U.S. federal securities laws, and we intend that such forward-looking statements be subject to the safe harbor created thereby. Our use of words “estimate,” “expect,” “anticipate,” “project,” “pl
Slide 3: Key Investment Highlights
Key Investment Highlights Global automotive supplier with strong customer relationships, innovative technology and a leading market 1 position across core product lines Solid portfolio of business / content on key customer programs; serving major global OEMs 2 including an expanding position in Chin
Slide 4: Company Overview
| Company Overview G CooperStandard
Slide 5: Cooper Standard at a Glance
Cooper Standard at a Glance Key Highlights(1) $2.74b ~22k 20 2 2025 REVENUE EMPLOYEES COUNTRIES CORE OFFERINGS (including contingent workers) North America, South America, Sealing Systems Europe and Asia Pacific Fluid Handling Systems Revenue Profile(1) Product Customer Group(2) Geography Other, 3%
Slide 6: A Trusted Partner With a Strong Global Customer Base
A Trusted Partner With a Strong Global Customer Base 22% E.U. F or d % 27 r 36 56% 15% % $2.7b Othe N.A. A.P. 4% 2025 revenue S.A. by customer % 19 M G VW 4% Renault- Nissan 4% Stellantis 10% Regional sales as % of 2025 Total Revenue; 3% of 2025 Total Revenue attributable to our ISG and AMS Confiden
Slide 7: Leading Market Position Across Core Product Lines
Leading Market Position Across Core Product Lines #1 GLOBAL LEADER1 Sealing Systems 14% Cooper Standard ($1.4b / 51%)2 $10.0b Global Market #2 GLOBALLY1 Fluid Handling Systems 8.3% Cooper Standard ($1.3b / 46%)2 $14.4b Global Market 1 Global Market Size based on S&P Global light vehicle production d
Slide 8: Increasingly Recognized as Supplier of Choice
Increasingly Recognized as Supplier of Choice Confidential & Proprietary © 2026 Cooper Standard Holdings Inc. and affiliates. All rights reserved. 8
Slide 9: Trusted Technology Supplier on Key Customer Programs
Trusted Technology Supplier on Key Customer Programs Cooper Standard Top Vehicle Platforms for 2026 • Top 10 platforms account for ~45% of planned 2026 revenue • Unweighted average content per vehicle (CPV) across top 10 platforms is ~$190 • Heavily weighted toward high-volume trucks, SUVs and CUVs
Slide 10: Strategy and Innovation
| Strategy and Innovation G CooperStandard
Slide 11: Sealing Systems: Driving Profitable Growth and Share Gains
Sealing Systems: Driving Profitable Growth and Share Gains • Operational excellence delivering financial health and a strong foundation • Harnessing global expertise to propel profitable growth in emerging markets • Leveraging digital transformation and AI to optimize asset utilization • Driving CPV
Slide 12: Innovative Sealing Solutions
Innovative Sealing Solutions Delivering Industry-leading Innovations that Meet and Exceed Customer Expectations Vehicle Differentiation Improved Sustainability Flexibility/Speed FlushSeal FlexiCore TPE Body Seal Virtual Analysis Frameless Expertise FORTREX® Virtual Validation dEcoFlex Trims Lightwei
Slide 13: Fluid Handling: Unlocking Our Full Potential
Fluid Handling: Unlocking Our Full Potential • Expect to double fluids business over the next 5 years • Filling market whitespace through strategic geographic expansion • Leveraging advantaged global footprint to serve targeted high-growth customers • Capitalizing on growth of the hybrid vehicle mar
Slide 14: Innovative Fluid Handling Solutions for All Powertrains
Innovative Fluid Handling Solutions for All Powertrains Market-flexible Portfolio Supports All Scenarios for Hybrid and EV Adoption Accelerated Adoption Growth & Portfolio & & Proliferation Vertical Integration CPV Expansion Core Evolutionary Transformational PlastiCool® Multi Layer Tube Coolant Hub
Slide 15: Fluid Handling: Powertrain Evolution Driving Increased CPV Opportunity
Fluid Handling: Powertrain Evolution Driving Increased CPV Opportunity Innovative Solutions Address Increasingly Complex Thermal Management Requirements Hybrid Demand Growing 20% New Thermal Management Potential CPV1 Increasing with Year Over Year Comparison of Powertrain Mix Forecasts (Global) Prod
Slide 16: China Growth Strategy
China Growth Strategy • CPS is strategically advantaged to support Chinese OEM growth • Expect to TRIPLE sales to COEMs globally over the next 5 years • Expect to double total Asia Pacific regional sales in the same timeframe Positive Customer Reliable World-class Increased Unmatched Strong Book of
Slide 17: New Business Pipeline Driving Growth and Diversification
New Business Pipeline Driving Growth and Diversification Leveraging Innovation to Increase Business with New High-growth Customers Globally Customer Mix (% of Total Revenue) 13% All Other2 15% 2% Korea OEMs $298m 4% 4% China OEMs 11% 30% Europe OEMs 2025 Net New Business Awards1 35% 74% related to i
Slide 18: Financial Highlights; Sustained Progress and Outlook
Financial Highlights; Sustained Progress and Outlook
Slide 19: Sustainable Strategic Actions to Address Industry Volatility
Sustainable Strategic Actions to Address Industry Volatility Cumulative Sustainable Cost-Saving Sustainable Actions Impact to Adjusted EBITDA (2019 – 2025) • Rationalized Manufacturing Footprint - Closed over a dozen manufacturing facilities and divested certain Averaged nearly $100 Million in Savin
Slide 20: Consistent Progress Toward Strategic Financial Targets
Consistent Progress Toward Strategic Financial Targets (USD millions, except for %) Revenue Gross Profit and Margin % 328 Key Points 291 303 2,816 2,731 2,741 • Enhanced commercial and supply agreements 2,330 2,525 11.9% 11.1% 10.3% 130 • Continued focus on cost optimization 87 5.1% 3.7% • Launching
Slide 21: Margins Ramping Up Faster than LV Production Volume
Margins Ramping Up Faster than LV Production Volume NA Quarterly Production Units(1) CPS Adj. EBITDA2 (millions) Margin % 5.00 15.0 4.50 10.0 • Margin expansion began to outpace 4.00 North American production growth in 5.0 3Q24 with trend expected to continue 3.50 0.0 3.00 - Recent margin improvemen
Slide 22: Appendix
G CooperStandard
Slide 23: Non-GAAP Financial Measures
Non-GAAP Financial Measures EBITDA, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), adjusted earnings (loss) per share and free cash flow are measures not recognized under U.S. GAAP and which exclude certain non-cash and special items that may obscure trends and operating perfor
Slide 24: Adjusted EBITDA Margin, Free Cash Flow, Financial Ratios
Adjusted EBITDA Margin, Free Cash Flow, Financial Ratios (Unaudited, dollar amounts in thousands) Year Ended December 31, 2025 2024 2023 2022 2021 Net income (loss) attributable to Cooper-Standard Holdings Inc. $ (4,165) $ (78,746) $ (201,985) $ (215,384) $ (322,835) Income tax (benefit) expense (19
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