# EDGAR Filing Document

**Accession Number:** 0001026655
**File Stem:** 0001026655-25-000076
**Filing Date:** 2025-8
**Character Count:** 20499
**Document Hash:** 8a37ca089c8a3fda5f1c3d3b730caa1b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001026655-25-000076.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001026655-25-000076

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 37

**CONFORMED PERIOD OF REPORT**: 20250825

**ITEM INFORMATION**: Regulation FD Disclosure

**FILED AS OF DATE**: 20250825

**DATE AS OF CHANGE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CORE MOLDING TECHNOLOGIES INC
- **CENTRAL INDEX KEY:** 0001026655
- **STANDARD INDUSTRIAL CLASSIFICATION:** PLASTICS PRODUCTS, NEC [3089]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 311481870
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-12505
- **FILM NUMBER:** 251249405

**BUSINESS ADDRESS:**
- **STREET 1:** 800 MANOR PARK DRIVE
- **STREET 2:** P O BOX 28183
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43228
- **BUSINESS PHONE:** 8006666960

**MAIL ADDRESS:**
- **STREET 1:** 800 MANOR PARK DR
- **STREET 2:** P O BOX 28183
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43228

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CORE MATERIALS CORP
- **DATE OF NAME CHANGE:** 19961107

?xml version='1.0' encoding='ASCII'? cmt-20250825

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549** 

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): August 25, 2025**

**Core Molding Technologies, Inc.**

**(Exact name of registrant as specified in its charter)**

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| | | |
|:---|:---|:---|
| Delaware | 001-12505 | 31-1481870 |
| (State or other jurisdiction<br>incorporation or organization) | (Commission File Number) | (I.R.S. Employer Identification No.) |
| 800 Manor Park Drive, Columbus, Ohio |  | 43228-0183 |
| (Address of principal executive office) |  | (Zip Code) |

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**Registrant's telephone number, including area code: (614) 870-5000**

**(Former name or former address if changed since last report.)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) <br> Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
| Common Stock, par value $0.01 | CMT | NYSE American LLC |
| Preferred Stock purchase rights, par value $0.01 | N/A | NYSE American LLC |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act ☐

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| | |
|:---|:---|
| **Item 7.01** | **Regulation FD Disclosure.** |

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Core Molding Technologies, Inc. (the "Company") announced on August 26, 2025 David Duvall, Chief Executive Officer; Alex Panda, Executive Vice President and Chief Financial Officer, and other members of the executive management team intend to use the presentation attached hereto from time to time in conversations with investors, analysts and others.

A copy of the slides forming the basis of the presentation is attached hereto as Exhibit 99.1 and are incorporated herein by reference. Such slides are also available in the Investor Relations section of the Company's web site at www.coremt.com.

The slides are being furnished pursuant to Item 7.01, and the information contained therein shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities under that Section. Furthermore, the information contained in the slides shall not be deemed to be incorporated by reference into the filings of the Company under the Securities Act of 1933, as amended.

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| | |
|:---|:---|
| **Item 9.01** | **Financial Statement and Exhibits.** |

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(d) Exhibits

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| | |
|:---|:---|
| **Exhibit Number** | **Description** |
| <u>[99.1](cmtaugust2025midwestidea.htm)</u> | <u>[Investor Presentation](cmtaugust2025midwestidea.htm)</u> |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
| | CORE MOLDING TECHNOLOGIES, INC. | CORE MOLDING TECHNOLOGIES, INC. |
| Date: August 25, 2025 | By: | */s/ Alex J. Panda* |
|  | Name: | *Alex J. Panda* |
|  | Title: | *Executive Vice President, Treasurer, Secretary and Chief Financial Officer* |

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## Exhibit 99.1

![](cmtaugust2025midwestidea001.jpg)

Investor Presentation Midwest IDEAS Conference August 2025

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![](cmtaugust2025midwestidea002.jpg)

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![](cmtaugust2025midwestidea003.jpg)

BUILDING PRODUCTS August 2025Core Molding Investor Presentation 3 The most reliable, innovative and responsive partner in engineered materials and manufacturing solutions: Headquartered in Columbus, OH Employees 1,570 NYSE American CMT Russell 3000 45 Year Old Company 2024 Sales by Country $302M (1) Adjusted EBITDA 12 Months Ended June 30, 2025 $30.2M (2) INDUSTRIAL & UTILITIES TRANSPORTATION POWERSPORTS Diversified Portfolio with Long Term Customer RelationshipsAbout Core Molding United States 45% Mexico 41% Canada 14% (1) Based on 2024 sales by Core production location. (2) (2) Adjusted EBITDA is a non-GAAP financial measure as defined and reconciled later in this presentation.

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![](cmtaugust2025midwestidea004.jpg)

Our "Must Win Battle" Transformation Journey Operational • Fix equipment Financial • Bank refinancing Organizational • Getting the right people on the bus Customers • Maintain customers Organizational • "Great Place to Work" initiative Innovation • Design, Functionality, and Durability Diversification • New, growing end markets Operational • Standardize the basics Dig out \| Back to Basics Innovation \| Diversification Leverage Improvements Sales Expansion \| Investments Culture as a Competitive Advantage 2019/2020 Turnaround 2021 Product Focused 2022/2023 Institutionalize Operating Systems 2024/2025 Invest For Growth 5.0% 10.0% 15.0% 20.0% 2019 2020 2021 2022 2023 2024 TTM Q2 2025 Gross Margin % Pricing • Fix or get out, contract adjustments Operational • Continuous improvement system, process optimization Organizational • Leadership development Organizational • Front Line Leadership Development, technical skill development Sales & Marketing • Wallet share expansion, Growth • Organic growth investments • New processes • Footprint • New Revenue Streams

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![](cmtaugust2025midwestidea005.jpg)

August 2025Core Molding Investor Presentation 5 Why Invest in Core Market Leadership through Manufacturing Excellence Few competitors, high barriers to entry Large, Diverse Addressable Markets Long-term relationships with blue-chip companies Proprietary, Highly- Engineered Products Single source, technical solutions Product innovation expertise Tariff protected USMCA compliant products

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![](cmtaugust2025midwestidea006.jpg)

August 2025Core Molding Investor Presentation 6 $7 Billion Total Addressable Market In Attractive Industry Verticals Invest for Growth Growing wallet share Multiple industry channel expansion Offering higher value solutions $2.0B Building Products $1.0B Aerospace $0.4B Construction & Ag. $0.8B Consumer Products $0.7B Truck $0.6B Powersports / Golf Cars $1.5B Industrial & Utilities

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![](cmtaugust2025midwestidea007.jpg)

Matamoros, MX Monterrey, MX August 2025Core Molding Investor Presentation 7 Our Large North American Manufacturing Footprint \*Based on 2024 Product Sales \* USMCA compliant products 34% 25% 16% 14% 4% 7% Product Sales by Facility\* Columbus, OH Cobourg, Ontario Winona, MN Gafney, SC >1.3M Square Feet 82 Presses Presses up to 5500 Ton

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![](cmtaugust2025midwestidea008.jpg)

August 2025Core Molding Investor Presentation 8 Supplying Products to Industry Leaders in Growing and Diverse Industries 56% 24% 6% 14% 2024 Net Product Sales By Industry Truck Powersports Building Products Industrial and Utilities Long-term relationships with blue-chip companies providing single-source manufacturing arrangements with key customers Truck Building Products Power Sports Industrial, Utilities & Other

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![](cmtaugust2025midwestidea009.jpg)

August 2025Core Molding Investor Presentation 9 Sustainable, High-value Solutions Contribute to our Diversification Strategy Truck Powersports Building Products Industrial and Utilities Light Weighting Corrosion Resistance Parts Consolidation Durability Cost Savings Recyclability Why Customers Choose Core

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![](cmtaugust2025midwestidea010.jpg)

August 2025Core Molding Investor Presentation 10 Organic Growth / Investment in Future Growth Won $150mm contract for Volvo roofs to be launched in our Matamoros facility, under a long-term, contractual agreement • Adjusted EBITDA accretive in the first full year and ROCE above 5 yr target Investing $25mm to: • Expand Matamoros facility to launch Volvo roofs • New 150K ft2 facility in Monterrey • Consolidate current 48k ft2 facility and a 30k ft2 warehouse • Transfer DCPD molding to better service current customers in Monterrey • Adding large part High Pressure Injection molding • Adding Top Coat paint to grow molding business and added value, enabling full service supply

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![](cmtaugust2025midwestidea011.jpg)

August 2025Core Molding Investor Presentation 11 Medical Automotive EV Battery Enclosures Carbon Fiber Molding SMC and Top Coat Paint Aerospace New/Expand Industry Verticals

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![](cmtaugust2025midwestidea012.jpg)

Core Molding Investor Presentation 12 Core's Unique Differentiators and Award-Winning Solutions Why Customers Stay with Core Lightweight = Lower Total Costs High Strength to Weight Innovative Material & Process Development Multi-Composite Design Flexibility • Total installation cost 15% lower • 10X Faster installation • High performance vs Cost = Value • Durability and Corrosion resistance • Large format / One-piece Design • Design Flexibility • Value Added Features • High value integrated design: Unique Solutions • Increased Strength / Durability

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![](cmtaugust2025midwestidea013.jpg)

August 2025Core Molding Investor Presentation 13 Case Study: Offering Light Weighting Solutions Easier installation Reduced Labor Improved Employee Safety / Reduced Injuries / OSHA On site modifications Reduced need for onsite installation equipment Saves 80% CO2 emissions vs concrete equivalent Lower overall cost Polymer Concrete 90 Lbs. Composite 25 Lbs. Composite 40 Lbs. Concrete 300 Lbs. Highly Engineered Technical Solution Sales

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![](cmtaugust2025midwestidea014.jpg)

August 2025Core Molding Investor Presentation 14 Case Study: Offering Part Consolidation Solutions Unique Solutions Create Optimized Design Simplified assembly / Reduced Labor for the customer Integrated with the customer development (Early in the development process) Unique capability to create large format products 3X higher strength, 30Lbs lighter, 60% less labor to install 43 Parts 1 Part ● All fasteners, engine mounts and transducer molded into one part ● Fiber reinforced tape molded into side for side impact strength

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![](cmtaugust2025midwestidea015.jpg)

Financials August 2025

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![](cmtaugust2025midwestidea016.jpg)

August 2025Core Molding Investor Presentation 16 Capital Allocation Priorities Multifaceted allocation strategy to maximize shareholder value Organic Growth • Capital investments meeting Company's return requirements • Projected sustaining capital spend in 2025 of $10-$12mm • Growth capex of $25mm over the next 18 months M&A • Tuck in acquisitions • Valuations of $10 - $40 million • Disciplined evaluation process to identify appropriate opportunities Return Capital to Shareholders • Share repurchase is preferred method • Authorized $7.5mm share repurchase program in place • Approximately 324k shares @ $16.03 per share repurchased in 2024-2025 Maintain Strong Balance Sheet • Zero net debt – Cash balance of $43.2mm as of June 2025 • Current leverage ratio of ~.70 times Adjusted EBITDA • Available liquidity flexibility to take advantage of opportunities

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![](cmtaugust2025midwestidea017.jpg)

August 2025Core Molding Investor Presentation 17 Selected Financial Information 2025 Q2 Trailing Twelve Month ● Impact of economic slowdown reducing customer demand in 2025 ● Company focus on operational improvements and portfolio profitability driving higher earnings ● Adjusted EBITDA as % of sales of 10.9% ● Disciplined capital deployment approach focused on increasing ROCE ● Excluding ~ $43mm of accumulated cash to be redeployed, 2025 ROCE = 11.5% $308 $377 $358 $302 $276 $0 $50 $100 $150 $200 $250 $300 $350 $400 2021 2022 2023 2024 TTM June 2025 Total Sales in millions $26.7 $31.9 $42.9 $33.8 $30.2 0.0% 5.0% 10.0% 15.0% $0 $10 $20 $30 $40 $50 2021 2022 2023 2024 TTM June 2025 Adj EBITDA in millions / % of Sales (1) Adj EBITDA EBITDA % 10.5% 12.7% 16.4% 10.7% 8.6% 0% 5% 10% 15% 20% 2021 2022 2023 2024 TTM June 2025 Return on Capital Employed (ROCE) (1) 14.2% (2) 11.5% (2) (1) Adjusted EBITDA and ROCE are non-GAAP financial measure as defined and reconciled later in this presentation. (2) ROCE excluding accumulated cash.

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![](cmtaugust2025midwestidea018.jpg)

August 2025Core Molding Investor Presentation 18 Cash Flows and Reinvestment Three Year Summary ~$90M Operating cash flow $52M free cash flows $14M Reinvestment to support Company growth Excluding growth capex $66M Capacity in place to support $425 to $475 million of revenues

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![](cmtaugust2025midwestidea019.jpg)

August 2025Core Molding Investor Presentation 19 Long Term Financial Goals Our Three to Five Year Financial Targets Revenues >$500MM • Organic growth • Acquisitions • Goal timing may be impacted due to return to pre-pandemic demand levels Operating Income 8%-10% • Operational improvements • Value selling • Leverage fixed costs Return on Capital Employed 14%-16% • Investment in capacity and automation • Acquisitions • Working Capital Management

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![](cmtaugust2025midwestidea020.jpg)

August 2025Core Molding Investor Presentation 20 Contacts Company Contact Alex Panda Chief Financial Officer apanda@coremt.com Investor Contact Sandy Martin / Steven Hooser Three Part Advisors 214.616.2207

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![](cmtaugust2025midwestidea021.jpg)

APPENDIX

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![](cmtaugust2025midwestidea022.jpg)

August 2025Core Molding Investor Presentation 22 Class 8 Truck Market Forecast / Overview – From ACT 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 2 0 2 6 2 0 2 7 2 0 2 8 2 0 2 9 2 0 3 0 Annual Class 8 Truck Production (units) - per ACT Actual ACT Fcst Comments from latest ACT Report: With national-level data unsupportive and softening, and industry anecdotes increasingly pessimistic, the outlook continues to erode. It comes down to: 1. Significant uncertainty driven by Federal policy paradigm shift leading to slower growth a) Trade b) Regulation 2. Import taxes, paid by consumers and businesses, are boosting inflation and eating into investment and consumption potential 3. Persistent and sticky industry overcapacity 4. Still pulseless front-running industry data

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![](cmtaugust2025midwestidea023.jpg)

August 2025Core Molding Investor Presentation 23 Net Income (Loss) to Adjusted EBITDA Reconciliation (1) Includes net interest expense, non-cash periodic post retirement costs and loss on extinguishment of debt. (2) Reflects facility closure and severance payments. Reconciliation of GAAP to Non-GAAP Financial Measures \* Adjusted EBITDA represents net income before, as applicable from time to time, (i) interest expense, net, (ii) provision (benefit) for income taxes, (iii) depreciation and amortization of long-lived assets, (iv) share based compensation expense, (v) non-reoccurring charges including restructuring costs, plant closure costs, goodwill impairment charges, (vi) nonrecurring legal settlement costs and associated legal expenses unrelated to the Company's core operations. This metrics is a supplemental measures of our operating performance that are neither required by, nor presented in accordance with, GAAP. This measure has limitations as an analytical tool and should not be considered in isolation or as an alternative to performance measure derived in accordance with GAAP as an indicator of our operating performance. We present Adjusted EBITDA because management uses this measure as key performance indicators, and we believe that securities analysts, investors and others use this measure to evaluate companies in our industry. Our calculation of this measure may not be comparable to similarly named measures reported by other companies. The above table presents a reconciliation of net income (loss), the most directly comparable measure calculated in accordance with GAAP, to Adjusted EBITDA for the periods presented.

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![](cmtaugust2025midwestidea024.jpg)

August 2025Core Molding Investor Presentation 24 Year-End and Return on Capital Employed ("ROCE") Reconciliation . Reconciliation of GAAP to Non-GAAP Financial Measures \* Return on Capital Employed represents net income before, as applicable from time to time, (i) interest expense, net, (ii) provision (benefit) for income taxes, (iii) restructuring and plant closure costs, (iv) nonrecurring legal settlement costs and associated legal expenses unrelated to the Company's core operations divided by Total Capital Employed which includes (i) Shareholders' Equity, (ii) term debt, and (iii) revolving debt. This metrics is a supplemental measure of our operating performance that are neither required by, nor presented in accordance with, GAAP. This measure has limitations as an analytical tool and should not be considered in isolation or as an alternative to performance measure derived in accordance with GAAP as an indicator of our operating performance. We present ROCE because management uses this measure as key performance indicators, and we believe that securities analysts, investors and others use these measures to evaluate companies in our industry. Our calculation of this measure may not be comparable to similarly named measures reported by other companies. 2020 2021 2022 2023 2024 TTM June 2025 2024 TTM June 2025 in thousands in thousands EBIT 10,390$11,068$18,003$26,537$16,695$12,528$ EBIT 16,695$12,528$ Plant Closure and Severance Costs(1) 2,581 - - 1,294 2,473 Plant Closure and Severance Costs(1) 1,294 2,473 Adjusted EBIT 10,390$13,649$18,003$26,537$17,989$15,001$ Adjusted EBIT 17,989$15,001$ June 30, 2020 2021 2022 2023 2024 2025 2024(2) Shareholders' Equity 93,932$100,095$116,125$138,953$147,361$153,461$ Shareholders' Equity 147,361$153,461$ Debt Debt Short Term Portion of Term Debt 2,535 3,943 1,208 1,468 1,814 1,814 Short Term Portion of Term Debt 1,814 1,814$ Long Term Portion of Term Debt 25,198 21,251 22,986 21,519 19,706 18,797 Long Term Portion of Term Debt 19,706 18,797$ Revolver 420 4,424 1,864 - - - Accumulated Cash (41,803) (43,212) Total Capital Employed 122,085$129,713$142,183$161,940$168,881$174,072$ Total Capital Employed 127,078$130,860$ ROCE 8.5% 10.5% 12.7% 16.4% 10.7% 8.6% ROCE 14.2% 11.5% (1) Reflects Cincinnati facility closing and severance costs (2) ROCE excluding accumulated cash December 31, TTM June 2025 (2)

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