# EDGAR Filing Document

**Accession Number:** 0001026655
**File Stem:** 0001026655-25-000054
**Filing Date:** 2025-6
**Character Count:** 21860
**Document Hash:** 4c71216f3e5ee5ce82dc687ec9232a68
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001026655-25-000054.hdr.sgml**: 20250610

**ACCESSION NUMBER**: 0001026655-25-000054

**CONFORMED SUBMISSION TYPE**: 8-K/A

**PUBLIC DOCUMENT COUNT**: 38

**CONFORMED PERIOD OF REPORT**: 20250609

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250610

**DATE AS OF CHANGE**: 20250610

**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/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-12505
- **FILM NUMBER:** 251036635

**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-20250609

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549** 

**FORM 8-K/A**

Amendment No. 1 to 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): June 09, 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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**Explanatory Note**

On June 9, 2025, the Core Molding Technologies, Inc. filed a Current Report on Form 8-K (the "Original Report") with the Securities and Exchange Commission to report that 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 from time to time in conversations with investors, analysts and others under Item 7.01 Regulation FD Disclosure. This Current Report Amendment No. 1 on Form 8-K/A (the "Amendment") amends Item 7.01 of the Original Report to update slide 10 of the presentation to reflect additional information. The remainder of the presentation remains unchanged. The revised presentation is included in its entirety as Exhibit 99.1 to this Amendment.

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

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Core Molding Technologies, Inc. (the "Company") announced on June 9, 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](acmtjune2025eastcoastide.htm)</u> | <u>[Investor Presentation](acmtjune2025eastcoastide.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: June 10, 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

![](acmtjune2025eastcoastide001.jpg)

EAST COAST IDEAS CONFERENCE JUNE 2025

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![](acmtjune2025eastcoastide002.jpg)

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![](acmtjune2025eastcoastide003.jpg)

US 45% Canada 14% Mexico 41% CORE MOLDING TECHNOLOGIES The most reliable, innovative and responsive partner in engineered materials and manufacturing solutions: SOLUTION \| INNOVATION \| MANUFACTURING Diversified Portfolio with Long Term Customer Relationships Building Products Industrial & Utilities Power Sports Transportation (1) Based on 2024 sales by Core production location. 2024 Sales By Country $302M (1) Headquartered in Columbus, OH Employees 1,570 NYSE American CMT Founded in 1980 Adjusted EBITDA 12 Months Ended March 31, 2025 = $32.2M (2) 3 (2) Adjusted EBITDA is a non-GAAP financial measure as defined and reconciled later in this presentation.

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![](acmtjune2025eastcoastide004.jpg)

✓ Market Leadership Position ✓ Few competitors, high barriers to entry ✓ Tariff protected USMCA compliant products ✓ Large Addressable Market ✓ Long-term relationships with blue-chip companies ✓ Proprietary, Highly-Engineered Products ✓ Single source, technical solutions of structural systems ✓ Product innovation expertise with product design, functionality & durability ✓ 90% recurring revenues, strong TTM Earnings, Adjusted EBITDA and Return on Capital INVESTMENT HIGHLIGHTS 4

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![](acmtjune2025eastcoastide005.jpg)

> $10B ADDRESSABLE MARKET • Grow wallet share with large customers • Multiple industry channel expansion $2.6B Grow • Market leader in truck & powersports • Focus on higher value solutions Based on management estimates with current process portfolio. Industry Dynamics $2.3B Grow $1.9B Grow $1.9B Grow $0.6B Defend $0.3B Grow $0.5B Defend / Grow Powersports / Golf Cars Building Products Industrial & Utilities Packaging Consumer Products Truck Construction & Ag. • Market specific internal sales force • Ongoing partnership with sales agency to drive lead generation and opportunities into new sales channels

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![](acmtjune2025eastcoastide006.jpg)

LARGE NORTH AMERICAN MANUFACTURING FOOTPRINT 14% 34% 25% 16% 4% 7% Columbus, OH Matamoros, MX\* Cobourg, Ontario\* Winona, MN Gaffney, SC Monterrey, MX\* 82 presses >1.3M Square Feet Product Sales by Facility\* \*Based on 2024 Product Sales 6 \* USMCA compliant products

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![](acmtjune2025eastcoastide007.jpg)

INDUSTRY AND CUSTOMER DIVERSIFICATION 56% Truck 24% Power Sports 6% Building Products 14% Industrial, Utilities & Other 2024 Net Product Sales By Industry Truck Powersport Building Products Industrial and Utilities Long-term relationships with blue-chip companies providing single- source manufacturing arrangements with key customers 7

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![](acmtjune2025eastcoastide008.jpg)

HOW WE DIVERSIFY 8 Building Products Industrial & Utilities Power Sports Transportation Light Weighting \| Durability \| Cost Savings \| Corrosion Resistance \| Parts Consolidation \| Recyclability

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![](acmtjune2025eastcoastide009.jpg)

23 Driving Core Molding to the Next Level Invest For Growth 1. Sales Force Development • Invest in Sales Function • Focus on Grow Wallet Share with high value solutions 2. Strengthen Core's Technology functions • Expertise to solve Customer Problems 3. Acquisitions - Diversification • Sales Channel Access • Footprint expansion • Complimentary Technology and Resources ➢ We have an organization and plants prepared for organic growth ➢ We are profitable and have cash to invest (acquisition and assets) ➢ Driving Voice of the Customer into the organization, understand the customer's problems to solve 9

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![](acmtjune2025eastcoastide010.jpg)

Steps to Driving More Organic Growth 1. Org Structure to increase focus on growth and builds customer loyalty to facilitate growing wallet share 2. Prioritization of new opportunities to best utilize our resources and maximize return on investment 3. Train and embed Value-Selling methodologies 4. Build out the value proposition and collateral 5. How-To-Win strategic mindset from the onset of new opportunities 6. Market research and analysis to prioritize markets and opportunities Awarded $30 million of new wins as of May 2025 10

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![](acmtjune2025eastcoastide011.jpg)

New Sales Growth 11 VehicleMedical Automotive EV Battery Enclosures Portable SecurityLow Cost Carbon Fiber SMC and Top Coat Paint

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![](acmtjune2025eastcoastide012.jpg)

INTEGRATED MATERIALS AND PROCESSES FROM ONE SUPPLIER 12 High Strength to Weight • High performance vs cost = Value • Durability and corrosion resistance Innovative Material & Process Development • Large format / One-piece design • Design Flexibility • Value Added Features Lightweight = Lower Total Costs • Total installation cost 15% lower • 10X faster installation Multi-Composite Design Flexibility • High value integrated design: Unique Solutions • Increased strength / durability

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![](acmtjune2025eastcoastide013.jpg)

LIGHT WEIGHTING 13 Multiple Benefits from Lightweight Parts: ✓ 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. Concrete 300 Lbs. Composite 40 Lbs.

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![](acmtjune2025eastcoastide014.jpg)

PART CONSOLIDATION / SOLUTIONS 14 Multiple Benefits from a Solution with Part Consolidation: ✓ Unique Solutions creating an 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 1 part • Fiber reinforced tape molded into side for side impact strength

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![](acmtjune2025eastcoastide015.jpg)

Why Core Molding? – Engaged teams make it happen! Culture As A Competitive Advantage: Holistic approach to purposefully create an engaged knowledgeable team that wants to win and feels empowered to win. • Team that lives up to commitments and enjoys what we do. • Culture of continuous improvement and delivering to the customer needs. Core 8.6% Industry Avg. 23.3% Employee Turnover 0.0% 10.0% 20.0% 30.0% 1 • Long term trusted partner with industry leaders supplying similar products (BRP, Yamaha, Polaris…) • 2023 BRP Gold Supplier Award • 2023 PACCAR 10PPM Award > 99% > 99% 15

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![](acmtjune2025eastcoastide016.jpg)

Why Core Molding? – Difficult and Ultra Large Products We are an Industry leader in Composite product design / manufacturing • CAMX 2023 Material & Process Innovation Award nomination • Multi-Composite Design Flexibility • 82 Presses • 7 DLFT systems in 2 different location • Co-development, product design and manufacture to optimize products for performance and cost. • Molded in hardware (labor reduction) • Part consolidation (labor & part reduction) 43 Parts 1 Part • Capability to design and develop manufacturing solutions for large / ultra-large complex products that are Hard To Do. • Large and growing portfolio of complementary processes, capable NA footprint and deep expertise of producing in MX. • Cobourg, Ontario • Winona, MN • Gaffney, SC • Columbus, OH • Matamoros, MX • Monterrey, MX • Brownsville, TX 16

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![](acmtjune2025eastcoastide017.jpg)

17 FINANCIALS

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![](acmtjune2025eastcoastide018.jpg)

CAPITAL ALLOCATION STRATEGY 18 Organic Growth • Capital investments meeting Company's return requirements • Projected capital spend in 2025 of $10-$12mm • R&D spending M&A • Tuck in acquisitions • Valuations of $10 - $40 million • One to two acquisitions a year • 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 320k shares @ $16.03 per share repurchased in 2024-2025 Maintain Strong Balance Sheet • Zero net debt • Current leverage ratio of ~.60 times Adjusted EBITDA • Available liquidity flexibility to take advantage of opportunities Multifaceted allocation strategy to maximize shareholder value

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![](acmtjune2025eastcoastide019.jpg)

SELECTED FINANCIAL INFORMATION 19 • 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 11.3% • Disciplined capital deployment approach resulting in increased ROCE • Excluding ~ $44mm of accumulated cash to be redeployed, 2025 ROCE = 13.1% $308 $377 $358 $302 $285 $0 $50 $100 $150 $200 $250 $300 $350 $400 2021 2022 2023 2024 TTM March 2025 Total Sales in millions $26.7 $31.9 $42.9 $33.8 $32.2 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% $0 $10 $20 $30 $40 $50 2021 2022 2023 2024 TTM March 2025 Adj EBITDA in millions / % of Sales (1) Adj EBITDA EBITDA % 10.5% 12.7% 16.4% 10.7% 9.7% 0% 5% 10% 15% 20% 2021 2022 2023 2024 TTM March 2025 Return on Capital Employed (ROCE) (1) 14.2% (2) 13.1% (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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![](acmtjune2025eastcoastide020.jpg)

in millions Operating Cash Flows Sustaining Capex Growth Capex Free Cash Flows Free Cash Flows Excluding Growth Capex 2022 19.0$7.8$8.8$2.4$11.2$2023 34.8$6.1$3.0$25.7$28.7$2024 35.1$9.0$2.5$23.6$26.1$ Total 88.9$22.9$14.3$51.7$66.0$3 Year Avg. 29.6$7.6$4.8$17.2$22.0$ TTM March 2025 36.1$9.1$2.5$24.5$27.0$ CASH FLOWS AND REINVESTMENT 20 Three Year Summary ~$89M 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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![](acmtjune2025eastcoastide021.jpg)

LONG TERM FINANCIAL GOALS Revenues Operating Income Return on Capital Employed 3 – 5 Years • Organic growth • Acquisitions • Goal timing may be impacted due to return to pre-pandemic demand levels • Operational improvements • Value selling • Leverage fixed costs • Investment in capacity and automation • Acquisitions • Working Capital Management 21 >$500MM 8%-10% 14%-16%

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![](acmtjune2025eastcoastide022.jpg)

CONTACTS 22 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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![](acmtjune2025eastcoastide023.jpg)

APPENDIX 23

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![](acmtjune2025eastcoastide024.jpg)

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, (ii i) 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 analys ts, 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. 24 In thousands TTM March 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Net income (loss) 7,411$5,459$(4,782)$(15,223)$8,165$4,671$12,203$20,324$13,299$11,723$ Income tax expense (benefit) 3,836$2,286$(664)$(355)$(3,618)$4,248$2,382$5,422$4,182$3,905$ Other expenses(1) 298$245$2,394$4,144$5,923$2,149$3,418$791$(786)$(825)$ Depreciation and amortization 6,283$6,240$9,384$10,376$10,775$11,130$11,603$12,831$13,318$13,240$ Share-based compensation 1,003$1,331$1,743$1,564$1,355$1,886$2,329$2,923$2,495$2,387$ Goodwill impairment -$-$2,403$4,100$-$-$-$-$-$-$ Facility closure and severance costs(2) -$-$-$-$-$2,581$-$570$1,294$1,794$ Adjusted EBITDA\* 18,831$15,561$10,478$4,606$22,600$26,665$31,935$42,861$33,802$32,224$ Adjusted EBITDA % of Revenues 10.8% 9.1% 3.9% 1.6% 10.2% 8.7% 8.5% 12.0% 11.2% 11.3% Twelve Months Ended December 31,

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![](acmtjune2025eastcoastide025.jpg)

YEAR-END AND RETURN ON CAPITAL EMPLOYED ("ROCE") RECONCILIATION 25 . 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, (ii i) 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 (ii i) 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 March 2025 2024(2) TTM March 2025(2) in thousands in thousands EBIT 10,390$11,068$18,003$26,537$16,695$14,802$ EBIT 16,695$14,802$ Plant Closure and Severance Costs(1) 2,581 - - 1,294 1,794 Plant Closure and Severance Costs(1) 1,294 1,794 Adjusted EBIT 10,390$13,649$18,003$26,537$17,989$16,596$ Adjusted EBIT 17,989$16,596$ March 31, 2020 2021 2022 2023 2024 2025 2024 Shareholders' Equity 93,932$100,095$116,125$138,953$147,361$149,873$ Shareholders' Equity 147,361$149,873$ 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 19,248 Long Term Portion of Term Debt 19,706 19,248 Revolver 420 4,424 1,864 - - - Accumulated Cash (41,803) (44,474) Total Capital Employed 122,085$129,713$142,183$161,940$168,881$170,935$ Total Capital Employed 127,078$126,461$ ROCE 8.5% 10.5% 12.7% 16.4% 10.7% 9.7% ROCE 14.2% 13.1% (1) Reflects Cincinnati facility closing and severance costs (2) ROCE excluding accumulated cash December 31,

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