CTS Profitability Analysis

CTS Stock  USD 56.77  1.24  2.23%   
Based on CTS's financial statements, CTS Corporation is profitable with a net margin of 13.0% and operating margin of 16.0%, reporting net income of 65.32 Million. Return on equity stands at 12.0%. Profitability trends are broadly favorable, with a majority of key metrics improving year over year.
 
Net Income  
 First Reported
1985-12-31
 Previous Quarter
13.7 M
 Current Value
19.7 M
 Quarterly Volatility
10 M
Macro event markers
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.220.3843
Way Down
Moderate Variation
Operating Profit Margin0.160.1552
Sufficiently Up
Consistent Growth
CTS's profitability metrics reflect a balanced earnings structure, where margins are neither thin enough to signal fragility nor wide enough to suggest pricing dominance. The relatively narrow gap between gross margin of 22.0% and net margin of 13.0% suggests an efficient cost structure with limited margin erosion below the gross profit line. Return on equity of 12.0% alongside return on assets of 8.97% reflects how efficiently CTS's capital and asset base are converting into earnings. Figures reflect CTS's last reported annual data.
  

Revenue by Business Segment

CTS generates revenue across 2 reported product segments. CTS's revenue is anchored by Components And Sensors Segment (103.63 Million, 64.9%), followed by Ems Segment (55.93 Million, 35.1%). With the top segment exceeding 60% of revenue, CTS's earnings are heavily concentrated in a single product line.
CTS has a market cap of 1.63 B, an operating margin of 16.63% on a trailing twelve-month basis, compared to 16.0% in the last reported annual period, current ratio of 2.68. Allocation models determine the relative weighting of each position in the portfolio. Broader economic conditions can influence CTS Corporation's company valuation - related indicators include signals in manufacturing.
EPS projections for CTS aggregate analyst models into a benchmark against which actual results are measured. Return on equity of 12.1% provides context for how efficiently CTS generates earnings from shareholder capital. The gap between CTS's EPS and free cash flow per share signals how much of reported earnings converts to cash. CTS's EPS estimates are updated as new analyst reports and company disclosures become available. The consensus EPS view for CTS Corporation usually references EPS before non-recurring items. These estimates can include stock-based compensation expense.
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
The consensus EPS projection for CTS is 0.6 as of 30th of June 2026. The figures can incorporate expenses tied to employee stock options.

CTS Revenue Breakdown by Earning Segment Overview

The breakdown below shows how CTS's revenue is split across product segments for the most recent reporting period. Ems Segment rounds out the mix at 35.1%, representing CTS's smallest reported product line.
Consensus EPS projections for CTS are based on current analyst assumptions and may be revised. Revisions to consensus estimates often cluster around earnings dates, reflecting new information absorbed by analysts.
 Quarterly Earnings Growth
76.3%
 Dividend Share
0.16
 Earnings Share
2.19
 Revenue Per Share
18.345
 Quarterly Revenue Growth
8.5%
Market capitalization and book value offer complementary views of CTS Corporation - the first driven by investor sentiment, the second by accounting standards.
Distinguishing between CTS's value and market price helps frame analytical expectations. In practice, CTS price is set by the continuous auction process on its listing exchange.

CTS Corporation Return On Asset vs. Return On Equity Fundamental Analysis

Return On Equity stood at 12.00% as of December 31, 2025. Related reported metric: Return On Asset at 8.97% as of December 31, 2025.

CTS Return On Asset vs. Return On Equity

CTS's Return on Equity of 12.0% reflects a healthy level of efficiency in converting shareholder capital into profit. This range generally supports both reinvestment capacity and shareholder distributions without relying excessively on financial leverage to inflate the return.

CTS

Return On Equity

 = 

Net Income

Total Equity

 = 
0.12
CTS's Return on Assets of 8.97% falls within a moderate range, consistent with many established businesses. This level of asset productivity is typical for companies that maintain substantial physical or financial assets as part of their operating model.

CTS

Return On Asset

 = 

Net Income

Total Assets

 = 
0.09
CTS's ROE and ROA are relatively close, indicating limited financial leverage. Equity returns are driven primarily by operational performance rather than capital structure.

CTS Return On Asset Comparison

CTS is currently under evaluation in return on asset relative to competitors.

CTS Profitability Projections

For CTS, profitability metrics reveal whether the business model is converting revenue into earnings or operating at a loss. Margin trends for CTS show whether the company is gaining or losing pricing power and cost discipline. CTS currently maintains a profit margin of 13.0%. The spread between revenue growth and margin expansion at CTS reveals whether scale is translating into earnings power. The operating margin stands at 16.0%. Whether CTS's profit levels reflect operational strength or temporary tailwinds requires tracking margin trends across business conditions. Recent net income of 65.3 M reflects the bottom-line result of these profitability dynamics.
Last ReportedEnd Of Year Estimate
Accumulated Other Comprehensive Income13.7 M14.4 M
Operating Income84 M88.2 M
Income Before Tax83.8 M88 M
Total Other Income Expense Net-267 K-280.4 K
Net Income65.3 M68.6 M
Income Tax Expense18.5 M9.2 M
Net Income Applicable To Common Shares65.3 M68.6 M
Net Income From Continuing Ops65.3 M41.4 M
Non Operating Income Net Other-9.1 M-9.5 M
Interest Income875 K831.2 K
Net Interest Income-2.2 M-2.3 M
Change To Netincome9.5 M12.3 M
Net Income Per Share 2.21 2.32
Income Quality 1.56 1.49
Net Income Per E B T 0.78 0.54

CTS Profitability Driver Comparison

Profitability driver analysis for CTS identifies which financial variables are most tightly linked to earnings outcomes. Cyclical pressure on CTS's revenue or costs can temporarily distort driver relationships that are otherwise structurally stable. Tracking CTS's profitability drivers over multiple quarters reveals the direction of its financial trajectory.

CTS Profitability Trends

Analyzing CTS's profitability trend shows how margin structure has evolved across reporting periods. Comparing CTS's profit trends across gross, operating, and net levels isolates where margin pressure or improvement originates. Gross margin direction typically reflects changes in pricing power, input costs, and product mix.

CTS Profitability Drivers Correlations

Understanding how CTS's revenue, cost, and profit metrics correlate isolates which drivers have the most influence on earnings. The strongest correlations in CTS's financial data identify the cost and revenue relationships that most directly determine margin behavior. Cells with correlation above 0.8 represent near-lockstep relationships that reduce independent analytical value.
Overall, CTS's profitability trajectory is positive, with margins widening across multiple levels. The question is whether this improvement is sustainable or driven by temporary tailwinds.

Earnings History

Quarterly gross profit history for CTS is shown below using reported financial data.

CTS Quarterly Gross Profit

53.71 Million
The concept of mean reversion suggests that CTS's price will eventually return toward its long-run average. Positions sized too aggressively against the trend often suffer sustained losses before reversion occurs in CTS. The mean reversion framework for CTS is built on the premise that markets are not perfectly efficient.
Sentiment
Range
LowSentimentHigh
54.8756.9659.05
Details
Intrinsic
Valuation
LowIntrinsicHigh
56.2058.2960.38
Details
Naive
Forecast
LowNextHigh
53.1255.2157.30
Details
Analyst
Consensus
LowTargetHigh
49.1454.0059.94
Details
CTS's financial and valuation profile is evaluated here relative to direct competitors. CTS's multiples and operating metrics gain context when measured against direct competitors. Growth rates, profitability, and capital efficiency relative to peers frame CTS's competitive position.

Estimated Months Earnings per Share

This chart shows the estimate series used for upcoming reporting periods.

Detailed Analysis of Earnings Estimates

Latest Earning Estimates and Surprises

The table below lists reported EPS, estimated EPS, and the reported surprise for each available quarter.

Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
null
nullnullnullnull
2026-02-10
2025-12-310.610.620.01
2025-10-28
2025-09-300.610.6-0.01
2025-07-24
2025-06-300.550.570.02
2025-04-30
2025-03-310.490.44-0.0510 
2025-02-04
2024-12-310.540.53-0.01
2024-10-29
2024-09-300.540.630.0916