CTS (NYSE:CTS) Releases FY 2026 Earnings Guidance

CTS (NYSE:CTS) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.300-2.450 for the period, compared to the consensus estimate of 2.400. The company issued revenue guidance of $550.0 million-$580.0 million, compared to the consensus revenue estimate of $561.5 million.

Analysts Set New Price Targets

Separately, Weiss Ratings reiterated a “hold (c)” rating on shares of CTS in a report on Wednesday, January 21st. One research analyst has rated the stock with a Hold rating, According to MarketBeat.com, the company presently has a consensus rating of “Hold”.

CTS Price Performance

NYSE:CTS traded down $1.52 during mid-day trading on Wednesday, reaching $55.77. 55,788 shares of the stock were exchanged, compared to its average volume of 168,327. The company has a current ratio of 2.64, a quick ratio of 2.12 and a debt-to-equity ratio of 0.17. The business has a fifty day moving average price of $47.26 and a 200 day moving average price of $43.25. CTS has a 1-year low of $34.02 and a 1-year high of $59.66. The firm has a market capitalization of $1.62 billion, a PE ratio of 28.31, a PEG ratio of 1.45 and a beta of 0.89.

CTS (NYSE:CTS) last posted its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.60 by $0.02. CTS had a net margin of 11.14% and a return on equity of 11.92%. The company had revenue of $137.27 million during the quarter, compared to analyst estimates of $135.86 million. CTS has set its FY 2026 guidance at 2.300-2.450 EPS. Research analysts expect that CTS will post 2.28 earnings per share for the current fiscal year.

CTS declared that its board has initiated a stock buyback program on Friday, November 7th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the electronics maker to reacquire up to 8.5% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

More CTS News

Here are the key news stories impacting CTS this week:

• Positive Sentiment: Q4 results beat — CTS reported $0.62 EPS and $137.27M revenue, both ahead of analyst estimates; the print and accompanying press release are the main catalyst lifting the stock. CTS Announces Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Market reaction and coverage — multiple outlets highlight the earnings beat and call out the stock’s intraday strength, reinforcing investor attention and momentum. CTS Corporation Rises After Earnings Beat
• Neutral Sentiment: FY‑2026 guidance provided — CTS set EPS guidance of $2.30–$2.45 and revenue guidance of $550M–$580M. The ranges show visibility but are mixed versus consensus (EPS midpoint slightly below, revenue midpoint near consensus), so investors will parse margins and segment trajectories. CTS targets $550M–$580M 2026 revenue
• Neutral Sentiment: Earnings call and materials available — management discussed diversification and medical growth initiatives on the call; the transcript and slide deck provide detail on margin drivers and capital allocation for investors deciding whether the beat is sustainable. CTS Q4 2025 Earnings Call Transcript
• Negative Sentiment: Short interest jumped in January — short interest increased ~52.9% to 591,426 shares (≈2.1% of float), raising the stock’s short-interest ratio to ~3.0 days. Elevated shorting can add volatility and signals some investor skepticism.
• Negative Sentiment: Notable institutional rebalancing — recent 13F/hedge‑fund reporting shows sizable portfolio moves (e.g., large reductions by some managers), which could weigh on near‑term demand even as others added. CTS Releases Q4 2025 Earnings / Institutional Activity
• Neutral Sentiment: Be careful of ticker confusion — a Jefferies piece on CTS Eventim (a different European live‑entertainment company) circulated the same day; ensure research references CTS Corporation (NYSE:CTS) not CTS Eventim. CTS Eventim Jefferies Report

Hedge Funds Weigh In On CTS

Hedge funds have recently modified their holdings of the stock. Royal Bank of Canada lifted its holdings in shares of CTS by 11.2% during the first quarter. Royal Bank of Canada now owns 7,036 shares of the electronics maker’s stock valued at $292,000 after purchasing an additional 710 shares during the last quarter. Captrust Financial Advisors increased its stake in CTS by 12.1% in the 2nd quarter. Captrust Financial Advisors now owns 8,113 shares of the electronics maker’s stock worth $346,000 after purchasing an additional 876 shares in the last quarter. Entropy Technologies LP acquired a new stake in CTS during the 3rd quarter worth about $341,000. AQR Capital Management LLC lifted its stake in CTS by 19.4% during the first quarter. AQR Capital Management LLC now owns 9,576 shares of the electronics maker’s stock valued at $398,000 after buying an additional 1,558 shares in the last quarter. Finally, Amundi boosted its holdings in shares of CTS by 9.7% in the first quarter. Amundi now owns 11,542 shares of the electronics maker’s stock worth $480,000 after buying an additional 1,019 shares during the period. 96.87% of the stock is currently owned by institutional investors and hedge funds.

About CTS

CTS Corporation (NYSE:CTS) is a global manufacturer and supplier of electronic components and sensors, headquartered in Lisle, Illinois. Established in 1896 as the Chicago Telephone Supply Company, the firm has evolved over more than a century to become a diversified provider of high-precision products for a wide range of end markets.

The company’s core business encompasses the design, development and production of sensors and actuators, frequency control devices such as quartz crystals and filters, multilayer ceramic capacitors, and inductive components.