Makes seats, wiring, and plastic trim for trucks and construction vehicles—like a parts store for big rigs and diggers.
Money comes from selling parts to truck makers, but it's thin: gross margin 11.22%, and net loss of -3.42% over the last year.
Competitors like Lear and Adient could copy these parts, but long-term contracts with truck brands like Paccar and Volvo give some stickiness. Moat is eroding as EV makers push for cheaper, simpler designs.
Key events, in time order
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