8-K

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): December 3, 2013

Commercial Vehicle Group, Inc.

(Exact name of registrant as specified in its charter)

Delaware	001-34365	41-1990662
(State or other jurisdiction of incorporation)	(Commission File Number)	(I.R.S. Employer Identification No.)

7800 Walton Parkway, New Albany, Ohio	43054
(Address of principal executive offices)	(Zip Code)

Registrant’s telephone number, including area code: 614-289-5360

Not Applicable

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))

Item 7.01. Regulation FD Disclosure.

In December 2013, Commercial Vehicle Group, Inc. (the “Company”) announced that Rich Lavin, President and Chief Executive Officer, and Tim Trenary, Chief Financial Officer will present at three investor conferences as outlined below:

• Bank of America / Merrill Lynch Leveraged Finance Conference, December 4, 2013 at 8:50 Am (ET) in Boca Raton, Florida.

• Credit Suisse 2013 Global Industrials Conference, December 5, 2013 at 8:15 Am (ET) in New York City.

• J.P. Morgan SMid Cap Conference, December 11, 2013 at 3:05 Pm (CT) in Chicago, Illinois.

The Company will host a live Webcast of each of the Company’s presentations. The Company intends to post a link to the Webcasts on the “Investors” section of its website at www.cvgrp.com. A replay of the Webcasts will remain available at the same location on the website for at least ninety days.

The Company intends to use the presentation attached as Exhibit 99.1 to this Current Report on Form 8-K (the “Investor Presentation”) at each of the announced December 2013 conferences. The Company intends to post the Investor Presentation on the “Investors” section of its website at www.cvgrp.com. A copy of the Investor Presentation is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference.

The information furnished in this Current Report on Form 8-K, including Exhibit 99.1, is not deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. Registration statements or other documents filed with the Securities and Exchange Commission shall not incorporate this information by reference, except as otherwise expressly stated in such filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.	Description
99.1	Investor Presentation, dated December 2013.

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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.

	COMMERCIAL VEHICLE GROUP, INC.
December 3, 2013	By:	/s/ C. Timothy Trenary
		Name:	C. Timothy Trenary
		Title:	Chief Financial Officer

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EXHIBIT INDEX

Exhibit No.	Description
99.1	Investor Presentation, dated December 2013.

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EX-99.1

Exhibit 99.1

CVG

Commercial Vehicle Group, Inc.

INVESTOR PRESENTATION

December | 2013

FORWARD LOOKING STATEMENT

This presentation contains forward-looking statements that are subject to risks and uncertainties. These statements often include words such as “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate,” or similar expressions. In particular, this press release may contain forward-looking statements about Company expectations for future periods with respect to its plans to improve financial results and enhance the Company, the future of the Company’s end markets, Class 8 North America build rates, performance of the global construction equipment business, expected cost savings, enhanced shareholder value and other economic benefits of the consulting services, the Company’s initiatives to address customer needs, organic growth, the company’s growth plans to focus on certain segments and markets and the Company’s financial position or other financial information. These statements are based on certain assumptions that the Company has made in light of its experience in the industry as well as its perspective on historical trends, current conditions, expected future developments and other factors it believes are appropriate under the circumstances. Actual results may differ materially from the anticipated results because of certain risks and uncertainties, including but not limited to: (i) general economic or business conditions affecting the markets in which the Company serves; (ii) the Company’s ability to develop or successfully introduce new products; (iii) risks associated with conducting business in foreign countries and currencies; (iv) increased competition in the heavy-duty truck, construction, aftermarket, military, bus, agriculture and other markets; (v) the Company’s failure to complete or successfully integrate strategic acquisitions; (vi) the impact of changes in governmental regulations on the Company’s customers or on its business; (vii) the loss of business from a major customer or the discontinuation of particular commercial vehicle platforms; (viii) the Company’s ability to obtain future financing due to changes in the lending markets or its financial position; (ix) the Company’s ability to comply with the financial covenants in its revolving credit facility; (x) the Company’s ability to realize the benefits of its cost reduction and strategic initiatives; and (xi) various other risks as outlined under the heading “Risk Factors” in the Company’s Annual Report on Form 10-K for fiscal year ending December 31, 2012. There can be no assurance that statements made in this press release relating to future events will be achieved. The Company undertakes no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results over time. All subsequent written and oral forward-looking statements attributable to the Company or persons acting on behalf of the Company are expressly qualified in their entirety by such cautionary statements Need to identify each forward-looking statement in the release.

COMMERCIAL VEHICLE GROUP. INC.

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CVG PRODUCT MIX

SEATING

WIRE HARNESSES & PANEL ASSEMBLIES

TRIM

CAB STRUCTURES & PANELS

MIRRORS, WIPERS & CONTROLS

42%

21%

20%

10%

7%

CVG — an industry leader as a global supplier to the commercial vehicle industry.

Percentages shown based on 2012 Revenues

COMMERCIAL VEHICLE GROUP. INC.

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CVG GLOBAL FOOTPRINT

OHIO

R&D

Corporate HQ Int | Ext Trim Stampings

IOWA

Wire Harness Assy

UNITED

KINGDOM

Seat Manufacturing

INDIANA

Wiper Systems Motors

OREGON

Int | Ext Trim

TENNESEE

Seat Manufacturing

Northampton, UK

Liberec, GZ

L’Viv, UKR

Brandy’s, CZ

CZECH REPUBLIC

Seat Manufacturing Wire Harness Assy

UKRAINE

Seat Assy

VIRGINIA

Interior Trim

Dalton, GA Piedmont, AL

MEXICO

Seat Assembly Wire Harness Assy

Baska Pune

Dharwad

INDIA

Seat Assembly

ALABAMA

Seat Manufacturing

Tigard. OR

Michigan City. IN Monona, IA Edgewood, IA

Vonore. TN Agua Prieta MX

Saltillo MX

GEORGIA

Trim Finishes

NORTH

CAROLINA

Stampings Interior Trim

Dublin VA Concord, NC Kings Mountain, NC

New Albany, OH Chillicothe, OH Shadyside, OH

CHINA

Seat Assembly Wire Harness Assy

AUSTRALIA

Seat Assembly Seat Manufacturing

Shanghai

Beijing

Mackay

Brisbane

Perth

Sydney

Melbourne

COMMERCIAL VEHICLE GROUP. INC.

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UPDATE

New Management

Evaluated the Company and Business

Reorganized the Leadership Team

Identified Key Initiatives Going Forward

Moving from Evaluation to Execution

COMMERCIAL VEHICLE GROUP, INC.

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ORGANIZATIONAL CHART

PRESIDENT & CEO

Rich Lavin

PRESIDENT CONSTRUCTION AG & MILITARY

Kevin Frailey

PRESIDENT TRUCK, BUS

Pat Miller

PRESIDENT AFTERMARKET & STRUCTURES

Timo Haatanen

CHIEF FINANCIAL OFFICER

Tim Trenary

CHIEF HR & PUBLIC RELATIONS OFFICER

Laura Macias

GENERAL COUNSEL

Brent Walters

MANAGING DIRECTOR EUROPEAN MARKETS

Open

MANAGING DIRECTOR ASIA PACIFIC MARKETS

Geoff Perich

CHIEF INFORMATION OFFICER

Bob Averitt

CHIEF TECHNOLOGY OFFICER

Paul Bennett

COMMERCIAL VEHICLE GROUP, INC.

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OPPORTUNITIES AND INITIATIVES

North American Truck Market

Construction Equipment Growth — Globally

China/India Market Growth

New Product Development

Design to Value — Local Market Needs

Manufacturing Footprint

M & A Analysis

Organizational Audit — Costs and Excellence

COMMERCIAL VEHICLE GROUP, INC.

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GROWTH OPPORTUNITIES

CONSTRUCTION*

(Build)

NORTH AMERICA

74,545 80,950 88,370

2013F 2014F 2015F

* Source: Millmark Q2 2013

CHINA

333,655 365,525 406,745

2013F 2014F 2015F

AGRICULTURE*

(Build)

NORTH AMERICA

97,605 108,860 118,030

2013F 2014F 2015F

* Source: Millmark Q2 2013

CHINA

589,595 626,915 669,715

2013F 2014F 2015F

Construction Market

North American Truck Market

Agricultural Market

TRUCK | CLASS 8*

(Build)

NORTH AMERICA

252,399 280,826 293,791

2013F 2014F 2015F

CHINA

772,199 927,567 979,000

2013F 2014F 2015F

* Source: Act Research - North America

COMMERCIAL VEHICLE GROUP, INC.

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UPDATE

China represents an opportunity that is at least:

4X in Construction

6X in Agriculture

3+X in Truck

Compared to North America

CVG Commercial Vehicle Group, Inc.

COMMERCIAL VEHICLE GROUP, INC.

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FINANCIAL

OVERVIEW

Tim Trenary

CVG

Commercial Vehicle Group, Inc.

AGRICULTURE

CONSTRUCTION

TRUCK

SCHOOL BUS

BUS

COMMERCIAL VEHICLE GROUP, INC.

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FINANCIAL OVERVIEW

Sales / Operating Income Margin

(thousands)

2012

Operating Income Margin Sales

2013

250,000

200,000

150,000

100,000 50,000

$ 236,990

$ 242,745

Q1

Q2

$ 204,824

Q3

$ 173,357

Q4

$ 177,822

Q1

$ 198,909

Q2

$ 187,942

Q3

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

-2.0%

7.8% 7.8% 4.3% -1.3% -0.2% 1.1% -1.8%

Operating

Income

Margin

COMMERCIAL VEHICLE GROUP, INC.

CVG Commercial Vehicle Group, Inc.

11

FINANCIAL OVERVIEW

Address the Cost Structure

Manufacturing Capacity

Operational Excellence

SG&A

Enhance Margins

COMMERCIAL VEHICLE GROUP, INC.

CVG Commercial Vehicle Group, Inc.

12

FINANCIAL OVERVIEW

Scale / Leverage the Cost Structure Grow Organically / Diversify - Geography - End Markets - Customer Base - Products

Operating Leverage / Diminish Cyclicality

COMMERCIAL VEHICLE GROUP, INC.

CVG

Commercial Vehicle Group, Inc.

13

FINANCIAL OVERVIEW

Deploy Capital Manufacturing Footprint Facilities and Equipment Product Innovation

COMMERCIAL VEHICLE GROUP, INC.

CVG

Commercial Vehicle Group, Inc.

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FINANCIAL OVERVIEW

Capital Structure Senior Notes

- $250M

- 7.875%

- Due April 2019

ABL

- $40M Commitment - Amended November 2013 - Expires Nov. 2018

Liquidity

Cash

- $75M (9/30/13)

ABL

- $35M Accordion - $30M Availability

$7.5M Block

$2.8M LOC’s

COMMERCIAL VEHICLE GROUP, INC.

CVG

Commercial Vehicle Group, Inc.

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CVG

Commercial Vehicle Group, Inc.

AGRICULTURE

CONSTRUCTION

TRUCK SCHOOL BUS

BUS

QUESTIONS

Wrap-Up

COMMERCIAL VEHICLE GROUP, INC.

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