GTX
Garrett Motion Inc.16.85
-0.02-0.12%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Industrial cooling, power gen details
Q&A unpacked industrial diversification, confirming Trane cooling units ship 2026 with accretive 2027 ramps toward >5% revenue by decade's end—likely more via non-exclusive partners. Power gen exceeded $100M in 2025, set for double-digit 2026 growth on data center genset wins and retrofits. Management held firm on >50% light vehicle turbo win rate for share gains despite industry softness. Zero-emission predevelopment surges, benefits topping expectations, keeping $1B 2030 target alive. Ramps accelerate.
Key Stats
Market Cap
3.40BP/E (TTM)
10.80Basic EPS (TTM)
1.56Dividend Yield
0.01%Recent Filings
8-K
Strong 2025 results, 2026 outlook
Garrett Motion posted 2025 net sales of $3.6B, up 3% reported, with net income at $310M and adjusted EBIT of $510M at 14.2% margin. Turbo wins spanned hybrids and diesels, while zero-emission E-powertrain and E-cooling awards kick off in 2027; industrial HVAC compressors launched. Shares repurchased cut count 8%. 2026 guides $3.6B-$3.8B sales, $520M-$570M adjusted EBIT. New $250M buyback authorized.
10-K
FY2025 results
Garrett Motion drove FY2025 net sales to $3.6B, up 3% y/y including 2% FX tailwind, with gasoline up 6% on new launches across regions and commercial vehicles up 4% on off-highway recovery—yet aftermarket dipped 5% on soft North American demand. Gross profit hit $731M (20.4% margin), lifted by volume, $24M commodity deflation, and productivity despite mix headwinds; Adjusted EBIT climbed to $510M. Q4 sales of $891M sustained momentum amid tariff recoveries, while $208M buybacks and $52M dividends underscored strong capital returns. Debt stands at $1.4B post-refinancing, with $630M revolver capacity. Customer concentration risks loom large.
8-K
Q3 sales soar 9%
Garrett Motion crushed Q3 with $902M net sales, up 9% reported and 6% constant currency, driving $77M net income and 14.7% Adjusted EBIT margin. Cash gushed: $107M adjusted free cash flow funded $84M share repurchases and $50M Term Loan payback, while hiking the dividend 33% to $0.08/share. Raised 2025 outlook midpoints across key metrics. Strong wins keep turbo leadership humming.
10-Q
Q3 FY2025 results
Garrett Motion posted Q3 net sales of $902M, up 9% y/y from $826M, with gross profit climbing to $186M (20.6% margin) from $166M (20.1%), fueled by higher gasoline and diesel volumes in Europe and China yet dinged by aftermarket softness. Net income hit $77M, or $0.38 diluted EPS—confirming against 202M shares—while interest expense dropped to $29M from $37M on cheaper debt. Cash swelled to $230M, operating cash flow reached $314M YTD (FCF $263M derived), supporting $136M share repurchases and $36M dividends amid $1.5B debt. Solid margins persist. Aftermarket demand lags.
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