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    Jake Scholl • BNP Paribas

    Jake Scholl's questions to Goodyear Tire & Rubber Co (GT) leadership

    Jake Scholl's questions to Goodyear Tire & Rubber Co (GT) leadership • Q2 2025

    Question

    Jake Scholl of BNP Paribas inquired about Goodyear's mitigation efforts for worsening tariff impacts and sought confirmation on the implied full-year SOI outlook, which appeared significantly reset. He also asked about the potential volume disruption from the wind-down of the Cooper brand's relationship with distributor ATD and the expected timeline for resolution.

    Answer

    EVP & CFO Christina Zamarro confirmed that tariff costs are rising but stated the company has sourcing and cost-saving actions to mitigate the impact, which will be detailed later. She acknowledged the uncertain environment makes a Q4 volume forecast difficult. CEO Mark Stewart explained the strategic decision to exit ATD was to partner with more aligned distributors like TireHub, noting ATD was less than 5% of consumer replacement volume. Zamarro added that 95% of the retail base had voluntarily transitioned to new distributors by July.

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    Jake Scholl's questions to Lucid Group Inc (LCID) leadership

    Jake Scholl's questions to Lucid Group Inc (LCID) leadership • Q2 2025

    Question

    Jake Scholl, on behalf of James Picariello at BNP Paribas, requested quantification of Lucid Gravity deliveries in Q2, questioned a potential delivery ramp issue based on third-party data, and asked for the rationale behind the implied doubling of CapEx spending in the second half of the year.

    Answer

    Interim CEO Marc Winterhoff refuted the third-party data for July as 'totally false' and stated that while specific numbers are not disclosed, the Gravity ramp is proceeding and will constitute the majority of H2 deliveries. CFO Taoufiq Boussaid explained that CapEx is back-loaded, with most of the H2 spend allocated to the AMP-2 facility in Saudi Arabia, reflecting a focused investment strategy.

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    Jake Scholl's questions to Garrett Motion Inc (GTX) leadership

    Jake Scholl's questions to Garrett Motion Inc (GTX) leadership • Q2 2025

    Question

    Jake Scholl from BNP Paribas inquired about the key drivers for the stronger operating performance expected in the second half of the year and requested an update on the tariff recovery situation.

    Answer

    CFO Sean Deason stated that second-half performance will benefit from continued cost controls and noted that if industry volumes stabilize, the company could trend toward the upper end of its guidance. CEO Olivier Rabiller confirmed that Garrett Motion absolutely expects to fully recover all tariff costs this year, as it has the necessary tools and a successful track record of doing so.

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    Jake Scholl's questions to Phinia Inc (PHIN) leadership

    Jake Scholl's questions to Phinia Inc (PHIN) leadership • Q2 2025

    Question

    Jake Scholl from BNP Paribas asked about the potential financial impact from the recently announced Ford fuel pump recall and questioned the company's capital allocation strategy for the remainder of the year, particularly balancing share repurchases with the pending SEM acquisition.

    Answer

    President & CEO Brady Ericson stated there was nothing to update regarding the Ford recall, referring to it as a Ford issue and confirming PHINIA is comfortable with its current financial position and disclosures. On capital allocation, Ericson emphasized the company's strong balance sheet and cash flow outlook, noting the SEM acquisition is manageable and will not preclude further share repurchases. He affirmed that the company will continue to evaluate buybacks on a quarterly basis, viewing the stock as a good investment.

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