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    James Mulholland

    Research Analyst at Deutsche Bank

    James Mulholland is an Equity Research Associate at Deutsche Bank, providing analytical support within the firm's equity research division. His role focuses on delivering sector-specific research and collaborating on company coverage, contributing to the bank’s investment insights. Prior to his current position, Mulholland advanced through analyst internships and junior equity research roles before joining Deutsche Bank, where he has developed expertise in financial modeling and industry analysis. He holds relevant professional credentials and registrations required for equity research roles, supporting his work with regulatory compliance and technical acumen.

    James Mulholland's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership

    James Mulholland's questions to GOODYEAR TIRE & RUBBER CO /OH/ (GT) leadership • Q2 2025

    Question

    James Mulholland, on behalf of Deutsche Bank, requested a detailed breakdown of the significant 'other costs' within the inflation bucket on the financial walk. He also asked about the expected future impact of the commercial vehicle headwind on segment operating income (SOI) and whether the current quarter represented the peak of this negative impact.

    Answer

    EVP & CFO Christina Zamarro clarified that the 'inflation and other costs' bucket includes three main drivers: $225 million in annualized inflation, a newly increased $350 million in annualized tariff costs, and incremental manufacturing inefficiencies related to factory ramp-downs under the Goodyear Forward plan. Regarding the commercial vehicle business, she indicated the headwinds would persist, quantifying a $30 million mix impact, an additional $25 million in unabsorbed overhead in the second half, and $20 million in new annualized tariff costs from Brazil and Vietnam.

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