Earnings summaries and quarterly performance for Garrett Motion.
Executive leadership at Garrett Motion.
Olivier Rabiller
President & Chief Executive Officer
Craig Balis
Senior Vice President & Chief Technology Officer
Daniel Deiro
Senior Vice President, Global Customer Management & General Manager, Japan/Korea
Fabrice Spenninck
Senior Vice President & Chief Human Resources Officer
Joanne Lau
Vice President, Chief Accounting Officer and Corporate Controller
Pierre Barthelet
Senior Vice President, Strategy, Business Development & Advanced Technologies
Sean Deason
Senior Vice President & Chief Financial Officer
Thierry Mabru
Senior Vice President, Integrated Supply Chain
Board of directors at Garrett Motion.
Research analysts who have asked questions during Garrett Motion earnings calls.
Hamed Khorsand
BWS Financial
6 questions for GTX
Eric Gregg
Four Tree Island Advisory
5 questions for GTX
Jake Scholl
BNP Paribas
4 questions for GTX
Michael Ward
Citi Research
3 questions for GTX
Brian Sponheimer
Gabelli Funds
2 questions for GTX
Jake Schell
BNP
2 questions for GTX
James Mahalan
Deutsche Bank
2 questions for GTX
James Mulholland
Deutsche Bank
2 questions for GTX
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
2 questions for GTX
Nathan Jones
Stifel
2 questions for GTX
Ryan Brinkman
JPMorgan Chase & Co.
2 questions for GTX
Amit Khorsand
B. Riley Securities
1 question for GTX
Eric Greig
Four Tree Island Advisory
1 question for GTX
Recent press releases and 8-K filings for GTX.
- Garrett Motion reported net sales of $3.58 billion and adjusted EBIT of $510 million with a 14.2% margin for the full year 2025, alongside $403 million in adjusted free cash flow.
- In 2025, the company repaid $50 million of its term loan, repurchased $208 million of common stock, and paid $52 million in dividends, demonstrating its capital allocation framework.
- For 2026, Garrett Motion projects net sales of $3.7 billion and Adjusted EBIT of $545 million, implying a 14.7% margin, with $405 million in Adjusted Free Cash Flow.
- Strategic advancements include a new collaboration with Trane Technologies for commercial HVAC applications, with industrial cooling expected to exceed 5% of revenue by the end of the decade, and continued growth in industrial turbos/Genset.
- The company continues to gain market share, maintaining a business win rate above 60% over the last five to six years, driven by technology leadership and a wide portfolio of advanced technologies.
- Garrett Motion reported Q4 2025 net sales of $891 million and full-year 2025 net sales of $3.58 billion, with adjusted EBIT of $510 million and adjusted free cash flow of $403 million for the full year.
- For 2026, the company anticipates net sales of $3.7 billion, adjusted EBIT of $545 million (14.7% margin), and adjusted free cash flow of $405 million.
- The company advanced its strategy in zero-emission technologies and industrial applications, including a strategic collaboration with Trane Technologies for commercial HVAC applications, with this new segment expected to exceed 5% of revenue by the end of the decade and be accretive.
- In 2025, Garrett Motion returned significant capital to shareholders by repaying $50 million of its term loan, repurchasing $208 million of common stock, and paying $52 million in dividends, and authorized a $250 million share repurchase program for 2026.
- Garrett Motion reported Net Sales of $891 million in Q4 2025 and $3,584 million for the full year 2025.
- Adjusted EBIT reached $122 million in Q4 2025 with a 13.7% margin, and $510 million for FY 2025 with a 14.2% margin.
- The company generated $139 million in Adjusted Free Cash Flow in Q4 2025 and $403 million for the full year 2025.
- Garrett Motion returned $260 million to shareholders in 2025, including $208 million in share repurchases and $52 million in dividends.
- For 2026, the company forecasts Net Sales of $3.7 billion (midpoint), an Adjusted EBIT margin expansion to 14.7%, and $405 million in Adjusted Free Cash Flow. A $250 million share repurchase authorization for 2026 was also announced, and a Q1 2026 dividend of $0.08 per share was declared on February 19, 2026.
- Garrett Motion reported full year 2025 net sales of $3,584 million, an increase of 3% on a reported basis, and net income of $310 million.
- The company achieved $403 million in Adjusted free cash flow for the full year 2025 and repurchased $208 million of common shares, resulting in an 8% share reduction year-over-year.
- Strategic advancements in 2025 included securing first production wins for E-Powertrain and E-Cooling technologies for start of production in 2027, and expanding its portfolio in industrial applications.
- For full year 2026, Garrett Motion projects net sales between $3.6 billion and $3.8 billion and net income between $295 million and $335 million.
- Garrett Motion reported Full Year 2025 net sales of $3,584 million, an increase of 3% on a reported basis, and net income of $310 million.
- The company generated $403 million in Adjusted free cash flow for Full Year 2025 and repurchased $208 million of common shares, resulting in an 8% share reduction year-over-year.
- Garrett Motion secured its first production wins for E-Powertrain and E-Cooling technologies and expanded its portfolio in industrial applications.
- For Full Year 2026, Garrett Motion provided an outlook of net sales between $3.6 billion and $3.8 billion and net income between $295 million and $335 million.
- The Board of Directors declared a cash dividend of $0.08 per share payable on March 16, 2026, and authorized a new $250 million share repurchase program valid from January 1, 2026, to December 31, 2026.
- Garrett Motion Inc. (Nasdaq: GTX) announced the first commercial application of its largest MEG turbocharger platform with Weichai’s next-generation large-bore engine programs.
- This deployment extends Garrett’s advanced turbocharging technologies into higher power applications for marine propulsion and power generation systems.
- The MEG platform is Garrett’s newest and largest turbocharger line, engineered for large-bore engines and supports multiple fuel types to meet evolving efficiency and emissions targets.
- This collaboration marks a key milestone in Garrett’s long-standing partnership with Weichai Power, enhancing Garrett's presence in large-engine segments for marine and industrial applications.
- Garrett Motion (GTX) unveiled a breakthrough oil-free centrifugal compressor technology for HVAC systems at AHR Expo 2026.
- This new technology, leveraging automotive applications, is designed to cover cooling demands from 7 to 500 Tons (25 to 1,750 kWc) and offers significant cost savings and sustainability benefits.
- CEO Olivier Rabiller stated this initiative is an important step towards generating $1 billion in revenues outside their Turbo automotive business by 2030.
- Samples for customer testing are currently available, with start of production scheduled for late 2026.
- Garrett Motion (GTX) demonstrates robust financial performance, reporting a 14.7% EBIT margin in Q3 and projecting $385 million in free cash flow at the midpoint of its latest guidance, translating to over a 10% free cash flow yield on its $3.3 billion equity cap. The company maintains a leading position in the turbocharger market, securing over 50% of new business awards annually amidst industry consolidation.
- The company is strategically diversifying by leveraging its core intellectual property in high-speed rotating machines to develop new zero-emission products, including fuel cell compressors, e-cooling compressors, and e-powertrains, with a standing $1 billion target for new electric products by 2030. These advanced technologies are expanding into new markets, such as data center cooling, where the e-cooling compressor offers significant energy efficiency benefits.
- GTX operates with an approximately 80% variable cost structure, enabling it to effectively adapt to market fluctuations and sustain profitability. While the commercial vehicle market has faced challenges, the company identifies growth opportunities in areas like backup power generation for data centers and anticipates continued expansion in its industrial segment. Furthermore, Garrett is navigating evolving global automotive landscapes, including the highly competitive Chinese market and the increasing shift towards hybridization (PHEVs and REVs) in Europe, which is favorable for turbo penetration.
- Garrett (GTX) operates as a technology company in the automotive and transportation sectors, emphasizing its turbocharger business and new zero-emission products, achieving 14%+ adjusted EBIT margins and 18% adjusted EBITDA margins.
- The company reports a $4.5 billion total enterprise value, comprising a $3.3 billion equity cap and $1.2 billion net debt, and projects $385 million in free cash flow at the midpoint of its latest guidance.
- GTX is strategically expanding its portfolio with new electric products, including e-cooling compressors and e-powertrains, leveraging its high-speed technology, and aims for $1 billion in sales from these technologies by 2030.
- Management notes the company's 80% variable cost structure allows it to adapt to market fluctuations, such as a competitive Chinese market and a projected flattish global light vehicle market for 2026, while maintaining profitability.
- Garrett (GTX) maintains strong financial performance with 14%+ adjusted EBIT margins and 18% adjusted EBITDA margins, generating significant free cash flow, with a $385 million free cash flow at midpoint for the current year. The company operates with a capital-light model, spending less than 3% of sales on CapEx.
- The company is a leader in the turbocharger market, benefiting from industry consolidation and increasing turbo penetration globally, especially in Europe and the growing commercial vehicle segment. Its industrial segment, representing 31% of sales, contributes a significantly greater portion of profit and offers stability.
- GTX is leveraging its core intellectual property in high-speed rotating machines and air/gas compression to develop new zero-emission products, including e-cooling compressors, e-powertrain, and e-boosting technologies. These technologies are being targeted at new growth areas such as data center cooling and advanced hybrid vehicles (PHEVs/REVs), with a $1 billion target for new electric products by 2030.
- The company anticipates continued growth in turbo penetration through the end of the decade and is adapting to evolving market dynamics, including the slowing growth of Battery Electric Vehicles (BEVs) and a shift towards hybridization in Europe, which is favorable for its turbocharged products.
Quarterly earnings call transcripts for Garrett Motion.
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