Earnings summaries and quarterly performance for PHINIA.
Executive leadership at PHINIA.
Brady Ericson
Detailed
President and Chief Executive Officer
CEO
AD
Alisa Di Beasi
Detailed
Vice President and Chief Human Resource Officer
CG
Chris Gropp
Detailed
Vice President and Chief Financial Officer
ML
Matthew Logar
Detailed
Vice President and Chief Information Officer
RB
Robert Boyle
Detailed
Vice President, General Counsel and Secretary
Board of directors at PHINIA.
Research analysts who have asked questions during PHINIA earnings calls.
BB
Bobby Brooks
Northland Capital Markets
5 questions for PHIN
Also covers: ATMU, BELFA, CECO +12 more
Jake Scholl
BNP Paribas
4 questions for PHIN
Also covers: AXL, GNTX, GT +2 more
JS
Joseph Spak
UBS Group AG
4 questions for PHIN
Also covers: ADNT, APH, APTV +17 more
Drew Estes
Banyan Capital Management
3 questions for PHIN
TS
Thomas Scholl
BNP Paribas
3 questions for PHIN
Also covers: AXL
David Silver
CL King & Associates
2 questions for PHIN
Also covers: ABM, ASIX, CMP +11 more
JS
Joe Spak
UBS Group AG
2 questions for PHIN
Also covers: ADNT, APH, APTV +12 more
RB
Robert Brooks
Northland Capital Markets
2 questions for PHIN
Also covers: ATMU, BELFA, CECO +10 more
Federico Merendi
Bank of America
1 question for PHIN
Also covers: ABG, AXL, F +6 more
JS
Joseph Spack
UBS
1 question for PHIN
Also covers: BWA, F
Recent press releases and 8-K filings for PHIN.
PHINIA outlines 2025 performance, strategic growth, and financial targets at Investor Day
PHIN
Guidance Update
Share Buyback
New Projects/Investments
- PHINIA reported strong financial results for 2025, with $3.5 billion in sales, $478 million in adjusted EBITDA (13.7% margin), and $4.96 adjusted diluted EPS (28.5% growth over 2024).
- The company has returned over half a billion dollars to shareholders since its spin-off, including $109 million in dividends and repurchasing over 9.8 million shares (nearly 21% of shares outstanding at spin) at an average price of just above $44.
- PHINIA projects 2026 revenue growth of just under 4% year-over-year and aims for $4.2 billion in sales by the end of the decade (2030) without M&A, driven by market share gains and expansion into new end markets like off-highway, industrial, and aerospace.
- The total addressable market for PHINIA is expected to grow to over $121 billion by 2035, with service and off-highway, industrial, and other segments comprising over 75% of its TAM later this decade.
- The company maintains a focus on financial discipline, with an internal hurdle rate of 15%, expected cash conversion of 45% (2026-2030), and a long-term net leverage target of 2x EBITDA, aiming to generate $1.9 billion of cash available for capital allocation from 2026 through 2030.
2 days ago
PHINIA Hosts 2026 Investor Day, Updates Financial Outlook and Strategic Priorities
PHIN
Guidance Update
Share Buyback
Dividends
- PHINIA reported adjusted diluted earnings per share of $4.96 in 2025, representing 28.5% growth over 2024, with adjusted EBITDA of $478 million on $3.5 billion in sales.
- For 2026, the company projects sales in the range of $3.5 billion-$3.7 billion, adjusted EBITDA between $485 million-$525 million, and adjusted free cash flow of $200 million-$240 million.
- PHINIA has returned over half a billion dollars to shareholders since inception through dividends and share repurchases, including $200 million in share repurchases and over $40 million in dividends in 2025.
- The company now targets $4.2 billion in organic sales by 2030, adjusting from a previous $5 billion target that included M&A, to maintain capital allocation flexibility.
- PHINIA highlighted a significant shift in the light passenger vehicle market outlook, with IHS projections for 2030 showing a 900 basis point decrease in BEV share and a corresponding increase in ICE and hybrid powertrain share.
2 days ago
PHINIA Provides 2025 Results and Long-Term Outlook at Investor Day
PHIN
Guidance Update
Share Buyback
M&A
- PHINIA reported $3.5 billion in 2025 sales, with adjusted diluted earnings per share of $4.96, representing 28.5% growth over 2024, and adjusted EBITDA of $478 million.
- For 2026, the company expects sales in the range of $3.5 billion-$3.7 billion, adjusted EBITDA between $485 million-$525 million, and adjusted free cash flow of $200 million-$240 million.
- PHINIA projects organic sales to reach $4.2 billion by 2030 and aims for $5 billion in revenues with strategic M&A, focusing on service, commercial vehicle, off-highway, industrial, and other applications. The company plans to allocate $1.9 billion of cash from 2026 through 2030 for dividends, share repurchases, and accretive M&A, having already returned over half a billion dollars to shareholders since its spin.
2 days ago
PHINIA Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
PHIN
Earnings
Guidance Update
Share Buyback
- PHINIA concluded 2025 with Q4 net sales of $889 million, a 6.7% year-over-year increase, and Adjusted EBITDA of $116 million. For the full year, net sales reached approximately $3.5 billion and Adjusted EBITDA was $478 million.
- The company demonstrated strong capital allocation, returning $40 million to shareholders in Q4 2025 and a total of $242 million for the full year through dividends and share repurchases. PHINIA also announced an 11% dividend increase and a $150 million increase in its share repurchase program.
- For 2026, PHINIA projects net sales between $3.5 billion and $3.7 billion, Adjusted EBITDA between $485 million and $525 million, and Adjusted free cash flow between $200 million and $240 million.
- Strategic adjustments in Q4 2025 included recasting OE service sales from the Aftermarket to the Fuel Systems segment and completing its first acquisition in 2025.
Feb 12, 2026, 1:30 PM
PHINIA Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Outlook, and Increases Shareholder Returns
PHIN
Earnings
Guidance Update
Share Buyback
- PHINIA reported Q4 2025 net sales of $889 million, a 6.7% increase year-over-year, and Adjusted EBITDA of $116 million with a 13% margin. For the full year 2025, total revenue was approximately $3.5 billion, and Adjusted EBITDA was $478 million.
- The company generated $212 million in adjusted free cash flow for the full year 2025 and reduced its debt by $24 million, bringing the net leverage ratio down to 1.3x.
- PHINIA provided a 2026 outlook projecting net sales between $3.5 billion and $3.7 billion and Adjusted EBITDA between $485 million and $525 million.
- Capital allocation highlights include an 11% increase in the dividend and a $150 million increase in the share repurchase program. Since its spin, PHINIA has repurchased 9.8 million shares and returned over $500 million to shareholders.
- Strategic updates include reclassifying original equipment service (OES) sales to the fuel system segment and expanding end market granularity, with off-highway, industrial, and other now representing 6% of sales. The company also secured a third aerospace and defense contract.
Feb 12, 2026, 1:30 PM
PHINIA Announces Q4 and Full Year 2025 Results and 2026 Outlook
PHIN
Earnings
Share Buyback
Guidance Update
- PHINIA reported Q4 2025 Net Sales of $889M, Adjusted EBITDA of $116M, and Adjusted Diluted EPS of $1.18.
- For the full year 2025, the company achieved Adjusted Sales of $3,483M and Adjusted EBITDA of $478M, with Adjusted Free Cash Flow of $212M.
- In Q4 2025, PHINIA returned $40M to shareholders, comprising $30M in share repurchases and $10M in dividends, and also reduced debt by $24M.
- The company maintains a strong balance sheet with $359M in Cash & Cash Equivalents and a Net Leverage of 1.3x as of Q4 2025.
- PHINIA provided a full year 2026 outlook including Net Sales between $3,515M and $3,715M, Adjusted EBITDA between $485M and $525M, and Adjusted Free Cash Flow between $200M and $240M.
Feb 12, 2026, 1:30 PM
PHINIA Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
PHIN
Earnings
Guidance Update
Share Buyback
- PHINIA reported Q4 2025 net sales of $889 million, a 6.7% increase year-over-year, and Adjusted EBITDA of $116 million, up $6 million with a 13% margin.
- For the full year 2025, total revenue was approximately $3.5 billion, with Adjusted EBITDA of $478 million and Adjusted free cash flow of $212 million.
- The company returned $200 million through share repurchases and $42 million in dividends for FY 2025, reducing net leverage to 1.3x. An 11% dividend increase and a $150 million increase in the share repurchase program were also announced.
- PHINIA projects 2026 net sales between $3.5 billion and $3.7 billion, Adjusted EBITDA between $485 million and $525 million, and Adjusted free cash flow between $200 million and $240 million.
- Despite expected flat to slightly down global industry volumes, PHINIA anticipates growth in 2026 through continued share gains in aftermarket and expansion in gasoline direct injection products, off-highway, industrial, and other end markets.
Feb 12, 2026, 1:30 PM
PHINIA Reports Q4 and Full Year 2025 Results and Provides 2026 Guidance
PHIN
Earnings
Guidance Update
Share Buyback
- PHINIA reported net sales of $889 million for Q4 2025, an increase of 6.7% compared to Q4 2024, and full-year 2025 net sales of $3.48 billion, up 2.4% from full-year 2024.
- Net earnings per diluted share were $1.15 for Q4 2025 and $3.24 for the full year 2025.
- The company returned $242 million to shareholders in full year 2025 through $200 million of share repurchases and $42 million in dividends.
- For full year 2026, PHINIA forecasts net sales between $3.52 billion and $3.72 billion and adjusted EBITDA between $485 million and $525 million.
Feb 12, 2026, 12:32 PM
PHINIA Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Guidance
PHIN
Earnings
Guidance Update
Share Buyback
- PHINIA reported net sales of $889 million and net earnings of $45 million for the fourth quarter ended December 31, 2025, with net earnings per diluted share of $1.15.
- For the full year 2025, the company achieved net sales of $3.48 billion and net earnings of $130 million, resulting in net earnings per diluted share of $3.24.
- PHINIA returned a total of $242 million to shareholders in full year 2025, which included $200 million of share repurchases and $42 million in dividends.
- The company issued 2026 full year guidance, forecasting net sales between $3.52 billion and $3.72 billion, net earnings of $165 million to $195 million, and adjusted free cash flow of $200 million to $240 million.
Feb 12, 2026, 12:30 PM
PHINIA Provides Business Update and Strategic Insights at UBS Industrials Conference
PHIN
Guidance Update
Share Buyback
M&A
- PHINIA is confident in its current guide for 2025, with the second half expected to be stronger than the first, providing a good starting point for 2026. The company's diverse end markets, regions, and customer base contribute to its resilience, with aftermarket performing well and positive signs in Europe and China offsetting softness in North American commercial vehicles.
- The company observes an "ICE stronger for longer" thematic, with light passenger vehicle business (currently 27% of global business) now expecting only a 2% decline in combustion engines, down from an original expectation of 4-5%. PHINIA aims to gain 1% market share annually, targeting $900 million to $1 billion in revenue for this segment, and expects its GDI market share to reach close to 20% through the decade.
- PHINIA has generated strong cash flow, enabling it to buy back nearly 20% of its outstanding shares since its spin-off. The company is pursuing M&A for synergistic assets at attractive valuations, with the recent SEM acquisition serving to build integration experience.
- Despite relatively flat sales, PHINIA has maintained margins through productivity, strategic partnerships, and repricing, expecting to convert incremental revenues at a 20% level once growth returns. Labor costs are approximately 12% of COGS, and the company is well into automation efforts. An investor day is planned for February 2026 at the New York Stock Exchange.
Dec 3, 2025, 9:20 PM
Quarterly earnings call transcripts for PHINIA.
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