PHINIA Gears Up to Report Q3 Earnings: Here's What to Expect

Core Insights - PHINIA Inc. is expected to release its third-quarter 2025 results on October 28, with consensus estimates for earnings per share (EPS) at $1.17 and revenues at $868.8 million [1][7] - The earnings estimate has increased by 12 cents over the past 90 days, indicating no change from the previous year's reported numbers [1][2] - The projected revenue growth of 3.55% year-over-year reflects a positive trend for the company [2] Financial Performance - In Q2 2025, PHINIA reported an adjusted EPS of $1.27, surpassing the Zacks Consensus Estimate of 99 cents, and an increase from 88 cents in the same quarter last year [2] - The company achieved net sales of $890 million in Q2, exceeding the Zacks Consensus Estimate of $844 million, with a year-over-year increase of 2.5% [2] Market Trends - The average age of U.S. light vehicles has risen to approximately 12.8 years, which is expected to positively impact PHINIA's aftermarket parts segment [3] - The anticipated increase in aftermarket parts sales is likely to contribute to the company's revenue growth in Q3 [3] Margin Considerations - Tariff-related revenues, which have zero margin, are expected to slightly reduce overall margin percentages [4] - For the full year 2025, PHINIA projects adjusted EBITDA between $455 million and $485 million, indicating a decrease in margin guidance from the previous range [4] Earnings Prediction - The current model does not predict a definitive earnings beat for PHINIA, as it lacks the necessary combination of positive Earnings ESP and a favorable Zacks Rank [5][6] - PHINIA has an Earnings ESP of +4.70%, with the Most Accurate Estimate being higher than the Zacks Consensus Estimate [6]