Garrett Motion (NYSE:GTX – Get Free Report) and American Axle & Manufacturing (NYSE:DCH – Get Free Report) are both auto/tires/trucks companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, institutional ownership, analyst recommendations, profitability, valuation, earnings and risk. Get Garrett Motion alerts: Earnings and ValuationThis table compares Garrett Motion and American Axle & Manufacturing”s top-line revenue, earnings per share and val ...

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

Strategic Performance and Operational Drivers - The company achieved a 14.2% adjusted EBIT margin in 2025 by leveraging technology leadership to navigate a complex industry environment and shifting product mix [5] - Revenue base transitioned from 41% light vehicle diesel in 2018 to over 44% gasoline today while maintaining resilient margins [5] - Significant share of demand gains secured in gasoline VNT and hybrid platforms, reinforcing the core turbo business as a central driver for emissions reduction [5] - Expanded industrial footprint through initial series production awards for the MEG turbo frame size and entry into the aftermarket retrofit space [5] - Leveraged automotive-scale turbomachinery and oil-free foil bearing technology to enter high-growth industrial cooling and data center markets [5] - Maintained a disciplined capital allocation framework, returning $260 million to shareholders through repurchases and dividends in 2025 [5] - Achieved an 80% free cash flow conversion rate, demonstrating operational rigor in converting earnings into liquidity despite macroeconomic headwinds [5] 2026 Outlook and Strategic Trajectory - 2026 guidance assumes a 2% decline in global light vehicle production, offset by continued share of demand gains and a 1.5% recovery in commercial vehicles [5] - Anticipates adjusted EBIT margin expansion to 14.7% driven by volume growth and productivity improvements offsetting pricing and inflation pressures [5] - Approximately 50% of RD&E budget allocated toward zero-emission technologies and industrial cooling to drive long-term portfolio diversification [5] - Industrial cooling expected to scale rapidly, projected to exceed 5% of total company revenue by the end of the decade [5] - Series production for next-generation centrifugal compressors with Trane Technologies scheduled to begin in 2027 following initial customer units in 2026 [5] - Landmark collaboration with Trane Technologies announced to integrate Garrett's oil-free compressors into commercial HVAC and chiller applications [5] Risk Factors and Financial Recovery - Recovered $40 million in tariffs during 2025, though Q4 margins absorbed a 20 basis point dilution from ongoing tariff impacts [5] - Authorized a new $250 million share repurchase program for 2026, targeting a 75% distribution of adjusted free cash flow over time [5] Industry Insights - Data center expansion identified as a primary driver for the power generation segment, with sales in this vertical expected to grow double-digits [6]

Core Insights - Garrett Motion Inc. achieved strong operational performance in 2025, with net sales of $3.58 billion and adjusted EBIT of $510 million, reflecting a 14.2% margin [1][4][11] - The company repaid $50 million of its term loan, repurchased $208 million in common stock, and paid $52 million in dividends, demonstrating a disciplined capital allocation strategy [1][9][10] - The outlook for 2026 anticipates net sales of $3.7 billion, adjusted EBIT of $545 million (14.7% margin), and continued focus on zero-emission technologies and industrial cooling [11][12] Financial Performance - Q4 2025 net sales were $891 million, with adjusted EBIT of $122 million and a margin of 13.7% [5][6] - Full-year adjusted free cash flow was $403 million, with a conversion rate of nearly 80% [8][9] - The company experienced a 6% increase in Q4 net sales compared to the previous year, driven by gasoline demand and a recovery in commercial vehicles [6][7] Business Segments - Garrett Motion secured numerous awards in light vehicle turbo applications, increasing its share of demand in gasoline and diesel markets [1][3] - The company is expanding into zero-emission technologies, including a strategic collaboration with Trane Technologies for oil-free high-speed centrifugal compressors [1][2][3] - Industrial cooling is projected to become a significant growth vector, expected to account for over 5% of revenue by the end of the decade [2][3] Market Trends - The global light vehicle industry is expected to decline by 2%, while commercial vehicle markets are anticipated to recover by 1.5% [11] - The company is positioned to gain market share through its technology-driven approach, particularly in hybrid and electric vehicle applications [31][32] - Garrett Motion's differentiated technologies are central to efficiency and emissions reduction, appealing to customers in both automotive and industrial sectors [1][3][31] Strategic Initiatives - The company aims to leverage its capabilities to develop high-speed, efficient technologies that meet customer needs and generate robust returns for shareholders [13][14] - A $250 million share repurchase program has been authorized for 2026, with a target to distribute approximately 75% of adjusted free cash flow to shareholders [10][11] - The partnership with Trane is expected to provide significant opportunities, with the potential for additional revenue streams beyond the initial collaboration [37][39]

分组1 - OPENLANE reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.30 per share, but showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of -15.74% [1] - The company posted revenues of $494.3 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.29% and increasing from $455 million year-over-year [2] - OPENLANE has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed the market, losing about 2.6% since the beginning of the year compared to the S&P 500's zero return [3] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $485.64 million, and for the current fiscal year, it is $1.38 on revenues of $2.03 billion [7] - The Zacks Industry Rank for Automotive - Original Equipment is currently in the bottom 45% of over 250 Zacks industries, indicating potential underperformance compared to the top 50% of ranked industries [8]

Group 1 - Garrett Motion (NASDAQ:GTX) is viewed positively by hedge funds, with a bullish sentiment reflected in the stock's coverage by three analysts, all assigning Buy ratings and a median 1-year price target of $22, indicating over 20% upside potential [1] - Ryan Brinkman from JPMorgan initiated coverage on Garrett Motion, assigning an Overweight rating and forecasting a target price of $23, which implies a 26% upside potential [2] - Brinkman highlighted potential tailwinds from the company's zero-emission vehicle offerings and a lower risk profile for its internal combustion engine business, along with strong free cash conversion and a favorable leverage position [3] Group 2 - Garrett Motion specializes in turbocharging, electric boosting, and air & fluid compression technologies, primarily serving commercial vehicle OEMs and aftermarket distributors, with a focus on improving powertrain efficiency and reducing emissions [4] - The company is also involved in developing technologies for zero-emission mobility and industrial applications [4]

Hyderabad, Jan. 27, 2026 (GLOBE NEWSWIRE) -- According to Mordor Intelligence, the automotive turbocharger market reached USD 12.30 billion in 2025 and is projected to grow from USD 13.61 billion in 2026 to USD 22.55 billion by 2031, registering a CAGR of 10.62% during the forecast period. Market growth is being driven by stricter emission standards, engine downsizing, and the growing shift toward hybrid powertrains as automakers seek higher efficiency and lower carbon output. Turbocharger manufacturers are ...

Core Insights - The article discusses a renewed interest in Venezuela's oil industry, driven by potential investments and projects aimed at revitalizing the sector after years of decline [1][2][12]. Group 1: Investment Opportunities - Matthew Goitia, a director at Pelorus Dock Company, outlined plans to renovate and build new shipping docks in Venezuela, with an estimated cost of $250 million to $1 billion [1][12]. - The project includes refurbishing an existing oil shipping dock, constructing a new oil dock, and converting old facilities for chemical and other product transport, with a timeline of 3 to 10 years [1][12]. - The U.S. government is pushing for a $100 billion investment to rebuild Venezuela's oil industry, creating a surge of interest among companies in Houston [2][12]. - Halliburton's CEO, Jeff Miller, indicated a strong desire to return to Venezuela, having previously exited due to U.S. sanctions [2][12]. Group 2: Market Sentiment and Challenges - The energy sector in Houston is experiencing heightened enthusiasm, with many executives and entrepreneurs seeking opportunities in Venezuela's vast oil reserves [1][2][12]. - There is a divide among companies regarding their approach to entering the Venezuelan market, with some being cautious and waiting for clearer regulations, while others are eager to invest [4][15]. - The Venezuelan National Assembly has initiated a comprehensive reform of the Hydrocarbons Law, which could allow domestic and foreign companies to operate oil fields independently [5][15]. Group 3: Regulatory Environment - Any U.S. company looking to enter the Venezuelan oil sector must obtain permission or sanctions waivers from the U.S. Treasury [7][17]. - Current sanctions pose significant barriers for international banks and companies wishing to operate in Venezuela, necessitating legal reforms to attract foreign investment [7][19]. - The U.S. government is under pressure to expedite actions that would facilitate investment in Venezuela's oil sector, with Chevron being the only U.S. company currently permitted to operate there [8][18]. Group 4: Projected Returns - Goitia anticipates a project return rate of at least 20% once the dock systems are fully operational, with potential for further increases if larger companies express interest in acquiring these assets [9][19]. - A new energy developer is seeking $7 million annually to restart abandoned oil wells in eastern Venezuela, projecting significant returns of $800 million from the project [9][19].

Core Viewpoint - Garrett Motion Inc. (NASDAQ:GTX) is recognized as one of the best-performing affordable stocks under $40, currently trading near its 52-week high of $18.74, with a positive outlook from Wall Street analysts indicating a 12.5% upside potential from current levels [1]. Group 1: Analyst Ratings and Price Targets - JPMorgan initiated coverage on Garrett Motion Inc. with an Overweight rating and a price target of $23 [2]. - BWS Financial maintained a Buy rating and raised its price target from $18 to $22 [2]. Group 2: Market Sentiment and Business Outlook - The bullish sentiment surrounding Garrett Motion Inc. is attributed to reduced headwinds for its internal combustion engine (ICE) business and anticipated growth in zero-emission vehicles [3]. - BWS Financial believes that ICEs will remain relevant beyond 2035 due to their longer lifespan compared to battery electric vehicles, suggesting that the company's near-term development and partnerships for ICEs will remain stable [4]. Group 3: Company Overview - Garrett Motion Inc. is a Switzerland-based automotive technology company specializing in turbocharging and electric boosting technology for vehicles [5].

Company Overview - Oculis is a Swiss-based biopharma company focused on improving eye care and saving patients' vision, with operations in the US and Iceland [2] - The company has developed a differentiated pipeline of drug candidates for conditions such as diabetic macular edema (DME) and acute optic neuritis (AON) [2] Pipeline and Drug Candidates - Oculis has several late-stage clinical studies, including OCS-01, a potential treatment for DME, which affects over 37 million people globally, projected to rise to 53 million by 2040 [1][2] - OCS-01 is the first topical eye drop for DME, with two fully enrolled Phase 3 trials (DIAMOND) involving over 800 patients, and topline data expected in 2Q26 [7][10] - The company plans to submit a New Drug Application (NDA) to the FDA in 2H26, with the DME market estimated at $5 billion globally [7][10] - Oculis is also developing privosegtor (OCS-05) for AON and NAION, with several clinical trials underway, including positive results from Phase 2 trials [8][11] Financial Position - As of the end of Q3, Oculis had $182.2 million in cash and liquid assets, which increased to $300 million following a capital raise campaign in October [9] Analyst Insights - Analysts view Oculis as offering a diversified ophthalmology pipeline with high unmet needs, particularly for DME with OCS-01 showing promising efficacy and safety [10] - The stock has received a Strong Buy consensus rating, with a price target of $38 indicating an 81% upside potential, while the current stock price is $20.97 [11]