Wall Street expects a year-over-year decline in earnings on lower revenues when Goodyear (GT) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may ...

Core Insights - Group sales for the first nine months of 2025 decreased by 4.4% year on year, amounting to €19.3 billion, primarily due to a challenging economic environment and increased competition in Q3 [3][4][36] Sales Performance - The overall tire market performance reflects a contraction in the Original Equipment segment in Europe and North America, while the Replacement segment was influenced by budget tire imports [2][5] - Segment sales for Automotive and Two-wheel reached €10.5 billion, down 2.5% from the previous year, with volumes declining by 2.9% [6][37] - Road Transportation segment sales fell by 8.1% to €4.5 billion, driven by a significant drop in Original Equipment markets [6][45] - Specialty businesses reported a decline of 5.0% in sales, totaling €4.3 billion, with volumes decreasing by 4.5% [6][49] Market Dynamics - In the Passenger Car & Light Truck tire market, Original Equipment demand rose by 2% globally, with a notable 9% increase in China, while Europe and North America saw declines of 6% and 3% respectively [8][9] - The Replacement tire market globally edged up by 1%, with Europe experiencing a 4% increase, largely due to low-cost tire imports [15][16] - Truck tire markets (excluding China) saw a 2% increase in the global Original Equipment and Replacement market, but North America faced a 20% decline [20][21][23] Financial Outlook - The Group adjusted its financial outlook for 2025 and 2026, with Segment Operating Income expected between €2.6 billion and €3.0 billion, down from previous expectations [4][36] - Free cash flow before M&A is anticipated to be between €1.5 billion and €1.8 billion, also revised down from earlier forecasts [36] Currency and Price Effects - A negative currency effect of 2.3% was noted, primarily due to the weaker US dollar against the euro [36] - The price-mix effect remained positive at +3.2%, although it softened in recent months amid increased competition [36][43] Specialty Tire Markets - Demand for specialty tires, particularly in the Mining and Aircraft segments, showed growth, while Agricultural and Construction tire markets continued to decline [28][30][51] - The Polymer Composite Solutions market exhibited mixed trends, with stable demand in some segments and declines in others [34][53] Non-Financial Performance - The Group is recognized for its commitment to environmental, social, and governance (ESG) performance, with a focus on sustainability initiatives [54]

Accessibility StatementSkip Navigation New lineup delivers rugged versatility for adventure seekers, electric vehicle drivers, and hardworking professionals across the U.S. and Canada AKRON, Ohio, Oct. 22, 2025 /PRNewswire/ -- The Goodyear Tire & Rubber Company (NASDAQ: GT) today announced the launch of three new all-terrain tires across its consumer portfolio, designed to meet the growing demand for rugged, versatile performance across a wide range of terrains and vehicles—from full-size SUVs and light tru ...

● 本报记者 张勤峰 杨洁 王婧涵 郑萃颖 五千余家A股上市公司，以超百万亿元市值、逾1.8万亿元的研发投入，不断夯实中国经济高质量发展 的"基本盘"。 五年来，上市公司勇立创新潮头，从规模最大的5G网络，到刷新时速的CR450动车组，再到全球领先 的创新药，上市公司以一批具有全球影响力的创新成果标注了中国创新的新高度。 五年来，高端化、智能化、绿色化转型纵深推进，上市公司以创新为帆、以实干为桨，不仅重塑自身发 展轨迹，更为中国经济驶向"深海航程"注入强劲动力。 中国上市公司协会学术顾问委员会委员程凤朝精准概括：这五年，上市公司实现了从做大到做强、从数 量扩张到质量跃迁的关键跨越。 这些闪耀的创新成果，离不开一支活跃在创新前沿的中坚力量——上市公司。五年来，创新驱动已成为 上市公司高质量发展最鲜明的底色。 ——上市公司持续加大研发投入，扮演创新引领者。 2024年，我国全社会研发投入超3.6万亿元，较2020年增长48%；研发投入强度达到2.68%，超过欧盟国 家平均水平。其中，上市公司贡献突出：2024年A股上市公司研发投入总额达1.88万亿元，占全国研发 经费总量的51.96%；研发强度提升至2.61%， ...

Core Viewpoint - The consumer discretionary sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - Goodyear Tire & Rubber Co (NASDAQ:GT) has an RSI of 20.4, with a stock price of $6.71, down 21% over the past month and a 52-week low of $6.51 [7]. - Ferrari NV (NYSE:RACE) has an RSI of 26.4, with a stock price of $382.19, gaining 0.9% recently, despite a 22% drop over the past five days [7]. - Carmax Inc (NYSE:KMX) has an RSI of 28.6, with a stock price of $44.00, down 27% over the past month and a 52-week low of $42.75 [7].

Tyre major Michelin has revised its 2025 outlook ahead of its third quarter (Q3) sales announcement on 22 October, citing a tougher operating backdrop than anticipated in July. The group said on 13 October that the latest Q3 figures point to “further deterioration of the business environment versus expectations made in July” As a result, Michelin now expects 2025 segment operating income at constant 2024 exchange rates to be between €2.6bn and €3bn, compared with a prior indication of above €3.4bn. In Q ...

Economic Policy and Market Sentiment - Philadelphia Fed President Anna Paulson supports two additional quarter-point rate cuts this year, emphasizing that current labor market conditions do not indicate sustained inflation despite tariff-driven price increases [1] - Investors remain optimistic, with a belief that retail investors are resilient and that the strategy of buying the dip continues to be effective [2] Stock Market Performance - Wall Street's main stock indexes ended positively, with notable gains from Tesla (+5%) and Alphabet (+3%), while Broadcom surged over +9% following a partnership with OpenAI [3] - Bloom Energy experienced a significant jump of over +26% after Brookfield Asset Management announced a $5 billion investment [3] - Fastenal was the top loser, declining over -7% after reporting weaker-than-expected Q3 EPS [3] Upcoming Events and Earnings Reports - Investors are awaiting a speech from Federal Reserve Chair Jerome Powell and earnings reports from major U.S. banks, including JPMorgan Chase, Wells Fargo, Goldman Sachs, and Citigroup [4][7][8] - The S&P 500 companies are projected to see an average earnings increase of +7.2% for Q3, marking the smallest rise in two years [7] International Trade and Relations - China imposed sanctions on U.S. units of Hanwha Ocean, raising concerns about a potential escalation in the U.S.-China trade war [5] - The U.S. rate futures indicate a 97.8% probability of a 25 basis point rate cut at the upcoming Fed meeting, reflecting market sentiment influenced by international trade tensions [6] Global Market Reactions - The Euro Stoxx 50 Index fell -0.59% amid renewed U.S.-China trade tensions, with mining and automobile stocks lagging [11] - Japan's Nikkei 225 Index experienced a significant drop due to political instability and trade tensions, marking its largest single-day decline since April [16] Pre-Market Movements - Chip stocks, including Micron Technology and Marvell Technology, are down in pre-market trading due to heightened trade tensions with China [18] - Cryptocurrency-exposed stocks are also declining, with Bitcoin prices down over -4% [19] - PotlatchDeltic's stock rose over +5% following a merger agreement with Rayonier valued at approximately $8.2 billion [20]

Core Viewpoint - Shares in French tyre maker Michelin fell over 9% following a significant reduction in its full-year profit outlook due to worsening market conditions and a notable decline in North America [1] Group 1: Company Performance - Michelin has sharply cut its full-year profit outlook, indicating challenges in the market [1] - The company cited deteriorating market conditions as a primary reason for the profit outlook adjustment [1] - A steep fall in North American sales has been highlighted as a critical factor affecting performance [1]

Group 1 - The French tire maker has cut its full-year outlook due to worsening market conditions [1] - The company cites the impact of U.S. tariffs as a significant factor affecting its performance [1] - There has been a sharp decline in sales in North America, contributing to the revised outlook [1]

Core Viewpoint - Michelin has adjusted its financial outlook for the 2025 fiscal year due to a deterioration in the business environment, particularly highlighted by the Q3 financial results [2][5]. Group 1: Q3 Financial Performance - Michelin experienced year-on-year volume growth in Q3, excluding North America, indicating resilience in various market segments despite a chaotic business context and uncertainties affecting B2C and B2B demand [3]. - The North American market saw a significant decline, with Q3 sales volume dropping nearly 10%, driven by reduced demand from OEMs in Truck and Agriculture sectors, a weak Truck replacement market, and challenges in B2C sales [4]. Group 2: Financial Outlook Adjustments - The full-year outlook for 2025 has been revised, with Segment Operating Income (SOI) at constant 2024 exchange rates now expected to be between €2.6 billion and €3.0 billion, down from a previous estimate of above €3.4 billion [7]. - Free Cash Flow (FCF) before M&A is now anticipated to be between €1.5 billion and €1.8 billion, revised from a prior expectation of above €1.7 billion [7].