Earnings and Valuation - Garrett Motion reported gross revenue of $3.54 billion, a price/sales ratio of 1.09, and a net income of $261 million with earnings per share (EPS) of $1.52 and a price/earnings (P/E) ratio of 13.39 [2] - American Axle & Manufacturing had gross revenue of $5.84 billion, a price/sales ratio of 0.27, and a net income of -$19.7 million with an EPS of -$0.18 and a P/E ratio of -36.56 [2] Profitability - Garrett Motion has a net margin of 8.12%, a return on equity of -38.75%, and a return on assets of 12.39% [4] - American Axle & Manufacturing has a net margin of -0.34%, a return on equity of 10.00%, and a return on assets of 1.17% [4] Insider & Institutional Ownership - 86.3% of Garrett Motion shares are held by institutional investors, while 0.8% are held by insiders [5] - 91.4% of American Axle & Manufacturing shares are held by institutional investors, with 3.7% held by insiders [5] Analyst Ratings - Garrett Motion has 0 sell ratings, 2 hold ratings, 4 buy ratings, and a rating score of 2.67, with a consensus price target of $18.80 indicating a potential downside of 7.66% [7] - American Axle & Manufacturing has 2 sell ratings, 0 hold ratings, 3 buy ratings, and a rating score of 2.20, with a consensus price target of $12.45 indicating a potential upside of 89.21% [7] Volatility and Risk - Garrett Motion has a beta of 0.33, indicating it is 67% less volatile than the S&P 500 [8] - American Axle & Manufacturing has a beta of 1.6, indicating it is 60% more volatile than the S&P 500 [8] Summary - Garrett Motion outperforms American Axle & Manufacturing in 8 out of 14 factors compared [9]

Core Insights - Garrett Motion Inc. reported solid growth in 2025, with increased net sales and net income, while also expanding its product offerings in turbocharging and electrification technologies [3][4][7]. Financial Highlights - For Q4 2025, net sales reached $891 million, a 6% increase from Q4 2024, with a net income of $84 million and a net income margin of 9.4% [6][7][15]. - Full year 2025 net sales totaled $3,584 million, up 3% from 2024, with net income of $310 million and a net income margin of 8.6% [6][7][15]. - Adjusted EBIT for Q4 2025 was $122 million, with an adjusted EBIT margin of 13.7%, while for the full year, adjusted EBIT was $510 million with a margin of 14.2% [8][18]. Operational Performance - The company experienced a favorable impact from foreign currency translation, contributing $34 million to Q4 sales growth [7][8]. - The turbo business continued to perform well globally, with new awards in commercial vehicles and industrial applications [4][7]. - Significant progress was made in zero-emission technologies, including the first production wins for E-Powertrain and E-Cooling technologies [4][7]. Capital Allocation and Share Repurchase - Garrett repurchased $208 million of common shares in 2025, representing an 8% reduction in shares year-over-year [7][22]. - A new $250 million share repurchase program was authorized, effective January 1, 2026 [23]. Liquidity and Debt Management - As of December 31, 2025, the company had $807 million in available liquidity, including $177 million in cash and cash equivalents [20]. - Total debt outstanding decreased to $1,439 million from $1,493 million, primarily due to an early repayment of $50 million on a term loan [21]. 2026 Outlook - The company projects net sales for 2026 to be between $3.6 billion and $3.8 billion, with a net income forecast of $295 million to $335 million [25][26]. - The outlook assumes a light vehicle industry production decline of 1% to 3% and a commercial vehicle industry growth of 1% to 2% [32].

Core Viewpoint - Garrett Motion Inc. is set to release its fourth-quarter financial results on February 19, 2026, before the U.S. market opens [1] Group 1: Financial Results Announcement - The fourth-quarter financial results will be published prior to market opening on February 19, 2026 [1] - A conference call will be held on the same day at 8:30 am EST / 2:30 pm CET to discuss the results [2] Group 2: Conference Call Details - Participants can join the conference call by dialing +1-877-883-0383 (U.S.) or +1-412-902-6506 (international) with the passcode 6448327 [2] - The conference call will be webcast and include a slide presentation, accessible via the Investor Relations section of the Garrett Motion website [3] - A replay of the conference call will be available through specific dialing options and access codes [3] Group 3: Company Overview - Garrett Motion Inc. has a 70-year history in automotive innovation, focusing on turbocharging technology that reduces engine size, fuel consumption, and CO2 emissions [4] - The company is expanding its technology solutions for Zero Emission Vehicles, including fuel cell compressors for hydrogen vehicles and systems for battery electric vehicles [4] - Garrett operates six R&D centers, 13 manufacturing sites, and employs over 9,000 people across more than 20 countries [4]

Core Points - Garrett Motion Inc. plans to release its third quarter financial results on October 23, 2025, before the U.S. market opens [1] - A conference call will be held on the same day at 8:30 am EDT / 2:30 pm CET, with participation details provided [2] - The conference call will be webcast and include a slide presentation, with access available through the Investor Relations section of Garrett's website [3] Company Overview - Garrett Motion Inc. is a leader in differentiated automotive technology with a 70-year history of innovation in the automotive sector and beyond [4] - The company specializes in turbocharging, contributing to significant reductions in engine size, fuel consumption, and CO2 emissions [4] - Garrett is focusing on developing technology solutions for Zero Emission Vehicles, including fuel cell compressors for hydrogen fuel cell vehicles and systems for battery electric vehicles [4] - The company operates six R&D centers, 13 manufacturing facilities, and employs over 9,000 people across more than 20 countries [4] - Garrett's mission is to advance the transportation industry through unique, differentiated innovation [4]

Company Overview - Garrett Motion Inc. is a leading differentiated automotive technology provider with a 70-year history of innovation in the automotive sector and beyond, including off-highway equipment, marine, and power generators [4] - The company specializes in turbocharging technology, which has led to significant reductions in engine size, fuel consumption, and CO2 emissions [4] - Garrett is actively developing technology solutions for Zero Emission Vehicles, including fuel cell compressors for hydrogen fuel cell vehicles and electric propulsion systems for battery electric vehicles [4] - The company operates six R&D centers, 13 manufacturing sites, and employs over 9,000 people across more than 20 countries [4] Board Changes - Kevin Mahony has resigned from the Board of Directors of Garrett Motion Inc., where he also served on the Nominating and Governance Committee and the Finance Committee [1][2] - Mahony's resignation follows Centerbridge Partners' divestiture of a significant portion of its ownership stake in Garrett, which now holds less than 5% of the company's common stock [2] - The Chairman of the Board, Daniel Ninivaggi, expressed gratitude for Mahony's contributions and acknowledged his role in Garrett's success [3]

Financial Highlights - Company reported net sales of $913 million for Q2 2025, a 3% increase from $890 million in Q2 2024, driven by favorable foreign currency translation [5][4] - Gross profit for Q2 2025 was $181 million, with a gross profit margin of 19.8%, down from 20.8% in Q2 2024 [8][4] - Net income increased to $87 million in Q2 2025, compared to $64 million in Q2 2024, resulting in a net income margin of 9.5% [14][4] - Adjusted EBIT for Q2 2025 was $124 million, with an adjusted EBIT margin of 13.6% [16][4] - Adjusted free cash flow reached $121 million in Q2 2025, significantly up from $62 million in Q2 2024 [17][4] Business Highlights - The company secured over $1 billion in light vehicle turbo program extensions, reinforcing its leadership in turbocharging [4][5] - The launch of a second innovation center in Wuhan aims to enhance R&D capabilities to meet global demand for high-efficiency electrification solutions [4][5] - The company achieved new milestones in its E-Powertrain, E-Cooling, and Fuel Cell programs, advancing its zero-emission technologies [4][5] Liquidity and Capital Resources - As of June 30, 2025, the company had $862 million in available liquidity, including $232 million in cash and cash equivalents [18][19] - Total principal amount of debt outstanding was $1,491 million, slightly down from $1,493 million at the end of 2024 [19][18] - The company repurchased $22 million of common stock during Q2 2025, with remaining repurchase capacity of $198 million [19][18] Full Year 2025 Outlook - The company revised its full-year 2025 outlook, projecting net sales between $3.4 billion and $3.6 billion, up from the previous range of $3.3 billion to $3.5 billion [21][20] - Adjusted EBITDA is expected to be between $590 million and $650 million, an increase from the prior outlook of $545 million to $605 million [21][20] - The company anticipates net income for 2025 to be between $233 million and $278 million, up from the previous estimate of $209 million to $254 million [21][20]

Core Viewpoint - Garrett Motion Inc. is set to release its second quarter financial results on July 24, 2025, before the U.S. market opens [1] Group 1: Financial Results Announcement - The financial results will be announced prior to market opening on July 24, 2025 [1] - A conference call will be held on the same day at 8:30 am EDT / 2:30 pm CET to discuss the results [2] - The conference call will be accessible via a dial-in number and will also be webcasted with a slide presentation [3] Group 2: Company Overview - Garrett Motion Inc. has a 70-year history of innovation in the automotive sector and beyond, including off-highway equipment and marine applications [4] - The company specializes in turbocharging technology, contributing to reduced engine size, fuel consumption, and CO2 emissions [4] - Garrett is focusing on developing technology solutions for Zero Emission Vehicles, including fuel cell compressors and electric propulsion systems [4] - The company operates five R&D centers and 13 manufacturing facilities, employing over 9,000 people across more than 20 countries [4]

Core Viewpoint - Garrett Motion Inc. is set to release its first quarter financial results on May 01, 2025, before the U.S. market opens [1] Financial Results Announcement - The financial results will be announced prior to market opening on May 01, 2025 [1] - A conference call will be held on the same day at 8:30 am EDT / 2:30 pm CET to discuss the results [2] Conference Call Details - Participants can join the conference call by dialing +1-877-883-0383 (U.S.) or +1-412-902-6506 (international) with passcode 2829687 [2] - The conference call will be webcast and include a slide presentation, accessible via the Investor Relations section of Garrett's website [3] - A replay of the conference call will be available through specific dialing options and access codes [3] Company Overview - Garrett Motion Inc. has a 70-year history in automotive technology, focusing on turbocharging and reducing engine size, fuel consumption, and CO2 emissions [4] - The company is developing technology solutions for Zero Emission Vehicles, including fuel cell compressors and electric propulsion systems [4] - Garrett operates five R&D centers, 13 manufacturing facilities, and employs over 9,000 people across more than 20 countries [4]