Here is how Garrett Motion (GTX) and LCI (LCII) have performed compared to their sector so far this year.
Garrett Motion (GTX) delivered strong Q3 results, validating the thesis that ICE and hybrid turbo sales will drive robust returns for years. GTX benefits from slowing BEV adoption, resilient ICE/hybrid demand, and is expanding into data center genset applications for additional growth. The company raised FY2025 guidance, shows improving operating leverage, and trades at a discount to sector multiples, supporting a strong buy rating.
Garrett Motion (GTX) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.24 per share a year ago.
Garrett Motion is well-positioned to benefit from energy transition regulations, driving strong YTD share performance and robust business momentum. GTX's $10B awarded pipeline, strong cash-flow generation, and disciplined balance sheet support a Buy rating with a $16.5 per share target. Key risks include slower adoption of hybrid/electric technologies and heavy European market exposure, which could pressure margins and valuation.
Here is how Garrett Motion (GTX) and Modine (MOD) have performed compared to their sector so far this year.
Garrett Motion (GTX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
GTX is undervalued, with market fears over EV disruption overstated; turbocharger sales remain resilient due to hybrids, PHEVs, and off-highway growth. The transition to EVs is gradual, allowing GTX to generate strong cash flow from legacy products while investing in zero-emission technologies and securing design wins. GTX's flexible cost structure, R&D focus, and new applications in data centers and industrial sectors position it for margin expansion and long-term growth.
Amerant Bancorp Inc. (AMTB) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Cyril Grandjean - Vice President of Investor Relations & Treasurer Olivier Rabiller - President, CEO & Director Sean Ernest Deason - Senior VP & CFO Conference Call Participants Eric Gregg - Four Tree Island Advisory LLC Hamed Khorsand - BWS Financial Inc. Thomas Jacob Scholl - BNP Paribas Exane, Research Division Operator Hello. My name is Megan, and I will be your operator this morning.
Garrett Motion (GTX) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.28 per share a year ago.
Garrett Motion is breaking out of its value trap as management prioritizes capital returns, making shares more attractive to investors. Despite long-term ICE vehicle declines, recent signs of ICE sales recovery and potential EV subsidy cuts could benefit GTX's core business. GTX's strong free cash flow allows for substantial shareholder returns, with management committed to returning 75% of FCF via buybacks and dividends.
GTX eyes second-quarter gains with rising EV demand, margin expansion and new contracts, but higher capex is likely to have weighed on cash flow.
Garrett Motion (GTX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.