Michelin Group Unsponsored American Depositary Receipt (MGDDY)
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Shareholder/Analyst Call Transcript
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Shareholder/Analyst Call Transcript
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Q1 2026 Sales/Trading Call Transcript
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Q1 2026 Sales/Trading Call Transcript
Are Auto-Tires-Trucks Stocks Lagging Michelin (MGDDY) This Year?
Here is how Michelin (MGDDY) and Douglas Dynamics (PLOW) have performed compared to their sector so far this year.
What Makes Michelin (MGDDY) a Strong Momentum Stock: Buy Now?
Does Michelin (MGDDY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Q4 2025 Earnings Call Transcript
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Q4 2025 Earnings Call Transcript
Michelin: Buyback Support And Structural Tailwinds Reinforce The Long-Term Case
Michelin remains rated Buy, supported by strong fundamentals, capital allocation flexibility, and upside as industry cycles normalize. Key drivers include an aging vehicle parc and a new upside: heavier electrified powertrains will likely accelerate tyre wear and innovation across divisions, supporting volume and margin growth. Share buybacks (~€400M) provided technical support; future capital allocation signals, including potential M&A, are expected at the FY25 update in February.
Michelin: It's Almost Time To Go Long Again
Michelin (ML) faces a weaker 2025, with revenues and margins down, but remains profitable and free cash flow positive. MGDDF's updated guidance lowers 2025 free cash flow to €1.5–1.8B, below prior targets, reflecting North American softness. Despite missing 2026 segment income targets, Michelin maintains its €5.5B cumulative FCF goal for 2024–2026.
Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDY) Q3 2025 Sales Call Transcript
Compagnie Générale des Établissements Michelin Société en commandite par actions (OTCPK:MGDDY) Q3 2025 Sales Call October 22, 2025 12:30 PM EDT Company Participants Florent Menegaux - CEO, Managing General Partner & Managing Chairman Yves Chapot - Managing Partner, GM & CFO Conference Call Participants Thomas Besson - Kepler Cheuvreux, Research Division Harry Martin - Sanford C. Bernstein & Co., LLC.
Michelin: Not Priced For A Volume Recovery, Buy Confirmed
Michelin remains a buy, supported by pricing power and strong US production, despite recent volume declines. Q1 results showed robust price-mix effects and financial resilience, with guidance reaffirmed. Innovation continues across segments, and with the upside from cyclical recovery, we see Michelin as a compelling investment.
Michelin: Looking At The Upside For 2025-2028
Michelin offers a compelling 15%+ annualized upside at current €32.60/share, supported by strong fundamentals, A-ratings, and a 4%+ dividend yield. The company's diversified product mix, exposure to premium and specialty segments, and ongoing operational efficiencies offset industry cyclicality. Valuation is attractive at 11x P/E, below historical averages, with conservative fair value set at €45/share for 2027E, providing downside protection.
Is Michelin (MGDDY) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
Here is how Michelin (MGDDY) and Strattec Security (STRT) have performed compared to their sector so far this year.
Best Value Stocks to Buy for April 14th
PRTH, SAN and MGDDY made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 14, 2025.
