
Overview
Tire maker's Q4 net sales of $4.9 bln beat analyst expectations
Adjusted EPS for Q4 missed analyst expectations
Segment operating income rose 9% yr/yr, driven by Goodyear Forward benefits
Outlook
Goodyear continues to face challenging industry conditions in the first quarter
Company emphasizes focus on controllable elements to navigate current environment
Result Drivers
GOODYEAR FORWARD - Co's Goodyear Forward plan contributed $192 mln to segment operating income in Q4 2025
PRICE/MIX BENEFITS - Favorable price/mix versus raw material costs added $197 mln to segment operating income
ASSET SALES - Divestitures and asset sales, including OTR and Chemical businesses, impacted sales and income positively
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $4.90 bln | $4.84 bln (8 Analysts) |
Q4 Adjusted EPS | Miss | $0.39 | $0.48 (8 Analysts) |
Q4 Adjusted Net Income | Miss | $113 mln | $143.81 mln (6 Analysts) |
Q4 Net Income |
| $105 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the tires & rubber products peer group is "buy"
Wall Street's median 12-month price target for Goodyear Tire & Rubber Co is $9.79, about 7.1% below its February 6 closing price of $10.54
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 6 three months ago
Press Release: ID:nPnPhV2sa
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