Executive readout · one minute
Call research workspace
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One customer — 30% of revenue (the first six months of 2026)
“Sales to GM were approximately 30% of our consolidated net sales for the first six months of 2026, and 44% for both the first six months of 2025 and the full year 2025.”
One customer — 13% of revenue (the first six months of 2026)
“Sales to Stellantis were approximately 13% of our consolidated net sales for each of the first six months of 2026, the first six months of 2025 and full year 2025.”
One customer — 11% of revenue (the first six months of 2026)
“Sales to Ford were approximately 11% of our consolidated net sales for the first six months of 2026, and 15% for both the first six months of 2025 and the full year 2025.”
Earnings call · FY2026 Q1
Executive readout · one minute
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Management tone
Positive
Net tone +45 · moderate hedging
Research coverage
3 live sources
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How the reported period landed and where the business moved.
Company presentation
25 pages · use arrow keys or swipe to navigate
SEC filing · Item 2.02
Filed May 8, 2026 · complete as-filed document
SEC periodic report
Filed May 8, 2026 · complete as-filed document