GT · Goodyear Tire & Rubber Co /Oh/
Key customers — 19% of revenue (2025)
“Although sales to our OE customers accounted for approximately 19% of our net sales in 2025, demand for our products by OE customers and production levels at our facilities are impacted by automotive vehicle production.”
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Goodyear reported Q2 sales of $4.3B with $36M in segment operating income, announced the closure of its Fayetteville, NC facility (expected to add ~$90M to Americas SOI in 2027 and ~$270M annually thereafter), and guided to roughly flat global unit volumes in Q3 with continued price/mix benefits and ~$70M of Goodyear Forward savings. Management also expects 2026 free cash flow to be a use of $200–$300M and continued SOI pressure into 2027.
- + Fayetteville closure expected to deliver ~$90M Americas SOI lift in 2027 and ~$270M annually from 2028 onward
- + 18-inch-and-above consumer mix expanded four percentage points year over year, matching the fastest pace of expansion since the metric was first disclosed
- + OE volumes and market share grew in all regions, including Americas consumer OE up 8.7% and Americas commercial OE up mid-teens percent
- + Asia Pacific SOI rose to $63M at 12.7% margin, expanding 330 bps year over year on 5.3% volume growth
- + Goodyear Forward delivered $95M of benefits in Q2 and is expected to deliver ~$70M in Q3
- + Q2 free cash flow use improved $318M year over year and ~$1B of senior notes were issued to extend debt maturities
- − Goodyear reported a Q2 GAAP net loss of $204M ($0.71/share) versus net income of $254M a year ago
- − Americas SOI swung to a $10M loss from $141M income a year ago
- − Tire unit volumes fell 4.0% YoY to 36.5M units and Americas replacement volume declined 13.0%
- − Management expects 2026 free cash flow to be a use of $200–$300M with continued burn into 2027
- − Tariffs were a $32M headwind in Q2 and raw materials are guided as a ~$200M headwind for the second half
- − Tax expense remains elevated at ~$50M in Q3 and Q2 was driven by regional mix of earnings
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GT
this stock
Goodyear Tire & Rubber Co /Oh/
|
$1.48B | -43.3% | -3.2% | — | 17.0% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.4% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -16.6% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -28.8% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GT | -6.9% | -17.0% | -29.6% | -20.7% | -43.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -6.3% | -17.1% | -41.8% | -20.2% | -55.1% |