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Goodyear Tire & Rubber (GT)
NASDAQ:GT
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.37Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted meaningful operational and financial progress — record Q4 SOI, strong free cash flow, substantial Goodyear Forward savings and portfolio premiumization — but management also signaled material near-term headwinds (Q1 volume down ~10%, commercial weakness, elevated channel inventories, tariff and factory inefficiency costs). The positive execution and balance-sheet improvements are offset by expected volatility and earnings pressure in early 2026, leaving the outlook balanced between demonstrated execution and short-term market/structural challenges.Company Guidance
Record Q4 Operating Performance
Q4 revenue of $4.9 billion with segment operating income (SOI) of $416 million — the highest SOI and SOI margin in over 7 years. SOI was up ~9% year-over-year (and +18% when adjusted for divestitures). Reported SOI margin was 8.5% (up ~1 point excluding asset sales).
Strong Free Cash Flow and Balance Sheet Improvement
Generated over $1.3 billion of free cash flow in Q4; net debt declined by $1.6 billion year-over-year, helped by proceeds from three major asset sales and an insurance recovery.
Goodyear Forward Delivery
Goodyear Forward delivered $192 million of benefits in Q4 and $772 million for the full year; company exceeded initial P&L targets for 2024 and 2025 by over $150 million and reports $1.5 billion of run-rate benefits to date.
Price/Mix and Revenue per Tire Gains
Revenue per tire increased ~4% in Q4 (consumer replacement revenue per tire up ~8%). Price/mix contributed ~$206 million to Q4 performance; company is prioritizing higher-margin, >18-inch products.
Product and Commercial Execution
Launched a large new-product program (30% more new products than most of company history) and plans ~1,700 new products in 2026. U.S. consumer >18-inch share rose to ~50% in Q4 (vs ~42% in Q4 2024), supporting premium mix.
Regional Operational Progress — EMEA & Asia Pacific
EMEA: eighth consecutive quarter of consumer OE market share gains (~+3 percentage points) and highest SOI margin in over 3 years; Asia Pacific: consumer replacement returned to growth after SKU rationalizations, with APAC SOI of $69 million (13.1% of sales) and margin expansion excluding divestitures.
Cost and Capital Discipline
Company reduced base CapEx and interest expense assumptions for modeling, driving improved cash generation outlook; emphasized manufacturing efficiency programs and procurement/engineering changes that improved CapEx leverage.
GT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | $10.52 | $9.10 | -13.50% |
Oct 31, 2025 | $6.89 | $6.89 | 0.00% |
Aug 07, 2025 | $10.26 | $8.36 | -18.52% |
May 07, 2025 | $11.01 | $10.94 | -0.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Goodyear Tire & Rubber (GT) report earnings?
Goodyear Tire & Rubber (GT) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Goodyear Tire & Rubber (GT) earnings time?
Goodyear Tire & Rubber (GT) earnings time is at May 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GT EPS forecast?
GT EPS forecast for the fiscal quarter 2026 (Q1) is -0.37.
