PHINIA Inc. (PHIN)
NYSE:PHIN
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Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.55Last Year’s EPS
1.27Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear financial and operational positives: double-digit headline revenue growth, strong adjusted EBITDA expansion, significant EPS improvement, robust cash generation and shareholder returns, disciplined capital allocation, and meaningful new business wins that broaden end-market exposure. Offsetting these positives were near-term mix pressures from ramping programs in Fuel Systems, trade and tariff complexities, and some regional/end-market variability. Management reiterated full-year guidance and emphasized operational discipline and liquidity, suggesting confidence in execution. Overall, the favorable financial results, strong cash returns, and portfolio diversification outweigh the manageable near-term headwinds.Company Guidance
Revenue Growth
Total net sales of $878 million in Q1, up 10.3% year-over-year; excluding FX impacts and SEM contribution, revenue increased 3.6%.
Improved Profitability
Adjusted EBITDA of $115 million, up $12 million year-over-year, with a margin of 13.1% (up ~20 basis points). Total segment adjusted operating income was $107 million with a 12.2% margin.
Earnings Per Share Expansion
Adjusted diluted EPS (ex-nonoperating items) was $1.29 versus $0.94 a year ago, a 37% increase year-over-year.
Segment Strength — Fuel Systems and Aftermarket
Fuel Systems sales $549 million, up 12%, with adjusted operating margin of 9.3%. Aftermarket sales $329 million, up 7.5%, with adjusted operating margin of 17%.
Strong Cash Generation and Liquidity
Cash and cash equivalents $328 million and total liquidity $808 million. Cash flow from operations $53 million (up $13 million YoY) and adjusted free cash flow $42 million, best Q1 since stand-alone status.
Disciplined Capital Returns
Returned $67 million to shareholders in the quarter ($56 million repurchases and $11 million dividends). Since July 2023, repurchased $492 million (~23% of original share count) and paid $120 million in dividends — >$600 million returned to shareholders.
Reiterated 2026 Guidance
Full-year revenue outlook $3.5–3.7 billion (midpoint = mid-single-digit growth inclusive of FX; low single-digit excluding FX). Adjusted EBITDA guidance $485–525 million (13.7%–14.3% margin). Adjusted free cash flow $200–240 million.
New Business Wins & Diversification
Notable wins include a GDi injector program for an unmanned aerial drone (aerospace & defense, commercial production), CNG fuel rail assembly with a leading global OEM, alternative-fuel program wins in India (third consecutive quarter), direct injection fuel rail assembly for a Chinese luxury SUV, and multiple Aftermarket distributor and customer expansions across geographies.
Operational Discipline and Cost Control
Supplier savings and cost control measures contributed ~$6 million to adjusted EBITDA; adjusted EBITDA benefited from net tariff pass-throughs (~$3 million) and volume/mix/SEM (~$3 million). CapEx of 3.6% was below target of 4%.
Successful Investor Engagement
Hosted inaugural Investor Day with over 200 live viewers from 30 countries, showcasing product diversity and long-term growth outlook.
PHIN 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
PHIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $72.11 | $72.15 | +0.06% |
Feb 12, 2026 | $77.42 | $74.21 | -4.15% |
Oct 28, 2025 | $54.44 | $53.40 | -1.91% |
Jul 24, 2025 | $48.24 | $49.20 | +1.98% |
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 PHINIA Inc. (PHIN) report earnings?
PHINIA Inc. (PHIN) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).
What is PHINIA Inc. (PHIN) earnings time?
PHINIA Inc. (PHIN) earnings time is at Aug 10, 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 PHIN EPS forecast?
PHIN EPS forecast for the fiscal quarter 2026 (Q2) is 1.55.