First-Fit Market ChallengesFirst-fit headwinds are getting tougher with volumes expected to be down mid-teens in the fourth quarter and remain challenging in the first half of the following year.
Market ConditionsBoth the Aftermarket and First Fit markets are in a synchronized downturn, which is atypical compared to historical trends.
Tariff RiskTariff considerations present overhang risk on uncertainty heading into the transition to a Trump administration, with about 30% of revenue from products made in Mexico.