ICE Market ResilienceAnalyst notes that slower-than-expected BEV adoption and indications that European ICE phase-out could be extended beyond 2035 reduce downside pressure on Garrett’s turbocharger franchise.
Margin Profile And Cash GenerationAnalyst cites a top-tier margin profile and strong free cash flow conversion that provide financial flexibility relative to peers and enable continued investment in growth initiatives.
Zero-emission Product InvestmentAnalyst highlights significant investment in e-powertrains and hydrogen fuel cell compressors as a pathway to broaden the product portfolio and support medium-term growth.