Guidance ConservatismInitial 2026 outlook was characterized as conservative with lower OEM production assumptions, which could limit near-term upside if market sentiment turns positive.
Revenue SensitivityGuidance tied to reduced OEM production rates increases revenue sensitivity if actual OEM deliveries recover faster than company assumptions.
Valuation RiskConservative assumptions relative to OEM skylines may prompt analysts to trim estimates or multiples, creating potential short-term valuation pressure.