PHINIA
Builds fuel systems, electrical components, and aftermarket solutions for combustion and hybrid engines.
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Profile
Develops fuel systems, electrical components, and aftermarket products for combustion and hybrid engines across vehicle and industrial applications. Fuel Systems serves manufacturers with components, controls, software, and calibration, while Aftermarket sells replacement and remanufactured parts, diagnostics, starters, and alternators through dealer and independent repair channels worldwide.
Develops fuel systems, electrical systems, and aftermarket solutions for combustion and hybrid engines across commercial vehicles, passenger vehicles, off-highway equipment, industrial machinery, marine, power generation, and aerospace and defense. Fuel Systems supplies injection systems, fuel-delivery modules, sensors, electronic controls, software, calibration, and original-equipment service products. Aftermarket sells replacement and remanufactured parts, diagnostics, test equipment, starters, and alternators under Delphi, Delco Remy, and Hartridge.
Links design, calibration, validation, and manufacturing across the Americas, Europe, and Asia while serving vehicle makers, dealer networks, and independent repair channels. SEM extends the portfolio into ignition systems and sensors for natural gas, hydrogen, and other alternative fuels. Demand remains tied to combustion and hybrid production, fleet maintenance, emissions rules, and a concentrated group of original-equipment customers, with General Motors the largest.
Company facts
Categories
Key statistics
Year to date +6.2% · Average volume (30d) 355.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Northland Securities | Target | $93 | $98 | ||
| Jul 31, 2026 | UBS | Reiterate | Neutral | $81 | $80 | |
| Jul 9, 2026 | UBS | Reiterate | Neutral | $76 | $81 | |
| Jun 11, 2026 | KeyBanc | Target | $105 | |||
| Feb 26, 2026 | Freedom Broker | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $1.57 | $1.53 | −2.5% | $918.8M | $940.0M | +2.3% | −11.04% |
| Apr 30, 2026Q1 FY26 | $1.13 | $1.29 | +14.2% | $838.7M | $878.0M | +4.7% | +2.59% |
| Feb 12, 2026Q4 FY25 | $1.35 | $1.18 | −12.6% | $838.2M | $889.0M | +6.1% | +1.62% |
| Oct 28, 2025Q3 FY25 | $1.17 | $1.59 | +35.9% | $843.6M | $908.0M | +7.6% | −3.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $796.0M | $890.0M | $908.0M | $889.0M | $878.0M | $940.0M | |
| Gross profit | $165.0M | $197.0M | $200.0M | $185.0M | $188.0M | $216.0M | |
| Operating income | $64.0M | $87.0M | $93.0M | $69.0M | $72.0M | $88.0M | |
| Net income | $26.0M | $46.0M | $13.0M | $45.0M | $37.0M | $40.0M | |
| Diluted EPS | $0.63 | $1.14 | $0.33 | $1.15 | $0.96 | $1.05 | |
| Gross margin | 20.7% | 22.1% | 22.0% | 20.8% | 21.4% | 23.0% | |
| Operating margin | 8.0% | 9.8% | 10.2% | 7.8% | 8.2% | 9.4% |
Fiscal years (4-quarter sums)FY22 $3.35B · FY23 $3.50B · FY24 $3.40B · FY25 $3.48B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $370.0M · Total debt $1.06B · Total assets $3.84B · Shareholders' equity $1.54B
Dividends
Last raised to $0.30 from $0.27 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 9, 2026 | Jun 9 | Jun 23 | $0.30 | |
| Mar 6, 2026 | Mar 6 | Mar 20 | $0.30 | raised from $0.27 |
| Nov 24, 2025 | Nov 24 | Dec 12 | $0.27 | |
| Aug 22, 2025 | Aug 22 | Sep 12 | $0.27 | |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.27 | |
| Feb 28, 2025 | Feb 28 | Mar 14 | $0.27 | raised from $0.25 |
| Nov 25, 2024 | Nov 25 | Dec 13 | $0.25 | |
| Aug 23, 2024 | Aug 23 | Sep 13 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 36.64M · Float 35.77M · 97.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.79M | 15.82% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.54M | 6.93% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 2.36M | 6.40% | 13G | Jul 14, 2026 |
| FMR LLC | 2.28M | 6.21% | 13F | Aug 13, 2026 |
| Millennium Group Management LLC | 2.27M | 5.40% | 13G | Nov 6, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Michael Coetzee | officer: VP and GM Fuel Syst. Americas | −1,250 | $80.61 |
| Jun 10, 2026 | Samantha Pombier | officer: Vice President and Controller | −2,227 | $82.37 |
| Mar 4, 2026 | Neil Fryer | officer: VP and GM Global Aftermarket | −624 | $72.75 |
| Mar 4, 2026 | Christopher Gustanski | officer: VP, Operational Excellence | −3,812 | $72.73 |
| Nov 19, 2025 | Hongyong Yang | officer: VP and GM Fuel Syst. Asia Pac | −893 | $52.43 |
Peers
- Cummins
Heavy-duty engines, fuel systems, components, and alternative fuels
- Standard Motor Products
Engine-management and fuel-injection aftermarket replacement parts
- Dorman Products
Repair-channel aftermarket parts and OE replacement solutions
- BorgWarner
Adjacent combustion, hybrid, propulsion, and aftermarket systems
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PHINIA | $68.65 | −0.04% | $2.52B | 19.7 | 10.7 | 0.7 | +5.6% |
| Cummins | $564.40 | −0.03% | $77.94B | 28.9 | 17.0 | 2.2 | +9.4% |
| Standard Motor Products | $37.01 | −0.16% | $824.0M | 16.4 | 8.2 | 0.4 | +1.6% |
| Dorman Products | $129.35 | −0.05% | $3.87B | 17.9 | 15.6 | 1.8 | +0.7% |
| BorgWarner | $63.84 | −0.37% | $13.15B | 32.0 | 11.8 | 0.9 | +0.3% |
| Median | 23.4 | 13.7 | 1.4 | +1.1% |