Goodyear Tire & Rubber (GT)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
QuarterlyIQ Insights · GT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"To get there, we've established a dedicated transformation office to pursue broader operational and strategic opportunities and to drive structural changes that will allow the business to generate m…
Stated in 3 of 4 supplied quarters. Management reported: “"While our third quarter results reflected meaningful sequential earnings improvement, our financial performance remains below our expectations.” “"To get there, we've established a dedicated transformation office to pursue broader operational and strategic opportunities and to drive structural changes that will allow the business to generate more consistent free cash flow."”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"To get there, we've established a dedicated transformation office to pursue broader operational and strategic opportunities and to drive structural changes that will allow the business to generate m…”
“"We're taking actions to improve performance in a competitive environment by strengthening our product lineup, building on original equipment growth across regions, and optimizing our manufacturing f…”
“"Looking ahead, increased pressure on industry demand and higher raw material costs stemming from the conflict in the Middle East require that we continue to take meaningful actions to strengthen our…”
We've made real progress in strengthening our product portfolio and optimizing our manufacturing footprint.
Stated in 2 of 4 supplied quarters. Management reported: “This action is expected to generate approximately $90 million of Americas SOI improvement in 2027 and approximately $270 million annually beginning in 2028.” “We've made real progress in strengthening our product portfolio and optimizing our manufacturing footprint.”
“We've made real progress in strengthening our product portfolio and optimizing our manufacturing footprint.”
“"We're taking actions to improve performance in a competitive environment by strengthening our product lineup, building on original equipment growth across regions, and optimizing our manufacturing f…”
Goodyear Forward Goodyear Forward delivered $192 million of benefits in the fourth quarter of 2025.
Stated in 1 of 4 supplied quarters. Management reported: “Since inception, the program has generated $1.25 billion of cumulative segment operating income benefits, exceeding its original commitment by approximately $150 million.” “At the end of 2025, the company had reached a $1.5 billion run-rate over the two-year program.”
“Goodyear Forward Goodyear Forward delivered $192 million of benefits in the fourth quarter of 2025.”
"We're taking actions to improve performance in a competitive environment by strengthening our product lineup, building on original equipment growth across regions, and optimizing our manufacturing f…
We expect to deliver further savings to position the company for long term value creation."
Over the trailing year it converted 0.90x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-04.