Garrett Motion reported quarterly revenue of US$976 million, up 6.9% year on year, with EBITDA results and full-year guidance that topped analyst expectations. The stock rose 3.1% over the last day and 5.3% over the past week, though its 90-day share price return is down 18.4% after a softer 30-day stretch, while the 1-year total shareholder return stands at 103.8% and the 3-year total shareholder return at about 2.8x. The most followed narrative pegs fair value around $37.17, comfortably above the last close at $27.07, implying the shares are 27% undervalued. That narrative rests on ongoing innovation and proof of concept awards in zero emission technologies including E Powertrain, E Cooling, and fuel cell compressors, plus expansion in industrial and non automotive end markets. It also flags risks from Garrett Motion's reliance on internal combustion engine turbochargers and exposure to tariff and currency swings.
Garrett Motion IncGarrett Motion beat on quarterly revenue, EBITDA, and full-year guidance, topping analyst expectations.
